Sigma Planning Corp Purchases in Q4 2024

Sigma Planning Corp

  • $3.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VERX
Vertex, Inc.

Technology
1.42K
+ 14.98%
$39.21 - $56.92 $55.7K - $80.9K
10.9K $581K
HYLS
First Tr Tactical High Yield L

ETFs
5.22K
New
$41.29 - $42.03 $215K - $219K
5.22K $215K
USTB
Victory Portfolios Ii Victorys

ETFs
4.42K
+ 28.24%
$50.06 - $50.85 $221K - $225K
20.1K $1.01M
SRTS
Sensus Healthcare, Inc.

Healthcare
31K
New
$5.95 - $8.95 $184K - $277K
31K $212K
ZS
Zscaler, Inc.

Technology
1.15K
New
$166.99 - $211.99 $193K - $245K
1.15K $208K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
5.31K
New
$38.02 - $42.79 $202K - $227K
5.31K $208K
SVOL
Simplify ETF Simplify Volatili

ETFs
10.8K
+ 70.4%
$20.4 - $21.93 $220K - $237K
26.1K $543K
UITB
Usaa ETF Tr Core Intermediate

ETFs
5.1K
+ 34.61%
$45.83 - $48.07 $234K - $245K
19.8K $912K
DELL
Dell Technologies Inc.

Technology
1.97K
+ 25.12%
$111.96 - $144.21 $221K - $284K
9.82K $1.13M
APAM
Artisan Partners Asset Management Inc.

Financial Services
4.69K
New
$41.74 - $49.17 $196K - $231K
4.69K $202K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.27K
+ 22.54%
$74.68 - $81.45 $319K - $347K
23.2K $1.73M
CTAS
Cintas Corp

Industrials
1.41K
+ 48.11%
$182.7 - $226.47 $257K - $319K
4.34K $792K
VDC
Vanguard Consumer Staples ETF

ETFs
1.16K
+ 14.84%
$210.96 - $223.62 $245K - $259K
8.98K $1.9M
MASI
Masimo Corp

Healthcare
600
+ 21.7%
$132.43 - $177.7 $79.5K - $107K
3.37K $556K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.43K
+ 3.63%
$55.86 - $60.21 $136K - $146K
69.5K $3.98M
ADP
Automatic Data Processing Inc

Industrials
313
+ 5.46%
$280.08 - $307.97 $87.7K - $96.4K
6.04K $1.77M
FXU
First Tr Exchange Traded Fd Ut

ETFs
5.35K
+ 14.17%
$37.15 - $41.12 $199K - $220K
43.1K $1.63M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.61K
+ 26.76%
$79.93 - $88.06 $288K - $318K
17.1K $1.37M
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.65K
+ 23.86%
$65.08 - $73.72 $173K - $196K
13.8K $910K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.11K
+ 29.67%
$89.9 - $100.66 $190K - $212K
9.22K $833K
KRE
Spdr S&P Regional Banking ETF

ETFs
2.56K
+ 68.85%
$54.6 - $68.9 $140K - $177K
6.28K $379K
NRZ
New Residential Investment Corp.

Real Estate
22.9K
+ 30.71%
N/A
97.6K $707K
CDNS
Cadence Design Systems Inc

Technology
348
+ 17.21%
$249.1 - $324.54 $86.7K - $113K
2.37K $712K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
48
+ 0.69%
$107.98 - $143.92 $5.18K - $6.91K
7.03K $943K
HUM
Humana Inc

Healthcare
800
+ 121.95%
$233.89 - $304.18 $187K - $243K
1.46K $369K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
3.12K
+ 6.36%
$35.71 - $38.39 $111K - $120K
52.2K $1.93M
TDIV
First Trust Nasdaq Technology

ETFs
4.4K
+ 4.31%
$78.03 - $82.13 $343K - $361K
107K $8.36M
CUE
Cue Biopharma, Inc.

Healthcare
45.9K
+ 11.42%
$0.71 - $1.88 $32.6K - $86.2K
447K $460K
SRLN
Ssga Active Trust

ETFs
3.73K
+ 9.07%
$41.48 - $42.08 $155K - $157K
44.8K $1.87M
KHC
Kraft Heinz CO

Consumer Defensive
14.5K
+ 21.82%
$30.1 - $36.02 $437K - $523K
81K $2.49M
BEN
Franklin Resources Inc

Financial Services
7.19K
+ 41.84%
$19.35 - $22.76 $139K - $164K
24.4K $494K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
23.5K
+ 15.5%
$11.42 - $12.5 $268K - $293K
175K $2.02M
ITA
Ishares Tr

ETFs
1.4K
+ 9.98%
$144.31 - $157.31 $203K - $221K
15.5K $2.25M
OKE
Oneok Inc

Energy
213
+ 1.63%
$92.28 - $117.05 $19.7K - $24.9K
13.3K $1.34M
SCHW
Schwab Charles Corp

Financial Services
909
+ 11.89%
$63.31 - $82.85 $57.5K - $75.3K
8.55K $632K
CAH
Cardinal Health Inc

Healthcare
413
+ 3.61%
$107.89 - $125.33 $44.6K - $51.8K
11.8K $1.4M
FPE
First Tr Pfd Secs & Income ETF

ETFs
15.9K
+ 4.4%
$17.65 - $18.18 $280K - $288K
376K $6.66M
LQDA
Liquidia Corp

Healthcare
2.12K
+ 3.35%
$9.82 - $11.8 $20.8K - $25K
65.2K $766K
CME
Cme Group Inc.

Financial Services
30
+ 0.28%
$221.17 - $246.02 $6.64K - $7.38K
10.7K $2.48M
KKR
Kkr & Co. Inc.

Financial Services
109
+ 1.68%
$129.87 - $162.87 $14.2K - $17.8K
6.6K $975K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
373
+ 91.2%
$701.85 - $1046.91 $262K - $390K
782 $557K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
3.26K
+ 58.05%
$37.46 - $43.08 $122K - $141K
8.88K $338K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.65K
+ 28.91%
$90.42 - $94.5 $149K - $156K
7.37K $666K
FICS
First Tr Exchange Traded Fd Vi

ETFs
5.07K
+ 36.4%
$33.95 - $37.2 $172K - $188K
19K $644K
TGRW
T Rowe Price Exchange Traded F

Technology
2.66K
+ 34.51%
$37.03 - $41.54 $98.6K - $111K
10.4K $413K
ENB
Enbridge Inc

Energy
354
+ 0.61%
$40.4 - $43.92 $14.3K - $15.5K
58.7K $2.49M
TROW
Price T Rowe Group Inc

Financial Services
575
+ 4.2%
$106.48 - $124.69 $61.2K - $71.7K
14.3K $1.61M
GLW
Corning Inc

Technology
2.04K
+ 19.3%
$44.11 - $49.76 $89.9K - $101K
12.6K $598K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
12.3K
New
$9.77 - $10.51 $120K - $129K
12.3K $120K
Activity Summary
Buys All Purchases 570 New Holdings 70 Increased Positions 500 Sells All Sells 557 Reductions 557 Sold out 0 Options Calls 1 Puts 2
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