Silver Lake Advisory, LLC Purchases in Q3 2024

Silver Lake Advisory, LLC

  • $448 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ZM
Zoom Video Communications, Inc.

Technology
35.6K
New
$55.32 - $71.9 $1.97M - $2.56M
35.6K $2.48M
DOCU
Docusign, Inc.

Technology
37.6K
New
$49.73 - $62.53 $1.87M - $2.35M
37.6K $2.34M
AON
Aon PLC

Financial Services
3.62K
New
$293.16 - $351.06 $1.06M - $1.27M
3.62K $1.25M
RF
Regions Financial Corp

Financial Services
3.64K
+ 1.66%
$19.51 - $23.42 $71K - $85.3K
223K $5.2M
GLW
Corning Inc

Technology
1.63K
+ 1.58%
$37.76 - $46.2 $61.5K - $75.3K
105K $4.73M
UNM
Unum Group

Financial Services
1.77K
+ 2.4%
$49.81 - $59.44 $88.3K - $105K
75.8K $4.5M
ADP
Automatic Data Processing Inc

Industrials
71
+ 0.4%
$233.44 - $279.45 $16.6K - $19.8K
18K $4.98M
JNJ
Johnson & Johnson

Healthcare
734
+ 2.21%
$145.48 - $167.38 $107K - $123K
34K $5.51M
ABT
Abbott Laboratories

Healthcare
32
+ 0.06%
$100.07 - $118.13 $3.2K - $3.78K
57.8K $6.59M
KMI
Kinder Morgan, Inc.

Energy
555
+ 0.23%
$19.72 - $22.22 $10.9K - $12.3K
240K $5.3M
DOX
Amdocs LTD

Technology
1.2K
+ 3.59%
$78.13 - $87.85 $93.4K - $105K
34.5K $3.02M
SAFT
Safety Insurance Group Inc

Financial Services
712
+ 1.71%
$74.85 - $88.81 $53.3K - $63.2K
42.4K $3.46M
BMY
Bristol Myers Squibb CO

Healthcare
321
+ 1.09%
$39.66 - $51.75 $12.7K - $16.6K
29.7K $1.54M
TPL
Texas Pacific Land Corp

Energy
3
+ 0.17%
$724.86 - $952.13 $2.17K - $2.86K
1.79K $1.58M
GPN
Global Payments Inc

Industrials
391
+ 1.02%
$92.66 - $112.97 $36.2K - $44.2K
38.8K $3.98M
KO
Coca Cola CO

Consumer Defensive
187
+ 0.7%
$62.69 - $73.01 $11.7K - $13.7K
26.8K $1.92M
CARR
Carrier Global Corp

Industrials
2.76K
New
$61.9 - $80.88 $171K - $223K
2.76K $222K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
582
+ 2.65%
$87.56 - $95.49 $51K - $55.6K
22.5K $2.15M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.08K
New
$59.93 - $66.52 $184K - $205K
3.08K $204K
RHI
Robert Half International Inc.

Industrials
173
+ 0.31%
$59.34 - $68.28 $10.3K - $11.8K
55.6K $3.75M
VOT
Vanguard Mid Cap Growth Index

ETFs
360
+ 5.13%
$218.05 - $243.47 $78.5K - $87.6K
7.37K $1.79M
LDOS
Leidos Holdings, Inc.

Technology
25
+ 0.24%
$142.66 - $163.02 $3.57K - $4.08K
10.4K $1.7M
ATO
Atmos Energy Corp

Utilities
47
+ 0.61%
$114.08 - $138.75 $5.36K - $6.52K
7.75K $1.07M
PBI
Pitney Bowes Inc

Industrials
569
+ 0.75%
$5.65 - $7.49 $3.21K - $4.26K
76.1K $542K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.54K
+ 10.13%
$100.3 - $100.74 $154K - $155K
16.7K $1.68M
AAPL
Apple Inc.

Technology
5
+ 0.08%
$207.23 - $234.82 $1.04K - $1.17K
6.12K $1.42M
SAIC
Science Applications International Corp

Technology
18
+ 0.31%
$113.4 - $139.27 $2.04K - $2.51K
5.91K $823K
OKE
Oneok Inc

Energy
129
+ 1.15%
$78.62 - $95.27 $10.1K - $12.3K
11.3K $1.03M
GPC
Genuine Parts CO

Consumer Cyclical
498
+ 1.52%
$131.04 - $147.11 $65.3K - $73.3K
33.3K $4.65M
VUG
Vanguard Growth ETF

ETFs
127
+ 2.16%
$341.08 - $391.94 $43.3K - $49.8K
6.01K $2.31M
UNP
Union Pacific Corp

Industrials
26
+ 0.55%
$221.78 - $256.09 $5.77K - $6.66K
4.76K $1.17M
NSC
Norfolk Southern Corp

Industrials
16
+ 0.59%
$213.75 - $259.69 $3.42K - $4.16K
2.74K $680K
AXP
American Express CO

Financial Services
3
+ 0.13%
$225.92 - $271.17 $678 - $814
2.32K $629K
IBM
International Business Machines Corp

Technology
13
+ 0.72%
$175.1 - $223.38 $2.28K - $2.9K
1.81K $399K
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.31%
$333.64 - $405.2 $1.33K - $1.62K
1.29K $523K
RTX
Raytheon Technologies Corp

Industrials
18
+ 0.49%
$99.55 - $123.34 $1.79K - $2.22K
3.67K $444K
KMB
Kimberly Clark Corp

Consumer Defensive
97
+ 0.83%
$135.05 - $148.35 $13.1K - $14.4K
11.8K $1.68M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.04K
+ 22.39%
$49.93 - $51.15 $51.9K - $53.1K
5.68K $290K
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.33%
$517.38 - $573.86 $2.07K - $2.3K
1.21K $693K
SPGI
S&P Global Inc.

Financial Services
1
+ 0.19%
$446.32 - $527.38 $446 - $527
529 $273K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
127
+ 1.04%
$28.08 - $32.61 $3.57K - $4.14K
12.3K $388K
PEP
Pepsico Inc

Consumer Defensive
22
+ 0.39%
$161.9 - $179.3 $3.56K - $3.94K
5.71K $971K
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.49%
$194.9 - $224.8 $2.92K - $3.37K
3.07K $646K
EPD
Enterprise Products Partners L.P.

Energy
703
+ 1.52%
$27.88 - $30.0 $19.6K - $21.1K
46.9K $1.36M
ROL
Rollins Inc

Consumer Cyclical
22
+ 0.28%
$45.93 - $51.4 $1.01K - $1.13K
7.76K $392K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
20
+ 0.27%
$31.05 - $34.29 $621 - $686
7.32K $250K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.28%
$801.83 - $917.05 $802 - $917
357 $316K
AMGN
Amgen Inc

Healthcare
5
+ 0.64%
$309.38 - $337.38 $1.55K - $1.69K
787 $253K
DGX
Quest Diagnostics Inc

Healthcare
10
+ 0.52%
$137.09 - $137.09 $1.37K - $1.37K
1.95K $266K
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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