Smith Shellnut Wilson LLC Purchases and Sells in Q3 2024

Smith Shellnut Wilson LLC

$218 Million
Q3 2024

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	18.6K + 22.5%	$96.25 - $101.98 $1.79M - $1.89M	101K $10.2M
VOO	1.58K + 5.97%	$475.2 - $527.7 $748K - $831K	28K $14.8M
IJR	300 + 1.56%	$105.53 - $118.34 $31.7K - $35.5K	19.5K $2.28M
CTAS	3.98K + 295.26%	$201.38 - $819.83 $802K - $3.27M	5.33K $1.1M
PFF	118 + 0.14%	$31.18 - $33.5 $3.68K - $3.95K	82.7K $2.75M
AVGO	4.01K + 1014.43%	$136.27 - $1745.86 $546K - $7M	4.4K $759K

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FENY	63.8K New	$23.09 - $25.75 $1.47M - $1.64M	63.8K $1.54M
HLNE	1.48K New	$123.12 - $168.4 $182K - $248K	1.48K $248K
LNTH	2.15K New	$77.7 - $123.62 $167K - $265K	2.15K $235K
XLRE	5.25K New	$38.04 - $45.36 $200K - $238K	5.25K $234K
CORT	4.82K New	$29.51 - $46.26 $142K - $223K	4.82K $222K
OFG	4.87K New	$36.77 - $46.84 $179K - $228K	4.87K $218K

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BFST	-50K - 41.28%	$20.55 - $26.63 $1.03M - $1.33M	71.1K $1.83M
IVV	-2.05K - 7.21%	$520.18 - $576.82 $1.06M - $1.18M	26.3K $15.2M
WFC	-1.5K - 4.71%	$51.58 - $60.97 $77.4K - $91.5K	30.4K $1.71M
FDX	-75 - 1.73%	$254.64 - $313.52 $19.1K - $23.5K	4.26K $1.17M
XOM	-1.3K - 10.74%	$109.72 - $119.0 $143K - $155K	10.8K $1.27M
FTEC	-618 - 4.13%	$152.9 - $180.39 $94.5K - $111K	14.3K $2.5M

Activity Summary All Purchases 38 New Holdings 13 Increased Positions 25 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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