Venturi Wealth Management, LLC Purchases in Q4 2024

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PSA
Public Storage

Real Estate
142
+ 156.04%
$289.33 - $360.21 $41.1K - $51.1K
233 $69K
TCBI
Texas Capital Bancshares Inc

Financial Services
470
New
$69.88 - $89.68 $32.8K - $42.1K
470 $36K
ZION
Zions Bancorporation, National Association

Financial Services
332
+ 13.44%
$45.62 - $61.73 $15.1K - $20.5K
2.8K $152K
DOW
Dow Inc.

Basic Materials
1.11K
+ 175.56%
$39.1 - $55.34 $43.2K - $61.2K
1.74K $69K
UNP
Union Pacific Corp

Industrials
589
+ 10.79%
$223.15 - $249.32 $131K - $147K
6.05K $1.38M
WIT
Wipro LTD

Technology
11.3K
+ 700.87%
$3.54 - $7.24 $40K - $81.7K
12.9K $45K
AGO
Assured Guaranty LTD

Financial Services
343
+ 100.59%
$79.0 - $94.69 $27.1K - $32.5K
684 $61K
VEEV
Veeva Systems Inc

Healthcare
163
+ 2716.67%
$201.81 - $250.45 $32.9K - $40.8K
169 $35K
CW
Curtiss Wright Corp

Industrials
74
+ 31.36%
$335.08 - $389.49 $24.8K - $28.8K
310 $110K
UNM
Unum Group

Financial Services
278
+ 29.96%
$58.88 - $77.07 $16.4K - $21.4K
1.21K $88K
MCD
Mcdonalds Corp

Consumer Cyclical
385
+ 7.02%
$288.47 - $316.54 $111K - $122K
5.87K $1.7M
PBA
Pembina Pipeline Corp

Energy
880
+ 880.0%
$35.89 - $43.35 $31.6K - $38.1K
980 $36K
PRI
Primerica, Inc.

Financial Services
115
+ 116.16%
$265.71 - $304.93 $30.6K - $35.1K
214 $58K
A
Agilent Technologies, Inc.

Healthcare
282
+ 53.92%
$125.69 - $146.56 $35.4K - $41.3K
805 $108K
AZPN
Aspen Technology, Inc.

Technology
65
+ 4.81%
$231.19 - $253.16 $15K - $16.5K
1.42K $353K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
132
+ 4.63%
$83.95 - $99.75 $11.1K - $13.2K
2.98K $266K
NVST
Envista Holdings Corp

Healthcare
1.64K
+ 528.39%
$17.7 - $22.33 $29K - $36.6K
1.95K $37K
VSAT
Viasat Inc

Technology
3.69K
New
$6.83 - $11.56 $25.2K - $42.7K
3.69K $31K
XP
Xp Inc.

Financial Services
2.89K
+ 541.2%
$11.78 - $18.17 $34K - $52.5K
3.42K $40K
D
Dominion Energy, Inc

Utilities
641
+ 58.22%
$52.63 - $60.92 $33.7K - $39K
1.74K $93K
MTB
M&T Bank Corp

Financial Services
131
+ 26.84%
$172.48 - $221.95 $22.6K - $29.1K
619 $116K
SMR
Nuscale Power Corp

Industrials
1.5K
+ 313.81%
$11.69 - $30.21 $17.5K - $45.3K
1.98K $35K
ROKU
Roku, Inc

Communication Services
406
+ 40.97%
$64.08 - $84.12 $26K - $34.2K
1.4K $103K
LUV
Southwest Airlines CO

Industrials
559
+ 19.34%
$28.99 - $34.84 $16.2K - $19.5K
3.45K $115K
OZK
Bank Ozk

Financial Services
595
+ 37.42%
$41.39 - $50.55 $24.6K - $30.1K
2.19K $97K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
33
+ 0.74%
$15.19 - $25.13 $501 - $829
4.49K $107K
ZWS
Zurn Water Solutions Corp

Industrials
430
+ 4.77%
$35.79 - $40.92 $15.4K - $17.6K
9.44K $352K
BIO
Bio Rad Laboratories, Inc.

Healthcare
87
+ 2175.0%
$313.15 - $374.28 $27.2K - $32.6K
91 $29K
CAE
Cae Inc

Industrials
68
+ 1.73%
$17.6 - $25.38 $1.2K - $1.73K
4.01K $101K
DD
Du Pont De Nemours, Inc.

Basic Materials
547
+ 51.56%
$75.95 - $88.05 $41.5K - $48.2K
1.61K $122K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
647
+ 59.74%
$46.46 - $51.66 $30.1K - $33.4K
1.73K $83K
NXST
Nexstar Media Group, Inc.

Communication Services
209
+ 31.01%
$157.01 - $188.5 $32.8K - $39.4K
883 $139K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
355
New
$80.93 - $85.66 $28.7K - $30.4K
355 $28K
BAX
Baxter International Inc

Healthcare
1.74K
+ 64.0%
$28.63 - $37.84 $49.9K - $66K
4.47K $130K
ENPH
Enphase Energy, Inc.

Technology
509
+ 318.13%
$59.52 - $111.18 $30.3K - $56.6K
669 $45K
TTC
Toro CO

Industrials
362
+ 195.68%
$80.1 - $88.44 $29K - $32K
547 $43K
UI
Ubiquiti Inc.

Technology
54
+ 71.05%
$223.6 - $362.72 $12.1K - $19.6K
130 $43K
U
Unity Software Inc.

Technology
1.24K
+ 31.48%
$17.34 - $27.72 $21.4K - $34.2K
5.16K $115K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3K
New
$8.24 - $11.07 $24.7K - $33.2K
3K $27K
WWD
Woodward, Inc.

Industrials
172
+ 70.2%
$159.67 - $187.29 $27.5K - $32.2K
417 $69K
ALK
Alaska Air Group, Inc.

Industrials
89
+ 8.68%
$42.48 - $67.6 $3.78K - $6.02K
1.11K $72K
BALL
Ball Corp

Consumer Cyclical
509
+ 328.39%
$54.84 - $67.94 $27.9K - $34.6K
664 $36K
BRX
Brixmor Property Group Inc.

Real Estate
1.14K
+ 140.91%
N/A
1.95K $44K
CERT
Certara, Inc.

Healthcare
2.51K
+ 839.13%
$9.55 - $11.71 $24K - $29.4K
2.81K $29K
HTH
Hilltop Holdings Inc.

Financial Services
935
New
$28.47 - $34.44 $26.6K - $32.2K
935 $26K
PPG
Ppg Industries Inc

Basic Materials
498
+ 19.54%
$119.09 - $131.37 $59.3K - $65.4K
3.05K $363K
VTI
Vanguard Total Stock Market Et

ETFs
33
+ 1.36%
$280.04 - $302.45 $9.24K - $9.98K
2.46K $712K
ALKS
Alkermes Plc.

Healthcare
871
New
$25.7 - $31.46 $22.4K - $27.4K
871 $25K
CCL
Carnival Corp

Consumer Cyclical
622
+ 39.24%
$17.34 - $26.8 $10.8K - $16.7K
2.21K $54K
Activity Summary
Buys All Purchases 1215 New Holdings 311 Increased Positions 904 Sells All Sells 354 Reductions 354 Sold out 0 Options Calls 0 Puts 0
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