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
SNY
Sanofi

Healthcare
99
+ 42.13%
$45.89 - $57.31 $4.54K - $5.67K
334 $16K
SEM
Select Medical Holdings Corp

Healthcare
163
New
$18.26 - $40.2 $2.98K - $6.55K
163 $3K
SKM
Sk Telecom CO LTD

Communication Services
144
+ 85.71%
$21.04 - $24.27 $3.03K - $3.49K
312 $6K
ERIC
Ericsson Lm Telephone CO

Technology
389
New
$7.36 - $8.59 $2.86K - $3.34K
389 $3K
TU
Telus Corp

Communication Services
273
+ 145.99%
$13.45 - $16.78 $3.67K - $4.58K
460 $6K
TW
Tradeweb Markets Inc.

Financial Services
24
+ 36.36%
$124.87 - $136.32 $3K - $3.27K
90 $11K
VFC
V F Corp

Consumer Cyclical
132
+ 46.48%
$16.7 - $22.59 $2.2K - $2.98K
416 $8K
VRSK
Verisk Analytics, Inc.

Industrials
7
+ 5.07%
$262.86 - $294.75 $1.84K - $2.06K
145 $39K
WCN
Waste Connections, Inc.

Industrials
143
+ 4.77%
$171.06 - $193.25 $24.5K - $27.6K
3.14K $539K
WELL
Welltower Inc.

Real Estate
33
+ 6.5%
$123.11 - $139.3 $4.06K - $4.6K
541 $68K
WDS
Woodside Energy Group LTD

Energy
210
+ 56.3%
$14.38 - $18.32 $3.02K - $3.85K
583 $9K
WPP
Wpp PLC

Communication Services
67
+ 106.35%
$49.35 - $56.55 $3.31K - $3.79K
130 $6K
AER
Aer Cap Holdings N.V.

Industrials
28
+ 82.35%
$91.85 - $100.3 $2.57K - $2.81K
62 $5K
ATHM
Autohome Inc.

Communication Services
89
New
$25.95 - $34.44 $2.31K - $3.07K
89 $2K
BIDU
Baidu, Inc.

Communication Services
29
+ 193.33%
$80.33 - $115.13 $2.33K - $3.34K
44 $3K
BSAC
Banco Santander Chile

Financial Services
121
+ 237.25%
$18.6 - $20.89 $2.25K - $2.53K
172 $3K
BNS
Bank Of Nova Scotia

Financial Services
38
+ 70.37%
$51.5 - $57.02 $1.96K - $2.17K
92 $4K
OWL
Blue Owl Capital Inc.

Financial Services
63
+ 74.12%
$19.51 - $24.81 $1.23K - $1.56K
148 $3K
CM
Canadian Imperial Bank Of Commerce

Financial Services
31
+ 96.88%
$59.58 - $67.31 $1.85K - $2.09K
63 $3K
CMP
Compass Minerals International Inc

Basic Materials
200
New
$10.59 - $15.7 $2.12K - $3.14K
200 $2K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
162
+ 84.38%
$10.78 - $12.75 $1.75K - $2.07K
354 $4K
CHK
Chesapeake Energy Corp

Energy
26
New
$81.46 - $87.57 $2.12K - $2.28K
26 $2K
FNB
Fnb Corp

Financial Services
83
+ 10.02%
$13.56 - $17.29 $1.13K - $1.44K
911 $13K
FNV
Franco Nevada Corp

Basic Materials
19
+ 146.15%
$113.26 - $137.22 $2.15K - $2.61K
32 $3K
HTHT
Huazhu Group LTD

Consumer Cyclical
80
New
$32.03 - $41.74 $2.56K - $3.34K
80 $2K
HRL
Hormel Foods Corp

Consumer Defensive
51
+ 60.71%
$29.21 - $33.55 $1.49K - $1.71K
135 $4K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
99
New
$23.25 - $23.37 $2.3K - $2.31K
99 $2K
LITE
Lumentum Holdings Inc.

Technology
4
+ 6.67%
$61.49 - $94.9 $246 - $380
64 $5K
MKSI
Mks Instruments Inc

Technology
141
+ 5.02%
$98.56 - $117.93 $13.9K - $16.6K
2.95K $307K
NFG
National Fuel Gas CO

Energy
36
+ 6.2%
$58.89 - $64.23 $2.12K - $2.31K
617 $37K
NCNO
N Cino, Inc.

Technology
58
+ 49.57%
$30.14 - $42.64 $1.75K - $2.47K
175 $5K
NMR
Nomura Holdings Inc

Financial Services
443
New
$5.05 - $6.25 $2.24K - $2.77K
443 $2K
OVV
Ovintiv Inc.

Energy
58
New
$37.74 - $46.71 $2.19K - $2.71K
58 $2K
PNW
Pinnacle West Capital Corp

Utilities
46
+ 10.72%
$84.03 - $94.52 $3.87K - $4.35K
475 $40K
DGX
Quest Diagnostics Inc

Healthcare
13
+ 14.44%
N/A
103 $14K
RH
Rh

Consumer Cyclical
1
+ 4.0%
$311.9 - $446.04 $312 - $446
26 $10K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.25K
+ 200.0%
$22.01 - $66.82 $71.6K - $217K
4.88K $110K
SLG
Sl Green Realty Corp

Real Estate
34
+ 9.14%
$66.24 - $81.13 $2.25K - $2.76K
406 $27K
SUI
Sun Communities Inc

Real Estate
17
New
$119.89 - $139.05 $2.04K - $2.36K
17 $2K
UHAL
Amerco

Industrials
43
New
$67.46 - $78.4 $2.9K - $3.37K
43 $2K
UMC
United Microelectronics Corp

Technology
468
+ 93.6%
$6.34 - $8.35 $2.97K - $3.91K
968 $6K
WFG
West Fraser Timber Co., LTD

Basic Materials
34
New
$84.65 - $101.14 $2.88K - $3.44K
34 $2K
WHR
Whirlpool Corp

Consumer Cyclical
3
+ 1.45%
$99.28 - $124.45 $298 - $373
210 $24K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
15
+ 71.43%
$77.15 - $104.91 $1.16K - $1.57K
36 $3K
WYNN
Wynn Resorts LTD

Consumer Cyclical
122
+ 14.99%
$84.3 - $106.41 $10.3K - $13K
936 $80K
XPO
Xpo Logistics, Inc.

Industrials
5
+ 11.36%
$105.35 - $158.2 $527 - $791
49 $6K
KMPH
Kempharm, Inc

Healthcare
531
New
N/A
531 $2K
AIZ
Assurant, Inc.

Financial Services
1
+ 1.04%
$186.6 - $228.68 $187 - $229
97 $20K
BMO
Bank Of Montreal

Financial Services
9
+ 6.72%
$89.75 - $103.39 $808 - $931
143 $13K
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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