Vestmark Advisory Solutions, Inc. Incresed Positions in Q4 2024

Vestmark Advisory Solutions, Inc.

  • $2.63 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTC
First Tr Lge Cap Growth

ETFs
307
+ 1.35%
$130.13 - $149.09 $39.9K - $45.8K
23.1K $3.18M
PUK
Prudential PLC

Financial Services
13.1K
+ 107.16%
$15.52 - $18.99 $204K - $249K
25.4K $404K
BKNG
Booking Holdings Inc.

Consumer Cyclical
25
+ 36.76%
$4100.99 - $5300.34 $103K - $133K
93 $462K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
20.7K
+ 12.65%
$26.16 - $29.13 $541K - $602K
184K $4.82M
PAYX
Paychex Inc

Industrials
124
+ 0.48%
$135.86 - $148.73 $16.8K - $18.4K
25.9K $3.63M
CGGO
Capital Group Global Growth Eq

ETFs
9.23K
+ 8.37%
$29.21 - $30.67 $270K - $283K
120K $3.49M
HLN
Haleon PLC

Healthcare
21.7K
+ 53.19%
$9.23 - $10.71 $200K - $232K
62.4K $596K
WM
Waste Management Inc

Industrials
854
+ 29.02%
$201.79 - $228.46 $172K - $195K
3.8K $766K
PGR
Progressive Corp

Financial Services
1.67K
+ 9.6%
$239.6 - $268.88 $399K - $448K
19K $4.55M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
17K
+ 140.3%
$9.25 - $10.62 $157K - $181K
29.2K $283K
TFSL
Tfs Financial Corp

Financial Services
12.2K
+ 62.58%
$12.52 - $14.53 $153K - $178K
31.8K $398K
WDAY
Workday, Inc.

Technology
277
+ 5.03%
$233.85 - $279.91 $64.8K - $77.5K
5.79K $1.49M
LNG
Cheniere Energy, Inc.

Energy
324
+ 15.18%
$181.07 - $225.92 $58.7K - $73.2K
2.46K $528K
HUBS
Hubspot Inc

Technology
58
+ 9.37%
$514.07 - $757.4 $29.8K - $43.9K
677 $471K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
9.71K
+ 8.34%
$21.02 - $21.57 $204K - $209K
126K $2.67M
APO
Apollo Global Management, Inc.

Financial Services
183
+ 6.72%
$131.36 - $178.61 $24K - $32.7K
2.91K $479K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.11K
+ 19.14%
$77.25 - $91.3 $85.8K - $101K
6.92K $590K
SONY
Sony Group Corp

Technology
72.4K
+ 389.99%
$17.53 - $96.8 $1.27M - $7.01M
91K $1.93M
D
Dominion Energy, Inc

Utilities
4.94K
+ 14.2%
$52.63 - $60.92 $260K - $301K
39.7K $2.14M
CINF
Cincinnati Financial Corp

Financial Services
94
+ 0.63%
$132.86 - $160.16 $12.5K - $15.1K
14.9K $2.15M
ACVA
Acv Auctions Inc.

Consumer Cyclical
4.56K
+ 21.28%
$17.04 - $23.17 $77.8K - $106K
26K $561K
FYX
First Tr Small Cap Core Alphad

ETFs
348
+ 0.6%
$96.51 - $110.53 $33.6K - $38.5K
58.6K $5.92M
DTM
Dt Midstream, Inc.

Energy
627
+ 24.24%
$78.85 - $108.56 $49.4K - $68.1K
3.21K $319K
HMN
Horace Mann Educators Corp

Financial Services
1.84K
+ 19.67%
$34.36 - $42.64 $63.2K - $78.5K
11.2K $439K
WST
West Pharmaceutical Services Inc

Healthcare
214
+ 15.03%
$285.69 - $344.0 $61.1K - $73.6K
1.64K $536K
RRX
Regal Rexnord Corp

Industrials
845
+ 41.0%
$153.56 - $182.22 $130K - $154K
2.91K $450K
RELX
Relx PLC

Communication Services
4.06K
+ 10.74%
$44.45 - $48.63 $181K - $197K
41.9K $1.9M
MUB
Ishares National Muni Bond ETF

ETFs
1.05K
+ 38.98%
$105.78 - $108.7 $111K - $114K
3.75K $399K
MSCI
Msci Inc.

Financial Services
112
+ 4.96%
$569.09 - $635.99 $63.7K - $71.2K
2.37K $1.42M
AZN
Astrazeneca PLC

Healthcare
6.23K
+ 25.58%
$63.2 - $79.58 $394K - $496K
30.6K $2M
HAYW
Hayward Holdings, Inc.

Industrials
6.81K
+ 32.08%
$14.5 - $16.6 $98.8K - $113K
28K $428K
LANC
Lancaster Colony Corp

Consumer Defensive
594
+ 41.54%
$172.18 - $200.28 $102K - $119K
2.02K $350K
PPL
Ppl Corp

Utilities
3.44K
+ 14.32%
$31.47 - $35.0 $108K - $121K
27.5K $892K
UL
Unilever PLC

Consumer Defensive
3.56K
+ 26.35%
$56.7 - $64.64 $202K - $230K
17.1K $968K
SHEL
Shell PLC

Energy
2.52K
+ 11.98%
$60.63 - $70.23 $153K - $177K
23.6K $1.48M
FAST
Fastenal CO

Industrials
958
+ 2.47%
$69.99 - $84.35 $67.1K - $80.8K
39.8K $2.86M
BP
Bp PLC

Energy
6.17K
+ 11.11%
$28.16 - $33.14 $174K - $204K
61.7K $1.82M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
778
+ 33.53%
$131.66 - $144.0 $102K - $112K
3.1K $409K
FXN
First Tr Exchange Traded Fd Fi

ETFs
2.62K
+ 0.84%
$15.42 - $18.08 $40.3K - $47.3K
314K $5.14M
ABBV
Abb Vie Inc.

Healthcare
2.51K
+ 13.47%
$164.99 - $203.87 $413K - $511K
21.1K $3.75M
ADI
Analog Devices Inc

Technology
613
+ 19.54%
$206.35 - $236.48 $126K - $145K
3.75K $796K
VNT
Vontier Corp

Technology
1.44K
+ 18.65%
$33.03 - $40.45 $47.5K - $58.2K
9.15K $333K
DASH
Door Dash, Inc.

Communication Services
97
+ 4.33%
$141.93 - $180.48 $13.8K - $17.5K
2.34K $391K
FAF
First American Financial Corp

Financial Services
1.49K
+ 20.26%
$61.55 - $70.63 $91.7K - $105K
8.85K $552K
DUK
Duke Energy Corp

Utilities
805
+ 29.37%
$105.76 - $120.76 $85.1K - $97.2K
3.55K $382K
ING
Ing Groep Nv

Financial Services
8.18K
+ 32.09%
$15.1 - $17.73 $124K - $145K
33.7K $527K
CRVL
Corvel Corp

Financial Services
20.7K
+ 199.25%
$111.26 - $370.61 $2.31M - $7.68M
31.1K $3.46M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
225
+ 10.95%
$110.69 - $154.48 $24.9K - $34.8K
2.28K $289K
GLOB
Globant S.A.

Technology
198
+ 19.24%
$193.45 - $236.83 $38.3K - $46.9K
1.23K $263K
Activity Summary
Buys All Purchases 395 New Holdings 81 Increased Positions 314 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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