Wbi Investments, Inc. Purchases in Q4 2024

Wbi Investments, Inc.

  • $378 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
2.37K
New
$275.15 - $388.2 $653K - $922K
2.37K $812K
CLX
Clorox CO

Consumer Defensive
4.97K
New
$156.51 - $169.74 $777K - $843K
4.97K $806K
CRM
Salesforce, Inc.

Technology
1.79K
+ 54.64%
$270.87 - $367.87 $485K - $659K
5.07K $1.69M
AMP
Ameriprise Financial Inc

Financial Services
1.49K
New
$473.15 - $574.01 $704K - $854K
1.49K $792K
AXP
American Express CO

Financial Services
2.26K
+ 52.34%
$267.35 - $305.57 $603K - $689K
6.57K $1.95M
PM
Philip Morris International Inc.

Consumer Defensive
6.37K
+ 81.89%
$118.38 - $133.06 $754K - $847K
14.1K $1.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
923
+ 12.69%
$481.22 - $538.17 $444K - $497K
8.19K $4.19M
BEN
Franklin Resources Inc

Financial Services
30.5K
+ 42.01%
$19.35 - $22.76 $591K - $695K
103K $2.09M
VRT
Vertiv Holdings CO

Industrials
7.11K
New
N/A
7.11K $616K
AYI
Acuity Brands Inc

Industrials
2.11K
New
$292.13 - $333.45 $616K - $704K
2.11K $616K
MAN
Manpower Group Inc.

Industrials
9.38K
New
$56.82 - $74.28 $533K - $696K
9.38K $541K
ARES
Ares Management Corp

Financial Services
2.95K
New
$153.38 - $183.7 $453K - $542K
2.95K $522K
PINC
Premier, Inc.

Healthcare
21.4K
New
$19.08 - $23.34 $408K - $499K
21.4K $453K
SPGI
S&P Global Inc.

Financial Services
1K
+ 38.18%
$480.36 - $529.17 $481K - $530K
3.62K $1.8M
CF
Cf Industries Holdings, Inc.

Basic Materials
5.08K
New
$81.39 - $94.14 $413K - $478K
5.08K $433K
SNX
Td Synnex Corp

Technology
3.58K
New
$114.71 - $125.79 $411K - $451K
3.58K $420K
TJX
Tjx Companies Inc

Consumer Cyclical
3.35K
+ 74.17%
$112.15 - $127.2 $375K - $425K
7.86K $948K
VLY
Valley National Bancorp

Financial Services
45.3K
+ 62.29%
$8.7 - $10.78 $394K - $488K
118K $1.07M
LEA
Lear Corp

Consumer Cyclical
4.24K
New
$92.95 - $108.96 $394K - $462K
4.24K $401K
NVDA
Nvidia Corp

Technology
2.69K
+ 160.49%
$117.0 - $148.88 $315K - $401K
4.37K $586K
GRMN
Garmin LTD

Technology
1.82K
New
$161.91 - $220.77 $295K - $402K
1.82K $375K
NEU
Newmarket Corp

Basic Materials
709
New
$519.96 - $563.85 $369K - $400K
709 $374K
APAM
Artisan Partners Asset Management Inc.

Financial Services
8.54K
New
$41.74 - $49.17 $356K - $420K
8.54K $367K
VTI
Vanguard Total Stock Market Et

ETFs
865
+ 5.26%
$280.04 - $302.45 $242K - $262K
17.3K $5.01M
IWV
Ishares Russell 3000 ETF

ETFs
747
+ 5.24%
$323.08 - $349.08 $241K - $261K
15K $5.01M
OMF
One Main Holdings, Inc.

Financial Services
4.97K
+ 28.99%
$45.27 - $57.43 $225K - $286K
22.1K $1.15M
HPE
Hewlett Packard Enterprise CO

Technology
15.2K
+ 64.08%
$19.31 - $23.95 $293K - $363K
38.8K $828K
PPG
Ppg Industries Inc

Basic Materials
3.07K
+ 85.87%
$119.09 - $131.37 $366K - $403K
6.65K $793K
COLB
Columbia Banking System, Inc.

Financial Services
9.88K
+ 35.97%
$25.29 - $32.01 $250K - $316K
37.4K $1.01M
FOXA
Fox Corp

Communication Services
5.98K
New
$41.35 - $49.99 $247K - $299K
5.98K $290K
VB
Vanguard Small Cap ETF

ETFs
1.21K
New
$233.76 - $261.58 $283K - $316K
1.21K $290K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.22K
New
$216.72 - $244.71 $265K - $299K
1.22K $287K
IWM
Ishares Russell 2000 ETF

ETFs
1.24K
New
$216.13 - $242.4 $269K - $301K
1.24K $274K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
9.7K
+ 10.46%
$43.36 - $48.87 $421K - $474K
103K $4.54M
EMBC
Embecta Corp.

Healthcare
12K
New
$12.51 - $20.83 $150K - $249K
12K $248K
TSLA
Tesla, Inc.

Consumer Cyclical
590
New
$213.65 - $479.86 $126K - $283K
590 $238K
WU
Western Union CO

Financial Services
29.4K
+ 51.97%
$10.52 - $11.94 $309K - $351K
85.8K $909K
SJNK
Spdr Bloomberg Short Term High

ETFs
9.24K
New
$25.09 - $25.69 $232K - $237K
9.24K $233K
UPS
United Parcel Service Inc

Industrials
3.47K
+ 16.57%
$122.65 - $138.35 $425K - $480K
24.4K $3.08M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
2.32K
+ 2.09%
$52.0 - $55.66 $121K - $129K
114K $6.07M
WSBC
Wesbanco Inc

Financial Services
6.5K
New
$28.7 - $36.45 $187K - $237K
6.5K $211K
CFG
Citizens Financial Group Inc

Financial Services
3.51K
+ 18.35%
$39.92 - $48.46 $140K - $170K
22.6K $989K
FULT
Fulton Financial Corp

Financial Services
8.77K
+ 35.1%
$16.97 - $21.99 $149K - $193K
33.8K $650K
HBAN
Huntington Bancshares Inc

Financial Services
6.01K
+ 10.54%
$14.18 - $18.2 $85.2K - $109K
63K $1.03M
TNL
Travel & Leisure Co.

Consumer Cyclical
2.7K
+ 25.53%
$45.26 - $56.28 $122K - $152K
13.3K $670K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
6.01K
+ 3.11%
$36.74 - $40.43 $221K - $243K
199K $7.35M
BRKL
Brookline Bancorp Inc

Financial Services
14.9K
New
$9.7 - $12.81 $145K - $191K
14.9K $176K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
3.26K
+ 8.65%
$67.38 - $75.88 $220K - $248K
41K $2.77M
SOXX
Ishares Semiconductor ETF

ETFs
860
+ 39.78%
$211.27 - $239.8 $182K - $206K
3.02K $651K
Activity Summary
Buys All Purchases 134 New Holdings 68 Increased Positions 66 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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