Wedmont Private Capital Purchases in Q3 2024

Wedmont Private Capital

  • $1.75 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MCO
Moodys Corp

Financial Services
81
+ 3.94%
$421.49 - $494.67 $34.1K - $40.1K
2.14K $1.01M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
267
+ 3.78%
$210.25 - $231.86 $56.1K - $61.9K
7.32K $1.63M
IDXX
Idexx Laboratories Inc

Healthcare
189
+ 7.12%
$455.08 - $517.19 $86K - $97.7K
2.84K $1.44M
DE
Deere & CO

Industrials
78
+ 3.13%
$344.84 - $418.0 $26.9K - $32.6K
2.57K $1.07M
TRGP
Targa Resources Corp.

Energy
293
+ 5.77%
$127.86 - $156.46 $37.5K - $45.8K
5.38K $795K
MO
Altria Group, Inc.

Consumer Defensive
1.59K
+ 14.45%
$45.95 - $54.71 $73K - $86.9K
12.6K $641K
ETN
Eaton Corp PLC

Industrials
149
+ 2.93%
$272.52 - $333.02 $40.6K - $49.6K
5.24K $1.74M
PCG
Pg&E Corp

Utilities
4.99K
+ 27.92%
$17.08 - $20.6 $85.2K - $103K
22.9K $452K
TRV
Travelers Companies, Inc.

Financial Services
319
+ 15.15%
$201.87 - $242.35 $64.4K - $77.3K
2.43K $567K
BLDR
Builders First Source, Inc.

Industrials
115
+ 5.48%
$132.6 - $201.83 $15.2K - $23.2K
2.21K $429K
WAL
Western Alliance Bancorporation

Financial Services
276
+ 5.72%
$61.15 - $88.41 $16.9K - $24.4K
5.1K $441K
MS
Morgan Stanley

Financial Services
649
+ 6.44%
$92.07 - $106.96 $59.8K - $69.4K
10.7K $1.12M
RMD
Resmed Inc

Healthcare
169
+ 9.33%
$186.94 - $252.92 $31.6K - $42.7K
1.98K $483K
AJG
Arthur J. Gallagher & Co.

Financial Services
240
+ 7.81%
$259.22 - $299.75 $62.2K - $71.9K
3.31K $932K
IWB
Ishares Tr Russell 1000 ETF

ETFs
5
+ 0.06%
$283.28 - $314.39 $1.42K - $1.57K
7.92K $2.49M
UNM
Unum Group

Financial Services
881
+ 9.01%
$49.81 - $59.44 $43.9K - $52.4K
10.7K $633K
TXN
Texas Instruments Inc

Technology
685
+ 12.65%
$194.6 - $194.6 $133K - $133K
6.1K $1.19M
AMGN
Amgen Inc

Healthcare
255
+ 4.94%
$309.38 - $337.38 $78.9K - $86K
5.42K $1.75M
ZTS
Zoetis Inc.

Healthcare
388
+ 15.1%
$172.58 - $196.48 $67K - $76.2K
2.96K $577K
IRM
Iron Mountain Inc

Real Estate
473
+ 18.16%
$89.69 - $119.32 $42.4K - $56.4K
3.08K $365K
VDE
Vanguard Energy ETF

ETFs
1.19K
+ 44.33%
$117.44 - $131.06 $140K - $156K
3.87K $474K
VGT
Vanguard Information Technolog

ETFs
113
+ 1.71%
$514.43 - $606.85 $58.1K - $68.6K
6.72K $3.94M
MET
Metlife Inc

Financial Services
228
+ 2.51%
$67.96 - $82.48 $15.5K - $18.8K
9.31K $768K
BCS
Barclays PLC

Financial Services
10.8K
New
$10.59 - $12.45 $114K - $134K
10.8K $131K
STT
State Street Corp

Financial Services
595
+ 11.14%
$73.37 - $89.31 $43.7K - $53.1K
5.93K $525K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
41
+ 4.84%
$1015.62 - $1159.62 $41.6K - $47.5K
888 $1.02M
MMM
3 M CO

Industrials
404
+ 19.52%
$99.69 - $139.42 $40.3K - $56.3K
2.47K $338K
TDOC
Teladoc Health, Inc.

Healthcare
13.9K
New
$6.79 - $10.09 $94.6K - $141K
13.9K $127K
AON
Aon PLC

Financial Services
120
+ 7.43%
$293.16 - $351.06 $35.2K - $42.1K
1.73K $599K
BMY
Bristol Myers Squibb CO

Healthcare
999
+ 14.08%
$39.66 - $51.75 $39.6K - $51.7K
8.1K $418K
EFA
Ishares Tr Msci Eafe ETF

ETFs
420
+ 2.55%
$75.32 - $84.37 $31.6K - $35.4K
16.9K $1.41M
CVS
Cvs Health Corp

Healthcare
1.29K
+ 12.03%
$55.81 - $63.18 $71.8K - $81.2K
12K $752K
DAL
Delta Air Lines, Inc.

Industrials
1.64K
+ 14.43%
$37.32 - $51.8 $61.1K - $84.8K
13K $659K
SPOT
Spotify Technology S.A.

Communication Services
185
+ 19.17%
$290.16 - $384.01 $53.7K - $71K
1.15K $423K
STZ
Constellation Brands, Inc.

Consumer Defensive
468
+ 30.33%
$236.42 - $259.82 $111K - $122K
2.01K $517K
UL
Unilever PLC

Consumer Defensive
1.21K
+ 28.96%
$54.7 - $65.59 $66.4K - $79.6K
5.4K $350K
AMD
Advanced Micro Devices Inc

Technology
510
+ 2.61%
$128.67 - $183.96 $65.6K - $93.8K
20K $3.29M
HRB
H&R Block Inc

Consumer Cyclical
578
+ 6.47%
$52.99 - $66.6 $30.6K - $38.5K
9.51K $604K
NOC
Northrop Grumman Corp

Industrials
49
+ 4.83%
$423.73 - $533.14 $20.8K - $26.1K
1.06K $561K
ZI
Zoom Info Technologies Inc.

Technology
11.5K
New
$8.01 - $12.68 $92.4K - $146K
11.5K $119K
PANW
Palo Alto Networks Inc

Technology
312
+ 7.9%
$294.18 - $368.01 $91.8K - $115K
4.26K $1.46M
FISV
Fiserv Inc

Technology
931
+ 17.6%
N/A
6.22K $778K
SOFI
So Fi Technologies, Inc.

Financial Services
14.8K
New
$6.32 - $8.19 $93.7K - $121K
14.8K $116K
SYK
Stryker Corp

Healthcare
127
+ 3.86%
$315.94 - $371.96 $40.1K - $47.2K
3.41K $1.23M
EPI
Wisdomtree Tr India Earnings F

ETFs
2K
+ 34.51%
$47.41 - $50.82 $94.9K - $102K
7.8K $393K
IVE
Ishares S&P 500 Value ETF

ETFs
40
+ 0.57%
$181.06 - $197.17 $7.24K - $7.89K
7.01K $1.38M
FITB
Fifth Third Bancorp

Financial Services
1.46K
+ 18.11%
$36.01 - $43.64 $52.6K - $63.8K
9.53K $408K
PHM
Pultegroup Inc

Consumer Cyclical
119
+ 4.22%
$103.95 - $144.98 $12.4K - $17.3K
2.94K $421K
KR
Kroger CO

Consumer Defensive
1.16K
+ 18.89%
$50.43 - $57.3 $58.3K - $66.2K
7.28K $416K
Activity Summary
Buys All Purchases 488 New Holdings 55 Increased Positions 433 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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