Wellington Shields & Co., LLC Incresed Positions in Q3 2024

Wellington Shields & Co., LLC

  • $321 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
75
+ 41.44%
$602.97 - $670.49 $45.2K - $50.3K
256 $158K
FISV
Fiserv Inc

Technology
300
+ 78.53%
N/A
682 $85K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
3
+ 0.19%
$162.45 - $195.17 $487 - $586
1.61K $307K
DOW
Dow Inc.

Basic Materials
275
+ 2.14%
$50.15 - $55.41 $13.8K - $15.2K
13.1K $715K
ACN
Accenture PLC

Technology
15
+ 2.93%
$295.44 - $355.81 $4.43K - $5.34K
527 $186K
IWM
Ishares Russell 2000 ETF

ETFs
121
+ 161.33%
$200.87 - $224.6 $24.3K - $27.2K
196 $43K
AMZN
Amazon Com Inc

Consumer Cyclical
1.18K
+ 4.25%
$161.02 - $200.0 $190K - $236K
29K $5.41M
PFF
Ishares Trust Ishares Pfd And

ETFs
450
+ 10.49%
$31.18 - $33.5 $14K - $15.1K
4.74K $157K
OTIS
Otis Worldwide Corp

Industrials
21
+ 0.99%
$91.43 - $104.43 $1.92K - $2.19K
2.14K $222K
IP
International Paper CO

Consumer Cyclical
9
+ 0.29%
$42.55 - $49.98 $383 - $450
3.1K $151K
CG
Carlyle Group Inc.

Financial Services
270
+ 18.31%
$37.24 - $49.74 $10.1K - $13.4K
1.75K $75K
TPIC
Tpi Composites, Inc

Industrials
20
+ 0.09%
$3.27 - $5.03 $65.4 - $101
22.4K $101K
AMD
Advanced Micro Devices Inc

Technology
67
+ 12.74%
$128.67 - $183.96 $8.62K - $12.3K
593 $97K
MS
Morgan Stanley

Financial Services
49
+ 7.83%
$92.07 - $106.96 $4.51K - $5.24K
675 $70K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.14%
$120.56 - $135.44 $121 - $135
694 $93K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.2%
$162.83 - $179.16 $163 - $179
505 $90K
CTAS
Cintas Corp

Industrials
150
+ 300.0%
$201.38 - $819.83 $30.2K - $123K
200 $41K
MKL
Markel Corp

Financial Services
3
+ 2.21%
$1494.55 - $1645.69 $4.48K - $4.94K
139 $217K
Linde PLC Shs
61
+ 2.14%
N/A
2.91K $0
NVO
Novo Nordisk A S

Healthcare
300
+ 20.0%
$119.07 - $145.42 $35.7K - $43.6K
1.8K $214K
Kodiak Gas Svcs Inc Com
6K
+ 85.71%
N/A
13K $0
Flutter Entmt PLC Shs
192
+ 10.87%
N/A
1.96K $0
Ge Vernova Inc Com
29
+ 1.63%
N/A
1.81K $0
ROP
Roper Technologies Inc

Industrials
1
+ 0.24%
$515.25 - $576.55 $515 - $577
421 $234K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
1.58K
+ 7.72%
$13.62 - $15.59 $21.5K - $24.6K
22K $303K
BXSL
Blackstone Secured Lending Fund

Financial Services
1K
+ 3.81%
$28.75 - $31.59 $28.8K - $31.6K
27.2K $797K
WM
Waste Management Inc

Industrials
1
+ 0.01%
$196.96 - $223.45 $197 - $223
9.22K $1.91M
FANG
Diamondback Energy, Inc.

Energy
7
+ 0.35%
$168.46 - $210.94 $1.18K - $1.48K
2.01K $346K
MCK
Mckesson Corp

Healthcare
183
+ 8.43%
$479.06 - $630.38 $87.7K - $115K
2.35K $1.16M
GTLS
Chart Industries Inc

Industrials
791
+ 5.93%
$106.83 - $168.99 $84.5K - $134K
14.1K $1.75M
GOOG
Alphabet Inc.

Communication Services
221
+ 0.65%
$149.54 - $192.66 $33K - $42.6K
34.2K $5.72M
Activity Summary
Buys All Purchases 105 New Holdings 23 Increased Positions 82 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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