Winch Advisory Services, LLC Purchases in Q3 2024

Winch Advisory Services, LLC

  • $345 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NGLOY
Anglo Amern PLC (Uk)

Basic Materials
100
New
$13.22 - $16.31 $1.32K - $1.63K
100 $1K
GAL
Ssga Active ETF Tr

ETFs
3
+ 0.55%
$42.41 - $45.61 $127 - $137
544 $24K
GOLD
Barrick Gold Corp

Basic Materials
1
+ 0.44%
$16.56 - $21.01 $16.6 - $21
228 $4K
GRMN
Garmin LTD

Technology
1
+ 2.5%
$161.1 - $183.29 $161 - $183
41 $7K
HPQ
Hp Inc

Technology
7
+ 0.71%
$32.02 - $38.11 $224 - $267
990 $35K
INTC
Intel Corp

Technology
261
+ 39.91%
$18.9 - $34.87 $4.93K - $9.1K
915 $21K
LNT
Alliant Energy Corp

Utilities
1
+ 1.16%
$50.74 - $60.74 $50.7 - $60.7
87 $5K
CVX
Chevron Corp

Energy
337
+ 6.42%
$137.88 - $161.97 $46.5K - $54.6K
5.59K $822K
FXG
First Tr Exchange Traded First

ETFs
1
+ 0.47%
$63.74 - $69.07 $63.7 - $69.1
215 $14K
LUV
Southwest Airlines CO

Industrials
9
+ 1.22%
$23.7 - $29.93 $213 - $269
747 $22K
DUK
Duke Energy Corp

Utilities
1
+ 1.39%
$99.35 - $117.71 $99.4 - $118
73 $8K
BYDDY
Byd Company LTD Unsponsored Ad

Consumer Cyclical
1
+ 2.33%
$53.77 - $70.96 $53.8 - $71
44 $3K
ENB
Enbridge Inc

Energy
4
+ 1.57%
$35.27 - $41.18 $141 - $165
259 $10K
PFF
Ishares Trust Ishares Pfd And

ETFs
5
+ 1.46%
$31.18 - $33.5 $156 - $168
347 $11K
EQT
Eqt Corp

Energy
35
New
$30.21 - $37.21 $1.06K - $1.3K
35 $1K
GLT
Glatfelter Corp

Basic Materials
100
+ 69.93%
$1.35 - $1.9 $135 - $190
243 $0
IWN
Ishares Russell2000 Val ETF

ETFs
4
New
$150.05 - $171.34 $600 - $685
4 $0
ADES
Advanced Emissions Solutions, Inc.

Industrials
100
New
N/A
100 $0
DNP
Dnp Select Income Fund Inc

Financial Services
1
+ 14.29%
$8.21 - $10.03 $8.21 - $10
8 $0
IVV
Ishares Core S&P 500 ETF

ETFs
1
New
$520.18 - $576.82 $520 - $577
1 $0
Xwell Inc $0.01 New
25
New
N/A
25 $0
CX
Cemex Sab De Cv

Basic Materials
1
+ 0.71%
$5.6 - $6.88 $5.6 - $6.88
142 $0
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
12
New
$47.18 - $48.74 $566 - $585
12 $0
ISMD
Northern Lts Fd Tr Iv

ETFs
1
+ 0.43%
$34.03 - $38.37 $34 - $38.4
233 $8K
INTT
Intest Corp

Technology
100
New
$6.29 - $11.71 $629 - $1.17K
100 $0
SYY
Sysco Corp

Consumer Defensive
1
+ 2.13%
$69.16 - $78.98 $69.2 - $79
48 $3K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
New
$57.32 - $62.65 $229 - $251
4 $0
Amentum Holdings Inc
540
New
N/A
540 $0
Ishares Bitcoin Trust ETF
2.97K
New
N/A
2.97K $0
XLK
Technology Sector Spdr

ETFs
2
+ 0.24%
$197.34 - $237.68 $395 - $475
847 $191K
ES
Eversource Energy

Utilities
1
+ 2.44%
$56.52 - $68.38 $56.5 - $68.4
42 $2K
IXUS
Ishares Tr

ETFs
12
New
$64.9 - $73.35 $779 - $880
12 $0
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
101
New
$6.85 - $11.22 $692 - $1.13K
101 $0
SWKS
Skyworks Solutions, Inc.

Technology
1
+ 1.19%
$96.22 - $120.68 $96.2 - $121
85 $8K
NGL
Ngl Energy Partners LP

Energy
100
New
$3.98 - $5.06 $398 - $506
100 $0
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 1.39%
$50.09 - $51.31 $50.1 - $51.3
73 $3K
PRU
Prudential Financial Inc

Financial Services
1
+ 1.25%
$105.53 - $127.32 $106 - $127
81 $9K
OLN
Olin Corp

Basic Materials
1
+ 0.29%
$40.38 - $50.21 $40.4 - $50.2
350 $16K
MNTX
Manitex International, Inc.

Industrials
100
New
$3.21 - $5.65 $321 - $565
100 $0
CGMS
Capital Grp Core Plus Income E
6.45K
+ 1.14%
N/A
574K $0
COPX
Global X Copper Miners ETF

ETFs
1
+ 0.55%
$38.58 - $48.4 $38.6 - $48.4
184 $8K
BKR
Baker Hughes CO

Energy
2
+ 0.54%
$32.92 - $38.72 $65.8 - $77.4
374 $13K
Jacobs Solutions Inc
1
+ 0.19%
N/A
541 $0
Byd CO LTD Shs H
40
New
N/A
40 $0
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
51
New
$15.15 - $15.95 $773 - $813
51 $0
Super Micro Computer Inc
2
New
N/A
2 $0
Amplify Tr Alternative Harvest ETF
8
+ 1.8%
N/A
453 $0
MAIN
Main Street Capital Corp

Financial Services
17
+ 1.78%
$47.05 - $52.25 $800 - $888
971 $48K
MATV
Schweitzer Mauduit International Inc

Basic Materials
1
+ 0.65%
$14.38 - $19.09 $14.4 - $19.1
155 $2K
Activity Summary
Buys All Purchases 217 New Holdings 38 Increased Positions 179 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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