Wipfli Financial Advisors Llc, Purchases in Q3 2022

Wipfli Financial Advisors Llc,

  • $1.42 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
FUL
Fuller H B CO

Basic Materials
1.12K
New
$58.52 - $71.7 $65.3K - $80K
1.12K $67K
RWL
Invesco Exchange Traded Fd Tr

ETFs
1K
New
$67.11 - $79.22 $67.1K - $79.2K
1K $67K
RVT
Royce Value Trust, Inc.

Financial Services
5.35K
New
$12.51 - $16.49 $66.9K - $88.2K
5.35K $67K
AMX
America Movil Sab De Cv

Communication Services
4K
New
$16.47 - $20.52 $65.9K - $82.1K
4K $66K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
2.03K
New
$25.96 - $41.02 $52.8K - $83.4K
2.03K $66K
GH
Guardant Health, Inc.

Healthcare
1.22K
New
$43.66 - $61.0 $53.4K - $74.5K
1.22K $66K
XT
Ishares Tr Exponential Technol

ETFs
1.48K
New
$44.57 - $54.25 $65.8K - $80.1K
1.48K $66K
RGLD
Royal Gold Inc

Basic Materials
699
New
$86.46 - $110.25 $60.4K - $77.1K
699 $66K
SLM
Slm Corp

Financial Services
4.73K
New
$13.89 - $58.05 $65.7K - $275K
4.73K $66K
TDOC
Teladoc Health, Inc.

Healthcare
2.59K
New
$25.35 - $43.66 $65.6K - $113K
2.59K $66K
EXPE
Expedia Group, Inc.

Consumer Cyclical
699
New
$89.43 - $117.16 $62.5K - $81.9K
699 $65K
FLT
Fleetcor Technologies Inc

Technology
371
New
$174.35 - $236.31 $64.7K - $87.7K
371 $65K
IRDM
Iridium Communications Inc.

Communication Services
1.46K
New
$37.58 - $47.06 $54.8K - $68.6K
1.46K $65K
JD
Jd.Com, Inc.

Consumer Cyclical
1.3K
New
$27.28 - $65.95 $35.5K - $85.9K
1.3K $65K
M
Macy'S, Inc.

Consumer Cyclical
4.15K
New
$15.21 - $21.11 $63.2K - $87.7K
4.15K $65K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.38K
New
$45.0 - $50.62 $62K - $69.8K
1.38K $65K
CAR
Avis Budget Group, Inc.

Industrials
430
New
$138.25 - $193.91 $59.4K - $83.4K
430 $64K
GTLS
Chart Industries Inc

Industrials
345
New
$146.81 - $209.86 $50.6K - $72.4K
345 $64K
DEI
Douglas Emmett Inc

Real Estate
3.52K
New
$17.64 - $23.64 $62.1K - $83.2K
3.52K $64K
RSP
Invesco S&P 500 Equal Weight E

ETFs
500
New
$127.28 - $152.39 $63.6K - $76.2K
500 $64K
LYV
Live Nation Entertainment, Inc.

Communication Services
846
New
$73.78 - $99.04 $62.4K - $83.8K
846 $64K
PEB
Pebblebrook Hotel Trust

Real Estate
4.44K
New
$14.47 - $23.94 $64.2K - $106K
4.44K $64K
AKBA
Akebia Therapeutics, Inc.

Healthcare
200K
New
$0.3 - $0.46 $60K - $92K
200K $63K
AMH
American Homes 4 Rent

Real Estate
1.93K
New
$25.23 - $37.88 $48.8K - $73.2K
1.93K $63K
CCL
Carnival Corp

Consumer Cyclical
8.96K
New
$7.03 - $11.19 $63K - $100K
8.96K $63K
CC
Chemours CO

Basic Materials
2.57K
New
$23.94 - $37.39 $61.6K - $96.2K
2.57K $63K
COO
Cooper Companies, Inc.

Healthcare
239
New
$263.81 - $337.27 $63.1K - $80.6K
239 $63K
FBNC
First Bancorp

Financial Services
1.7K
New
$33.36 - $39.53 $56.8K - $67.4K
1.7K $63K
FIVE
Five Below, Inc

Consumer Cyclical
455
New
$112.99 - $147.38 $51.4K - $67.1K
455 $63K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
721
New
$75.29 - $95.15 $54.3K - $68.6K
721 $63K
WSO
Watsco Inc

Industrials
245
New
$240.98 - $305.03 $59K - $74.7K
245 $63K
EXAS
Exact Sciences Corp

Healthcare
1.9K
New
$31.97 - $49.37 $60.8K - $94K
1.9K $62K
MAT
Mattel Inc

Consumer Cyclical
3.29K
New
$18.75 - $24.21 $61.6K - $79.6K
3.29K $62K
MTG
Mgic Investment Corp

Financial Services
4.81K
New
$12.66 - $15.56 $60.9K - $74.9K
4.81K $62K
NTRA
Natera, Inc.

Healthcare
1.42K
New
$36.93 - $56.68 $52.4K - $80.5K
1.42K $62K
PPL
Ppl Corp

Utilities
2.42K
New
$25.35 - $30.91 $61.4K - $74.8K
2.42K $62K
XLU
Utilities Sector Spdr

ETFs
941
New
$65.51 - $78.12 $61.6K - $73.5K
941 $62K
SPSC
Sps Commerce Inc

Technology
496
New
$101.59 - $133.15 $50.4K - $66K
496 $62K
TNDM
Tandem Diabetes Care Inc

Healthcare
1.29K
New
$43.76 - $68.97 $56.5K - $89K
1.29K $62K
VTR
Ventas, Inc.

Real Estate
1.52K
New
$39.65 - $53.78 $60.2K - $81.6K
1.52K $62K
ADC
Agree Realty Corp

Real Estate
898
New
$19.68 - $80.35 $17.7K - $72.2K
898 $61K
CALM
Cal Maine Foods Inc

Consumer Defensive
1.1K
New
$48.7 - $60.87 $53.7K - $67.1K
1.1K $61K
CMC
Commercial Metals CO

Basic Materials
1.72K
New
$32.77 - $43.85 $56.2K - $75.2K
1.72K $61K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
458
New
$20.45 - $142.16 $9.37K - $65.1K
458 $61K
RE
Everest Re Group LTD

Financial Services
232
New
$245.79 - $285.67 $57K - $66.3K
232 $61K
GEF
Greif, Inc

Consumer Cyclical
1.02K
New
$58.36 - $72.48 $59.5K - $73.9K
1.02K $61K
HIW
Highwoods Properties, Inc.

Real Estate
2.26K
New
$26.41 - $35.57 $59.8K - $80.5K
2.26K $61K
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
2.21K
New
$27.42 - $37.3 $60.5K - $82.4K
2.21K $61K
PNW
Pinnacle West Capital Corp

Utilities
952
New
$64.51 - $78.25 $61.4K - $74.5K
952 $61K
Activity Summary
Buys All Purchases 2622 New Holdings 2562 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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