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
POR
Portland General Electric CO

Utilities
1.39K
New
$43.46 - $55.6 $60.5K - $77.3K
1.39K $61K
ROCC
Ranger Oil Corp

Energy
1.93K
New
$27.31 - $41.69 $52.7K - $80.4K
1.93K $61K
ROIC
Retail Opportunity Investments Corp

Real Estate
4.44K
New
$13.53 - $18.43 $60K - $81.8K
4.44K $61K
VSH
Vishay Intertechnology Inc

Technology
3.41K
New
$17.22 - $21.51 $58.8K - $73.4K
3.41K $61K
SAN
Banco Santander, S.A.

Financial Services
25.7K
New
$2.31 - $2.82 $59.3K - $72.4K
25.7K $60K
CUZ
Cousins Properties Inc

Real Estate
2.55K
New
$22.8 - $30.85 $58.2K - $78.7K
2.55K $60K
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.52K
New
$38.53 - $51.78 $58.5K - $78.7K
1.52K $60K
JHML
John Hancock Multifactor Large

ETFs
1.33K
New
$45.43 - $54.13 $60.5K - $72K
1.33K $60K
ORAN
Orange

Communication Services
6.69K
New
$8.99 - $11.83 $60.1K - $79.1K
6.69K $60K
TRTN
Triton International LTD

Industrials
1.1K
New
$25.39 - $64.2 $27.9K - $70.5K
1.1K $60K
WHR
Whirlpool Corp

Consumer Cyclical
443
New
$134.81 - $175.71 $59.7K - $77.8K
443 $60K
COUP
Coupa Software Inc

Technology
1.01K
New
$55.82 - $77.56 $56.4K - $78.3K
1.01K $59K
DDOG
Datadog, Inc.

Technology
665
New
$85.72 - $117.76 $57K - $78.3K
665 $59K
MUSA
Murphy Usa Inc.

Consumer Cyclical
214
New
$236.92 - $299.84 $50.7K - $64.2K
214 $59K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
739
New
$79.96 - $95.04 $59.1K - $70.2K
739 $59K
CTLT
Catalent, Inc.

Healthcare
804
New
$72.36 - $113.1 $58.2K - $90.9K
804 $58K
DCI
Donaldson CO Inc

Industrials
1.18K
New
$47.61 - $57.02 $56.1K - $67.2K
1.18K $58K
FNF
Fidelity National Financial, Inc.

Financial Services
1.6K
New
$34.76 - $42.04 $55.4K - $67.1K
1.6K $58K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
3K
New
$19.48 - $20.09 $58.4K - $60.3K
3K $58K
IBA
Industrias Bachoco S.A.B. De C.V.

Consumer Defensive
1.25K
New
$3.9 - $48.13 $4.88K - $60.3K
1.25K $58K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
850
New
$65.96 - $81.39 $56.1K - $69.2K
850 $58K
KRG
Kite Realty Group Trust

Real Estate
3.34K
New
$16.79 - $22.23 $56.1K - $74.2K
3.34K $58K
RDN
Radian Group Inc

Financial Services
3.03K
New
$19.08 - $23.5 $57.8K - $71.2K
3.03K $58K
TDY
Teledyne Technologies Inc

Technology
173
New
$337.47 - $405.25 $58.4K - $70.1K
173 $58K
X
United States Steel Corp

Basic Materials
3.21K
New
$17.02 - $25.55 $54.7K - $82.1K
3.21K $58K
CLS
Celestica Inc

Technology
6.79K
New
$8.28 - $11.64 $56.2K - $79.1K
6.79K $57K
FCNCA
First Citizens Bancshares Inc

Financial Services
72
New
$23.15 - $863.75 $1.67K - $62.2K
72 $57K
QLYS
Qualys, Inc.

Technology
411
New
$118.93 - $160.02 $48.9K - $65.8K
411 $57K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.64K
New
$34.49 - $40.43 $56.6K - $66.3K
1.64K $57K
TGNA
Tegna Inc

Communication Services
2.76K
New
$19.56 - $21.94 $53.9K - $60.5K
2.76K $57K
VEEV
Veeva Systems Inc

Healthcare
345
New
$157.99 - $231.91 $54.5K - $80K
345 $57K
ARNC
Arconic Corp

Industrials
3.27K
New
$17.0 - $30.42 $55.6K - $99.5K
3.27K $56K
CROX
Crocs, Inc.

Consumer Cyclical
812
New
$47.95 - $83.59 $38.9K - $67.9K
812 $56K
EXPO
Exponent Inc

Industrials
634
New
$87.67 - $104.14 $55.6K - $66K
634 $56K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.61K
New
$35.01 - $41.89 $56.2K - $67.2K
1.61K $56K
MATX
Matson, Inc.

Industrials
913
New
$61.5 - $91.67 $56.1K - $83.7K
913 $56K
MKSI
Mks Instruments Inc

Technology
680
New
$82.31 - $123.77 $56K - $84.2K
680 $56K
PTC
Ptc Inc.

Technology
539
New
$100.26 - $125.81 $54K - $67.8K
539 $56K
AYI
Acuity Brands Inc

Industrials
351
New
$153.51 - $186.8 $53.9K - $65.6K
351 $55K
BGS
B&G Foods, Inc.

Consumer Defensive
3.25K
New
$16.49 - $25.64 $53.6K - $83.3K
3.25K $55K
DTM
Dt Midstream, Inc.

Energy
1.06K
New
$47.5 - $58.73 $50.3K - $62.1K
1.06K $55K
MAC
Macerich CO

Real Estate
6.89K
New
$7.73 - $11.53 $53.2K - $79.4K
6.89K $55K
QDEL
Quidel Ortho Corp

Healthcare
765
New
$69.86 - $107.63 $53.4K - $82.3K
765 $55K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
593
New
$81.33 - $113.52 $48.2K - $67.3K
593 $55K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.98K
New
$25.42 - $31.53 $50.2K - $62.3K
1.98K $55K
TFX
Teleflex Inc

Healthcare
273
New
$201.46 - $267.32 $55K - $73K
273 $55K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
3.67K
New
$15.07 - $19.51 $55.2K - $71.5K
3.67K $55K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.19K
New
$45.51 - $56.34 $53.9K - $66.8K
1.19K $55K
WTRE
Watford Holdings Ltd.

Financial Services
3.04K
New
$15.4 - $20.15 $46.8K - $61.2K
3.04K $55K
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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