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
RELX
Relx PLC

Communication Services
1.73K
New
$23.58 - $29.54 $40.8K - $51.1K
1.73K $42K
RLI
Rli Corp

Financial Services
408
New
$101.84 - $119.74 $41.6K - $48.9K
408 $42K
ROKU
Roku, Inc

Communication Services
744
New
$56.4 - $97.53 $42K - $72.6K
744 $42K
UBSI
United Bankshares Inc

Financial Services
1.17K
New
$34.17 - $40.68 $39.9K - $47.5K
1.17K $42K
VST
Vistra Corp.

Utilities
2.02K
New
$21.0 - $25.97 $42.4K - $52.4K
2.02K $42K
UHAL
Amerco

Industrials
80
New
$465.85 - $590.65 $37.3K - $47.3K
80 $41K
AGR
Avangrid, Inc.

Utilities
963
New
$41.7 - $51.63 $40.2K - $49.7K
963 $41K
CPB
Campbell Soup CO

Consumer Defensive
867
New
$47.01 - $51.55 $40.8K - $44.7K
867 $41K
CHH
Choice Hotels International Inc

Consumer Cyclical
369
New
$104.22 - $122.93 $38.5K - $45.4K
369 $41K
CRSP
Crispr Therapeutics Ag

Healthcare
630
New
$61.1 - $83.78 $38.5K - $52.8K
630 $41K
BEN
Franklin Resources Inc

Financial Services
1.9K
New
$21.52 - $29.02 $40.8K - $55K
1.9K $41K
IMAQ
International Media Acquisition Corp.

Financial Services
4K
New
$0.05 - $10.19 $200 - $40.8K
4K $41K
LBAI
Lakeland Bancorp Inc

Financial Services
2.55K
New
$14.08 - $17.08 $35.9K - $43.5K
2.55K $41K
LTC
Ltc Properties Inc

Real Estate
1.1K
New
$36.3 - $45.14 $39.9K - $49.7K
1.1K $41K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.28K
New
$31.96 - $38.44 $41K - $49.3K
1.28K $41K
OKTA
Okta, Inc.

Technology
723
New
$52.84 - $107.22 $38.2K - $77.5K
723 $41K
SNDR
Schneider National, Inc.

Industrials
2.01K
New
$20.3 - $25.42 $40.8K - $51.1K
2.01K $41K
SAIC
Science Applications International Corp

Technology
465
New
$88.43 - $96.87 $41.1K - $45K
465 $41K
SITC
Site Centers Corp.

Real Estate
3.81K
New
$10.64 - $25.7 $40.6K - $98K
3.81K $41K
ALLE
Allegion PLC

Industrials
443
New
$88.99 - $109.11 $39.4K - $48.3K
443 $40K
COLB
Columbia Banking System, Inc.

Financial Services
1.39K
New
$28.45 - $32.76 $39.5K - $45.5K
1.39K $40K
CYBR
Cyber Ark Software Ltd.

Technology
269
New
$125.61 - $155.58 $33.8K - $41.9K
269 $40K
ESGR
Enstar Group LTD

Financial Services
236
New
$24.45 - $219.74 $5.77K - $51.9K
236 $40K
FSV
First Service Corp

Real Estate
332
New
$114.64 - $139.33 $38.1K - $46.3K
332 $40K
HOPE
Hope Bancorp Inc

Financial Services
3.18K
New
$12.64 - $15.64 $40.2K - $49.7K
3.18K $40K
H
Hyatt Hotels Corp

Consumer Cyclical
494
New
$73.17 - $95.48 $36.1K - $47.2K
494 $40K
IAC
Iac/Inter Active Corp

Communication Services
727
New
$52.82 - $80.59 $38.4K - $58.6K
727 $40K
MMSI
Merit Medical Systems Inc

Healthcare
709
New
$51.68 - $63.58 $36.6K - $45.1K
709 $40K
NYT
New York Times CO

Communication Services
1.39K
New
$27.93 - $35.05 $38.9K - $48.8K
1.39K $40K
NLSN
Nielsen Holdings PLC

Industrials
1.45K
New
$22.71 - $27.89 $33K - $40.5K
1.45K $40K
PEN
Penumbra Inc

Healthcare
213
New
$120.36 - $205.88 $25.6K - $43.9K
213 $40K
SEIC
Sei Investments CO

Financial Services
808
New
$49.05 - $58.61 $39.6K - $47.4K
808 $40K
UHS
Universal Health Services Inc

Healthcare
451
New
$87.81 - $112.47 $39.6K - $50.7K
451 $40K
URBN
Urban Outfitters Inc

Consumer Cyclical
2.02K
New
$19.03 - $24.38 $38.4K - $49.2K
2.02K $40K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.16K
New
$32.63 - $41.87 $37.7K - $48.4K
1.16K $39K
AWR
American States Water CO

Utilities
502
New
$77.95 - $90.42 $39.1K - $45.4K
502 $39K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
1.19K
New
$29.63 - $48.31 $35.3K - $57.5K
1.19K $39K
ERIC
Ericsson Lm Telephone CO

Technology
6.72K
New
$5.74 - $7.61 $38.6K - $51.1K
6.72K $39K
FOR
Forestar Group Inc.

Real Estate
3.48K
New
$11.19 - $15.84 $38.9K - $55.1K
3.48K $39K
ASR
Southeast Airport Group

Industrials
201
New
$20.3 - $223.26 $4.08K - $44.9K
201 $39K
LSTR
Landstar System Inc

Industrials
270
New
$141.01 - $159.4 $38.1K - $43K
270 $39K
LSXMA
Liberty Media Corp

Communication Services
1.02K
New
$26.88 - $43.12 $27.5K - $44.2K
1.02K $39K
NWE
Northwestern Corp

Utilities
796
New
$49.28 - $60.49 $39.2K - $48.2K
796 $39K
OGS
One Gas, Inc.

Utilities
558
New
$70.39 - $84.94 $39.3K - $47.4K
558 $39K
PENN
Penn National Gaming Inc

Consumer Cyclical
1.41K
New
$26.13 - $37.7 $36.9K - $53.2K
1.41K $39K
SBNY
Signature Bank Corp

Financial Services
260
New
$18.84 - $196.12 $4.9K - $51K
260 $39K
GLD
Spdr Gold Trust

ETFs
250
New
$151.23 - $168.32 $37.8K - $42.1K
250 $39K
STWD
Starwood Property Trust, Inc.

Real Estate
2.1K
New
$18.22 - $24.34 $38.3K - $51.2K
2.1K $39K
VFC
V F Corp

Consumer Cyclical
1.29K
New
$29.91 - $48.57 $38.7K - $62.8K
1.29K $39K
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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