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
RLJ
Rlj Lodging Trust

Real Estate
818
New
$10.02 - $26.4 $8.2K - $21.6K
818 $8K
SABR
Sabre Corp

Consumer Cyclical
1.55K
New
$5.06 - $106.37 $7.86K - $165K
1.55K $8K
SPXC
Spx Corp

Industrials
150
New
$50.22 - $63.96 $7.53K - $9.59K
150 $8K
TWKS
Thoughtworks Holding, Inc.

Technology
738
New
$10.49 - $17.27 $7.74K - $12.7K
738 $8K
TW
Tradeweb Markets Inc.

Financial Services
149
New
$56.42 - $74.69 $8.41K - $11.1K
149 $8K
TAC
Transalta Corp

Utilities
927
New
$8.83 - $11.74 $8.19K - $10.9K
927 $8K
TROX
Tronox Holdings PLC

Basic Materials
634
New
$11.21 - $16.77 $7.11K - $10.6K
634 $8K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
126
New
N/A
126 $8K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
75
New
$94.88 - $110.28 $7.12K - $8.27K
75 $8K
VGR
Vector Group LTD

Consumer Defensive
871
New
$8.73 - $11.35 $7.6K - $9.89K
871 $8K
AGNC
Agnc Investment Corp.

Real Estate
821
New
$8.42 - $22.93 $6.91K - $18.8K
821 $7K
AMRK
A Mark Precious Metals, Inc.

Financial Services
240
New
$24.06 - $37.08 $5.77K - $8.9K
240 $7K
AX
Axos Financial, Inc.

Financial Services
210
New
$34.23 - $47.52 $7.19K - $9.98K
210 $7K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
118
New
$55.36 - $75.61 $6.53K - $8.92K
118 $7K
MNRL
Brigham Minerals, Inc.

Energy
293
New
$23.13 - $30.73 $6.78K - $9K
293 $7K
CENT
Central Garden & Pet CO

Consumer Defensive
188
New
$36.03 - $44.99 $6.77K - $8.46K
188 $7K
China Yuchai Intl LTD
1.01K
New
N/A
1.01K $7K
CWEN
Clearway Energy, Inc.

Utilities
225
New
$31.85 - $39.43 $7.17K - $8.87K
225 $7K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
128
New
$52.72 - $64.52 $6.75K - $8.26K
128 $7K
CMP
Compass Minerals International Inc

Basic Materials
181
New
$31.47 - $43.97 $5.7K - $7.96K
181 $7K
CCSI
Consensus Cloud Solutions, Inc.

Technology
148
New
$45.0 - $59.13 $6.66K - $8.75K
148 $7K
CS
Credit Suisse Group Ag

Financial Services
1.88K
New
$3.92 - $5.9 $7.37K - $11.1K
1.88K $7K
CSWI
Csw Industrials, Inc.

Industrials
62
New
$104.8 - $142.44 $6.5K - $8.83K
62 $7K
DOCS
Doximity, Inc.

Healthcare
218
New
$30.01 - $46.17 $6.54K - $10.1K
218 $7K
DCO
Ducommun Inc

Industrials
172
New
$39.66 - $49.65 $6.82K - $8.54K
172 $7K
FVD
First Tr Value Line Divid Inde

ETFs
200
New
$35.79 - $42.23 $7.16K - $8.45K
200 $7K
FVRR
Fiverr International Ltd.

Communication Services
220
New
$29.93 - $42.58 $6.58K - $9.37K
220 $7K
FYBR
Frontier Communications Parent, Inc.

Communication Services
316
New
$21.31 - $27.77 $6.73K - $8.78K
316 $7K
ICHR
Ichor Holdings, Ltd.

Technology
297
New
$22.14 - $36.73 $6.58K - $10.9K
297 $7K
IDYA
Ideaya Biosciences, Inc.

Healthcare
447
New
$9.24 - $15.79 $4.13K - $7.06K
447 $7K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
755
New
$9.53 - $13.11 $7.2K - $9.9K
755 $7K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
693
New
$10.14 - $12.38 $7.03K - $8.58K
693 $7K
ITOS
I Teos Therapeutics, Inc.

Healthcare
372
New
$18.6 - $27.25 $6.92K - $10.1K
372 $7K
KGC
Kinross Gold Corp

Basic Materials
1.83K
New
$3.09 - $3.76 $5.64K - $6.86K
1.83K $7K
KRYS
Krystal Biotech, Inc.

Healthcare
106
New
$64.85 - $82.4 $6.87K - $8.73K
106 $7K
RAMP
Live Ramp Holdings, Inc.

Technology
377
New
$18.16 - $28.79 $6.85K - $10.9K
377 $7K
MBIN
Merchants Bancorp

Financial Services
286
New
$21.78 - $27.79 $6.23K - $7.95K
286 $7K
MCY
Mercury General Corp

Financial Services
232
New
$28.42 - $46.02 $6.59K - $10.7K
232 $7K
MYGN
Myriad Genetics Inc

Healthcare
379
New
$18.21 - $27.88 $6.9K - $10.6K
379 $7K
NESR
National Energy Services Reunited Corp.

Energy
1.22K
New
$0.2 - $7.43 $245 - $9.09K
1.22K $7K
PZZA
Papa Johns International Inc

Consumer Cyclical
102
New
$70.01 - $96.77 $7.14K - $9.87K
102 $7K
BTU
Peabody Energy Corp

Energy
285
New
$18.44 - $27.89 $5.26K - $7.95K
285 $7K
PR
Permian Resources Corporation

Energy
1.08K
New
$5.33 - $8.67 $5.78K - $9.4K
1.08K $7K
PLTK
Playtika Holding Corp.

Communication Services
693
New
$9.39 - $13.78 $6.51K - $9.55K
693 $7K
RBCAA
Republic Bancorp Inc

Financial Services
190
New
$38.3 - $49.66 $7.28K - $9.44K
190 $7K
RES
Rpc Inc

Energy
1.03K
New
$5.84 - $8.55 $6.04K - $8.84K
1.03K $7K
RPT
Rpt Realty

Real Estate
990
New
$7.46 - $52.34 $7.39K - $51.8K
990 $7K
SXT
Sensient Technologies Corp

Basic Materials
106
New
$69.34 - $89.04 $7.35K - $9.44K
106 $7K
SKYW
Skywest Inc

Industrials
424
New
$15.83 - $24.98 $6.71K - $10.6K
424 $7K
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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