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
FREL
Fidelity Covington Tr Msci Rea

ETFs
64
New
$23.64 - $30.47 $1.51K - $1.95K
64 $2K
AG
First Majestic Silver Corp

Basic Materials
267
New
$6.54 - $8.47 $1.75K - $2.26K
267 $2K
FRME
First Merchants Corp

Financial Services
50
New
$26.0 - $42.42 $1.3K - $2.12K
50 $2K
FRG
Franchise Group, Inc.

Consumer Cyclical
60
New
$24.02 - $37.4 $1.44K - $2.24K
60 $2K
FRD
Friedman Industries Inc

Basic Materials
308
New
$7.07 - $11.27 $2.18K - $3.47K
308 $2K
GIL
Gildan Activewear Inc.

Consumer Cyclical
56
New
$26.36 - $33.4 $1.48K - $1.87K
56 $2K
GPRO
Go Pro, Inc.

Technology
359
New
$4.93 - $6.87 $1.77K - $2.47K
359 $2K
GVA
Granite Construction Inc

Industrials
97
New
$25.39 - $31.93 $2.46K - $3.1K
97 $2K
GES
Guess Inc

Consumer Cyclical
150
New
$14.43 - $21.28 $2.16K - $3.19K
150 $2K
HLNE
Hamilton Lane Inc

Financial Services
31
New
$59.61 - $79.01 $1.85K - $2.45K
31 $2K
HRI
Herc Holdings Inc

Industrials
24
New
$89.99 - $130.99 $2.16K - $3.14K
24 $2K
IGMS
Igm Biosciences, Inc.

Healthcare
108
New
$15.42 - $27.01 $1.67K - $2.92K
108 $2K
INO
Inovio Pharmaceuticals, Inc.

Healthcare
1.1K
New
$1.66 - $2.79 $1.83K - $3.07K
1.1K $2K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
174
New
$11.72 - $13.41 $2.04K - $2.33K
174 $2K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
28
New
$80.18 - $99.02 $2.25K - $2.77K
28 $2K
ITB
Ishares Tr

ETFs
37
New
$51.41 - $62.95 $1.9K - $2.33K
37 $2K
ITUB
Itau Unibanco Holding S.A.

Financial Services
346
New
$4.0 - $5.6 $1.38K - $1.94K
346 $2K
KRNY
Kearny Financial Corp.

Financial Services
196
New
$10.62 - $12.49 $2.08K - $2.45K
196 $2K
KE
Kimball Electronics, Inc.

Industrials
135
New
$17.15 - $23.6 $2.32K - $3.19K
135 $2K
LPI
Laredo Petroleum, Inc.

Energy
34
New
$53.08 - $88.67 $1.8K - $3.01K
34 $2K
LC
Lending Club Corp

Financial Services
219
New
$11.01 - $15.7 $2.41K - $3.44K
219 $2K
BETZ
Listed Fds Trroundhill Sports
150
New
N/A
150 $2K
MGNI
Magnite, Inc.

Communication Services
232
New
$6.35 - $9.8 $1.47K - $2.27K
232 $2K
MTTR
Matterport, Inc.

Technology
400
New
$3.62 - $6.14 $1.45K - $2.46K
400 $2K
MOV
Movado Group Inc

Consumer Cyclical
82
New
$28.18 - $36.84 $2.31K - $3.02K
82 $2K
MYOV
Myovant Sciences Ltd.

Healthcare
97
New
$11.6 - $20.44 $1.13K - $1.98K
97 $2K
OSH
Oak Street Health, Inc.

Healthcare
63
New
$18.74 - $30.29 $1.18K - $1.91K
63 $2K
Ocwen Finl Corp
70
New
N/A
70 $2K
OIS
Oil States International, Inc

Energy
409
New
$3.66 - $5.52 $1.5K - $2.26K
409 $2K
ONON
On Holding Ag

Consumer Cyclical
100
New
$16.05 - $24.47 $1.61K - $2.45K
100 $2K
Orchid Is Cap Inc
195
New
N/A
195 $2K
OBNK
Origin Bancorp, Inc.

Financial Services
52
New
$38.4 - $47.02 $2K - $2.45K
52 $2K
OM
Outset Medical, Inc.

Healthcare
104
New
$14.67 - $21.7 $1.53K - $2.26K
104 $2K
PKBK
Parke Bancorp, Inc.

Financial Services
72
New
$20.53 - $23.99 $1.48K - $1.73K
72 $2K
CNXN
Pc Connection Inc

Technology
44
New
$42.96 - $52.84 $1.89K - $2.32K
44 $2K
PNTG
Pennant Group, Inc.

Healthcare
146
New
$10.4 - $17.47 $1.52K - $2.55K
146 $2K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
37
New
$55.88 - $81.22 $2.07K - $3.01K
37 $2K
PSMT
Pricesmart Inc

Consumer Defensive
29
New
$57.59 - $74.14 $1.67K - $2.15K
29 $2K
PCOR
Procore Technologies, Inc.

Technology
32
New
$43.87 - $65.42 $1.4K - $2.09K
32 $2K
Professional Hldg Corp
91
New
N/A
91 $2K
PUMP
Pro Petro Holding Corp.

Energy
191
New
$7.35 - $10.52 $1.4K - $2.01K
191 $2K
RETA
Reata Pharmaceuticals Inc

Healthcare
73
New
$19.41 - $36.49 $1.42K - $2.66K
73 $2K
SAFE
Safehold Inc.

Real Estate
89
New
$25.29 - $46.2 $2.25K - $4.11K
89 $2K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
141
New
$12.06 - $15.96 $1.7K - $2.25K
141 $2K
SA
Seabridge Gold Inc

Basic Materials
188
New
$10.47 - $14.22 $1.97K - $2.67K
188 $2K
SRG
Seritage Growth Properties

Real Estate
200
New
$5.4 - $23.89 $1.08K - $4.78K
200 $2K
SWIR
Sierra Wireless Inc

Technology
62
New
$21.94 - $30.93 $1.36K - $1.92K
62 $2K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
136
New
$16.13 - $19.62 $2.19K - $2.67K
136 $2K
SNAP
Snap Inc

Communication Services
174
New
$0.0 - $16.35 $0 - $2.84K
174 $2K
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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