Pfg Investments, LLC Sells in Q4 2024

Pfg Investments, LLC

  • $1.61 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FRT
Federal Realty Investment Trust

Real Estate
-1.19K
- 19.13%
$109.55 - $117.53 $131K - $140K
5.04K $565M
MELI
Mercadolibre Inc

Consumer Cyclical
-19
- 5.78%
$1666.0 - $2117.3 $31.7K - $40.2K
310 $527M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.78K
- 15.39%
$33.39 - $37.66 $92.9K - $105K
15.3K $511M
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
-13.3K
- 33.74%
$7.47 - $8.54 $99.7K - $114K
26.2K $196M
SNAP
Snap Inc

Communication Services
-13.9K
- 28.15%
$9.98 - $12.86 $138K - $178K
35.4K $381M
DOCU
Docusign, Inc.

Technology
-3.75K
- 53.82%
$61.42 - $106.99 $230K - $401K
3.22K $290M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-1.83K
- 2.81%
$26.08 - $27.65 $47.7K - $50.6K
63.3K $1.66B
FAN
First Tr Exchange Traded Fd Ii
-2.88K
- 10.24%
N/A
25.3K $374M
TTE
Total Energies Se

Energy
-533
- 5.21%
N/A
9.7K $529M
SPOT
Spotify Technology S.A.

Communication Services
-505
- 42.51%
$362.95 - $502.38 $183K - $254K
683 $306M
SWK
Stanley Black & Decker, Inc.

Industrials
-163
- 4.14%
$79.07 - $109.36 $12.9K - $17.8K
3.77K $303M
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.39K
- 16.41%
$55.1 - $61.74 $76.5K - $85.8K
7.08K $392M
CAG
Conagra Brands Inc.

Consumer Defensive
-1.66K
- 9.63%
$26.48 - $32.72 $43.8K - $54.2K
15.5K $431M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-934
- 0.48%
$11.12 - $11.98 $10.4K - $11.2K
193K $2.17B
OXLC
Oxford Lane Capital Corp.

Financial Services
-23.1K
- 49.77%
$5.05 - $5.45 $117K - $126K
23.4K $118M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.35K
- 7.44%
$50.73 - $51.08 $119K - $120K
29.2K $1.49B
WEC
Wec Energy Group, Inc.

Utilities
-1.11K
- 12.04%
$92.94 - $101.82 $103K - $113K
8.08K $759M
GLD
Spdr Gold Trust

ETFs
-405
- 1.66%
$236.59 - $257.5 $95.8K - $104K
24K $5.82B
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-7.26K
- 1.18%
$14.28 - $14.81 $104K - $108K
610K $8.77B
MKC
Mccormick & CO Inc

Consumer Defensive
-309
- 2.02%
$73.97 - $84.09 $22.9K - $26K
15K $1.14B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-2.3K
- 32.26%
N/A
4.82K $240M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.22K
- 18.83%
$50.53 - $55.55 $112K - $123K
9.55K $487M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-117
- 13.39%
$1146.59 - $1270.6 $134K - $149K
757 $898M
Masterbrand Inc
-3.41K
- 22.97%
N/A
11.4K $167M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-2.03K
- 29.13%
$46.52 - $48.32 $94.6K - $98.3K
4.95K $231M
S
Sentinel One, Inc.

Technology
-3K
- 13.11%
$22.05 - $28.68 $66.2K - $86.1K
19.9K $442M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-371
- 15.38%
$209.89 - $233.24 $77.9K - $86.5K
2.04K $434M
CCJ
Cameco Corp

Energy
-2.6K
- 32.66%
$48.64 - $61.14 $126K - $159K
5.35K $275M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.18K
- 8.62%
$44.04 - $49.49 $52K - $58.4K
12.5K $551M
MUB
Ishares National Muni Bond ETF

ETFs
-812
- 9.76%
$105.78 - $108.7 $85.9K - $88.3K
7.51K $800M
Thomson Reuters Corp
-434
- 14.17%
N/A
2.63K $421M
IHF
Ishares Tr

ETFs
-338
- 3.69%
$47.41 - $56.83 $16K - $19.2K
8.83K $424M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-868
- 16.49%
$118.0 - $127.04 $102K - $110K
4.4K $535M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.17K
- 11.56%
$77.23 - $82.11 $90K - $95.7K
8.91K $693M
EBAY
Ebay Inc

Consumer Cyclical
-1.33K
- 26.99%
$57.51 - $67.17 $76.4K - $89.2K
3.59K $223M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-3.31K
- 23.99%
$26.55 - $27.32 $87.7K - $90.3K
10.5K $280M
DEO
Diageo PLC

Consumer Defensive
-422
- 13.4%
$118.0 - $139.88 $49.8K - $59K
2.73K $347M
GPN
Global Payments Inc

Industrials
-1.13K
- 33.52%
$97.57 - $119.38 $110K - $135K
2.24K $251M
DVY
Ishares Tr

ETFs
-282
- 1.94%
$129.55 - $143.41 $36.5K - $40.4K
14.3K $1.87B
UL
Unilever PLC

Consumer Defensive
-69
- 0.65%
$56.7 - $64.64 $3.91K - $4.46K
10.5K $597M
HOLX
Hologic Inc

Healthcare
-14
- 0.15%
$70.76 - $83.72 $991 - $1.17K
9.62K $694M
Veralto Corp
-413
- 8.81%
N/A
4.28K $436M
SRE
Sempra Energy

Utilities
-1.18K
- 32.65%
$80.81 - $94.77 $95K - $111K
2.43K $213M
SHEL
Shell PLC

Energy
-93
- 0.37%
$60.63 - $70.23 $5.64K - $6.53K
24.9K $1.56B
BDX
Becton Dickinson & CO

Healthcare
-224
- 8.82%
$220.02 - $243.75 $49.3K - $54.6K
2.32K $525M
CWT
California Water Service Group

Utilities
-498
- 6.96%
$45.33 - $54.6 $22.6K - $27.2K
6.66K $302M
SPGI
S&P Global Inc.

Financial Services
-20
- 0.49%
$480.36 - $529.17 $9.61K - $10.6K
4.03K $2.01B
AOS
Smith A O Corp

Industrials
-87
- 2.44%
$68.02 - $88.94 $5.92K - $7.74K
3.48K $238M
SWKS
Skyworks Solutions, Inc.

Technology
-203
- 3.17%
$83.18 - $99.15 $16.9K - $20.1K
6.2K $549M
Activity Summary
Buys All Purchases 569 New Holdings 88 Increased Positions 481 Sells All Sells 395 Reductions 395 Sold out 0 Options Calls 0 Puts 0
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