Northwest Financial Advisors Purchases in Q2 2024

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVS
Novartis Ag

Healthcare
13
New
$92.57 - $107.37 $1.2K - $1.4K
13 $1.38M
UL
Unilever PLC

Consumer Defensive
22
+ 61.11%
$46.47 - $56.38 $1.02K - $1.24K
58 $3.19M
MC
Moelis & CO

Financial Services
24
+ 16.9%
$49.08 - $57.92 $1.18K - $1.39K
166 $9.44M
BP
Bp PLC

Energy
94
+ 7.33%
$34.89 - $39.65 $3.28K - $3.73K
1.38K $49.7M
FSLR
First Solar, Inc.

Technology
6
New
$166.73 - $300.71 $1K - $1.8K
6 $1.35M
POST
Post Holdings, Inc.

Consumer Defensive
15
+ 14.85%
$99.95 - $107.17 $1.5K - $1.61K
116 $12.1M
RELX
Relx PLC

Communication Services
29
New
$41.07 - $46.15 $1.19K - $1.34K
29 $1.33M
OGN
Organon & Co.

Healthcare
33
+ 10.61%
$17.45 - $21.96 $576 - $725
344 $7.12M
EW
Edwards Lifesciences Corp

Healthcare
14
New
$84.3 - $94.31 $1.18K - $1.32K
14 $1.29M
SEIC
Sei Investments CO

Financial Services
19
New
$64.34 - $70.99 $1.22K - $1.35K
19 $1.23M
LEN
Lennar Corp

Consumer Cyclical
13
+ 39.39%
$148.72 - $170.85 $1.93K - $2.22K
46 $6.89M
UDR
Udr, Inc.

Real Estate
26
+ 100.0%
$35.27 - $41.16 $917 - $1.07K
52 $2.14M
HAS
Hasbro, Inc.

Consumer Cyclical
16
+ 14.04%
$54.82 - $65.03 $877 - $1.04K
130 $7.61M
KHC
Kraft Heinz CO

Consumer Defensive
36
New
$32.22 - $38.65 $1.16K - $1.39K
36 $1.16M
RHI
Robert Half International Inc.

Industrials
18
New
$62.25 - $78.18 $1.12K - $1.41K
18 $1.15M
MAA
Mid America Apartment Communities Inc.

Real Estate
8
New
$123.79 - $143.32 $990 - $1.15K
8 $1.14M
CNC
Centene Corp

Healthcare
17
New
$66.3 - $78.43 $1.13K - $1.33K
17 $1.13M
WDAY
Workday, Inc.

Technology
5
New
$207.08 - $272.44 $1.04K - $1.36K
5 $1.12M
PSA
Public Storage

Real Estate
4
+ 28.57%
$257.73 - $293.34 $1.03K - $1.17K
18 $5.18M
CPT
Camden Property Trust

Real Estate
10
New
$95.05 - $111.1 $951 - $1.11K
10 $1.09M
ATR
Aptargroup, Inc.

Healthcare
9
+ 15.0%
$137.2 - $150.79 $1.23K - $1.36K
69 $9.72M
CPRT
Copart Inc

Consumer Cyclical
35
+ 16.06%
$52.14 - $58.07 $1.82K - $2.03K
253 $13.7M
AMT
American Tower Corp

Real Estate
7
+ 10.14%
$171.0 - $200.41 $1.2K - $1.4K
76 $14.7M
PAAS
Pan American Silver Corp

Basic Materials
1
+ 0.46%
$15.25 - $22.64 $15.3 - $22.6
219 $4.35M
KKR
Kkr & Co. Inc.

Financial Services
10
New
$92.62 - $111.49 $926 - $1.11K
10 $1.05M
TROW
Price T Rowe Group Inc

Financial Services
14
+ 15.56%
$108.72 - $120.3 $1.52K - $1.68K
104 $11.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
1
+ 10.0%
$282.64 - $390.43 $283 - $390
11 $4.22M
CAG
Conagra Brands Inc.

Consumer Defensive
35
New
$28.34 - $31.57 $992 - $1.1K
35 $995K
HOLX
Hologic Inc

Healthcare
14
+ 107.69%
$71.43 - $78.41 $1K - $1.1K
27 $2.01M
SU
Suncor Energy Inc

Energy
26
New
$36.37 - $41.05 $946 - $1.07K
26 $991K
SBAC
Sba Communications Corp

Real Estate
5
New
$186.12 - $218.6 $931 - $1.09K
5 $982K
CBOE
Cboe Global Markets, Inc.

Financial Services
6
+ 200.0%
$167.6 - $185.5 $1.01K - $1.11K
9 $1.53M
SUI
Sun Communities Inc

Real Estate
8
New
$111.32 - $128.2 $891 - $1.03K
8 $963K
UNF
Unifirst Corp

Industrials
6
+ 16.67%
$151.12 - $176.04 $907 - $1.06K
42 $7.2M
BRBR
Bellring Brands, Inc.

Consumer Defensive
19
+ 27.94%
$53.98 - $61.03 $1.03K - $1.16K
87 $4.97M
MRNA
Moderna, Inc.

Healthcare
8
New
$101.21 - $166.61 $810 - $1.33K
8 $951K
COLD
Americold Realty Trust

Real Estate
36
New
$21.97 - $27.41 $791 - $987
36 $919K
Nextracker Inc
19
New
N/A
19 $891K
JLL
Jones Lang Lasalle Inc

Real Estate
4
New
$173.39 - $211.6 $694 - $846
4 $821K
HSBC
Hsbc Holdings PLC

Financial Services
18
New
$39.31 - $45.4 $708 - $817
18 $783K
ICLR
Icon PLC

Healthcare
3
+ 42.86%
$288.23 - $331.73 $865 - $995
10 $3.13M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.31%
$60.69 - $66.83 $60.7 - $66.8
319 $21.2M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
17
+ 80.95%
$44.15 - $45.75 $751 - $778
38 $1.73M
PHG
Koninklijke Philips Nv

Healthcare
4
+ 3.13%
$19.83 - $27.98 $79.3 - $112
132 $3.33M
TEL
Te Connectivity Ltd.

Technology
1
+ 0.85%
$139.45 - $152.0 $139 - $152
119 $17.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10
+ 76.92%
$73.13 - $75.43 $731 - $754
23 $1.72M
ILMN
Illumina, Inc.

Healthcare
7
New
$101.05 - $133.57 $707 - $935
7 $731K
PGR
Progressive Corp

Financial Services
3
+ 2.75%
$202.26 - $215.9 $607 - $648
112 $23.3M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
19
+ 13.67%
$72.44 - $82.58 $1.38K - $1.57K
158 $12M
Activity Summary
Buys All Purchases 388 New Holdings 101 Increased Positions 287 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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