Pullen Investment Management, LLC Reduced Holdings in Q4 2024

Pullen Investment Management, LLC

  • $154 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CCI
Crown Castle International Corp

Real Estate
-8.39K
- 50.74%
$89.78 - $119.11 $753K - $999K
8.14K $739M
NEM
Newmont Corp

Basic Materials
-11.1K
- 27.98%
$37.0 - $58.68 $409K - $649K
28.5K $1.06B
FOX
Fox Corp Cl B (De)

Communication Services
-25.1K
- 51.88%
$38.0 - $47.15 $952K - $1.18M
23.2K $1.06B
VIRT
Virtu Financial, Inc.

Financial Services
-28.5K
- 39.23%
$30.43 - $37.95 $867K - $1.08M
44.1K $1.57B
GENC
Gencor Industries Inc

Industrials
-18.5K
- 31.05%
$17.22 - $22.68 $319K - $420K
41.1K $725M
GOLD
Barrick Gold Corp

Basic Materials
-6.68K
- 7.18%
$15.23 - $21.19 $102K - $141K
86.3K $1.34B
UL
Unilever PLC

Consumer Defensive
-3.25K
- 10.48%
$56.7 - $64.64 $184K - $210K
27.7K $1.57B
LMT
Lockheed Martin Corp

Industrials
-142
- 4.44%
$479.66 - $614.62 $68.1K - $87.3K
3.06K $1.49B
MPC
Marathon Petroleum Corp

Energy
-622
- 5.75%
$131.65 - $174.84 $81.9K - $109K
10.2K $1.42B
MRK
Merck & Co., Inc.

Healthcare
-1.35K
- 10.5%
$96.31 - $114.76 $130K - $155K
11.5K $1.14B
SO
Southern CO

Utilities
-301
- 1.0%
$81.5 - $94.15 $24.5K - $28.3K
29.7K $2.44B
NSC
Norfolk Southern Corp

Industrials
-687
- 15.63%
$230.6 - $277.0 $158K - $190K
3.71K $870M
HES
Hess Corp

Energy
-1.36K
- 9.61%
$127.66 - $148.65 $174K - $203K
12.8K $1.7B
CVX
Chevron Corp

Energy
-1.18K
- 6.67%
$141.15 - $162.53 $166K - $192K
16.5K $2.39B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-315
- 3.49%
$442.29 - $483.08 $139K - $152K
8.7K $3.94B
LKQ
Lkq Corp

Consumer Cyclical
-2.11K
- 6.99%
$36.0 - $39.99 $76.1K - $84.5K
28.1K $1.03B
AEM
Agnico Eagle Mines LTD

Basic Materials
-1.33K
- 4.62%
$75.99 - $88.85 $101K - $118K
27.4K $2.14B
DUK
Duke Energy Corp

Utilities
-596
- 4.43%
$105.76 - $120.76 $63K - $72K
12.8K $1.38B
XOM
Exxon Mobil Corp

Energy
-370
- 2.91%
$105.51 - $125.37 $39K - $46.4K
12.3K $1.33B
MSFT
Microsoft Corp

Technology
-102
- 1.06%
$406.35 - $454.46 $41.4K - $46.4K
9.5K $4.01B
D
Dominion Energy, Inc

Utilities
-842
- 4.27%
$52.63 - $60.92 $44.3K - $51.3K
18.9K $1.02B
WTRG
Essential Utilities, Inc.

Utilities
-1.66K
- 14.05%
$36.18 - $40.55 $60K - $67.3K
10.1K $369M
WMG
Warner Music Group Corp.

Communication Services
-2.26K
- 4.52%
$30.73 - $33.67 $69.4K - $76.1K
47.7K $1.48B
ALL
Allstate Corp

Financial Services
-507
- 4.23%
$181.25 - $208.2 $91.9K - $106K
11.5K $2.21B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.03K
- 5.33%
$50.62 - $50.97 $52.3K - $52.7K
18.4K $931M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-366
- 3.88%
$46.31 - $51.02 $16.9K - $18.7K
9.07K $432M
Labcorp Holdings Inc
-342
- 4.71%
N/A
6.92K $1.59B
IAU
Ishares Gold Trust

ETFs
-179
- 2.75%
$48.37 - $52.65 $8.66K - $9.42K
6.33K $313M
CTRA
Coterra Energy Inc.

Energy
-927
- 9.2%
$22.71 - $27.63 $21.1K - $25.6K
9.15K $234M
WMT
Walmart Inc.

Consumer Defensive
-1.2K
- 10.67%
$79.1 - $95.7 $94.9K - $115K
10K $908M
CME
Cme Group Inc.

Financial Services
-308
- 4.26%
$221.17 - $246.02 $68.1K - $75.8K
6.92K $1.61B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-335
- 3.2%
$178.39 - $215.0 $59.8K - $72K
10.1K $1.96B
COST
Costco Wholesale Corp

Consumer Defensive
-41
- 2.08%
$873.59 - $994.69 $35.8K - $40.8K
1.93K $1.77B
SLRC
Slr Investment Corp.

Financial Services
-896
- 1.46%
$14.9 - $16.86 $13.4K - $15.1K
60.4K $976M
HON
Honeywell International Inc

Industrials
-159
- 3.19%
$202.84 - $236.0 $32.3K - $37.5K
4.83K $1.09B
AVGO
Broadcom Inc.

Technology
-231
- 7.36%
$159.67 - $250.0 $36.9K - $57.8K
2.91K $674M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-386
- 6.91%
$138.3 - $192.95 $53.4K - $74.5K
5.2K $918M
EQT
Eqt Corp

Energy
-1.32K
- 5.74%
$35.62 - $46.89 $46.8K - $61.7K
21.6K $995M
Activity Summary
Buys All Purchases 55 New Holdings 6 Increased Positions 49 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pullen Investment Management, LLC Portfolio

Follow Pullen Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pullen Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pullen Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email