Williamson Legacy Group, LLC Purchases in Q4 2024

Williamson Legacy Group, LLC

  • $150 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
17.8K
New
$36.46 - $82.38 $651K - $1.47M
17.8K $1.35B
CMI
Cummins Inc

Industrials
2.98K
New
$324.93 - $383.42 $967K - $1.14M
2.98K $1.04B
HLI
Houlihan Lokey, Inc.

Financial Services
5.52K
New
$158.81 - $190.49 $877K - $1.05M
5.52K $959M
PEAK
Healthpeak Properties, Inc.

Real Estate
46.3K
New
N/A
46.3K $939M
Arista Networks Inc New
8.22K
New
N/A
8.22K $909M
GKOS
Glaukos Corp

Healthcare
5.79K
New
$126.42 - $152.67 $732K - $884K
5.79K $868M
EAT
Brinker International, Inc

Consumer Cyclical
2.8K
+ 33.32%
$78.76 - $137.19 $220K - $384K
11.2K $1.48B
WELL
Welltower Inc.

Real Estate
6.43K
New
$123.11 - $139.3 $792K - $896K
6.43K $811M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
28K
New
$26.39 - $35.74 $739K - $1M
28K $752M
Blackrock Inc Com New
716
New
N/A
716 $734M
ARES
Ares Management Corp

Financial Services
2.93K
+ 31.28%
$153.38 - $183.7 $449K - $538K
12.3K $2.18B
PWR
Quanta Services, Inc.

Industrials
2.22K
New
$296.05 - $346.6 $658K - $770K
2.22K $703M
LNG
Cheniere Energy, Inc.

Energy
2.39K
+ 46.21%
$181.07 - $225.92 $433K - $541K
7.57K $1.63B
APO
Apollo Global Management, Inc.

Financial Services
2.13K
+ 25.03%
$131.36 - $178.61 $280K - $381K
10.6K $1.76B
AXON
Axon Enterprise, Inc.

Industrials
592
+ 34.38%
$399.22 - $689.78 $236K - $408K
2.31K $1.38B
NFLX
Netflix Inc

Communication Services
763
New
$687.65 - $936.56 $525K - $715K
763 $680M
IRM
Iron Mountain Inc

Real Estate
5.83K
New
$101.62 - $128.14 $593K - $748K
5.83K $613M
AROC
Archrock, Inc.

Energy
23.6K
New
$19.92 - $26.66 $470K - $629K
23.6K $587M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.58K
+ 35.38%
$152.04 - $211.12 $241K - $334K
6.06K $1.23B
WTW
Willis Towers Watson PLC

Financial Services
1.4K
+ 45.8%
$287.99 - $332.53 $404K - $466K
4.46K $1.4B
TJX
Tjx Companies Inc

Consumer Cyclical
3.63K
New
$112.15 - $127.2 $407K - $461K
3.63K $438M
DUOL
Duolingo, Inc.

Technology
1.32K
New
$278.75 - $373.03 $367K - $492K
1.32K $427M
DTM
Dt Midstream, Inc.

Energy
4.18K
New
$78.85 - $108.56 $330K - $454K
4.18K $416M
GRMN
Garmin LTD

Technology
1.84K
New
$161.91 - $220.77 $298K - $406K
1.84K $379M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
3.35K
New
$97.09 - $120.01 $325K - $402K
3.35K $362M
FN
Fabrinet

Technology
1.56K
New
$214.76 - $271.08 $334K - $422K
1.56K $342M
NTRA
Natera, Inc.

Healthcare
312
+ 3.59%
$117.67 - $174.0 $36.7K - $54.3K
8.99K $1.42B
CASY
Caseys General Stores Inc

Consumer Cyclical
802
New
$366.65 - $427.88 $294K - $343K
802 $318M
JXN
Jackson Financial Inc.

Financial Services
3.62K
New
$84.91 - $113.74 $307K - $411K
3.62K $315M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.77K
New
$138.3 - $192.95 $245K - $341K
1.77K $313M
GDDY
Go Daddy Inc.

Technology
285
+ 4.9%
$153.16 - $209.03 $43.7K - $59.6K
6.1K $1.2B
OKE
Oneok Inc

Energy
2.82K
New
$92.28 - $117.05 $260K - $329K
2.82K $283M
SPOT
Spotify Technology S.A.

Communication Services
92
+ 3.1%
$362.95 - $502.38 $33.4K - $46.2K
3.06K $1.37B
MPLX
Mplx LP

Energy
5.25K
+ 85.14%
$43.77 - $51.66 $230K - $271K
11.4K $547M
Sharkninja Inc
3.1K
+ 109.47%
N/A
5.93K $577M
NI
Nisource Inc.

Utilities
7.31K
New
$33.74 - $38.25 $247K - $280K
7.31K $269M
WMB
Williams Companies, Inc.

Energy
4.76K
New
$46.37 - $59.74 $221K - $284K
4.76K $258M
JEF
Jefferies Financial Group Inc.

Financial Services
3.23K
New
$61.95 - $81.75 $200K - $264K
3.23K $253M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
979
+ 1.72%
$16.43 - $22.77 $16.1K - $22.3K
57.8K $1.27B
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.87K
New
$59.58 - $67.31 $231K - $261K
3.87K $245M
HOOD
Robinhood Markets, Inc.

Technology
6.37K
New
$22.33 - $43.2 $142K - $275K
6.37K $237M
EQIX
Equinix Inc

Real Estate
237
New
$865.69 - $985.0 $205K - $233K
237 $223M
JPM
Jpmorgan Chase & CO

Financial Services
332
+ 6.73%
$205.18 - $250.29 $68.1K - $83.1K
5.27K $1.26B
GWRE
Guidewire Software, Inc.

Technology
1.2K
New
$168.58 - $207.12 $203K - $249K
1.2K $203M
FLEX
Flex Ltd.

Technology
2.1K
+ 8.61%
$32.52 - $41.3 $68.4K - $86.9K
26.5K $1.02B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
653
+ 9.62%
$110.69 - $154.48 $72.3K - $101K
7.44K $946M
GOOGL
Alphabet Inc.

Communication Services
189
+ 2.86%
$161.86 - $196.66 $30.6K - $37.2K
6.8K $1.29B
KKR
Kkr & Co. Inc.

Financial Services
342
+ 4.33%
$129.87 - $162.87 $44.4K - $55.7K
8.24K $1.22B
FISV
Fiserv Inc

Technology
160
+ 2.73%
N/A
6.02K $1.24B
Activity Summary
Buys All Purchases 78 New Holdings 31 Increased Positions 47 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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