Sage Investment Counsel LLC Purchases in Q4 2024

Sage Investment Counsel LLC

  • $76.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PNFP
Pinnacle Financial Partners Inc

Financial Services
75.8K
New
$92.95 - $129.87 $7.05M - $9.84M
75.8K $8.67B
AAPL
Apple Inc.

Technology
20.3K
New
$221.69 - $259.02 $4.5M - $5.26M
20.3K $5.08B
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$664750.0 - $724132.5 $2.66M - $2.9M
4 $2.72B
ET
Energy Transfer LP

Energy
137K
New
$16.05 - $19.86 $2.2M - $2.72M
137K $2.69B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.86K
New
$442.29 - $483.08 $2.15M - $2.35M
4.86K $2.2B
BAC
Bank Of America Corp

Financial Services
42.5K
New
$39.22 - $47.77 $1.67M - $2.03M
42.5K $1.87B
V
Visa Inc.

Financial Services
5.13K
New
$273.87 - $320.91 $1.41M - $1.65M
5.13K $1.62B
MSFT
Microsoft Corp

Technology
3.35K
New
$406.35 - $454.46 $1.36M - $1.52M
3.35K $1.41B
EPD
Enterprise Products Partners L.P.

Energy
44.9K
New
$28.66 - $34.43 $1.29M - $1.55M
44.9K $1.41B
TFSL
Tfs Financial Corp

Financial Services
108K
New
$12.52 - $14.53 $1.35M - $1.57M
108K $1.35B
VBR
Vanguard Small Cap Value ETF

ETFs
6.35K
New
$197.36 - $217.3 $1.25M - $1.38M
6.35K $1.26B
VT
Vanguard Total World Stk Index

ETFs
10.6K
New
$117.09 - $123.07 $1.24M - $1.3M
10.6K $1.24B
BIP
Brookfield Infrastructure Partners L.P.

Utilities
37.5K
New
$30.42 - $36.45 $1.14M - $1.37M
37.5K $1.19B
ENB
Enbridge Inc

Energy
26.8K
New
$40.4 - $43.92 $1.08M - $1.18M
26.8K $1.14B
VTI
Vanguard Total Stock Market Et

ETFs
3.72K
New
$280.04 - $302.45 $1.04M - $1.13M
3.72K $1.08B
XOM
Exxon Mobil Corp

Energy
9.57K
New
$105.51 - $125.37 $1.01M - $1.2M
9.57K $1.03B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.75K
New
$521.84 - $558.82 $913K - $978K
1.75K $943M
DVA
Davita Inc.

Healthcare
6.17K
New
$139.81 - $167.96 $863K - $1.04M
6.17K $923M
DFS
Discover Financial Services

Financial Services
5.27K
New
$136.3 - $182.67 $719K - $963K
5.27K $913M
O
Realty Income Corp

Real Estate
16.8K
New
$51.76 - $64.71 $868K - $1.09M
16.8K $896M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
8.71K
New
$94.66 - $102.14 $824K - $889K
8.71K $830M
Brookfield Corp
14.1K
New
N/A
14.1K $809M
JHG
Janus Henderson Group PLC

Financial Services
18.5K
New
$37.65 - $45.66 $696K - $844K
18.5K $787M
CAT
Caterpillar Inc

Industrials
2.01K
New
$360.37 - $416.88 $726K - $840K
2.01K $731M
HD
Home Depot, Inc.

Consumer Cyclical
1.86K
New
$385.02 - $431.37 $715K - $801K
1.86K $722M
DG
Dollar General Corp

Consumer Defensive
9.47K
New
$73.27 - $84.47 $694K - $800K
9.47K $718M
NKE
Nike, Inc.

Consumer Cyclical
9.4K
New
$73.36 - $89.13 $690K - $838K
9.4K $712M
Howard Hughes Holdings Inc
9.2K
New
N/A
9.2K $707M
VNQ
Vanguard Specialized Funds Van

ETFs
7.73K
New
$87.85 - $98.6 $679K - $762K
7.73K $689M
CB
Chubb LTD

Financial Services
2.43K
New
$271.57 - $301.89 $659K - $732K
2.43K $670M
OMF
One Main Holdings, Inc.

Financial Services
12.8K
New
$45.27 - $57.43 $580K - $736K
12.8K $668M
AZO
Autozone Inc

Consumer Cyclical
205
New
$2981.19 - $3370.27 $611K - $691K
205 $656M
SNX
Td Synnex Corp

Technology
5.49K
New
$114.71 - $125.79 $630K - $690K
5.49K $644M
Siriusxm Holdings Inc
27.5K
New
N/A
27.5K $627M
META
Meta Platforms, Inc.

Communication Services
1.05K
New
$554.08 - $632.68 $579K - $661K
1.05K $612M
USB
Us Bancorp \De\

Financial Services
12K
New
$43.98 - $53.66 $529K - $645K
12K $575M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
26.2K
New
$19.79 - $21.6 $519K - $567K
26.2K $559M
RTX
Raytheon Technologies Corp

Industrials
4.78K
New
$114.45 - $127.21 $547K - $608K
4.78K $553M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.25K
New
$58.88 - $64.8 $545K - $600K
9.25K $545M
NRZ
New Residential Investment Corp.

Real Estate
49.4K
New
N/A
49.4K $534M
ABR
Arbor Realty Trust Inc

Real Estate
37.1K
New
$13.66 - $15.64 $507K - $580K
37.1K $514M
APO
Apollo Global Management, Inc.

Financial Services
3.09K
New
$131.36 - $178.61 $406K - $552K
3.09K $510M
OXY
Occidental Petroleum Corp

Energy
10.1K
New
$45.36 - $55.91 $458K - $565K
10.1K $499M
BEP
Brookfield Renewable Partners L.P.

Utilities
21.4K
New
$22.59 - $28.9 $484K - $619K
21.4K $488M
NVDA
Nvidia Corp

Technology
3.58K
New
$117.0 - $148.88 $419K - $533K
3.58K $481M
OMAB
Central North Airport Group

Industrials
7K
New
$62.93 - $74.04 $441K - $518K
7K $480M
PAC
Pacific Airport Group

Industrials
2.74K
New
$166.34 - $197.86 $456K - $542K
2.74K $479M
DIS
Walt Disney CO

Communication Services
4.18K
New
$92.39 - $117.6 $386K - $492K
4.18K $466M
Flagstar Financial Inc
48.1K
New
N/A
48.1K $449M
Activity Summary
Buys All Purchases 120 New Holdings 120 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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