Accredited Investors Inc. Purchases in Q4 2024

Accredited Investors Inc.

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LCID
Lucid Group, Inc.

Consumer Cyclical
10.1K
New
$2.01 - $3.44 $20.3K - $34.7K
10.1K $30K
MA
Mastercard Inc

Financial Services
11
+ 1.6%
$491.3 - $536.15 $5.4K - $5.9K
700 $368K
ARCC
Ares Capital Corp

Financial Services
200
+ 1.86%
$20.74 - $22.27 $4.15K - $4.45K
11K $239K
LNT
Alliant Energy Corp

Utilities
262
+ 7.64%
$56.24 - $63.63 $14.7K - $16.7K
3.69K $218K
FDX
Fedex Corp

Industrials
1
+ 0.13%
$260.5 - $305.15 $261 - $305
800 $225K
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.03K
+ 200.17%
$22.4 - $68.28 $157K - $480K
10.5K $244K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
4.37K
+ 100.09%
$27.45 - $55.56 $120K - $243K
8.73K $247K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
4.24K
+ 10.57%
$30.93 - $33.94 $131K - $144K
44.3K $1.37M
ORCL
Oracle Corp

Technology
255
+ 2.41%
$165.41 - $192.43 $42.2K - $49.1K
10.8K $1.8M
IBM
International Business Machines Corp

Technology
30
+ 0.75%
$204.9 - $238.04 $6.15K - $7.14K
4.01K $880K
DCI
Donaldson CO Inc

Industrials
359
+ 9.23%
$67.28 - $78.27 $24.2K - $28.1K
4.25K $286K
Durect Corp
4.29K
+ 4.9%
N/A
91.9K $0
Kayne Anderson Bdc Inc
11.8K
New
N/A
11.8K $0
IJK
Ishares S&P Midcap 400 Growth

ETFs
15
+ 0.48%
$90.66 - $99.46 $1.36K - $1.49K
3.15K $286K
HRL
Hormel Foods Corp

Consumer Defensive
30
+ 0.22%
$29.21 - $33.55 $876 - $1.01K
13.5K $423K
ACN
Accenture PLC

Technology
13
+ 0.23%
$343.9 - $376.86 $4.47K - $4.9K
5.58K $1.96M
NSC
Norfolk Southern Corp

Industrials
31
+ 3.06%
$230.6 - $277.0 $7.15K - $8.59K
1.04K $244K
COP
Conocophillips

Energy
25
+ 1.22%
$95.12 - $114.72 $2.38K - $2.87K
2.08K $205K
GGG
Graco Inc

Industrials
762
+ 3.22%
$81.45 - $92.29 $62.1K - $70.3K
24.4K $2.06M
OTTR
Otter Tail Corp

Utilities
25
+ 0.59%
$73.59 - $85.52 $1.84K - $2.14K
4.27K $315K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1
+ 0.04%
$99.2 - $108.47 $99.2 - $108
2.5K $249K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.99K
+ 100.64%
$18.41 - $40.87 $147K - $326K
15.9K $294K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
5.53K
+ 10.29%
$64.62 - $71.43 $357K - $395K
59.3K $3.83M
MCD
Mcdonalds Corp

Consumer Cyclical
43
+ 1.12%
$288.47 - $316.54 $12.4K - $13.6K
3.87K $1.12M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4
+ 0.14%
$82.28 - $117.52 $329 - $470
2.83K $240K
SPSC
Sps Commerce Inc

Technology
18
+ 0.23%
$165.0 - $198.81 $2.97K - $3.58K
7.93K $1.46M
ZTS
Zoetis Inc.

Healthcare
28
+ 0.93%
$162.24 - $194.42 $4.54K - $5.44K
3.02K $492K
JNJ
Johnson & Johnson

Healthcare
298
+ 3.77%
$143.34 - $165.86 $42.7K - $49.4K
8.2K $1.19M
NUE
Nucor Corp

Basic Materials
10
+ 0.33%
$115.78 - $167.74 $1.16K - $1.68K
3.02K $352K
AMD
Advanced Micro Devices Inc

Technology
59
+ 2.36%
$118.88 - $172.8 $7.01K - $10.2K
2.56K $308K
MDT
Medtronic PLC

Healthcare
42
+ 0.37%
$79.61 - $92.24 $3.34K - $3.87K
11.5K $916K
KO
Coca Cola CO

Consumer Defensive
122
+ 0.88%
$61.74 - $71.71 $7.53K - $8.75K
14K $872K
ABBV
Abb Vie Inc.

Healthcare
159
+ 2.0%
$164.99 - $203.87 $26.2K - $32.4K
8.09K $1.44M
AMGN
Amgen Inc

Healthcare
4
+ 0.19%
$258.78 - $328.31 $1.04K - $1.31K
2.13K $554K
TGT
Target Corp

Consumer Defensive
104
+ 1.25%
$121.59 - $160.69 $12.6K - $16.7K
8.41K $1.14M
CLF
Cleveland Cliffs Inc.

Basic Materials
5
+ 0.01%
$9.24 - $13.94 $46.2 - $69.7
46.4K $436K
ELV
Elevance Health, Inc.

Healthcare
24
+ 1.98%
$365.96 - $514.62 $8.78K - $12.4K
1.24K $456K
TNC
Tennant CO

Industrials
186
+ 1.41%
$80.27 - $94.44 $14.9K - $17.6K
13.3K $1.09M
LLY
Eli Lilly & CO

Healthcare
43
+ 1.34%
$727.2 - $932.06 $31.3K - $40.1K
3.25K $2.51M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2.6K
+ 2.85%
$101.82 - $114.06 $265K - $297K
94K $9.71M
EFV
Msci Eafe Value ETF

ETFs
3.38K
+ 1.35%
$51.78 - $57.15 $175K - $193K
254K $13.3M
AVDV
American Centy ETF Tr Avantis

ETFs
147K
+ 6.35%
$63.85 - $70.4 $9.39M - $10.4M
2.46M $160M
Activity Summary
Buys All Purchases 93 New Holdings 11 Increased Positions 82 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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