Annex Advisory Services, LLC Purchases in Q4 2024

Annex Advisory Services, LLC

  • $2.96 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.53K
+ 276.9%
$311.11 - $335.64 $1.1M - $1.18M
4.8K $1.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.72K
+ 16.39%
$567.81 - $607.81 $975K - $1.04M
12.2K $7.15M
AFL
Aflac Inc

Financial Services
11.1K
+ 263.77%
$100.37 - $115.27 $1.11M - $1.28M
15.3K $1.58M
WINA
Winmark Corp

Consumer Cyclical
2.8K
New
$352.4 - $422.31 $986K - $1.18M
2.8K $1.1M
RDVT
Red Violet, Inc.

Technology
29.8K
New
$25.76 - $39.54 $769K - $1.18M
29.8K $1.08M
LYTS
Lsi Industries Inc

Technology
30.5K
+ 28.66%
$15.88 - $20.86 $484K - $635K
137K $2.66M
HWKN
Hawkins Inc

Basic Materials
6.59K
+ 47.52%
$106.23 - $137.61 $700K - $906K
20.4K $2.51M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.3K
+ 299.56%
$34.13 - $37.35 $760K - $831K
29.7K $1.01M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.7K
New
$50.62 - $50.97 $693K - $697K
13.7K $693K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.75K
New
$129.96 - $144.97 $617K - $689K
4.75K $661K
DCO
Ducommun Inc

Industrials
10.2K
+ 37.63%
$58.79 - $69.18 $601K - $708K
37.4K $2.38M
TRNS
Transcat Inc

Industrials
7.89K
+ 47.64%
$95.41 - $132.7 $753K - $1.05M
24.5K $2.59M
UFPT
Ufp Technologies Inc

Healthcare
15.9K
+ 34.75%
$238.73 - $346.29 $3.81M - $5.52M
61.8K $15.1M
NI
Nisource Inc.

Utilities
15.9K
New
$33.74 - $38.25 $536K - $608K
15.9K $584K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.07K
New
$91.94 - $100.02 $558K - $607K
6.07K $561K
HDV
Ishares Core High Dividend ETF

ETFs
4.71K
New
$110.82 - $121.28 $522K - $572K
4.71K $529K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.76K
New
$278.19 - $315.36 $490K - $556K
1.76K $507K
SCHG
Schwab Strategic Tr Us Large C

ETFs
26K
+ 856.64%
$25.93 - $105.3 $675K - $2.74M
29.1K $810K
GPRK
Geo Park LTD

Energy
32.9K
+ 25.53%
$7.77 - $11.24 $255K - $369K
162K $1.5M
ADP
Automatic Data Processing Inc

Industrials
1.46K
+ 96.43%
$280.08 - $307.97 $409K - $450K
2.97K $870K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
24.5K
+ 111.17%
$17.93 - $18.8 $440K - $461K
46.6K $849K
FPI
Farmland Partners Inc.

Real Estate
29.4K
+ 41.15%
$10.17 - $12.76 $299K - $375K
101K $1.19M
WEYS
Weyco Group Inc

Consumer Cyclical
9.25K
+ 36.71%
$32.33 - $41.04 $299K - $379K
34.4K $1.29M
WEC
Wec Energy Group, Inc.

Utilities
6.79K
+ 6.53%
$92.94 - $101.82 $631K - $691K
111K $10.4M
NEE
Nextera Energy Inc

Utilities
6.9K
+ 101.32%
$69.77 - $85.43 $481K - $589K
13.7K $982K
ETN
Eaton Corp PLC

Industrials
1.17K
+ 4.32%
$326.96 - $377.52 $382K - $441K
28.2K $9.37M
ADI
Analog Devices Inc

Technology
1.72K
New
$206.35 - $236.48 $355K - $407K
1.72K $365K
KFRC
Kforce Inc

Industrials
7.23K
+ 59.17%
$53.57 - $62.47 $387K - $451K
19.4K $1.1M
MUB
Ishares National Muni Bond ETF

ETFs
3.41K
+ 34.59%
$105.78 - $108.7 $360K - $370K
13.3K $1.41M
KMI
Kinder Morgan, Inc.

Energy
12.4K
New
$22.59 - $28.54 $279K - $353K
12.4K $338K
VTV
Vanguard Value ETF

ETFs
1.96K
+ 128.92%
$168.32 - $181.87 $329K - $356K
3.48K $588K
MGEE
Mge Energy Inc

Utilities
3.4K
New
$88.55 - $108.16 $301K - $368K
3.4K $319K
IEMG
Ishares Inc

ETFs
5.92K
New
N/A
5.92K $317K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
546
New
$563.99 - $620.12 $308K - $339K
546 $310K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.87K
New
$44.04 - $49.49 $303K - $340K
6.87K $302K
ABT
Abbott Laboratories

Healthcare
3.18K
+ 4.55%
$111.93 - $119.39 $356K - $379K
73K $8.26M
FCFS
First Cash Holdings, Inc.

Financial Services
4.98K
+ 25.34%
$100.54 - $114.86 $501K - $572K
24.6K $2.55M
FDN
First Tr Fd Dow Jones

ETFs
1.01K
+ 73.52%
$210.5 - $257.24 $212K - $259K
2.38K $578K
MNST
Monster Beverage Corp

Consumer Defensive
4.72K
+ 5.06%
$49.24 - $56.38 $232K - $266K
98K $5.15M
SHOP
Shopify Inc.

Technology
2.65K
New
$78.14 - $119.49 $207K - $317K
2.65K $281K
GOOG
Alphabet Inc.

Communication Services
536
+ 7.07%
$163.08 - $198.16 $87.4K - $106K
8.11K $1.55M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
3.54K
+ 28.53%
$73.63 - $87.56 $261K - $310K
16K $1.26M
JOE
St Joe CO

Real Estate
14.2K
+ 49.66%
$43.8 - $59.68 $620K - $845K
42.7K $1.92M
BCPC
Balchem Corp

Basic Materials
1.96K
+ 35.38%
$163.0 - $183.41 $319K - $359K
7.5K $1.22M
VO
Vanguard Mid Cap ETF

ETFs
917
+ 39.54%
$261.5 - $284.63 $240K - $261K
3.24K $854K
PANW
Palo Alto Networks Inc

Technology
1.29K
New
$181.96 - $405.9 $234K - $523K
1.29K $234K
XOM
Exxon Mobil Corp

Energy
3.29K
+ 24.85%
$105.51 - $125.37 $347K - $412K
16.5K $1.78M
EMR
Emerson Electric CO

Industrials
1.8K
New
$108.13 - $134.33 $195K - $242K
1.8K $223K
NATH
Nathans Famous, Inc.

Consumer Cyclical
3.22K
+ 21.86%
$78.61 - $93.6 $253K - $301K
18K $1.41M
Activity Summary
Buys All Purchases 181 New Holdings 40 Increased Positions 141 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 1 Puts 1
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