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
ABR
Arbor Realty Trust Inc

Real Estate
15.8K
New
$13.66 - $15.64 $216K - $247K
15.8K $218K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
941
New
$173.13 - $258.09 $163K - $243K
941 $217K
UTL
Unitil Corp

Utilities
5.77K
+ 36.71%
$53.77 - $60.69 $310K - $350K
21.5K $1.16M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.41K
+ 29.04%
$53.94 - $58.15 $184K - $198K
15.2K $854K
VPG
Vishay Precision Group, Inc.

Technology
12.8K
+ 34.55%
$21.09 - $25.3 $269K - $323K
49.7K $1.17M
ARCC
Ares Capital Corp

Financial Services
9.46K
New
$20.74 - $22.27 $196K - $211K
9.46K $206K
BA
Boeing CO

Industrials
1.16K
New
$138.14 - $180.72 $160K - $210K
1.16K $205K
VBR
Vanguard Small Cap Value ETF

ETFs
1.04K
New
$197.36 - $217.3 $204K - $225K
1.04K $205K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
24K
New
$8.36 - $8.71 $201K - $209K
24K $202K
IWN
Ishares Russell2000 Val ETF

ETFs
1.23K
New
$162.69 - $181.35 $200K - $223K
1.23K $201K
WMT
Walmart Inc.

Consumer Defensive
328
+ 2.06%
$79.1 - $95.7 $25.9K - $31.4K
16.3K $1.47M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.2K
+ 26.12%
$96.64 - $101.23 $212K - $222K
10.6K $1.03M
TTE
Total Energies Se

Energy
2.34K
+ 3.19%
N/A
75.7K $5.2M
XYLD
Global X Fds S&P 500 Covered C

ETFs
3.62K
+ 36.07%
$40.86 - $43.42 $148K - $157K
13.6K $571K
LMAT
Lemaitre Vascular Inc

Healthcare
1.77K
+ 5.91%
$85.64 - $107.97 $151K - $191K
31.7K $2.92M
LOW
Lowes Companies Inc

Consumer Cyclical
695
+ 48.67%
$244.52 - $284.07 $170K - $197K
2.12K $523K
XLE
Energy Sector Spdr

ETFs
1.59K
+ 29.99%
$83.32 - $97.27 $132K - $154K
6.88K $589K
NFLX
Netflix Inc

Communication Services
1
+ 0.15%
$687.65 - $936.56 $688 - $937
677 $603K
EW
Edwards Lifesciences Corp

Healthcare
1.22K
+ 29.07%
$64.54 - $75.92 $78.8K - $92.7K
5.42K $401K
XLF
Financial Sector Spdr

ETFs
2.56K
New
$44.89 - $51.34 $115K - $131K
2.56K $123K
MELI
Mercadolibre Inc

Consumer Cyclical
2.29K
+ 21.23%
$1666.0 - $2117.3 $3.82M - $4.85M
13.1K $22.3M
IWS
Ishares Russell Midcap Value E

ETFs
957
+ 31.75%
$128.08 - $140.32 $123K - $134K
3.97K $513K
SPNS
Sapiens International Corp N V

Technology
23.2K
+ 47.21%
$26.74 - $39.48 $622K - $918K
72.5K $1.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
346
+ 5.58%
$442.29 - $483.08 $153K - $167K
6.55K $2.97M
PG
Procter & Gamble CO

Consumer Defensive
1.71K
+ 5.27%
$161.05 - $179.7 $276K - $308K
34.2K $5.74M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.2K
+ 16.09%
$57.53 - $60.83 $127K - $134K
15.9K $912K
USA
Liberty All Star Equity Fund

Financial Services
14.4K
+ 87.01%
$6.82 - $7.46 $98.1K - $107K
30.9K $214K
WFC
Wells Fargo & Company

Financial Services
455
+ 10.01%
$54.98 - $77.35 $25K - $35.2K
5K $351K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.19K
+ 26.31%
$57.29 - $63.1 $125K - $138K
10.5K $603K
ALL
Allstate Corp

Financial Services
329
+ 7.54%
$181.25 - $208.2 $59.6K - $68.5K
4.69K $904K
LNT
Alliant Energy Corp

Utilities
1.52K
+ 14.51%
$56.24 - $63.63 $85.4K - $96.6K
12K $708K
IWD
Ishares Russell 1000 Val ETF

ETFs
463
+ 9.56%
$183.23 - $199.79 $84.8K - $92.5K
5.31K $982K
SO
Southern CO

Utilities
977
+ 38.66%
$81.5 - $94.15 $79.6K - $92K
3.5K $288K
BMY
Bristol Myers Squibb CO

Healthcare
384
+ 5.99%
$51.92 - $59.94 $19.9K - $23K
6.8K $384K
BAC
Bank Of America Corp

Financial Services
372
+ 4.71%
$39.22 - $47.77 $14.6K - $17.8K
8.27K $363K
CDNS
Cadence Design Systems Inc

Technology
30
+ 2.22%
$249.1 - $324.54 $7.47K - $9.74K
1.38K $414K
VIG
Vanguard Dividend Appreciation

ETFs
203
+ 0.18%
N/A
114K $20.8M
T
At&T Inc.

Communication Services
859
+ 5.35%
$21.22 - $23.88 $18.2K - $20.5K
16.9K $385K
XLK
Technology Sector Spdr

ETFs
16
+ 0.41%
$220.26 - $241.44 $3.52K - $3.86K
3.91K $908K
MO
Altria Group, Inc.

Consumer Defensive
117
+ 0.62%
$49.06 - $57.74 $5.74K - $6.76K
18.9K $988K
PNR
Pentair PLC

Industrials
151
+ 2.89%
$95.0 - $109.21 $14.3K - $16.5K
5.37K $540K
TXN
Texas Instruments Inc

Technology
123
+ 1.74%
N/A
7.19K $1.4M
FAST
Fastenal CO

Industrials
272
+ 5.17%
$69.99 - $84.35 $19K - $22.9K
5.54K $398K
PRU
Prudential Financial Inc

Financial Services
244
+ 9.92%
$114.59 - $129.52 $28K - $31.6K
2.7K $320K
TTD
Trade Desk, Inc.

Technology
26
+ 1.36%
$108.7 - $139.51 $2.83K - $3.63K
1.94K $227K
STLD
Steel Dynamics Inc

Basic Materials
150
+ 7.5%
N/A
2.15K $210K
GLD
Spdr Gold Trust

ETFs
48
+ 2.62%
$236.59 - $257.5 $11.4K - $12.4K
1.88K $454K
KMB
Kimberly Clark Corp

Consumer Defensive
302
+ 9.55%
$130.37 - $146.09 $39.4K - $44.1K
3.46K $453K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18.9K
+ 193.56%
$22.01 - $66.82 $415K - $1.26M
28.6K $649K
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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