Baystate Wealth Management LLC Purchases in Q4 2023

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
EWJ
Ishares Msci Japan ETF

ETFs
27
+ 0.71%
$57.34 - $64.14 $1.55K - $1.73K
3.83K $245K
NUDM
Nuveen Esg International Devel

ETFs
167
+ 3.22%
$25.86 - $29.64 $4.32K - $4.95K
5.35K $157K
VTR
Ventas, Inc.

Real Estate
301
New
$39.65 - $50.95 $11.9K - $15.3K
301 $15K
LFUS
Littelfuse Inc

Technology
58
New
$215.41 - $271.6 $12.5K - $15.8K
58 $15K
ZTS
Zoetis Inc.

Healthcare
24
+ 5.58%
$151.44 - $200.09 $3.63K - $4.8K
454 $89K
IAT
Ishares Tr

ETFs
368
New
$30.98 - $43.2 $11.4K - $15.9K
368 $15K
WY
Weyerhaeuser CO

Real Estate
446
New
$28.55 - $35.1 $12.7K - $15.7K
446 $15K
SCHW
Schwab Charles Corp

Financial Services
8
+ 0.73%
$49.33 - $70.98 $395 - $568
1.1K $75K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
159
New
$93.33 - $95.07 $14.8K - $15.1K
159 $15K
ED
Consolidated Edison Inc

Utilities
20
+ 0.86%
$81.62 - $94.01 $1.63K - $1.88K
2.35K $214K
ICE
Intercontinental Exchange, Inc.

Financial Services
44
+ 8.78%
$104.72 - $128.6 $4.61K - $5.66K
545 $69K
BLW
Blackrock LTD Duration Income Trust

Financial Services
1.02K
New
$12.38 - $13.98 $12.6K - $14.2K
1.02K $14K
FEN
First Trust Energy Income & Growth Fund

Financial Services
1K
New
$12.71 - $14.78 $12.7K - $14.8K
1K $14K
PWB
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.14%
$65.5 - $77.84 $131 - $156
1.4K $109K
PFN
Pimco Income Strategy Fund Ii

Financial Services
2.02K
New
$6.02 - $7.23 $12.2K - $14.6K
2.02K $14K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.52K
New
$8.55 - $9.7 $13K - $14.8K
1.52K $14K
CSX
Csx Corp

Industrials
157
+ 6.94%
$29.24 - $34.95 $4.59K - $5.49K
2.42K $83K
SPGI
S&P Global Inc.

Financial Services
21
+ 34.43%
$342.48 - $441.84 $7.19K - $9.28K
82 $36K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
77
+ 6.55%
$43.72 - $54.38 $3.37K - $4.19K
1.25K $67K
XLB
Select Sector Spdr Fd Material

ETFs
12
+ 0.65%
$74.46 - $86.21 $894 - $1.03K
1.87K $159K
VKQ
Invesco Municipal Trust

Financial Services
1.51K
New
$7.95 - $9.53 $12K - $14.4K
1.51K $14K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
532
New
$26.95 - $30.04 $14.3K - $16K
532 $14K
AB
Alliancebernstein Holding L.P.

Financial Services
461
+ 922.0%
$26.08 - $32.75 $12K - $15.1K
511 $15K
INTU
Intuit Inc

Technology
14
+ 33.33%
$479.45 - $629.12 $6.71K - $8.81K
56 $35K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
25
+ 49.02%
$343.0 - $410.68 $8.58K - $10.3K
76 $30K
O
Realty Income Corp

Real Estate
190
+ 62.71%
$46.22 - $58.58 $8.78K - $11.1K
493 $28K
ACN
Accenture PLC

Technology
9
+ 4.15%
$290.04 - $354.45 $2.61K - $3.19K
226 $79K
EBTC
Enterprise Bancorp Inc

Financial Services
21
+ 0.83%
$25.29 - $33.55 $531 - $705
2.56K $82K
GPN
Global Payments Inc

Industrials
3
+ 0.27%
$102.78 - $129.26 $308 - $388
1.12K $142K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
278
+ 591.49%
$36.56 - $46.01 $10.2K - $12.8K
325 $14K
DHR
Danaher Corp

Healthcare
108
+ 14.86%
$185.1 - $233.13 $20K - $25.2K
835 $193K
PENN
Penn National Gaming Inc

Consumer Cyclical
500
New
$18.41 - $26.6 $9.21K - $13.3K
500 $13K
RYE
Invesco Exchange Traded Fd Tr

ETFs
189
New
$70.99 - $80.08 $13.4K - $15.1K
189 $13K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
502
New
$16.52 - $27.63 $8.29K - $13.9K
502 $13K
DOC
Physicians Realty Trust

Real Estate
1K
New
$10.71 - $13.57 $10.7K - $13.6K
1K $13K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
1.13K
New
$9.86 - $12.34 $11.2K - $14K
1.13K $13K
SPG
Simon Property Group Inc

Real Estate
6
+ 1.72%
$103.37 - $146.58 $620 - $879
355 $50K
BCE
Bce Inc

Communication Services
330
+ 471.43%
$36.39 - $40.98 $12K - $13.5K
400 $15K
HPQ
Hp Inc

Technology
392
+ 332.2%
$25.67 - $30.93 $10.1K - $12.1K
510 $15K
BAX
Baxter International Inc

Healthcare
295
+ 98.33%
$31.71 - $38.95 $9.35K - $11.5K
595 $23K
FAST
Fastenal CO

Industrials
13
+ 1.21%
$54.19 - $65.45 $704 - $851
1.09K $70K
IHE
Ishares Tr

ETFs
67
New
$166.63 - $185.76 $11.2K - $12.4K
67 $12K
PGR
Progressive Corp

Financial Services
33
+ 10.34%
$138.97 - $165.13 $4.59K - $5.45K
352 $56K
DVN
Devon Energy Corp

Energy
304
+ 36.28%
$42.85 - $50.08 $13K - $15.2K
1.14K $51K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.17%
$118.9 - $144.37 $119 - $144
604 $86K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
1.02K
New
$11.51 - $12.88 $11.7K - $13.1K
1.02K $12K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
304
+ 15.03%
$30.17 - $33.89 $9.17K - $10.3K
2.33K $77K
BHP
Bhp Group LTD

Basic Materials
13
+ 1.34%
$54.85 - $68.89 $713 - $896
984 $67K
EQIX
Equinix Inc

Real Estate
10
+ 22.73%
$682.24 - $824.42 $6.82K - $8.24K
54 $43K
Activity Summary
Buys All Purchases 843 New Holdings 338 Increased Positions 505 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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