Beacon Pointe Advisors, LLC Purchases in Q4 2024

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UVE
Universal Insurance Holdings, Inc.

Financial Services
25.4K
+ 12.13%
$16.9 - $22.98 $430K - $584K
235K $4.95M
PR
Permian Resources Corporation

Energy
21K
New
$13.41 - $16.21 $282K - $340K
21K $302K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
522
+ 5.86%
$563.99 - $620.12 $294K - $324K
9.43K $5.37M
DTM
Dt Midstream, Inc.

Energy
2.94K
New
$78.85 - $108.56 $232K - $320K
2.94K $292K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.36K
New
$119.61 - $136.3 $282K - $322K
2.36K $291K
AVY
Avery Dennison Corp

Industrials
1.49K
New
$186.26 - $220.48 $277K - $328K
1.49K $278K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
9.4K
+ 1.97%
$22.04 - $23.08 $207K - $217K
487K $10.9M
PSTG
Pure Storage, Inc.

Technology
2.72K
+ 27.6%
$48.19 - $66.6 $131K - $181K
12.6K $773K
AI
C3.Ai, Inc.

Technology
781
+ 3.23%
$22.6 - $42.94 $17.7K - $33.5K
25K $859K
VEEV
Veeva Systems Inc

Healthcare
1.24K
New
$201.81 - $250.45 $251K - $311K
1.24K $261K
MEDP
Medpace Holdings, Inc.

Healthcare
787
+ 11.54%
$308.93 - $363.58 $243K - $286K
7.61K $2.53M
IWP
Ishares Russell Mid Cap Growth

ETFs
221
+ 0.94%
$116.4 - $138.52 $25.7K - $30.6K
23.8K $3.02M
HYD
Vaneck High Yield Muni ETF

ETFs
5.74K
+ 13.44%
$51.09 - $53.06 $293K - $304K
48.4K $2.51M
FDL
First Tr Morningstar Dividend

ETFs
6.14K
New
$39.59 - $43.95 $243K - $270K
6.14K $247K
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
4.55K
New
$50.78 - $55.97 $231K - $255K
4.55K $244K
DFSD
Dimensional ETF Tr Short Durat

ETFs
6.22K
+ 11.04%
$46.75 - $47.8 $291K - $297K
62.5K $2.93M
AB
Alliancebernstein Holding L.P.

Financial Services
6.55K
New
$34.59 - $38.68 $227K - $254K
6.55K $243K
CWENA
Clearway Energy Inc Cl A
7K
+ 83.83%
N/A
15.4K $530K
CFG
Citizens Financial Group Inc

Financial Services
5.5K
New
$39.92 - $48.46 $220K - $267K
5.5K $240K
BOCT
Innovator U.S. Equity Buffer E

ETFs
4.89K
+ 17.32%
$42.04 - $44.04 $206K - $215K
33.1K $1.43M
APH
Amphenol Corp

Technology
1.48K
+ 4.97%
$62.07 - $75.35 $92.1K - $112K
31.3K $2.18M
MLPA
Global X Mlp ETF

ETFs
3.23K
+ 6.41%
$47.44 - $52.61 $153K - $170K
53.6K $2.65M
LEU
Centrus Energy Corp

Energy
3.43K
New
$55.8 - $109.53 $191K - $375K
3.43K $228K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
3K
New
$75.44 - $80.53 $226K - $242K
3K $227K
ISCB
International Speedway Corp

ETFs
3.86K
New
$57.44 - $64.3 $222K - $248K
3.86K $226K
IWN
Ishares Russell2000 Val ETF

ETFs
1.58K
+ 11.97%
$162.69 - $181.35 $257K - $287K
14.8K $2.43M
IYE
Ishares Tr

ETFs
4.92K
New
$43.93 - $51.37 $216K - $253K
4.92K $224K
DVA
Davita Inc.

Healthcare
1.5K
New
$139.81 - $167.96 $209K - $251K
1.5K $223K
L
Loews Corp

Financial Services
2.23K
+ 38.95%
$76.49 - $87.05 $171K - $194K
7.96K $674K
WK
Workiva Inc

Technology
2K
New
$76.11 - $114.78 $152K - $230K
2K $219K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
809
New
$260.96 - $307.26 $211K - $249K
809 $219K
XLC
Select Sector Spdr Tr Communic

ETFs
626
+ 2.57%
$89.66 - $102.16 $56.1K - $64K
25K $2.42M
MFC
Manulife Financial Corp

Financial Services
7.04K
New
$29.21 - $32.87 $205K - $231K
7.04K $216K
AR
Antero Resources Corp

Energy
6.18K
New
$25.54 - $35.52 $158K - $220K
6.18K $216K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
6.22K
+ 28.65%
$52.1 - $57.26 $324K - $356K
27.9K $1.46M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.77K
New
$45.07 - $47.1 $215K - $225K
4.77K $215K
PNC
Pnc Financial Services Group, Inc.

Financial Services
398
+ 2.33%
$178.39 - $215.0 $71K - $85.6K
17.5K $3.37M
UBS
Ubs Group Ag

Financial Services
7.01K
New
$29.78 - $33.08 $209K - $232K
7.01K $212K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
4.92K
New
$42.71 - $48.29 $210K - $237K
4.92K $211K
CTVA
Corteva, Inc.

Basic Materials
4.34K
+ 21.85%
$55.21 - $64.13 $240K - $278K
24.2K $1.38M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
850
New
$225.16 - $265.16 $191K - $225K
850 $211K
STT
State Street Corp

Financial Services
2.16K
New
$85.96 - $100.78 $185K - $217K
2.16K $211K
EOSE
Eos Energy Enterprises, Inc.

Industrials
41.9K
New
$2.15 - $5.17 $90K - $216K
41.9K $210K
GLW
Corning Inc

Technology
1.49K
+ 2.54%
$44.11 - $49.76 $65.6K - $74K
60K $2.85M
IYF
Ishares Tr

ETFs
1.58K
+ 32.44%
$102.7 - $119.05 $162K - $188K
6.45K $712K
LPLA
Lpl Financial Holdings Inc.

Financial Services
300
+ 26.11%
$229.85 - $335.91 $69K - $101K
1.45K $473K
ACWI
Ishares Msci Acwi ETF

ETFs
1.8K
+ 55.48%
$117.05 - $123.03 $211K - $222K
5.05K $593K
ITA
Ishares Tr

ETFs
1.55K
+ 32.5%
$144.31 - $157.31 $223K - $244K
6.31K $917K
VCR
Vanguard Consumer Discretionar

ETFs
545
New
$328.51 - $401.37 $179K - $219K
545 $204K
Activity Summary
Buys All Purchases 507 New Holdings 75 Increased Positions 432 Sells All Sells 605 Reductions 605 Sold out 0 Options Calls 3 Puts 7
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