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
TXN
Texas Instruments Inc

Technology
1.04K
+ 1.86%
N/A
57K $11.1M
BR
Broadridge Financial Solutions, Inc.

Technology
817
+ 55.54%
$209.64 - $236.44 $171K - $193K
2.29K $517K
LSCC
Lattice Semiconductor Corp

Technology
3.56K
New
$48.58 - $63.46 $173K - $226K
3.56K $201K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
4.23K
New
$47.5 - $47.86 $201K - $202K
4.23K $200K
TAL
Tal Education Group

Consumer Defensive
19.3K
New
$9.45 - $12.13 $182K - $234K
19.3K $193K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.54K
+ 81.21%
$87.1 - $98.49 $221K - $250K
5.66K $494K
BALT
Innovator Etfs Tr
5.02K
+ 10.63%
$30.76 - $31.55 $154K - $158K
52.3K $1.64M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
2.08K
+ 82.34%
$97.84 - $104.89 $203K - $218K
4.6K $449K
IAU
Ishares Gold Trust

ETFs
5.07K
+ 1.38%
$48.37 - $52.65 $245K - $267K
373K $18.5M
LNC
Lincoln National Corp

Financial Services
5.34K
+ 11.08%
$30.46 - $36.84 $163K - $197K
53.5K $1.7M
KRG
Kite Realty Group Trust

Real Estate
8.14K
+ 39.53%
$24.49 - $27.85 $199K - $227K
28.7K $724K
AXON
Axon Enterprise, Inc.

Industrials
22
+ 2.61%
$399.22 - $689.78 $8.78K - $15.2K
864 $513K
IBDV
Ishares Tr

Technology
12.3K
+ 10.76%
$21.24 - $22.15 $260K - $272K
126K $2.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
597
+ 13.27%
$198.04 - $221.51 $118K - $132K
5.1K $1.07M
NTRA
Natera, Inc.

Healthcare
379
+ 10.86%
$117.67 - $174.0 $44.6K - $65.9K
3.87K $612K
ETN
Eaton Corp PLC

Industrials
469
+ 2.86%
$326.96 - $377.52 $153K - $177K
16.9K $5.6M
KKR
Kkr & Co. Inc.

Financial Services
34
+ 0.38%
$129.87 - $162.87 $4.42K - $5.54K
9.09K $1.34M
ZS
Zscaler, Inc.

Technology
261
+ 2.24%
$166.99 - $211.99 $43.6K - $55.3K
11.9K $2.14M
FV
First Trust Dorsey Wright Focu

ETFs
2.49K
+ 26.84%
$57.47 - $62.82 $143K - $156K
11.8K $694K
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.38K
+ 16.47%
$46.94 - $51.62 $112K - $123K
16.8K $839K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
7.02K
+ 17.18%
$23.03 - $23.33 $162K - $164K
47.9K $1.11M
TCBI
Texas Capital Bancshares Inc

Financial Services
350
+ 1.89%
$69.88 - $89.68 $24.5K - $31.4K
18.8K $1.47M
OTEX
Open Text Corp

Technology
6.51K
+ 88.69%
$27.37 - $34.05 $178K - $222K
13.8K $392K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
249
+ 1.43%
$417.69 - $450.94 $104K - $112K
17.6K $7.5M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
10.8K
New
$13.42 - $14.34 $144K - $154K
10.8K $147K
HES
Hess Corp

Energy
1.12K
+ 72.64%
$127.66 - $148.65 $143K - $166K
2.66K $353K
NUVB
Nuvation Bio Inc.

Healthcare
53.6K
New
$2.01 - $3.01 $108K - $161K
53.6K $142K
WAT
Waters Corp

Healthcare
343
+ 32.54%
$323.11 - $392.01 $111K - $134K
1.4K $518K
PAA
Plains All American Pipeline LP

Energy
9.24K
+ 14.24%
$16.27 - $18.67 $150K - $172K
74.1K $1.27M
GNL
Global Net Lease, Inc.

Real Estate
21.8K
+ 82.03%
$7.02 - $8.61 $153K - $188K
48.5K $353K
PAYC
Paycom Software, Inc.

Technology
127
+ 4.89%
$159.94 - $240.25 $20.3K - $30.5K
2.72K $557K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.89K
+ 21.28%
$41.09 - $45.94 $119K - $133K
16.5K $692K
OEF
Ishares S&P 100 ETF

ETFs
466
+ 8.95%
N/A
5.67K $1.51M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
10.1K
+ 10.47%
$20.28 - $21.2 $204K - $213K
106K $2.16M
XLP
Consumer Staples Sector Spdr

ETFs
1.56K
+ 16.34%
N/A
11.1K $845K
MDT
Medtronic PLC

Healthcare
3.59K
+ 21.41%
$79.61 - $92.24 $286K - $331K
20.4K $1.63M
VTRS
Viatris Inc

Healthcare
8.26K
+ 58.33%
$11.32 - $13.37 $93.5K - $110K
22.4K $279K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.07K
+ 13.97%
$80.13 - $83.77 $166K - $173K
16.9K $1.36M
MET
Metlife Inc

Financial Services
1.46K
+ 11.83%
$78.15 - $88.25 $114K - $129K
13.8K $1.13M
SLF
Sun Life Financial Inc

Financial Services
1.8K
+ 38.75%
$55.43 - $62.69 $100K - $113K
6.46K $383K
SRE
Sempra Energy

Utilities
803
+ 8.07%
$80.81 - $94.77 $64.9K - $76.1K
10.8K $943K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
5.09K
+ 22.53%
$23.18 - $23.74 $118K - $121K
27.7K $647K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
5.08K
+ 22.53%
$23.22 - $23.84 $118K - $121K
27.6K $647K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.28K
+ 15.29%
$90.66 - $99.46 $116K - $127K
9.66K $878K
ICF
Ishares Tr

ETFs
2.91K
+ 23.11%
$58.8 - $66.61 $171K - $194K
15.5K $934K
BXSL
Blackstone Secured Lending Fund

Financial Services
915
+ 3.74%
$29.25 - $33.27 $26.8K - $30.4K
25.4K $820K
DTE
Dte Energy CO

Utilities
1.26K
+ 18.65%
$117.04 - $129.77 $147K - $163K
7.99K $964K
CIEN
Ciena Corp

Technology
18
+ 0.42%
$61.45 - $91.14 $1.11K - $1.64K
4.26K $361K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
11K
New
$8.61 - $9.3 $94.7K - $102K
11K $95K
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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