Beacon Pointe Advisors, LLC Purchases in Q3 2024

Beacon Pointe Advisors, LLC

  • $8.55 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PPL
Ppl Corp

Utilities
87
+ 0.69%
$27.36 - $33.08 $2.38K - $2.88K
12.7K $421K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
5
+ 0.07%
$104.5 - $114.97 $523 - $575
7.11K $814K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
3.7K
+ 1.98%
$12.65 - $13.91 $46.8K - $51.4K
190K $2.62M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
290
+ 7.9%
$109.24 - $121.48 $31.7K - $35.2K
3.96K $474K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
546
+ 5.77%
$54.38 - $59.77 $29.7K - $32.6K
10K $592K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.7K
+ 12.75%
$28.1 - $29.89 $47.7K - $50.8K
15K $448K
SCHC
Schwab Strategic Tr Intl Small

ETFs
178
+ 0.95%
$34.48 - $38.87 $6.14K - $6.92K
18.9K $728K
PBT
Permian Basin Royalty Trust

Energy
30
+ 0.03%
$10.5 - $12.01 $315 - $360
97.8K $1.16M
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.04K
+ 6.18%
$26.69 - $29.87 $27.7K - $30.9K
17.8K $517K
INDA
Ishares Msci India Index Fund

ETFs
354
+ 2.46%
$54.86 - $59.22 $19.4K - $21K
14.7K $862K
VGIT
Vanguard Intermediate Term Tre

ETFs
264
+ 1.44%
$57.8 - $60.8 $15.3K - $16.1K
18.6K $1.12M
SAIC
Science Applications International Corp

Technology
21
+ 0.91%
$113.4 - $139.27 $2.38K - $2.92K
2.32K $323K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
7
+ 0.24%
$122.74 - $163.95 $859 - $1.15K
2.95K $482K
SYLD
Cambria Shareholder Yld ETF

ETFs
329
+ 4.7%
$66.68 - $72.81 $21.9K - $24K
7.33K $530K
MTG
Mgic Investment Corp

Financial Services
55
+ 0.45%
$21.29 - $25.74 $1.17K - $1.42K
12.4K $316K
TLT
Ishares Barclays 20+ Year Trea

ETFs
337
+ 12.09%
$89.91 - $101.33 $30.3K - $34.1K
3.12K $306K
IBMP
Ishares Tr Ibonds December 202

ETFs
1.43K
+ 4.97%
$24.92 - $25.47 $35.7K - $36.5K
30.2K $769K
XLG
Invesco Exchange Traded Fd Tr

ETFs
500
+ 3.59%
$42.54 - $47.97 $21.3K - $24K
14.4K $686K
HYLS
First Tr Tactical High Yield L

ETFs
978
+ 15.49%
$40.54 - $42.23 $39.6K - $41.3K
7.29K $305K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
123
+ 3.5%
$97.19 - $109.09 $12K - $13.4K
3.64K $393K
OHI
Omega Healthcare Investors Inc

Real Estate
79
+ 1.22%
$33.55 - $41.29 $2.65K - $3.26K
6.55K $266K
OGE
Oge Energy Corp.

Utilities
9
+ 0.11%
$35.12 - $41.18 $316 - $371
8.38K $343K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
531
+ 6.9%
$32.65 - $36.69 $17.3K - $19.5K
8.22K $299K
IBND
Spdr Bloomberg International C

ETFs
8
+ 0.04%
$28.7 - $30.78 $230 - $246
21.9K $670K
LYFT
Lyft, Inc.

Technology
5.33K
+ 26.25%
$9.08 - $13.97 $48.4K - $74.5K
25.7K $327K
TXT
Textron Inc

Industrials
359
+ 11.01%
$83.46 - $94.02 $30K - $33.8K
3.62K $320K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
5
+ 0.09%
$52.25 - $58.97 $261 - $295
5.89K $347K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
368
+ 16.5%
$98.97 - $99.59 $36.4K - $36.6K
2.6K $258K
VTWV
Vanguard Russell 2000 Value Et

ETFs
74
+ 3.83%
$132.06 - $150.96 $9.77K - $11.2K
2.01K $295K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.27K
+ 9.33%
$21.96 - $22.69 $27.8K - $28.8K
14.9K $336K
PDI
Pimco Dynamic Income Fund

Financial Services
787
+ 5.81%
$18.7 - $20.25 $14.7K - $15.9K
14.3K $290K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
349
+ 4.27%
$104.47 - $116.17 $36.5K - $40.5K
8.53K $920K
HUMA
Humacyte, Inc.

Healthcare
5K
+ 50.0%
$5.11 - $9.46 $25.6K - $47.3K
15K $81K
ACWI
Ishares Msci Acwi ETF

ETFs
87
+ 2.75%
$107.24 - $119.84 $9.33K - $10.4K
3.25K $388K
GNL
Global Net Lease, Inc.

Real Estate
501
+ 1.92%
$7.3 - $8.96 $3.66K - $4.49K
26.6K $224K
TTWO
Take Two Interactive Software Inc

Communication Services
226
+ 10.77%
$135.67 - $161.71 $30.7K - $36.5K
2.33K $357K
BOCT
Innovator U.S. Equity Buffer E

ETFs
88
+ 0.31%
$40.71 - $42.45 $3.58K - $3.74K
28.2K $1.2M
FNDX
Schwab Fundamental U S Large C

ETFs
1
+ 0.02%
$65.36 - $71.76 $65.4 - $71.8
5.76K $413K
PATH
Ui Path, Inc.

Technology
698
+ 0.6%
$10.75 - $13.24 $7.5K - $9.24K
116K $1.49M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
10
+ 0.13%
$49.82 - $55.29 $498 - $553
7.52K $415K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
28
+ 0.63%
$178.94 - $207.0 $5.01K - $5.8K
4.5K $903K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3
+ 0.08%
$71.86 - $78.56 $216 - $236
3.82K $299K
AGNC
Agnc Investment Corp.

Real Estate
419
+ 2.53%
$9.48 - $10.66 $3.97K - $4.47K
17K $177K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3
+ 0.06%
$81.1 - $89.18 $243 - $268
5.44K $477K
LYRA
Lyra Therapeutics, Inc.

Healthcare
77.1K
New
$0.24 - $0.34 $18.5K - $26.2K
77.1K $20K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
56
+ 0.67%
$44.9 - $47.55 $2.51K - $2.66K
8.4K $396K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
491
+ 2.67%
$20.92 - $21.41 $10.3K - $10.5K
18.9K $402K
PVAL
Putnam ETF Tr Putnam Focused L
31
+ 0.33%
$35.03 - $37.94 $1.09K - $1.18K
9.34K $354K
BSMU
Invesco Exchange Self Ind Tr

ETFs
470
+ 2.77%
$21.72 - $22.21 $10.2K - $10.4K
17.4K $385K
Activity Summary
Buys All Purchases 374 New Holdings 63 Increased Positions 311 Sells All Sells 743 Reductions 743 Sold out 0 Options Calls 3 Puts 8
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