Black Diamond Financial, LLC Purchases and Sells in Q3 2024

Black Diamond Financial, LLC

$587 Million
Q3 2024

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MGV	73.2K + 11.87%	$118.0 - $128.28 $8.64M - $9.4M	690K $88.5M
MGK	14.7K + 10.54%	$285.48 - $330.24 $4.2M - $4.86M	154K $49.7M
SCHV	32.8K + 10.47%	$73.43 - $80.37 $2.41M - $2.63M	346K $27.8M
SCHF	89.5K + 27.55%	$36.98 - $41.55 $3.31M - $3.72M	414K $17M
CTOS	1.29M + 906.81%	$3.41 - $5.17 $4.38M - $6.64M	1.43M $4.91M
AGG	28.6K + 14.62%	$96.25 - $101.98 $2.75M - $2.92M	224K $22.7M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SYK	1.86K New	$315.94 - $371.96 $588K - $693K	1.86K $672K
VOOG	1.26K New	$305.34 - $350.41 $386K - $443K	1.26K $436K
DE	626 New	$344.84 - $418.0 $216K - $262K	626 $261K
CORT	5K New	$29.51 - $46.26 $148K - $231K	5K $231K
BX	1.45K New	$120.77 - $159.66 $175K - $231K	1.45K $221K
DUK	1.89K New	$99.35 - $117.71 $187K - $222K	1.89K $217K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDY	-4.56K - 86.66%	$523.84 - $572.02 $2.39M - $2.61M	702 $399K
GLD	-11.5K - 75.67%	$215.56 - $246.98 $2.48M - $2.84M	3.7K $898K
BRK-B	-3K - 37.98%	$405.19 - $478.57 $1.21M - $1.43M	4.89K $2.25M
SCHC	-1.49K - 19.09%	$34.48 - $38.87 $51.4K - $57.9K	6.32K $243K
SSB	-1.69K - 26.4%	$75.47 - $101.63 $127K - $171K	4.7K $457K
HON	-73 - 3.76%	$196.73 - $220.21 $14.4K - $16.1K	1.87K $386K

Activity Summary All Purchases 83 New Holdings 15 Increased Positions 68 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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