Blair William & CO Incresed Positions in Q4 2024

Blair William & CO

  • $33.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
3.58K
+ 86.57%
$48.91 - $50.61 $175K - $181K
7.72K $378K
DTM
Dt Midstream, Inc.

Energy
420
+ 6.89%
$78.85 - $108.56 $33.1K - $45.6K
6.52K $647K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
3.7K
+ 991.96%
$43.67 - $47.04 $162K - $174K
4.07K $184K
ANSS
Ansys Inc

Technology
355
+ 14.21%
$313.05 - $361.45 $111K - $128K
2.85K $962K
UNM
Unum Group

Financial Services
1.55K
+ 41.49%
$58.88 - $77.07 $91K - $119K
5.27K $385K
SPXC
Spx Corp

Industrials
12K
+ 10.56%
$143.2 - $181.56 $1.73M - $2.19M
126K $18.4M
USD
Proshares Ultra Semiconductors

ETFs
15.4K
+ 100.23%
$60.77 - $143.71 $939K - $2.22M
30.9K $2.01M
BFLY
Butterfly Network, Inc.

Healthcare
35.2K
+ 91.91%
$1.66 - $3.67 $58.4K - $129K
73.5K $229K
SPTL
Spdr Portfolio Long Term Treas

ETFs
6.03K
+ 1838.11%
$26.05 - $29.17 $157K - $176K
6.36K $166K
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.78K
+ 13.39%
$29.77 - $30.19 $172K - $175K
49K $1.46M
RIO
Rio Tinto PLC

Basic Materials
5.18K
+ 42.09%
$58.59 - $71.15 $304K - $369K
17.5K $1.03M
XEL
Xcel Energy Inc

Utilities
1.01K
+ 2.69%
$62.16 - $72.92 $62.8K - $73.7K
38.6K $2.61M
IGV
Ishares Expanded Tech Software

ETFs
474
+ 5.39%
$87.5 - $110.17 $41.5K - $52.2K
9.26K $927K
NBIX
Neurocrine Biosciences Inc

Healthcare
12
+ 0.19%
$111.62 - $139.44 $1.34K - $1.67K
6.46K $881K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.1K
+ 11.69%
$71.75 - $75.11 $223K - $233K
29.6K $2.13M
VTV
Vanguard Value ETF

ETFs
22.2K
+ 3.23%
$168.32 - $181.87 $3.73M - $4.03M
709K $120M
FROG
J Frog LTD

Technology
968
+ 0.34%
$27.22 - $32.86 $26.3K - $31.8K
282K $8.3M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
64
+ 0.22%
$105.85 - $112.84 $6.77K - $7.22K
28.7K $3.16M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
4.98K
+ 1244.0%
$27.45 - $55.56 $137K - $276K
5.38K $152K
PEAK
Healthpeak Properties, Inc.

Real Estate
6.81K
+ 61.32%
N/A
17.9K $339K
WAT
Waters Corp

Healthcare
226
+ 5.57%
$323.11 - $392.01 $73K - $88.6K
4.28K $1.59M
RPG
Invesco Exchange Traded Fd Tr

ETFs
2.67K
+ 28.91%
$38.88 - $44.07 $104K - $118K
11.9K $491K
NRG
Nrg Energy, Inc.

Utilities
1.41K
+ 88.69%
$85.3 - $101.61 $120K - $143K
3K $271K
PHYS
Sprott Physical Gold Trust

Financial Services
9.55K
+ 3.69%
$19.66 - $21.66 $188K - $207K
269K $5.41M
BITO
Proshares Tr Bitcoin Strategy

ETFs
4.99K
+ 133.13%
$16.99 - $27.42 $84.7K - $137K
8.73K $198K
STT
State Street Corp

Financial Services
99
+ 0.82%
$85.96 - $100.78 $8.51K - $9.98K
12.1K $1.19M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.87K
+ 93.23%
$45.17 - $47.23 $129K - $135K
5.94K $269K
OEF
Ishares S&P 100 ETF

ETFs
464
+ 2.21%
N/A
21.5K $5.72M
MTB
M&T Bank Corp

Financial Services
269
+ 3.72%
$172.48 - $221.95 $46.4K - $59.7K
7.49K $1.41M
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.59K
+ 40.85%
$54.89 - $64.32 $87K - $102K
5.47K $330K
DBX
Dropbox, Inc.

Technology
206
+ 0.87%
$25.05 - $30.8 $5.16K - $6.34K
24K $719K
MXCT
Maxcyte, Inc.

Healthcare
9.9K
+ 3.63%
$3.23 - $4.43 $32K - $43.9K
283K $1.18M
TT
Trane Technologies PLC

Industrials
1.14K
+ 7.16%
$369.35 - $419.14 $422K - $479K
17.1K $6.32M
GPS
Gap Inc

Consumer Cyclical
5.27K
+ 33.31%
N/A
21.1K $425K
SYF
Synchrony Financial

Financial Services
684
+ 16.78%
$49.01 - $68.55 $33.5K - $46.9K
4.76K $309K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.84K
+ 4.8%
$9.71 - $15.34 $17.9K - $28.3K
40.2K $535K
MCHI
Ishares Msci China ETF

ETFs
2.54K
+ 63.27%
$46.1 - $59.67 $117K - $152K
6.56K $307K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
6.46K
+ 27.8%
$10.78 - $12.75 $69.6K - $82.4K
29.7K $370K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
203
+ 0.58%
$113.29 - $121.45 $23K - $24.7K
35.5K $4.11M
TRU
Trans Union

Industrials
2.75K
+ 21.19%
$92.71 - $108.67 $255K - $298K
15.7K $1.46M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.05K
+ 3.53%
$81.68 - $82.93 $167K - $170K
60K $4.92M
AIG
American International Group, Inc.

Financial Services
1.45K
+ 9.92%
$70.0 - $79.22 $102K - $115K
16.1K $1.17M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.78K
+ 5.8%
$44.33 - $49.55 $123K - $138K
50.7K $2.28M
SCHX
Schwab Strategic Tr Us Large C

ETFs
66.5K
+ 205.64%
$22.4 - $68.28 $1.49M - $4.54M
98.8K $2.29M
L
Loews Corp

Financial Services
634
+ 8.39%
$76.49 - $87.05 $48.5K - $55.2K
8.19K $693K
FRT
Federal Realty Investment Trust

Real Estate
891
+ 49.72%
$109.55 - $117.53 $97.6K - $105K
2.68K $300K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.25K
+ 140.77%
$63.19 - $73.31 $79K - $91.6K
2.14K $146K
FNDX
Schwab Fundamental U S Large C

ETFs
19.1K
+ 253.07%
$23.49 - $71.77 $450K - $1.37M
26.7K $632K
XLG
Invesco Exchange Traded Fd Tr

ETFs
650
+ 2.75%
$46.94 - $51.62 $30.5K - $33.6K
24.3K $1.21M
Activity Summary
Buys All Purchases 741 New Holdings 88 Increased Positions 653 Sells All Sells 787 Reductions 787 Sold out 0 Options Calls 0 Puts 0
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