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
MOS
Mosaic CO

Basic Materials
4.57K
+ 15.05%
$23.87 - $28.34 $109K - $130K
35K $859K
NWL
Newell Brands Inc.

Consumer Defensive
1.18K
+ 7.81%
$7.18 - $11.63 $8.44K - $13.7K
16.2K $161K
SG
Sweetgreen, Inc.

Consumer Cyclical
8.28K
+ 12.64%
$31.7 - $43.97 $262K - $364K
73.8K $2.37M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12.1K
+ 226.91%
$27.54 - $83.04 $334K - $1.01M
17.5K $484K
ATO
Atmos Energy Corp

Utilities
281
+ 9.85%
$136.41 - $151.43 $38.3K - $42.6K
3.14K $436K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.73K
+ 643.49%
$23.29 - $23.93 $40.3K - $41.4K
2K $46K
AVB
Avalonbay Communities Inc

Real Estate
393
+ 4.48%
$216.28 - $237.81 $85K - $93.5K
9.16K $2.02M
KIE
Spdr S&P Insurance ETF

ETFs
727
+ 16.79%
$55.65 - $62.03 $40.5K - $45.1K
5.06K $285K
XYLD
Global X Fds S&P 500 Covered C

ETFs
726
+ 4.49%
$40.86 - $43.42 $29.7K - $31.5K
16.9K $707K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.39K
+ 83.51%
$27.8 - $29.05 $38.7K - $40.5K
3.06K $85K
CM
Canadian Imperial Bank Of Commerce

Financial Services
383
+ 7.26%
$59.58 - $67.31 $22.8K - $25.8K
5.66K $357K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
378
+ 0.89%
N/A
42.8K $3.67M
MGC
Vanguard Mega Cap ETF

ETFs
82
+ 3.65%
$204.21 - $220.18 $16.7K - $18.1K
2.33K $495K
FNDA
Schwab Fundamental U S Small C

ETFs
4.51K
+ 131.46%
$29.26 - $59.11 $132K - $266K
7.93K $235K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.44K
+ 375.2%
$21.43 - $22.55 $30.8K - $32.4K
1.82K $39K
IEX
Idex Corp

Industrials
232
+ 6.97%
$202.75 - $236.06 $47K - $54.8K
3.56K $745K
SF
Stifel Financial Corp

Financial Services
1
+ 0.04%
$93.4 - $117.72 $93.4 - $118
2.32K $246K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
431
+ 30.35%
$99.04 - $109.59 $42.7K - $47.2K
1.85K $184K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
219
+ 3.17%
$62.09 - $82.32 $13.6K - $18K
7.13K $476K
PRVA
Privia Health Group, Inc.

Healthcare
25
+ 0.13%
$16.82 - $22.8 $421 - $570
19.6K $383K
EMB
Ishares Tr

ETFs
436
+ 16.06%
$88.94 - $93.46 $38.8K - $40.7K
3.15K $280K
EQH
Equitable Holdings, Inc.

Financial Services
1
+ 0.02%
$41.59 - $50.4 $41.6 - $50.4
5.17K $243K
PKW
Invesco Exchange Traded Fd Tr

ETFs
217
+ 32.88%
$114.02 - $125.22 $24.7K - $27.2K
877 $100K
IDV
Ishares Tr

ETFs
10.1K
+ 11.42%
$27.03 - $29.92 $274K - $303K
98.9K $2.71M
MFC
Manulife Financial Corp

Financial Services
64
+ 0.33%
$29.21 - $32.87 $1.87K - $2.1K
19.5K $598K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
600
+ 9.23%
$50.02 - $51.24 $30K - $30.7K
7.1K $356K
SONY
Sony Group Corp

Technology
18.4K
+ 378.03%
$17.53 - $96.8 $322K - $1.78M
23.2K $491K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
514
+ 41.62%
$42.33 - $43.3 $21.8K - $22.3K
1.75K $74K
ITGR
Integer Holdings Corp

Healthcare
30
+ 0.43%
$124.32 - $141.16 $3.73K - $4.23K
7.03K $931K
UBS
Ubs Group Ag

Financial Services
823
+ 11.51%
$29.78 - $33.08 $24.5K - $27.2K
7.98K $241K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
41
+ 1.07%
$70.54 - $79.61 $2.89K - $3.26K
3.88K $295K
DTE
Dte Energy CO

Utilities
751
+ 7.87%
$117.04 - $129.77 $87.9K - $97.5K
10.3K $1.24M
LNT
Alliant Energy Corp

Utilities
787
+ 4.21%
$56.24 - $63.63 $44.3K - $50.1K
19.5K $1.15M
CINF
Cincinnati Financial Corp

Financial Services
14
+ 0.72%
$132.86 - $160.16 $1.86K - $2.24K
1.96K $281K
GL
Globe Life Inc.

Financial Services
1
+ 0.04%
$103.49 - $116.02 $103 - $116
2.74K $305K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.85K
+ 13.62%
$87.1 - $98.49 $161K - $182K
15.4K $1.35M
IJS
Ishares S&P Smallcap 600 Value

ETFs
41
+ 0.39%
$104.59 - $118.05 $4.29K - $4.84K
10.6K $1.15M
HSIC
Henry Schein Inc

Healthcare
568
+ 8.96%
$66.54 - $77.66 $37.8K - $44.1K
6.91K $477K
TDOC
Teladoc Health, Inc.

Healthcare
1.71K
+ 24.04%
$8.57 - $12.02 $14.6K - $20.5K
8.82K $80K
XSW
Spdr S&P Software & Services E

ETFs
81
+ 426.32%
$156.76 - $204.72 $12.7K - $16.6K
100 $18K
BHC
Bausch Health Companies Inc.

Healthcare
2.62K
+ 3.19%
$7.34 - $9.78 $19.2K - $25.6K
84.7K $682K
VTHR
Vanguard Russell 3000 ETF

ETFs
47
+ 18.22%
$251.33 - $271.45 $11.8K - $12.8K
305 $79K
HLLY
Holley Inc.

Consumer Cyclical
4.4K
+ 488.89%
$2.59 - $3.02 $11.4K - $13.3K
5.3K $16K
IAI
Ishares Tr Us Broker Dealers &

ETFs
43
+ 8.6%
$127.59 - $153.41 $5.49K - $6.6K
543 $78K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
49
+ 0.61%
$25.22 - $28.15 $1.24K - $1.38K
8.1K $217K
K
Kellogg CO

Consumer Defensive
109
+ 0.68%
$80.34 - $81.29 $8.76K - $8.86K
16K $1.3M
IYJ
Ishares Tr

ETFs
102
+ 2.45%
$132.97 - $143.93 $13.6K - $14.7K
4.26K $569K
IWX
Ishares Tr Russell 200 Value E

ETFs
256
+ 7.75%
$78.25 - $85.17 $20K - $21.8K
3.56K $281K
CLX
Clorox CO

Consumer Defensive
107
+ 1.17%
$156.51 - $169.74 $16.7K - $18.2K
9.27K $1.51M
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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