Cerity Partners LLC Purchases in Q4 2024

Cerity Partners LLC

  • $45.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
6.44K
+ 8.21%
$54.13 - $59.56 $348K - $383K
84.8K $4.64M
SHYD
Vaneck Short High Yield Muni E

ETFs
15.7K
New
$22.45 - $22.81 $352K - $357K
15.7K $352K
ESGR
Enstar Group LTD

Financial Services
1.08K
+ 26.55%
$319.78 - $326.85 $344K - $352K
5.13K $1.65M
SHV
Ishares Tr

ETFs
5.42K
+ 1.14%
$109.92 - $110.57 $596K - $600K
481K $52.9M
HEFA
Ishares Currency Hedged Msci E

ETFs
13K
+ 8.4%
$34.42 - $35.88 $448K - $467K
168K $5.83M
CHK
Chesapeake Energy Corp

Energy
3.8K
+ 81.49%
$81.46 - $87.57 $310K - $333K
8.47K $726K
DTE
Dte Energy CO

Utilities
4.36K
+ 17.75%
$117.04 - $129.77 $510K - $565K
28.9K $3.49M
ETSY
Etsy Inc

Consumer Cyclical
7.53K
+ 32.9%
$47.48 - $61.61 $357K - $464K
30.4K $1.61M
GL
Globe Life Inc.

Financial Services
1.3K
+ 3.75%
$103.49 - $116.02 $134K - $150K
35.8K $4M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
56.1K
+ 10.89%
$7.83 - $8.16 $440K - $458K
572K $4.49M
SFNC
Simmons First National Corp

Financial Services
15.2K
New
$21.01 - $25.53 $320K - $389K
15.2K $337K
VRT
Vertiv Holdings CO

Industrials
3.89K
+ 8.7%
N/A
48.6K $4.21M
DXC
Dxc Technology CO

Technology
18.3K
+ 47.11%
$19.59 - $22.83 $358K - $417K
57K $1.14M
RHI
Robert Half International Inc.

Industrials
2.43K
+ 4.5%
$65.55 - $76.8 $159K - $186K
56.4K $3.98M
SNDR
Schneider National, Inc.

Industrials
10K
+ 17.11%
$26.97 - $33.61 $270K - $336K
68.4K $2M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
6.11K
New
$54.15 - $58.81 $331K - $359K
6.11K $331K
CW
Curtiss Wright Corp

Industrials
435
+ 6.53%
$335.08 - $389.49 $146K - $169K
7.1K $2.52M
LAUR
Laureate Education, Inc.

Consumer Defensive
18K
New
$15.29 - $19.71 $276K - $355K
18K $329K
DV
Double Verify Holdings, Inc.

Technology
9.8K
+ 16.61%
$16.24 - $21.06 $159K - $206K
68.8K $1.32M
MRC
Mrc Global Inc.

Energy
25.7K
New
$12.11 - $14.44 $311K - $371K
25.7K $328K
CHKP
Check Point Software Technologies LTD

Technology
1.92K
+ 36.12%
$170.18 - $209.01 $326K - $400K
7.22K $1.35M
FFIV
F5, Inc.

Technology
457
+ 6.8%
$213.56 - $263.36 $97.6K - $120K
7.18K $1.81M
RNG
Ring Central, Inc.

Technology
8.32K
+ 83.36%
$29.83 - $41.82 $248K - $348K
18.3K $640K
TIMB
Tim S.A.

Communication Services
27.6K
New
$11.71 - $17.19 $324K - $475K
27.6K $325K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.4K
+ 103.93%
$50.73 - $51.08 $324K - $327K
12.5K $638K
GGG
Graco Inc

Industrials
4.32K
+ 32.3%
$81.45 - $92.29 $352K - $399K
17.7K $1.49M
GNTX
Gentex Corp

Consumer Cyclical
11.5K
+ 113.9%
$28.6 - $31.34 $328K - $359K
21.5K $618K
URA
Global X Uranium ETF

ETFs
11.9K
New
$26.78 - $33.46 $318K - $397K
11.9K $317K
WWD
Woodward, Inc.

Industrials
2.17K
+ 25.21%
$159.67 - $187.29 $346K - $406K
10.8K $1.79M
USFD
Us Foods Holding Corp.

Consumer Defensive
1.68K
+ 4.97%
$60.65 - $72.33 $102K - $121K
35.4K $2.39M
INGR
Ingredion Inc

Consumer Defensive
2.25K
+ 12.04%
$132.76 - $154.86 $299K - $348K
20.9K $2.88M
WHR
Whirlpool Corp

Consumer Cyclical
340
+ 0.93%
$99.28 - $124.45 $33.8K - $42.3K
36.7K $4.21M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
16.7K
New
$13.3 - $21.42 $222K - $357K
16.7K $310K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.76K
+ 11.78%
$160.89 - $176.18 $445K - $487K
26.2K $4.24M
DLB
Dolby Laboratories, Inc.

Industrials
3.71K
+ 33.88%
$70.91 - $81.98 $263K - $304K
14.6K $1.14M
VMEO
Vimeo, Inc.

Technology
48K
New
$4.68 - $7.32 $225K - $351K
48K $307K
PRU
Prudential Financial Inc

Financial Services
5.4K
+ 4.13%
$114.59 - $129.52 $618K - $699K
136K $16.1M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
6.31K
+ 15.24%
$16.43 - $22.77 $104K - $144K
47.7K $1.05M
IAG
Iamgold Corp

Basic Materials
58.8K
New
$4.54 - $6.15 $267K - $361K
58.8K $303K
TAP
Molson Coors Beverage CO

Consumer Defensive
5.6K
+ 6.09%
$53.97 - $63.88 $302K - $358K
97.6K $5.59M
PSEC
Prospect Capital Corp

Financial Services
70.5K
New
$4.16 - $5.34 $293K - $376K
70.5K $303K
RH
Rh

Consumer Cyclical
384
+ 14.86%
$311.9 - $446.04 $120K - $171K
2.97K $1.17M
TW
Tradeweb Markets Inc.

Financial Services
2.02K
+ 42.41%
$124.87 - $136.32 $252K - $275K
6.78K $887K
XYLD
Global X Fds S&P 500 Covered C

ETFs
7.13K
New
$40.86 - $43.42 $291K - $310K
7.13K $298K
GHC
Graham Holdings CO

Consumer Defensive
305
+ 48.34%
$771.16 - $960.36 $235K - $293K
936 $816K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.9K
+ 44.84%
$50.53 - $55.55 $298K - $328K
19.1K $971K
APLE
Apple Hospitality Reit, Inc.

Real Estate
18.6K
+ 87.22%
$14.68 - $16.32 $273K - $304K
39.9K $612K
COLM
Columbia Sportswear CO

Consumer Cyclical
3.54K
New
$75.7 - $90.71 $268K - $321K
3.54K $296K
LII
Lennox International Inc

Industrials
424
+ 6.2%
$589.36 - $678.43 $250K - $288K
7.26K $4.42M
Activity Summary
Buys All Purchases 1121 New Holdings 145 Increased Positions 976 Sells All Sells 1188 Reductions 1188 Sold out 0 Options Calls 0 Puts 0
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