Cerity Partners LLC Incresed Positions in Q4 2024

Cerity Partners LLC

  • $45.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EPM
Evolution Petroleum Corp

Energy
7.71K
+ 30.93%
$4.88 - $6.11 $37.6K - $47.1K
32.6K $170K
MRCC
Monroe Capital Corp

Financial Services
2.01K
+ 3.99%
$7.82 - $8.64 $15.7K - $17.3K
52.3K $444K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
2.1K
+ 6.57%
$15.9 - $17.05 $33.4K - $35.8K
34.1K $566K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
432
+ 0.13%
N/A
345K $29.6M
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
74K
+ 328.71%
$0.65 - $2.08 $48.1K - $154K
96.5K $71K
IAUM
I Shares Gold Trust Micro

ETFs
1.37K
+ 9.29%
$25.56 - $27.81 $34.9K - $38K
16.1K $421K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.91K
+ 10.0%
$21.81 - $22.48 $41.7K - $43K
21.1K $461K
ENVX
Enovix Corp

Industrials
610
+ 3.87%
$8.03 - $12.81 $4.9K - $7.81K
16.4K $178K
QLYS
Qualys, Inc.

Technology
17
+ 0.7%
$119.24 - $159.23 $2.03K - $2.71K
2.46K $344K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.09K
+ 10.68%
$21.25 - $22.07 $44.4K - $46.1K
21.7K $461K
DSL
Double Line Income Solutions Fund

Financial Services
3.92K
+ 7.63%
$12.32 - $13.0 $48.3K - $51K
55.3K $695K
GBIL
Goldman Sachs Access Treasury

ETFs
310
+ 3.5%
$99.85 - $100.22 $31K - $31.1K
9.17K $915K
STLA
Stellantis N.V.

Consumer Cyclical
8.13K
+ 10.19%
$12.37 - $13.99 $101K - $114K
87.9K $1.15M
TTC
Toro CO

Industrials
3.38K
+ 9.15%
$80.1 - $88.44 $271K - $299K
40.3K $3.23M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.27K
+ 10.52%
$19.11 - $20.04 $43.4K - $45.6K
23.9K $458K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.92K
+ 11.12%
$56.08 - $68.53 $108K - $132K
19.2K $1.08M
OSPN
One Span Inc.

Technology
234
+ 2.33%
$14.47 - $19.38 $3.39K - $4.53K
10.3K $190K
EGHT
8 X8 Inc

Technology
2.98K
+ 11.81%
$1.85 - $3.19 $5.52K - $9.52K
28.2K $75K
VALE
Vale S.A.

Basic Materials
6K
+ 55.97%
$8.74 - $11.78 $52.4K - $70.7K
16.7K $148K
PPA
Invesco Exchange Traded Fd Tr

ETFs
230
+ 2.01%
$113.79 - $124.5 $26.2K - $28.6K
11.7K $1.34M
ESS
Essex Property Trust, Inc.

Real Estate
79
+ 1.97%
N/A
4.1K $1.12M
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
2.84K
+ 4.11%
$8.23 - $9.2 $23.3K - $26.1K
71.8K $610K
DY
Dycom Industries Inc

Industrials
363
+ 19.32%
$168.3 - $202.91 $61.1K - $73.7K
2.24K $390K
RNW
Re New Energy Global PLC

Utilities
400
+ 1.29%
$5.22 - $7.46 $2.09K - $2.98K
31.5K $215K
NRGV
Energy Vault Holdings, Inc.

Utilities
1
+ 0.01%
$0.88 - $2.47 $0.88 - $2.47
13.4K $31K
PJUL
Innovator U.S. Equity Power Bu

ETFs
266
+ 2.74%
$40.12 - $41.68 $10.7K - $11.1K
9.98K $411K
VDC
Vanguard Consumer Staples ETF

ETFs
445
+ 4.17%
$210.96 - $223.62 $93.9K - $99.5K
11.1K $2.35M
SCHR
Schwab Intermediate Term Us Tr

ETFs
14.1K
+ 113.95%
$24.19 - $50.58 $342K - $714K
26.5K $644K
MET
Metlife Inc

Financial Services
718
+ 1.03%
$78.15 - $88.25 $56.1K - $63.4K
70.4K $5.76M
MUR
Murphy Oil Corp

Energy
1.5K
+ 18.62%
$28.14 - $36.09 $42.3K - $54.2K
9.58K $289K
SKX
Skechers Usa Inc

Consumer Cyclical
172
+ 1.24%
$59.24 - $72.0 $10.2K - $12.4K
14.1K $947K
AUR
Aurora Innovation, Inc.

Technology
836
+ 3.24%
$4.99 - $8.06 $4.17K - $6.74K
26.6K $167K
ILCB
Ishares Morningstar U.S. Equit

ETFs
67
+ 1.35%
$78.43 - $84.56 $5.25K - $5.67K
5.02K $407K
GMRE
Global Medical Reit Inc.

Real Estate
9.89K
+ 35.58%
$7.53 - $9.83 $74.5K - $97.2K
37.7K $290K
PGEN
Precigen, Inc.

Healthcare
1.17K
+ 1.72%
$0.67 - $1.12 $781 - $1.3K
69.1K $77K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
2.19K
+ 5.11%
$1.55 - $2.65 $3.4K - $5.81K
45.1K $82K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
116
+ 1.47%
$66.67 - $74.08 $7.73K - $8.59K
7.98K $542K
NYT
New York Times CO

Communication Services
1.31K
+ 8.16%
$52.01 - $56.83 $67.9K - $74.2K
17.3K $900K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
171
+ 1.13%
$2.78 - $3.73 $475 - $638
15.4K $52K
POOL
Pool Corp

Industrials
261
+ 11.54%
$339.32 - $390.03 $88.6K - $102K
2.52K $860K
CERS
Cerus Corp

Healthcare
9.16K
+ 28.06%
$1.52 - $2.03 $13.9K - $18.6K
41.8K $64K
SSO
Proshares Ultra S&P 500

ETFs
7
+ 0.21%
$87.92 - $99.73 $615 - $698
3.28K $303K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
446
+ 5.87%
$108.6 - $115.42 $48.4K - $51.5K
8.04K $878K
PLAB
Photronics Inc

Technology
785
+ 9.2%
$22.8 - $28.06 $17.9K - $22K
9.31K $219K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
2.14K
+ 2.53%
N/A
86.9K $293K
IPGP
Ipg Photonics Corp

Technology
163
+ 5.69%
$71.88 - $85.75 $11.7K - $14K
3.03K $220K
FVAL
Fidelity Covington Tr Value Fa

ETFs
9
+ 0.13%
$60.19 - $64.39 $542 - $580
7.07K $434K
AGI
Alamos Gold Inc

Basic Materials
2.26K
+ 9.74%
$17.54 - $21.38 $39.6K - $48.2K
25.4K $468K
OMFS
Invesco Exchange Traded Self I

ETFs
152
+ 1.22%
$38.83 - $43.9 $5.9K - $6.67K
12.6K $497K
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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