Clearstead Advisors, LLC Sells in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLXS
Plexus Corp

Technology
-179
- 10.56%
$133.8 - $168.44 $24K - $30.2K
1.52K $237K
SRE
Sempra Energy

Utilities
-233
- 3.61%
$80.81 - $94.77 $18.8K - $22.1K
6.22K $545K
CMA
Comerica Inc

Financial Services
-65
- 1.13%
$57.88 - $72.73 $3.76K - $4.73K
5.7K $352K
HLI
Houlihan Lokey, Inc.

Financial Services
-254
- 7.64%
$158.81 - $190.49 $40.3K - $48.4K
3.07K $533K
ZWS
Zurn Water Solutions Corp

Industrials
-72
- 0.95%
$35.79 - $40.92 $2.58K - $2.95K
7.51K $280K
BSX
Boston Scientific Corp

Healthcare
-54
- 2.29%
$83.62 - $91.5 $4.52K - $4.94K
2.31K $206K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-624
- 10.61%
$38.7 - $51.36 $24.1K - $32K
5.26K $249K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-27
- 1.25%
$83.95 - $99.75 $2.27K - $2.69K
2.14K $190K
TDY
Teledyne Technologies Inc

Technology
-5
- 0.91%
$436.59 - $489.24 $2.18K - $2.45K
542 $251K
KR
Kroger CO

Consumer Defensive
-859
- 5.06%
$55.21 - $63.3 $47.4K - $54.4K
16.1K $985K
PVH
Pvh Corp.

Consumer Cyclical
-14
- 0.35%
$92.92 - $112.86 $1.3K - $1.58K
3.94K $416K
CHH
Choice Hotels International Inc

Consumer Cyclical
-17
- 0.9%
$128.7 - $152.73 $2.19K - $2.6K
1.88K $266K
CWST
Casella Waste Systems Inc

Industrials
-20
- 0.56%
$97.5 - $113.93 $1.95K - $2.28K
3.52K $372K
DLR
Digital Realty Trust, Inc.

Real Estate
-53
- 2.63%
$156.46 - $195.69 $8.29K - $10.4K
1.96K $348K
IONQ
Ion Q, Inc.

Technology
-16K
- 76.19%
$8.17 - $48.24 $131K - $772K
5K $208K
TFC
Truist Financial Corp

Financial Services
-742
- 0.81%
$41.51 - $48.1 $30.8K - $35.7K
90.9K $3.94M
WDAY
Workday, Inc.

Technology
-6
- 0.3%
$233.85 - $279.91 $1.4K - $1.68K
2K $516K
ROK
Rockwell Automation, Inc

Industrials
-55
- 2.2%
$264.65 - $302.92 $14.6K - $16.7K
2.45K $698K
BK
Bank Of New York Mellon Corp

Financial Services
-196
- 2.22%
$70.82 - $81.87 $13.9K - $16K
8.63K $663K
APH
Amphenol Corp

Technology
-661
- 3.75%
$62.07 - $75.35 $41K - $49.8K
17K $1.18M
WST
West Pharmaceutical Services Inc

Healthcare
-137
- 4.82%
$285.69 - $344.0 $39.1K - $47.1K
2.71K $887K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-340
- 21.89%
$229.85 - $335.91 $78.1K - $114K
1.21K $396K
SQ
Block, Inc.

Technology
-24
- 1.16%
$65.06 - $98.92 $1.56K - $2.37K
2.04K $173K
TRV
Travelers Companies, Inc.

Financial Services
-30
- 0.48%
$225.97 - $266.66 $6.78K - $8K
6.25K $1.51M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-22
- 0.92%
$229.83 - $258.46 $5.06K - $5.69K
2.38K $587K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-164
- 3.06%
$45.39 - $62.98 $7.44K - $10.3K
5.2K $295K
WTW
Willis Towers Watson PLC

Financial Services
-6
- 0.23%
$287.99 - $332.53 $1.73K - $2K
2.57K $801K
T
At&T Inc.

Communication Services
-4.64K
- 2.4%
$21.22 - $23.88 $98.5K - $111K
189K $4.3M
HUBS
Hubspot Inc

Technology
-1
- 0.36%
$514.07 - $757.4 $514 - $757
276 $192K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
-300
- 3.63%
$42.99 - $56.89 $12.9K - $17.1K
7.97K $421K
ZION
Zions Bancorporation, National Association

Financial Services
-15
- 0.18%
$45.62 - $61.73 $684 - $926
8.12K $440K
FDX
Fedex Corp

Industrials
-44
- 0.49%
$260.5 - $305.15 $11.5K - $13.4K
8.89K $2.5M
GATX
Gatx Corp

Industrials
-10
- 0.39%
$128.5 - $165.82 $1.29K - $1.66K
2.58K $399K
KMI
Kinder Morgan, Inc.

Energy
-5.57K
- 13.47%
$22.59 - $28.54 $126K - $159K
35.8K $979K
ISRG
Intuitive Surgical Inc

Healthcare
-70
- 2.07%
$471.27 - $550.62 $33K - $38.5K
3.32K $1.73M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-161
- 13.7%
$260.53 - $404.79 $41.9K - $65.2K
1.01K $387K
BMY
Bristol Myers Squibb CO

Healthcare
-9.04K
- 7.48%
$51.92 - $59.94 $469K - $542K
112K $6.32M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-250
- 0.26%
$34.72 - $35.93 $8.68K - $8.98K
97.5K $3.48M
GLW
Corning Inc

Technology
-330
- 0.85%
$44.11 - $49.76 $14.6K - $16.4K
38.3K $1.82M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-17
- 0.78%
$138.3 - $192.95 $2.35K - $3.28K
2.18K $384K
TTD
Trade Desk, Inc.

Technology
-212
- 1.55%
$108.7 - $139.51 $23K - $29.6K
13.5K $1.58M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-35
- 0.29%
$129.96 - $144.97 $4.55K - $5.07K
12.2K $1.7M
CME
Cme Group Inc.

Financial Services
-292
- 2.13%
$221.17 - $246.02 $64.6K - $71.8K
13.4K $3.11M
IGV
Ishares Expanded Tech Software

ETFs
-375
- 2.94%
$87.5 - $110.17 $32.8K - $41.3K
12.4K $1.24M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-731
- 0.8%
$61.52 - $66.5 $45K - $48.6K
91K $5.8M
AYI
Acuity Brands Inc

Industrials
-1
- 0.02%
$292.13 - $333.45 $292 - $333
6.21K $1.82M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-418
- 1.76%
$178.39 - $215.0 $74.6K - $89.9K
23.4K $4.51M
EQH
Equitable Holdings, Inc.

Financial Services
-769
- 2.65%
$41.59 - $50.4 $32K - $38.8K
28.3K $1.33M
CMI
Cummins Inc

Industrials
-93
- 1.53%
$324.93 - $383.42 $30.2K - $35.7K
5.99K $2.09M
Activity Summary
Buys All Purchases 826 New Holdings 188 Increased Positions 638 Sells All Sells 684 Reductions 681 Sold out 3 Options Calls 3 Puts 0
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