Cx Institutional Incresed Positions in Q4 2024

Cx Institutional

  • $2.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VDE
Vanguard Energy ETF

ETFs
11.1K
+ 69.26%
$116.67 - $136.78 $1.29M - $1.52M
27.1K $3.28M
WMT
Walmart Inc.

Consumer Defensive
6.45K
+ 8.41%
$79.1 - $95.7 $510K - $617K
83.1K $7.51M
GOOG
Alphabet Inc.

Communication Services
3.11K
+ 9.97%
$163.08 - $198.16 $507K - $616K
34.3K $6.53M
MO
Altria Group, Inc.

Consumer Defensive
22.5K
+ 21.85%
$49.06 - $57.74 $1.1M - $1.3M
125K $6.56M
JPM
Jpmorgan Chase & CO

Financial Services
2.93K
+ 14.19%
$205.18 - $250.29 $600K - $732K
23.5K $5.64M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.92K
+ 91.09%
$311.11 - $335.64 $1.22M - $1.31M
8.21K $2.65M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
29.9K
+ 15.02%
$47.26 - $48.18 $1.42M - $1.44M
229K $10.9M
XLK
Technology Sector Spdr

ETFs
3.97K
+ 8.09%
$220.26 - $241.44 $875K - $959K
53.1K $12.3M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
5.92K
+ 39.13%
$170.03 - $192.78 $1.01M - $1.14M
21.1K $3.89M
LLY
Eli Lilly & CO

Healthcare
4.45K
+ 23.22%
$727.2 - $932.06 $3.24M - $4.15M
23.6K $18.2M
ADP
Automatic Data Processing Inc

Industrials
2.88K
+ 12.53%
$280.08 - $307.97 $808K - $888K
25.9K $7.58M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
9.73K
+ 20.8%
$123.69 - $133.68 $1.2M - $1.3M
56.5K $7.06M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.52K
+ 21.75%
$264.18 - $304.19 $930K - $1.07M
19.7K $5.52M
PRU
Prudential Financial Inc

Financial Services
10.8K
+ 32.61%
$114.59 - $129.52 $1.23M - $1.39M
43.7K $5.18M
QCOM
Qualcomm Inc

Technology
10.3K
+ 41.26%
$150.4 - $178.04 $1.55M - $1.83M
35.3K $5.42M
ALL
Allstate Corp

Financial Services
5.17K
+ 20.16%
$181.25 - $208.2 $938K - $1.08M
30.8K $5.94M
RTX
Raytheon Technologies Corp

Industrials
11.7K
+ 21.9%
$114.45 - $127.21 $1.34M - $1.49M
65.2K $7.54M
VHT
Vanguard Health Care ETF

ETFs
4.49K
+ 171.98%
$250.81 - $283.3 $1.13M - $1.27M
7.1K $1.8M
VBR
Vanguard Small Cap Value ETF

ETFs
5.45K
+ 24.69%
$197.36 - $217.3 $1.08M - $1.18M
27.5K $5.45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.1K
+ 12.22%
$61.68 - $67.87 $994K - $1.09M
148K $9.22M
TMUS
T Mobile Us, Inc.

Communication Services
2.4K
+ 7.88%
$206.1 - $246.94 $494K - $592K
32.8K $7.24M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
31.6K
+ 35.53%
$38.37 - $42.82 $1.21M - $1.35M
121K $4.63M
DFAI
Dimensional ETF Tr

ETFs
45.9K
+ 30.7%
$29.0 - $31.6 $1.33M - $1.45M
196K $5.71M
TRV
Travelers Companies, Inc.

Financial Services
3.3K
+ 17.38%
$225.97 - $266.66 $746K - $880K
22.3K $5.37M
XLV
Select Sector Spdr Fund Health

ETFs
8.37K
+ 59.11%
$136.28 - $154.74 $1.14M - $1.29M
22.5K $3.1M
AMAT
Applied Materials Inc

Technology
10.5K
+ 49.94%
$161.44 - $213.89 $1.69M - $2.24M
31.4K $5.11M
UPS
United Parcel Service Inc

Industrials
9.73K
+ 28.27%
$122.65 - $138.35 $1.19M - $1.35M
44.2K $5.57M
GILD
Gilead Sciences, Inc.

Healthcare
3.3K
+ 5.41%
$83.95 - $97.9 $277K - $323K
64.3K $5.94M
BMY
Bristol Myers Squibb CO

Healthcare
3.26K
+ 2.47%
$51.92 - $59.94 $169K - $195K
135K $7.65M
NFLX
Netflix Inc

Communication Services
484
+ 22.92%
$687.65 - $936.56 $333K - $453K
2.6K $2.31M
ACN
Accenture PLC

Technology
2.28K
+ 12.11%
$343.9 - $376.86 $784K - $860K
21.1K $7.43M
IYJ
Ishares Tr

ETFs
5.6K
+ 43.3%
$132.97 - $143.93 $745K - $806K
18.5K $2.47M
MET
Metlife Inc

Financial Services
9.34K
+ 15.91%
$78.15 - $88.25 $730K - $824K
68K $5.57M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.92K
+ 15.56%
$113.92 - $127.38 $789K - $882K
51.4K $5.92M
COP
Conocophillips

Energy
10.4K
+ 19.51%
$95.12 - $114.72 $994K - $1.2M
64K $6.35M
FCOM
Fidelity Covington Tr Msci Com

ETFs
11K
+ 65.83%
$54.65 - $61.96 $599K - $679K
27.6K $1.62M
MPC
Marathon Petroleum Corp

Energy
10.4K
+ 31.34%
$131.65 - $174.84 $1.37M - $1.82M
43.6K $6.08M
ENVA
Enova International, Inc.

Financial Services
1.96K
+ 5.25%
$80.49 - $106.72 $158K - $209K
39.3K $3.77M
DRIV
Global X Fds Global X Autonomo

ETFs
31.7K
+ 14.9%
$22.45 - $24.22 $711K - $767K
244K $5.61M
MA
Mastercard Inc

Financial Services
592
+ 6.55%
$491.3 - $536.15 $291K - $317K
9.63K $5.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.01K
+ 40.44%
$481.22 - $538.17 $485K - $542K
3.5K $1.79M
VPU
Vanguard Utilities ETF

ETFs
3.91K
+ 59.98%
$160.52 - $179.11 $627K - $700K
10.4K $1.7M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
8.25K
+ 8.27%
$77.23 - $82.11 $637K - $678K
108K $8.4M
IDRV
Ishares Tr Self Driving Ev & T

ETFs
30.7K
+ 22.16%
$28.98 - $32.34 $891K - $994K
169K $4.95M
SNPS
Synopsys Inc

Technology
1.11K
+ 80.79%
$485.36 - $588.0 $539K - $653K
2.48K $1.21M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.81K
+ 12.94%
$209.89 - $233.24 $799K - $887K
33.2K $7.05M
JNJ
Johnson & Johnson

Healthcare
9.15K
+ 18.6%
$143.34 - $165.86 $1.31M - $1.52M
58.3K $8.43M
IEO
Ishares Tr

ETFs
5.04K
+ 132.19%
$85.22 - $101.77 $430K - $513K
8.86K $793K
CRM
Salesforce, Inc.

Technology
221
+ 3.92%
$270.87 - $367.87 $59.9K - $81.3K
5.86K $1.96M
Activity Summary
Buys All Purchases 393 New Holdings 48 Increased Positions 345 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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