Diversified Trust CO Purchases in Q4 2024

Diversified Trust CO

  • $3.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BOWL
Bowlero Corp.

Communication Services
4.78K
+ 19.65%
$10.01 - $12.64 $47.8K - $60.4K
29.1K $291K
AFG
American Financial Group Inc

Financial Services
1
+ 0.05%
$126.81 - $149.08 $127 - $149
2.11K $288K
IWN
Ishares Russell2000 Val ETF

ETFs
61
+ 2.99%
$162.69 - $181.35 $9.92K - $11.1K
2.1K $344K
NLOK
Norton Life Lock Inc.

Technology
213
+ 0.1%
N/A
206K $4.44M
REX
Rex American Resources Corp

Basic Materials
610
+ 12.55%
$39.67 - $49.04 $24.2K - $29.9K
5.47K $228K
AUB
Atlantic Union Bankshares Corp

Financial Services
1
+ 0.01%
$36.13 - $43.55 $36.1 - $43.6
7.69K $291K
SOXX
Ishares Semiconductor ETF

ETFs
129
+ 7.17%
$211.27 - $239.8 $27.3K - $30.9K
1.93K $415K
UTHR
United Therapeutics Corp

Healthcare
17
+ 2.26%
$348.66 - $410.0 $5.93K - $6.97K
768 $270K
GIS
General Mills Inc

Consumer Defensive
579
+ 15.96%
$62.78 - $74.62 $36.3K - $43.2K
4.21K $268K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
37
+ 1.2%
$94.79 - $95.69 $3.51K - $3.54K
3.11K $295K
SIGI
Selective Insurance Group Inc

Financial Services
1
+ 0.02%
$90.05 - $102.09 $90.1 - $102
4.38K $409K
Arista Networks Inc
27.9K
New
N/A
27.9K $0
Bgc Group Inc
9.43K
+ 8.29%
N/A
123K $0
Blackrock Inc
4.27K
New
N/A
4.27K $0
Veralto Corp
15K
New
N/A
15K $0
American Oncology Network In
5.48K
+ 25.36%
N/A
27.1K $0
Ishares Bitcoin Trust ETF
25.2K
New
N/A
25.2K $0
Lsv Micro Cap Fund
184K
+ 9.07%
N/A
2.21M $0
Danimer Scientific Inc
10.7K
New
N/A
10.7K $0
Vanguard Specialized Funds
5
+ 0.1%
N/A
5.11K $0
United States Treas Bds
8.49K
+ 4.05%
N/A
218K $0
Atlassian Corporation
2.8K
+ 23.17%
N/A
14.9K $0
Corpay Inc
375
+ 1.5%
N/A
25.3K $0
Brazil Potash Corp
15K
New
N/A
15K $0
Tortoise Commingled Mlp Fund, LLC
1.05M
+ 16.82%
N/A
7.32M $0
Arm Holdings PLC
2.44K
New
N/A
2.44K $0
Dtc Us Active Equity Westfield Com
11.4M
New
N/A
11.4M $0
Columbia Fds Ser Tr I
8.05K
New
N/A
8.05K $0
ABB
Abb LTD

Industrials
707
+ 10.06%
N/A
7.74K $0
Cooper Cos Inc
45
+ 0.5%
N/A
9.09K $0
Lam Research Corp
3.74K
New
N/A
3.74K $0
Lone Cascade, L.P.
543K
+ 10.5%
N/A
5.72M $0
Lsv Global Concentrated
441K
+ 2.29%
N/A
19.7M $0
Europacific Growth Fd
14
+ 0.09%
N/A
16.3K $0
Goldman Sachs Tr
33.6K
New
N/A
33.6K $0
Ge Vernova Inc
5.77K
+ 61.95%
N/A
15.1K $0
Financial Invs Tr
25
+ 0.17%
N/A
15.1K $0
Howard Hughes Holdings Inc
1
+ 0.02%
N/A
6.12K $0
Teekay Corporation LTD
16.1K
New
N/A
16.1K $0
Biohaven LTD
795
+ 16.6%
N/A
5.59K $0
Linde PLC
76
+ 1.45%
N/A
5.31K $0
Manning & Napier Fd Inc New
22.9K
New
N/A
22.9K $0
Ftai Aviation LTD
10.4K
+ 79.38%
N/A
23.5K $0
Columbia Fds Ser Tr I
2.69K
+ 10.22%
N/A
29K $0
Guerrilla Rf Inc
9.1K
+ 40.97%
N/A
31.3K $0
Rb Global Inc
20.7K
+ 48.88%
N/A
63.1K $0
Delaware Group Equity Fds V
8.15K
New
N/A
8.15K $0
Nuveen Mun Tr
32.7K
New
N/A
32.7K $0
Onestream Inc
35.2K
New
N/A
35.2K $0
Activity Summary
Buys All Purchases 523 New Holdings 102 Increased Positions 421 Sells All Sells 297 Reductions 297 Sold out 0 Options Calls 0 Puts 0
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