Edgemoor Investment Advisors, Inc. Purchases in Q2 2024

Edgemoor Investment Advisors, Inc.

  • $1.07 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
61.2K
New
$113.56 - $129.6 $6.95M - $7.93M
61.2K $7.15M
NVDA
Nvidia Corp

Technology
149K
+ 946.07%
$118.11 - $1224.4 $17.6M - $182M
165K $20.4M
GOOGL
Alphabet Inc.

Communication Services
674
+ 0.43%
$150.53 - $185.41 $101K - $125K
158K $28.9M
SPG
Simon Property Group Inc

Real Estate
21.9K
+ 46.6%
$140.18 - $153.78 $3.08M - $3.37M
69K $10.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
350
+ 0.62%
$392.81 - $485.53 $137K - $170K
56.9K $26.7M
AMZN
Amazon Com Inc

Consumer Cyclical
3.94K
+ 2.23%
$173.67 - $197.85 $684K - $779K
180K $34.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.79K
+ 6.55%
$127.7 - $179.69 $484K - $682K
61.8K $10.7M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
45.1K
New
$38.78 - $43.65 $1.75M - $1.97M
45.1K $1.86M
SHEL
Shell PLC

Energy
11.4K
+ 7.97%
$67.92 - $74.17 $775K - $846K
155K $11.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
17.4K
+ 19.07%
$55.45 - $57.39 $964K - $997K
109K $6.15M
GD
General Dynamics Corp

Industrials
984
+ 1.74%
$281.11 - $300.23 $277K - $295K
57.4K $16.6M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
54.5K
+ 179.85%
$11.67 - $12.43 $636K - $677K
84.8K $1.05M
JCI
Johnson Controls International PLC

Industrials
6.49K
+ 3.39%
$60.47 - $73.9 $393K - $480K
198K $13.1M
DLR
Digital Realty Trust, Inc.

Real Estate
2.1K
+ 5.18%
$135.75 - $152.05 $285K - $319K
42.6K $6.48M
C
Citigroup Inc

Financial Services
9.34K
+ 7.41%
$57.02 - $64.74 $532K - $605K
135K $8.59M
T
At&T Inc.

Communication Services
9.28K
+ 3.55%
$16.09 - $19.11 $149K - $177K
271K $5.17M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
42.4K
+ 191.03%
$12.77 - $13.32 $542K - $565K
64.7K $836K
ETR
Entergy Corp

Utilities
3.69K
+ 6.38%
$100.61 - $114.22 $371K - $422K
61.6K $6.59M
FISV
Fiserv Inc

Technology
3.37K
+ 9.22%
N/A
39.9K $4.99M
SCHW
Schwab Charles Corp

Financial Services
2.46K
+ 1.42%
$70.03 - $78.9 $172K - $194K
175K $12.9M
AEP
American Electric Power CO Inc

Utilities
1.91K
+ 1.52%
$79.51 - $92.67 $152K - $177K
127K $11.2M
SUB
Ishares Short Term National Mu

ETFs
2.59K
New
$104.04 - $104.8 $269K - $271K
2.59K $270K
ARCC
Ares Capital Corp

Financial Services
11.2K
+ 1.58%
$20.24 - $21.58 $226K - $241K
720K $15M
MUB
Ishares National Muni Bond ETF

ETFs
2.33K
+ 65.45%
$105.37 - $107.16 $246K - $250K
5.89K $627K
O
Realty Income Corp

Real Estate
8.18K
+ 5.14%
$50.8 - $55.45 $415K - $453K
167K $8.83M
CARR
Carrier Global Corp

Industrials
3.31K
New
$53.38 - $66.22 $177K - $219K
3.31K $208K
IVV
Ishares Core S&P 500 ETF

ETFs
110
+ 1.62%
$497.53 - $549.64 $54.7K - $60.5K
6.89K $3.77M
XLK
Technology Sector Spdr

ETFs
895
New
$192.53 - $231.41 $172K - $207K
895 $202K
BEPC
Brookfield Renewable Corp

Utilities
1.05K
+ 2.75%
$21.57 - $32.37 $22.7K - $34K
39.2K $1.11M
VZ
Verizon Communications Inc

Communication Services
7.96K
+ 3.69%
$38.6 - $42.84 $307K - $341K
224K $9.23M
BLK
Black Rock Inc.

Financial Services
1.32K
+ 7.03%
$747.3 - $826.77 $983K - $1.09M
20K $15.8M
XOM
Exxon Mobil Corp

Energy
1.32K
+ 10.52%
$108.36 - $122.2 $142K - $161K
13.8K $1.59M
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.02%
$58.85 - $68.9 $118 - $138
12.5K $845K
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 1.87%
$704.88 - $870.75 $8.46K - $10.4K
653 $555K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
3.93K
+ 2.84%
$9.37 - $10.56 $36.8K - $41.5K
142K $1.47M
DUK
Duke Energy Corp

Utilities
543
+ 21.95%
$92.87 - $104.6 $50.4K - $56.8K
3.02K $302K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
475
+ 5.64%
$95.11 - $97.92 $45.2K - $46.5K
8.9K $863K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
750
+ 6.78%
$49.21 - $50.7 $36.9K - $38K
11.8K $592K
HON
Honeywell International Inc

Industrials
67
+ 5.37%
$190.36 - $215.89 $12.8K - $14.5K
1.31K $280K
EPD
Enterprise Products Partners L.P.

Energy
2.98K
+ 0.95%
$27.74 - $29.88 $82.6K - $89K
316K $9.15M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.01%
$180.08 - $204.79 $180 - $205
7.05K $1.43M
PFF
Ishares Trust Ishares Pfd And

ETFs
575
+ 6.94%
$30.65 - $32.13 $17.6K - $18.5K
8.86K $279K
CVX
Chevron Corp

Energy
100
+ 1.68%
$152.57 - $166.33 $15.3K - $16.6K
6.06K $948K
DHR
Danaher Corp

Healthcare
20
+ 0.28%
$235.51 - $267.98 $4.71K - $5.36K
7.19K $1.8M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.09%
$154.79 - $180.76 $310 - $362
2.15K $368K
TMO
Thermo Fisher Scientific Inc.

Healthcare
809
+ 4.55%
$541.52 - $599.02 $438K - $485K
18.6K $10.3M
STWD
Starwood Property Trust, Inc.

Real Estate
9.18K
+ 5.16%
$18.61 - $20.82 $171K - $191K
187K $3.54M
DE
Deere & CO

Industrials
982
+ 3.97%
$364.98 - $414.02 $358K - $407K
25.7K $9.62M
V
Visa Inc.

Financial Services
1.49K
+ 2.54%
$262.47 - $281.5 $391K - $419K
60K $15.8M
Activity Summary
Buys All Purchases 54 New Holdings 5 Increased Positions 49 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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