Ellevest, Inc. Purchases in Q4 2024

Ellevest, Inc.

  • $1.72 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CME
Cme Group Inc.

Financial Services
746
+ 72.64%
$221.17 - $246.02 $165K - $184K
1.77K $411K
HSBC
Hsbc Holdings PLC

Financial Services
2.29K
+ 15.2%
$43.83 - $49.51 $100K - $113K
17.3K $857K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.43K
+ 6.34%
$36.54 - $37.53 $271K - $279K
125K $4.59M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.21K
+ 5.28%
$94.77 - $97.36 $304K - $312K
64K $6.11M
SCHP
Schwab Strategic Us Tips ETF

ETFs
82.2K
+ 116.8%
$25.74 - $53.78 $2.12M - $4.42M
153K $3.94M
ADP
Automatic Data Processing Inc

Industrials
336
+ 8.09%
$280.08 - $307.97 $94.1K - $103K
4.49K $1.31M
NDAQ
Nasdaq, Inc.

Financial Services
1.91K
+ 62.26%
$70.87 - $83.05 $136K - $159K
4.98K $385K
KLIC
Kulicke & Soffa Industries Inc

Technology
2.89K
+ 33.78%
$42.42 - $50.54 $123K - $146K
11.4K $534K
WCC
Wesco International Inc

Industrials
674
+ 33.4%
$164.11 - $213.19 $111K - $144K
2.69K $487K
DECK
Deckers Outdoor Corp

Consumer Cyclical
37
+ 1.17%
$152.04 - $211.12 $5.63K - $7.81K
3.2K $650K
CSTM
Constellium Se

Basic Materials
13.4K
New
$9.97 - $16.45 $134K - $221K
13.4K $137K
BMY
Bristol Myers Squibb CO

Healthcare
1.66K
+ 18.97%
$51.92 - $59.94 $86K - $99.3K
10.4K $587K
CSCO
Cisco Systems, Inc.

Technology
1.71K
+ 32.63%
$52.45 - $60.02 $89.6K - $103K
6.95K $411K
BSX
Boston Scientific Corp

Healthcare
650
+ 4.9%
$83.62 - $91.5 $54.4K - $59.5K
13.9K $1.24M
NET
Cloudflare, Inc.

Technology
102
+ 2.3%
$78.11 - $117.56 $7.97K - $12K
4.54K $488K
GRNT
Granite Ridge Resources, Inc.
20.2K
New
$5.65 - $6.78 $114K - $137K
20.2K $128K
JEF
Jefferies Financial Group Inc.

Financial Services
780
+ 20.09%
$61.95 - $81.75 $48.3K - $63.8K
4.66K $365K
WELL
Welltower Inc.

Real Estate
1.05K
+ 23.6%
$123.11 - $139.3 $129K - $146K
5.49K $692K
VTR
Ventas, Inc.

Real Estate
2.47K
+ 46.92%
$57.73 - $66.48 $143K - $164K
7.75K $456K
MS
Morgan Stanley

Financial Services
106
+ 2.3%
$104.42 - $134.99 $11.1K - $14.3K
4.72K $593K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.72K
+ 45.98%
$59.25 - $72.99 $220K - $271K
11.8K $705K
AXP
American Express CO

Financial Services
13
+ 0.32%
$267.35 - $305.57 $3.48K - $3.97K
4.04K $1.2M
AFL
Aflac Inc

Financial Services
1.5K
+ 24.73%
$100.37 - $115.27 $150K - $173K
7.56K $781K
TMUS
T Mobile Us, Inc.

Communication Services
56
+ 0.89%
$206.1 - $246.94 $11.5K - $13.8K
6.38K $1.41M
CSWI
Csw Industrials, Inc.

Industrials
299
+ 50.94%
$352.8 - $432.01 $105K - $129K
886 $312K
SQ
Block, Inc.

Technology
15
+ 0.28%
$65.06 - $98.92 $976 - $1.48K
5.28K $449K
AJG
Arthur J. Gallagher & Co.

Financial Services
326
+ 23.67%
$278.49 - $315.16 $90.8K - $103K
1.7K $483K
SKYT
Sky Water Technology, Inc

Technology
2.09K
+ 15.03%
$7.9 - $16.06 $16.5K - $33.6K
16K $220K
ISRG
Intuitive Surgical Inc

Healthcare
53
+ 2.46%
$471.27 - $550.62 $25K - $29.2K
2.21K $1.15M
PAYX
Paychex Inc

Industrials
461
+ 10.95%
$135.86 - $148.73 $62.6K - $68.6K
4.67K $654K
ESAB
Esab Corp

Industrials
413
+ 15.67%
$102.05 - $135.08 $42.1K - $55.8K
3.05K $367K
GRAB
Grab Holdings LTD

Technology
2.64K
+ 3.29%
$3.6 - $5.67 $9.49K - $14.9K
82.8K $390K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.65K
+ 5.52%
$19.42 - $19.76 $110K - $112K
108K $2.1M
TJX
Tjx Companies Inc

Consumer Cyclical
440
+ 4.44%
$112.15 - $127.2 $49.3K - $56K
10.4K $1.25M
FLS
Flowserve Corp

Industrials
919
+ 20.2%
$51.87 - $62.0 $47.7K - $57K
5.47K $314K
ITW
Illinois Tool Works Inc

Industrials
425
+ 10.68%
$253.56 - $278.5 $108K - $118K
4.41K $1.12M
SCHW
Schwab Charles Corp

Financial Services
89
+ 1.29%
$63.31 - $82.85 $5.63K - $7.37K
7.01K $518K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.44K
+ 5.54%
$20.08 - $20.61 $109K - $112K
104K $2.09M
NMR
Nomura Holdings Inc

Financial Services
399
+ 0.4%
$5.05 - $6.25 $2.01K - $2.49K
99.9K $578K
BXP
Boston Properties Inc

Real Estate
1.14K
+ 26.6%
$73.33 - $89.72 $83.9K - $103K
5.44K $404K
WIT
Wipro LTD

Technology
16.4K
New
$3.54 - $7.24 $58K - $119K
16.4K $58K
BR
Broadridge Financial Solutions, Inc.

Technology
125
+ 5.37%
$209.64 - $236.44 $26.2K - $29.6K
2.45K $554K
BSCU
Invesco Exc Self Ind Tr

ETFs
6.18K
+ 7.37%
$16.32 - $16.99 $101K - $105K
89.9K $1.47M
NTRS
Northern Trust Corp

Financial Services
113
+ 3.43%
$88.4 - $111.16 $9.99K - $12.6K
3.41K $349K
CBRE
Cbre Group, Inc.

Real Estate
20
+ 0.28%
$119.22 - $140.71 $2.38K - $2.81K
7.28K $955K
BSCV
Invesco ETF Self Indexed Fd Tr
6.31K
+ 7.44%
$16.02 - $16.72 $101K - $106K
91.2K $1.46M
AMPS
Altus Power, Inc.

Utilities
8.77K
+ 64.13%
$2.75 - $4.36 $24.1K - $38.2K
22.4K $91K
ALL
Allstate Corp

Financial Services
224
+ 16.41%
$181.25 - $208.2 $40.6K - $46.6K
1.59K $306K
STT
State Street Corp

Financial Services
19
+ 0.42%
$85.96 - $100.78 $1.63K - $1.91K
4.57K $448K
Activity Summary
Buys All Purchases 192 New Holdings 40 Increased Positions 152 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 0 Puts 0
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