Fiduciary Group LLC Sells in Q2 2024

Fiduciary Group LLC

  • $918 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NTRS
Northern Trust Corp

Financial Services
-1.02K
- 9.1%
$79.56 - $88.44 $81.2K - $90.3K
10.2K $856K
BLK
Black Rock Inc.

Financial Services
-8
- 0.28%
$747.3 - $826.77 $5.98K - $6.61K
2.87K $2.26M
XOM
Exxon Mobil Corp

Energy
-611
- 1.14%
$108.36 - $122.2 $66.2K - $74.7K
53.1K $6.11M
CI
Cigna Corp

Healthcare
-2
- 0.06%
$330.57 - $364.08 $661 - $728
3.63K $1.2M
CVX
Chevron Corp

Energy
-556
- 3.35%
$152.57 - $166.33 $84.8K - $92.5K
16K $2.51M
GE
General Electric CO

Industrials
-28
- 0.45%
$136.47 - $175.36 $3.82K - $4.91K
6.2K $986K
CSGP
Costar Group, Inc.

Real Estate
-105
- 2.54%
$72.73 - $95.69 $7.64K - $10K
4.03K $298K
MDT
Medtronic PLC

Healthcare
-40
- 0.35%
$78.71 - $87.02 $3.15K - $3.48K
11.3K $886K
EFX
Equifax Inc

Industrials
-25
- 0.69%
$216.2 - $262.74 $5.41K - $6.57K
3.6K $872K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-250
- 1.56%
$65.44 - $71.94 $16.4K - $18K
15.7K $1.03M
JPM
Jpmorgan Chase & CO

Financial Services
-1.37K
- 1.42%
$180.08 - $204.79 $247K - $281K
95.4K $19.3M
CAT
Caterpillar Inc

Industrials
-30
- 1.37%
$321.47 - $379.3 $9.64K - $11.4K
2.17K $721K
SYK
Stryker Corp

Healthcare
-20
- 0.5%
$324.3 - $354.67 $6.49K - $7.09K
4K $1.36M
DGRO
Ishares Core Dividend Growth E

ETFs
-962
- 2.71%
$55.23 - $58.55 $53.1K - $56.3K
34.6K $1.99M
DEO
Diageo PLC

Consumer Defensive
-40
- 1.34%
$126.08 - $149.08 $5.04K - $5.96K
2.94K $370K
SHW
Sherwin Williams CO

Basic Materials
-93
- 11.33%
$291.95 - $338.16 $27.2K - $31.4K
728 $217K
MMM
3 M CO

Industrials
-474
- 10.22%
$90.54 - $105.26 $42.9K - $49.9K
4.17K $425K
GIS
General Mills Inc

Consumer Defensive
-125
- 1.41%
$63.26 - $71.61 $7.91K - $8.95K
8.73K $552K
MRCC
Monroe Capital Corp

Financial Services
-11K
- 24.72%
$7.03 - $7.89 $77.3K - $86.8K
33.5K $254K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-703
- 3.24%
$39.75 - $43.15 $27.9K - $30.3K
21K $871K
PPG
Ppg Industries Inc

Basic Materials
-105
- 5.11%
$124.9 - $143.38 $13.1K - $15.1K
1.95K $245K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-241
- 11.75%
$146.54 - $161.4 $35.3K - $38.9K
1.81K $281K
AMD
Advanced Micro Devices Inc

Technology
-5
- 0.2%
$144.27 - $183.34 $721 - $917
2.55K $413K
TRV
Travelers Companies, Inc.

Financial Services
-16
- 0.97%
$203.34 - $230.89 $3.25K - $3.69K
1.63K $332K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-703
- 7.59%
$47.37 - $50.09 $33.3K - $35.2K
8.56K $417K
HDV
Ishares Core High Dividend ETF

ETFs
-257
- 2.12%
$105.85 - $111.68 $27.2K - $28.7K
11.9K $1.29M
RF
Regions Financial Corp

Financial Services
-1.15K
- 5.08%
$18.19 - $20.69 $20.9K - $23.8K
21.4K $429K
IWM
Ishares Russell 2000 ETF

ETFs
-115
- 6.02%
$192.84 - $209.44 $22.2K - $24.1K
1.8K $364K
EMR
Emerson Electric CO

Industrials
-50
- 0.55%
$105.97 - $115.59 $5.3K - $5.78K
8.96K $987K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-533
- 0.81%
$57.86 - $62.21 $30.8K - $33.2K
65.7K $3.96M
TFC
Truist Financial Corp

Financial Services
-711
- 4.73%
$35.41 - $40.18 $25.2K - $28.6K
14.3K $556K
IR
Ingersoll Rand Inc.

Industrials
-100
- 3.13%
$86.72 - $96.28 $8.67K - $9.63K
3.1K $281K
PGR
Progressive Corp

Financial Services
-99
- 3.21%
$202.26 - $215.9 $20K - $21.4K
2.98K $619K
KMB
Kimberly Clark Corp

Consumer Defensive
-289
- 11.06%
$123.89 - $141.67 $35.8K - $40.9K
2.32K $321K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-100
- 0.68%
$37.19 - $39.82 $3.72K - $3.98K
14.5K $558K
ETN
Eaton Corp PLC

Industrials
-53
- 0.63%
$303.02 - $340.89 $16.1K - $18.1K
8.32K $2.61M
EPD
Enterprise Products Partners L.P.

Energy
-184
- 1.0%
$27.74 - $29.88 $5.1K - $5.5K
18.2K $528K
IDV
Ishares Tr

ETFs
-100
- 0.6%
$26.94 - $30.1 $2.69K - $3.01K
16.5K $456K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-11
- 0.24%
$45.24 - $49.04 $498 - $539
4.49K $212K
DUK
Duke Energy Corp

Utilities
-379
- 4.69%
$92.87 - $104.6 $35.2K - $39.6K
7.7K $771K
UL
Unilever PLC

Consumer Defensive
-638
- 10.82%
$46.47 - $56.38 $29.6K - $36K
5.26K $289K
D
Dominion Energy, Inc

Utilities
-10
- 0.11%
$46.86 - $53.94 $469 - $539
9.18K $449K
Spotify Usa Inc
-15K
- 0.77%
N/A
1.93M $0
Linde PLC
-4
- 0.45%
N/A
884 $0
HEIA
Heico Crp Cl A
-69
- 1.01%
N/A
6.74K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-211
- 4.42%
N/A
4.57K $0
Kenvue Inc
-12.1K
- 10.17%
N/A
106K $0
SPYG
Spdr Portfolio

ETFs
-355
- 6.83%
$68.71 - $80.95 $24.4K - $28.7K
4.84K $387K
MKL
Markel Corp

Financial Services
-62
- 3.01%
$1423.66 - $1663.21 $88.3K - $103K
2K $3.14M
Activity Summary
Buys All Purchases 73 New Holdings 7 Increased Positions 66 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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