Forum Financial Management, LP Purchases in Q3 2024

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ARMK
Aramark

Industrials
5.31K
New
$32.37 - $38.91 $172K - $207K
5.31K $205K
SAIC
Science Applications International Corp

Technology
1.47K
New
$113.4 - $139.27 $166K - $204K
1.47K $204K
TKR
Timken CO

Industrials
2.42K
New
$78.36 - $87.89 $189K - $213K
2.42K $203K
VTV
Vanguard Value ETF

ETFs
717
+ 13.06%
$159.75 - $174.57 $115K - $125K
6.21K $1.08M
GWRE
Guidewire Software, Inc.

Technology
1.11K
New
$137.04 - $182.94 $152K - $202K
1.11K $202K
GQRE
Flexshares Tr Global Quality R

ETFs
3.26K
New
$54.18 - $62.97 $177K - $205K
3.26K $202K
EW
Edwards Lifesciences Corp

Healthcare
3.07K
New
$59.7 - $93.78 $183K - $288K
3.07K $202K
RDN
Radian Group Inc

Financial Services
5.81K
New
$31.05 - $37.16 $180K - $216K
5.81K $201K
MTZ
Mastec Inc

Industrials
1.63K
New
$97.3 - $126.14 $159K - $206K
1.63K $200K
EFX
Equifax Inc

Industrials
681
New
$236.42 - $307.13 $161K - $209K
681 $199K
FTNT
Fortinet, Inc.

Technology
783
+ 10.37%
$55.39 - $77.55 $43.4K - $60.7K
8.34K $646K
HWM
Howmet Aerospace Inc.

Industrials
3
+ 0.04%
$77.3 - $100.22 $232 - $301
8.28K $830K
AFL
Aflac Inc

Financial Services
7
+ 0.08%
$88.52 - $111.8 $620 - $783
8.34K $932K
QQQ
Invesco Qqq Trust, Series 1

ETFs
307
+ 7.38%
$434.77 - $502.96 $133K - $154K
4.47K $2.18M
BDX
Becton Dickinson & CO

Healthcare
692
+ 38.99%
$221.47 - $242.41 $153K - $168K
2.47K $594K
BMY
Bristol Myers Squibb CO

Healthcare
1.45K
+ 14.51%
$39.66 - $51.75 $57.4K - $74.9K
11.4K $591K
APP
App Lovin Corp

Technology
2
+ 0.05%
$67.14 - $130.65 $134 - $261
3.74K $488K
UNP
Union Pacific Corp

Industrials
13
+ 0.15%
$221.78 - $256.09 $2.88K - $3.33K
8.52K $2.1M
DHR
Danaher Corp

Healthcare
9
+ 0.15%
$239.25 - $280.76 $2.15K - $2.53K
5.92K $1.65M
BHP
Bhp Group LTD

Basic Materials
68
+ 0.21%
$51.32 - $62.11 $3.49K - $4.22K
32.7K $2.03M
V
Visa Inc.

Financial Services
204
+ 2.36%
$253.74 - $291.56 $51.8K - $59.5K
8.84K $2.43M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.87K
+ 18.1%
$36.98 - $41.55 $106K - $119K
18.7K $769K
LEN
Lennar Corp

Consumer Cyclical
7
+ 0.17%
$142.5 - $192.45 $998 - $1.35K
4.21K $790K
PWR
Quanta Services, Inc.

Industrials
20
+ 0.57%
$239.58 - $298.23 $4.79K - $5.96K
3.53K $1.05M
VNQ
Vanguard Specialized Funds Van

ETFs
292
+ 3.06%
$82.97 - $98.97 $24.2K - $28.9K
9.84K $958K
SHW
Sherwin Williams CO

Basic Materials
7
+ 0.38%
$294.65 - $384.0 $2.06K - $2.69K
1.87K $713K
HEI
Heico Corp

Industrials
1
+ 0.02%
$220.59 - $267.96 $221 - $268
4.04K $1.06M
VIG
Vanguard Dividend Appreciation

ETFs
840
+ 15.31%
$182.15 - $182.15 $153K - $153K
6.33K $1.15M
RSP
Invesco S&P 500 Equal Weight E

ETFs
543
+ 15.23%
$162.83 - $179.16 $88.4K - $97.3K
4.11K $736K
CRM
Salesforce, Inc.

Technology
28
+ 0.33%
$238.42 - $276.53 $6.68K - $7.74K
8.47K $2.32M
MS
Morgan Stanley

Financial Services
134
+ 0.7%
$92.07 - $106.96 $12.3K - $14.3K
19.2K $2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
572
+ 11.16%
$57.22 - $80.08 $32.7K - $45.8K
5.7K $444K
USB
Us Bancorp \De\

Financial Services
1.77K
+ 16.71%
$39.04 - $47.23 $69.1K - $83.6K
12.4K $565K
VO
Vanguard Mid Cap ETF

ETFs
408
+ 24.91%
$237.84 - $263.83 $97K - $108K
2.05K $539K
KMB
Kimberly Clark Corp

Consumer Defensive
745
+ 9.47%
$135.05 - $148.35 $101K - $111K
8.61K $1.23M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
12.1K
New
$10.38 - $11.34 $125K - $137K
12.1K $136K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.07K
+ 24.2%
$41.9 - $48.26 $86.7K - $99.9K
10.6K $508K
ADI
Analog Devices Inc

Technology
534
+ 11.67%
$200.56 - $243.33 $107K - $130K
5.11K $1.18M
TT
Trane Technologies PLC

Industrials
2
+ 0.09%
$314.21 - $388.71 $628 - $777
2.15K $834K
VUG
Vanguard Growth ETF

ETFs
152
+ 2.23%
$341.08 - $391.94 $51.8K - $59.6K
6.98K $2.68M
KMI
Kinder Morgan, Inc.

Energy
131
+ 0.24%
$19.72 - $22.22 $2.58K - $2.91K
54.6K $1.21M
CARR
Carrier Global Corp

Industrials
134
+ 2.12%
$61.9 - $80.88 $8.29K - $10.8K
6.45K $519K
URI
United Rentals, Inc.

Industrials
2
+ 0.27%
$627.41 - $814.1 $1.25K - $1.63K
735 $595K
TTE
Total Energies Se

Energy
60
+ 0.1%
$68.61 - $68.61 $4.12K - $4.12K
60.3K $4.14M
IWM
Ishares Russell 2000 ETF

ETFs
293
+ 10.04%
$200.87 - $224.6 $58.9K - $65.8K
3.21K $709K
DASH
Door Dash, Inc.

Communication Services
9
+ 0.26%
$100.28 - $143.99 $903 - $1.3K
3.43K $489K
ERIE
Erie Indemnity CO

Financial Services
1
+ 0.16%
$356.56 - $544.84 $357 - $545
646 $348K
LUMN
Lumen Technologies, Inc.

Communication Services
16K
New
$1.03 - $7.28 $16.5K - $116K
16K $113K
ICE
Intercontinental Exchange, Inc.

Financial Services
6
+ 0.13%
$136.93 - $162.81 $822 - $977
4.63K $744K
Activity Summary
Buys All Purchases 451 New Holdings 74 Increased Positions 377 Sells All Sells 219 Reductions 219 Sold out 0 Options Calls 0 Puts 0
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