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
XLV
Select Sector Spdr Fund Health

ETFs
26
+ 0.35%
$143.3 - $157.24 $3.73K - $4.09K
7.44K $1.15M
LPX
Louisiana Pacific Corp

Industrials
2
+ 0.08%
$80.06 - $107.45 $160 - $215
2.54K $273K
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.21%
$391.53 - $469.81 $1.17K - $1.41K
1.46K $687K
UAL
United Airlines Holdings, Inc.

Industrials
306
+ 5.81%
$37.88 - $58.85 $11.6K - $18K
5.58K $318K
PSN
Parsons Corp

Industrials
1
+ 0.04%
$76.52 - $103.68 $76.5 - $104
2.77K $287K
SHOP
Shopify Inc.

Technology
20
+ 0.48%
$52.26 - $80.75 $1.05K - $1.62K
4.17K $334K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
70
+ 12.07%
$523.84 - $572.02 $36.7K - $40K
650 $370K
HUBB
Hubbell Inc

Industrials
2
+ 0.22%
$355.55 - $428.48 $711 - $857
904 $387K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
8
+ 0.06%
$31.95 - $38.02 $256 - $304
13.8K $518K
VXF
Vanguard Extended Market ETF

ETFs
62
+ 1.81%
$163.98 - $182.92 $10.2K - $11.3K
3.49K $635K
FTV
Fortive Corp

Technology
497
+ 14.5%
$67.01 - $79.2 $33.3K - $39.4K
3.92K $309K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
11
+ 0.37%
$138.85 - $182.81 $1.53K - $2.01K
2.98K $528K
MSCI
Msci Inc.

Financial Services
6
+ 1.17%
$479.31 - $584.91 $2.88K - $3.51K
521 $303K
IT
Gartner Inc

Technology
3
+ 0.33%
$441.32 - $516.47 $1.32K - $1.55K
925 $468K
RF
Regions Financial Corp

Financial Services
34
+ 0.21%
$19.51 - $23.42 $663 - $796
16.1K $376K
AJG
Arthur J. Gallagher & Co.

Financial Services
4
+ 0.17%
$259.22 - $299.75 $1.04K - $1.2K
2.34K $659K
PEG
Public Service Enterprise Group Inc

Utilities
2
+ 0.06%
$73.58 - $89.21 $147 - $178
3.36K $299K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 0.84%
$896.19 - $1044.18 $2.69K - $3.13K
361 $375K
UNM
Unum Group

Financial Services
1
+ 0.02%
$49.81 - $59.44 $49.8 - $59.4
6.21K $368K
CTVA
Corteva, Inc.

Basic Materials
49
+ 0.49%
$50.72 - $58.78 $2.49K - $2.88K
9.95K $584K
LYV
Live Nation Entertainment, Inc.

Communication Services
2
+ 0.06%
$88.06 - $109.5 $176 - $219
3.2K $350K
EFV
Msci Eafe Value ETF

ETFs
455
+ 8.5%
$51.72 - $57.96 $23.5K - $26.4K
5.81K $334K
RNR
Renaissancere Holdings LTD

Financial Services
1
+ 0.1%
$211.47 - $272.21 $211 - $272
992 $270K
PFG
Principal Financial Group Inc

Financial Services
12
+ 0.19%
$72.94 - $87.46 $875 - $1.05K
6.45K $553K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
401
+ 6.8%
$57.32 - $62.65 $23K - $25.1K
6.3K $392K
WRB
Berkley W R Corp

Financial Services
3.7K
+ 50.09%
$51.54 - $79.62 $191K - $295K
11.1K $629K
HLN
Haleon PLC

Healthcare
88
+ 0.44%
$8.32 - $10.7 $732 - $942
20.2K $213K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
2
+ 0.14%
$233.81 - $287.01 $468 - $574
1.46K $401K
AN
Autonation, Inc.

Consumer Cyclical
2
+ 0.08%
$156.14 - $190.72 $312 - $381
2.41K $430K
UFPI
Ufp Industries Inc

Basic Materials
1
+ 0.04%
$107.65 - $135.34 $108 - $135
2.39K $313K
A
Agilent Technologies, Inc.

Healthcare
4
+ 0.17%
$125.42 - $148.48 $502 - $594
2.42K $358K
INGR
Ingredion Inc

Consumer Defensive
1
+ 0.05%
$111.98 - $137.59 $112 - $138
2.01K $276K
SOFI
So Fi Technologies, Inc.

Financial Services
254
+ 0.71%
$6.32 - $8.19 $1.61K - $2.08K
36K $282K
TGT
Target Corp

Consumer Defensive
152
+ 5.33%
$133.47 - $159.25 $20.3K - $24.2K
3.01K $468K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
12.6K
+ 4.41%
$3.47 - $3.89 $43.7K - $49K
299K $1.08M
TFC
Truist Financial Corp

Financial Services
91
+ 0.88%
$38.22 - $44.94 $3.48K - $4.09K
10.4K $444K
HSY
Hershey CO

Consumer Defensive
64
+ 1.57%
$182.45 - $203.25 $11.7K - $13K
4.13K $791K
IWV
Ishares Russell 3000 ETF

ETFs
45
+ 2.85%
$294.75 - $326.73 $13.3K - $14.7K
1.63K $531K
SSNC
Ss&C Technologies Holdings Inc

Technology
2
+ 0.05%
$61.42 - $76.46 $123 - $153
3.7K $274K
USFD
Us Foods Holding Corp.

Consumer Defensive
6
+ 0.12%
$50.06 - $62.82 $300 - $377
5.11K $313K
ATI
Allegheny Technologies Inc

Industrials
2
+ 0.05%
$54.26 - $67.71 $109 - $135
3.81K $254K
OMC
Omnicom Group Inc.

Communication Services
9
+ 0.3%
$87.69 - $103.9 $789 - $935
2.99K $309K
LHX
L3 Harris Technologies, Inc.

Industrials
3
+ 0.1%
$221.96 - $243.27 $666 - $730
3.04K $724K
IR
Ingersoll Rand Inc.

Industrials
44
+ 0.87%
$86.9 - $100.4 $3.82K - $4.42K
5.11K $501K
CSL
Carlisle Companies Inc

Industrials
1
+ 0.11%
$376.5 - $449.34 $377 - $449
891 $400K
IWN
Ishares Russell2000 Val ETF

ETFs
6
+ 0.22%
$150.05 - $171.34 $900 - $1.03K
2.67K $446K
VEEV
Veeva Systems Inc

Healthcare
41
+ 3.48%
$180.43 - $223.9 $7.4K - $9.18K
1.22K $255K
PFGC
Performance Food Group CO

Consumer Defensive
1
+ 0.03%
$61.6 - $78.75 $61.6 - $78.8
3.23K $253K
VTHR
Vanguard Russell 3000 ETF

ETFs
15
+ 0.62%
$228.55 - $253.74 $3.43K - $3.81K
2.43K $615K
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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