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
PAYX
Paychex Inc

Industrials
4
+ 0.17%
$116.17 - $135.19 $465 - $541
2.36K $317K
MANH
Manhattan Associates Inc

Technology
13
+ 1.3%
$218.59 - $286.0 $2.84K - $3.72K
1.02K $285K
WTW
Willis Towers Watson PLC

Financial Services
3
+ 0.26%
$257.34 - $294.53 $772 - $884
1.15K $339K
PRI
Primerica, Inc.

Financial Services
2
+ 0.16%
$233.01 - $266.6 $466 - $533
1.27K $337K
XLF
Financial Sector Spdr

ETFs
13
+ 0.15%
$40.84 - $45.74 $531 - $595
8.8K $398K
KEY
Keycorp

Financial Services
88
+ 0.63%
$13.95 - $17.34 $1.23K - $1.53K
14K $234K
KHC
Kraft Heinz CO

Consumer Defensive
27
+ 0.21%
$31.86 - $36.13 $860 - $976
12.6K $442K
APO
Apollo Global Management, Inc.

Financial Services
1
+ 0.02%
$99.16 - $125.81 $99.2 - $126
5.14K $642K
VLY
Valley National Bancorp

Financial Services
4
+ 0.02%
$6.58 - $9.34 $26.3 - $37.4
17.2K $155K
GD
General Dynamics Corp

Industrials
37
+ 1.85%
$279.51 - $308.09 $10.3K - $11.4K
2.04K $616K
MCO
Moodys Corp

Financial Services
2
+ 0.33%
$421.49 - $494.67 $843 - $989
617 $292K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
+ 0.15%
$210.25 - $231.86 $841 - $927
2.68K $597K
ODFL
Old Dominion Freight Line, Inc.

Industrials
4
+ 0.27%
$178.41 - $210.18 $714 - $841
1.48K $293K
AMCR
Amcor PLC

Consumer Cyclical
1.06K
+ 7.72%
$9.5 - $11.44 $10.1K - $12.1K
14.8K $167K
CL
Colgate Palmolive CO

Consumer Defensive
16
+ 0.36%
$95.54 - $108.77 $1.53K - $1.74K
4.43K $459K
GDDY
Go Daddy Inc.

Technology
5
+ 0.28%
$141.41 - $167.41 $707 - $837
1.82K $284K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
108
+ 1.65%
$59.93 - $66.52 $6.47K - $7.18K
6.66K $443K
CLOV
Clover Health Investments, Corp.

Healthcare
4.06K
+ 33.8%
$1.2 - $3.5 $4.87K - $14.2K
16.1K $45K
TTEK
Tetra Tech Inc

Industrials
4.04K
+ 400.5%
$45.59 - $237.74 $184K - $960K
5.05K $237K
ONB
Old National Bancorp

Financial Services
4
+ 0.02%
$16.67 - $20.22 $66.7 - $80.9
20.2K $376K
AMG
Affiliated Managers Group, Inc.

Financial Services
1
+ 0.07%
$154.72 - $185.62 $155 - $186
1.38K $245K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.07%
$125.95 - $139.96 $378 - $420
4.03K $562K
CHTR
Charter Communications, Inc.

Communication Services
3
+ 0.28%
$290.56 - $383.07 $872 - $1.15K
1.09K $353K
SPXC
Spx Corp

Industrials
1
+ 0.06%
$139.19 - $164.35 $139 - $164
1.67K $266K
ESNT
Essent Group Ltd.

Financial Services
1
+ 0.03%
$54.95 - $64.53 $55 - $64.5
3.62K $232K
LII
Lennox International Inc

Industrials
1
+ 0.25%
$523.72 - $620.83 $524 - $621
408 $246K
SCI
Service Corp International

Consumer Cyclical
3
+ 0.08%
$69.55 - $80.63 $209 - $242
3.62K $285K
DOW
Dow Inc.

Basic Materials
275
+ 3.55%
$50.15 - $55.41 $13.8K - $15.2K
8.02K $437K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6
+ 0.77%
$386.81 - $423.12 $2.32K - $2.54K
784 $331K
L
Loews Corp

Financial Services
5
+ 0.08%
$73.76 - $81.96 $369 - $410
6.12K $483K
XLI
Industrial Sector Spdr

ETFs
8
+ 0.45%
$120.56 - $135.44 $964 - $1.08K
1.8K $243K
SJM
J M Smucker CO

Consumer Defensive
6
+ 0.29%
$109.12 - $122.4 $655 - $734
2.07K $250K
RIO
Rio Tinto PLC

Basic Materials
60
+ 1.42%
$59.71 - $71.21 $3.58K - $4.27K
4.28K $304K
DTM
Dt Midstream, Inc.

Energy
4
+ 0.12%
$69.34 - $79.28 $277 - $317
3.23K $253K
POST
Post Holdings, Inc.

Consumer Defensive
1
+ 0.05%
$103.64 - $118.23 $104 - $118
2.16K $249K
CSX
Csx Corp

Industrials
125
+ 0.66%
$32.48 - $35.45 $4.06K - $4.43K
19K $656K
AZEK
Azek CO Inc.

Industrials
1
+ 0.02%
$36.81 - $46.9 $36.8 - $46.9
5.12K $239K
SYF
Synchrony Financial

Financial Services
14
+ 0.17%
$43.77 - $52.22 $613 - $731
8.4K $419K
ABEV
Ambev S.A.

Consumer Defensive
10K
New
$2.04 - $2.44 $20.4K - $24.4K
10K $24K
WSFS
Wsfs Financial Corp

Financial Services
1
+ 0.02%
$45.65 - $57.21 $45.7 - $57.2
6.05K $308K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.33%
$3305.62 - $4268.05 $3.31K - $4.27K
76 $320K
SLM
Slm Corp

Financial Services
3
+ 0.03%
$19.93 - $23.7 $59.8 - $71.1
11K $251K
TRMB
Trimble Inc.

Technology
4
+ 0.11%
$49.82 - $62.06 $199 - $248
3.78K $234K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
50
+ 1.04%
$55.51 - $61.51 $2.78K - $3.08K
4.85K $295K
DOV
Dover Corp

Industrials
3
+ 0.15%
$172.5 - $193.03 $518 - $579
1.99K $380K
RGA
Reinsurance Group Of America Inc

Financial Services
1
+ 0.06%
$192.62 - $225.79 $193 - $226
1.71K $371K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
11
+ 0.74%
$201.82 - $234.36 $2.22K - $2.58K
1.51K $346K
OTIS
Otis Worldwide Corp

Industrials
5
+ 0.19%
$91.43 - $104.43 $457 - $522
2.58K $268K
ZION
Zions Bancorporation, National Association

Financial Services
4
+ 0.08%
$42.49 - $52.53 $170 - $210
5.12K $241K
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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