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
CLVT
Clarivate PLC

Technology
23
+ 0.18%
$5.08 - $7.1 $117 - $163
13.1K $93K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
1
+ 0.02%
$47.99 - $54.43 $48 - $54.4
4.64K $250K
ECL
Ecolab Inc.

Basic Materials
3
+ 0.28%
$228.86 - $255.76 $687 - $767
1.06K $270K
TSN
Tyson Foods, Inc.

Consumer Defensive
160
+ 4.17%
$55.91 - $65.87 $8.95K - $10.5K
3.99K $237K
BAH
Booz Allen Hamilton Holding Corp

Industrials
4
+ 0.22%
$138.82 - $162.76 $555 - $651
1.8K $293K
TSCO
Tractor Supply CO

Consumer Cyclical
3
+ 0.4%
$251.95 - $290.93 $756 - $873
749 $217K
JBHT
Hunt J B Transport Services Inc

Industrials
1
+ 0.07%
$155.54 - $176.97 $156 - $177
1.34K $230K
GNW
Genworth Financial Inc

Financial Services
6
+ 0.03%
$5.95 - $6.98 $35.7 - $41.9
20.5K $140K
LNG
Cheniere Energy, Inc.

Energy
8
+ 0.29%
$172.24 - $186.09 $1.38K - $1.49K
2.77K $497K
MUSA
Murphy Usa Inc.

Consumer Cyclical
1
+ 0.16%
$452.85 - $536.35 $453 - $536
626 $308K
TXT
Textron Inc

Industrials
3
+ 0.06%
$83.46 - $94.02 $250 - $282
5.21K $461K
RSG
Republic Services, Inc.

Industrials
7
+ 0.34%
$189.34 - $208.21 $1.33K - $1.46K
2.06K $412K
WSO
Watsco Inc

Industrials
1
+ 0.2%
$448.73 - $519.89 $449 - $520
504 $247K
KMX
Carmax Inc

Consumer Cyclical
2
+ 0.06%
$71.21 - $85.78 $142 - $172
3.37K $260K
DGX
Quest Diagnostics Inc

Healthcare
100
+ 5.43%
$137.09 - $137.09 $13.7K - $13.7K
1.94K $265K
AME
Ametek Inc

Industrials
7
+ 0.3%
$152.74 - $176.01 $1.07K - $1.23K
2.33K $400K
SNX
Td Synnex Corp

Technology
1
+ 0.04%
$109.37 - $122.34 $109 - $122
2.29K $274K
PPG
Ppg Industries Inc

Basic Materials
1
+ 0.06%
$118.32 - $134.55 $118 - $135
1.65K $218K
EA
Electronic Arts Inc.

Communication Services
4
+ 0.16%
$137.32 - $151.82 $549 - $607
2.47K $354K
WLK
Westlake Corp

Basic Materials
2
+ 0.1%
$133.5 - $150.97 $267 - $302
1.97K $295K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.2%
$92.63 - $105.69 $556 - $634
3.08K $320K
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 0.34%
$455.08 - $517.19 $910 - $1.03K
592 $298K
MNST
Monster Beverage Corp

Consumer Defensive
6
+ 0.12%
$45.01 - $52.47 $270 - $315
5.02K $261K
LUV
Southwest Airlines CO

Industrials
71
+ 0.83%
$23.7 - $29.93 $1.68K - $2.13K
8.64K $255K
HRL
Hormel Foods Corp

Consumer Defensive
14
+ 0.18%
$30.04 - $33.14 $421 - $464
7.91K $250K
ROST
Ross Stores, Inc.

Consumer Cyclical
12
+ 0.86%
$136.06 - $155.24 $1.63K - $1.86K
1.4K $210K
PARA
Paramount Global

Communication Services
500
+ 3.62%
$9.98 - $11.95 $4.99K - $5.98K
14.3K $151K
MKL
Markel Corp

Financial Services
6
+ 2.86%
$1494.55 - $1645.69 $8.97K - $9.87K
216 $338K
SKYW
Skywest Inc

Industrials
1
+ 0.04%
$68.08 - $87.62 $68.1 - $87.6
2.67K $226K
KEX
Kirby Corp

Industrials
9
+ 0.42%
$107.57 - $129.59 $968 - $1.17K
2.16K $263K
DKNG
Draft Kings Inc.

Consumer Cyclical
5
+ 0.09%
$29.85 - $41.1 $149 - $206
5.29K $207K
CSGP
Costar Group, Inc.

Real Estate
3
+ 0.07%
$71.59 - $79.61 $215 - $239
4.01K $302K
SWN
Southwestern Energy CO

Energy
14
+ 0.09%
$6.0 - $7.15 $84 - $100
15.9K $112K
RS
Reliance Steel & Aluminum CO

Basic Materials
1
+ 0.06%
$271.23 - $308.75 $271 - $309
1.58K $455K
PLUG
Plug Power Inc

Industrials
2.6K
+ 19.71%
$1.61 - $3.34 $4.19K - $8.68K
15.8K $35K
EPD
Enterprise Products Partners L.P.

Energy
38
+ 0.13%
$27.88 - $30.0 $1.06K - $1.14K
28.4K $825K
AM
Antero Midstream Corp

Energy
9
+ 0.06%
$13.39 - $15.16 $121 - $136
15.3K $230K
FNB
Fnb Corp

Financial Services
3
+ 0.02%
$13.41 - $15.55 $40.2 - $46.7
12.5K $176K
XPO
Xpo Logistics, Inc.

Industrials
3
+ 0.14%
$101.15 - $125.11 $303 - $375
2.14K $230K
UEC
Uranium Energy Corp

Energy
2
+ 0.02%
$4.26 - $6.85 $8.52 - $13.7
12.3K $76K
AVY
Avery Dennison Corp

Industrials
2
+ 0.19%
$202.27 - $224.18 $405 - $448
1.06K $233K
GPC
Genuine Parts CO

Consumer Cyclical
2
+ 0.08%
$131.04 - $147.11 $262 - $294
2.45K $341K
CCL
Carnival Corp

Consumer Cyclical
445
+ 2.27%
$14.01 - $19.18 $6.23K - $8.54K
20.1K $370K
ELV
Elevance Health, Inc.

Healthcare
117
+ 4.32%
$500.12 - $562.29 $58.5K - $65.8K
2.83K $1.47M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
+ 0.17%
$320.55 - $412.94 $321 - $413
579 $225K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.03K
+ 82.91%
$128.47 - $280.94 $133K - $290K
2.28K $353K
DIS
Walt Disney CO

Communication Services
787
+ 3.33%
$85.6 - $98.61 $67.4K - $77.6K
24.4K $2.35M
VMC
Vulcan Materials CO

Basic Materials
1
+ 0.07%
$231.83 - $274.51 $232 - $275
1.41K $353K
FTI
Technip Fmc PLC

Energy
6
+ 0.06%
$23.46 - $29.5 $141 - $177
10.7K $281K
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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