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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
553
+ 6.54%
$49.83 - $62.75 $27.6K - $34.7K
9.01K $519K
CRL
Charles River Laboratories International, Inc.

Healthcare
1
+ 0.08%
$187.96 - $245.29 $188 - $245
1.2K $236K
WM
Waste Management Inc

Industrials
12
+ 0.46%
$196.96 - $223.45 $2.36K - $2.68K
2.6K $539K
APH
Amphenol Corp

Technology
18
+ 0.29%
$58.39 - $70.41 $1.05K - $1.27K
6.32K $411K
MRO
Marathon Oil Corp

Energy
853
+ 4.74%
$25.87 - $29.26 $22.1K - $25K
18.8K $501K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6
+ 0.11%
$42.59 - $60.56 $256 - $363
5.4K $272K
X
United States Steel Corp

Basic Materials
1
+ 0.02%
$29.38 - $42.28 $29.4 - $42.3
6.56K $231K
MRK
Merck & Co., Inc.

Healthcare
1.9K
+ 8.37%
$111.15 - $128.97 $211K - $245K
24.6K $2.79M
RRC
Range Resources Corp

Energy
3
+ 0.04%
$27.91 - $34.84 $83.7 - $105
6.75K $207K
AI
C3.Ai, Inc.

Technology
1.59K
+ 12.34%
$21.12 - $30.58 $33.6K - $48.7K
14.5K $350K
WDC
Western Digital Corp

Technology
130
+ 2.43%
$56.25 - $80.24 $7.31K - $10.4K
5.48K $374K
NVT
N Vent Electric PLC

Industrials
2
+ 0.04%
$60.72 - $81.19 $121 - $162
5.15K $362K
NXPI
Nxp Semiconductors N.V.

Technology
3
+ 0.24%
$225.14 - $290.78 $675 - $872
1.28K $306K
INTU
Intuit Inc

Technology
8
+ 0.72%
$602.97 - $670.49 $4.82K - $5.36K
1.12K $694K
PR
Permian Resources Corporation

Energy
2
+ 0.01%
$12.9 - $16.79 $25.8 - $33.6
14.6K $198K
AR
Antero Resources Corp

Energy
2
+ 0.02%
$24.94 - $33.3 $49.9 - $66.6
9.4K $269K
MCHP
Microchip Technology Inc

Technology
1
+ 0.03%
$72.0 - $95.98 $72 - $96
3.44K $276K
DELL
Dell Technologies Inc.

Technology
40
+ 1.81%
$87.89 - $145.97 $3.52K - $5.84K
2.25K $267K
PCAR
Paccar Inc

Industrials
52
+ 0.5%
$91.64 - $109.98 $4.77K - $5.72K
10.4K $1.03M
WDS
Woodside Energy Group LTD

Energy
24
+ 0.09%
$15.64 - $20.01 $375 - $480
26.1K $449K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
21
+ 1.25%
$124.33 - $156.75 $2.61K - $3.29K
1.7K $212K
PSTG
Pure Storage, Inc.

Technology
3
+ 0.07%
$45.73 - $67.71 $137 - $203
4.17K $209K
BA
Boeing CO

Industrials
634
+ 11.97%
$152.04 - $190.6 $96.4K - $121K
5.93K $901K
HAL
Halliburton CO

Energy
27
+ 0.2%
$27.81 - $36.44 $751 - $984
13.6K $393K
AMKR
Amkor Technology, Inc.

Technology
2
+ 0.03%
$28.09 - $44.68 $56.2 - $89.4
7K $214K
HUM
Humana Inc

Healthcare
4
+ 0.34%
$310.25 - $404.52 $1.24K - $1.62K
1.18K $374K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
2
+ 0.11%
$129.86 - $184.59 $260 - $369
1.88K $263K
FANG
Diamondback Energy, Inc.

Energy
14
+ 0.47%
$168.46 - $210.94 $2.36K - $2.95K
3.01K $518K
SNPS
Synopsys Inc

Technology
1
+ 0.11%
$463.97 - $621.3 $464 - $621
930 $470K
SLB
Schlumberger Limited

Energy
329
+ 1.72%
$39.57 - $49.67 $13K - $16.3K
19.4K $814K
MEDP
Medpace Holdings, Inc.

Healthcare
1
+ 0.08%
$320.58 - $457.29 $321 - $457
1.18K $394K
DIOD
Diodes Inc

Technology
1
+ 0.01%
$58.65 - $85.82 $58.7 - $85.8
12K $771K
PINS
Pinterest, Inc.

Communication Services
3
+ 0.03%
$28.66 - $43.51 $86 - $131
8.78K $284K
BP
Bp PLC

Energy
120
+ 0.51%
$30.78 - $37.05 $3.69K - $4.45K
23.6K $741K
BIIB
Biogen Inc.

Healthcare
1
+ 0.03%
$189.07 - $236.8 $189 - $237
3.01K $583K
DVN
Devon Energy Corp

Energy
28
+ 0.19%
$37.87 - $48.65 $1.06K - $1.36K
14.6K $571K
ADBE
Adobe Inc.

Technology
31
+ 0.81%
$508.13 - $586.55 $15.8K - $18.2K
3.84K $1.99M
RMBS
Rambus Inc

Technology
1
+ 0.01%
$37.86 - $66.26 $37.9 - $66.3
8.02K $338K
VLO
Valero Energy Corp

Energy
1
+ 0.02%
$132.81 - $163.48 $133 - $163
6.21K $838K
CVX
Chevron Corp

Energy
877
+ 2.78%
$137.88 - $161.97 $121K - $142K
32.4K $4.77M
CNQ
Canadian Natural Resources LTD

Energy
116
+ 0.17%
$31.97 - $37.41 $3.71K - $4.34K
70K $2.32M
MCK
Mckesson Corp

Healthcare
2
+ 0.11%
$479.06 - $630.38 $958 - $1.26K
1.89K $935K
SHEL
Shell PLC

Energy
305
+ 0.97%
$65.65 - $73.28 $20K - $22.4K
31.9K $2.1M
AMAT
Applied Materials Inc

Technology
53
+ 0.58%
$174.88 - $254.97 $9.27K - $13.5K
9.14K $1.85M
INTC
Intel Corp

Technology
7.5K
+ 11.35%
$18.9 - $34.87 $142K - $262K
73.6K $1.73M
ASML
Asml Holding Nv

Technology
26
+ 1.21%
$749.82 - $1098.95 $19.5K - $28.6K
2.18K $1.82M
MSFT
Microsoft Corp

Technology
919
+ 1.87%
$395.15 - $467.56 $363K - $430K
49.9K $21.5M
NVO
Novo Nordisk A S

Healthcare
257
+ 1.1%
$119.07 - $145.42 $30.6K - $37.4K
23.7K $2.82M
SMCI
Super Micro Computer, Inc.

Technology
2
+ 0.1%
$386.46 - $909.96 $773 - $1.82K
1.96K $814K
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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