Forum Private Client Group LLC Purchases and Sells in Q4 2024

Forum Private Client Group LLC

  • $225 Billion
  • Q4 2024

Top Buys

Incresed Positions

31 operations
Stock Shares change Price Range Shares Held Trade History
49K
+ 73.83%
$48.91 - $50.61 $2.4M - $2.48M
115K $5.66B
36.4K
+ 7.23%
$46.07 - $48.17 $1.68M - $1.75M
539K $24.8B
8.12K
+ 3.39%
$63.58 - $71.15 $517K - $578K
248K $16.1B
7.33K
+ 24.41%
$77.86 - $79.27 $571K - $581K
37.4K $2.92B
DIMENSIONAL ETF TRUST
26.5K
+ 31.04%
N/A
112K $2.86B
5.67K
+ 63.9%
$50.02 - $51.24 $284K - $291K
14.5K $730M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
1.6K
New
$180.88 - $232.93 $289K - $372K
1.6K $350M
6.79K
New
$41.82 - $47.36 $284K - $321K
6.79K $284M
5.4K
New
$50.62 - $52.07 $273K - $281K
5.4K $276M
4.5K
New
$47.66 - $51.97 $215K - $234K
4.5K $220M
1.61K
New
$117.0 - $148.88 $188K - $239K
1.61K $216M

Top Sells

Reduced Positions

37 operations
Stock Shares change Price Range Shares Held Trade History
-45.6K
- 20.36%
$49.87 - $52.46 $2.27M - $2.39M
178K $8.9B
-148
- 2.47%
$727.2 - $932.06 $108K - $138K
5.85K $4.51B
-15.3K
- 19.76%
$22.72 - $25.76 $347K - $393K
62K $1.44B
-1.88K
- 3.55%
$96.64 - $101.23 $182K - $190K
51K $4.94B
-2.5K
- 5.59%
$71.75 - $75.11 $179K - $188K
42.2K $3.04B
-1.28K
- 4.44%
N/A
27.5K $5.39B
View all
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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