Global Financial Private Client, LLC Purchases in Q4 2024

Global Financial Private Client, LLC

  • $267 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Summit Therapeutics Inc Com
1
New
N/A
1 $18K
PGNY
Progyny, Inc.

Healthcare
1
New
$13.67 - $17.25 $13.7 - $17.3
1 $17K
SONO
Sonos Inc

Technology
1
New
$11.62 - $15.07 $11.6 - $15.1
1 $15K
JAMF
Jamf Holding Corp.

Technology
1
New
$14.05 - $17.71 $14.1 - $17.7
1 $14K
DVAX
Dynavax Technologies Corp

Healthcare
1
New
$10.28 - $13.66 $10.3 - $13.7
1 $13K
LILA
Liberty Latin America Ltd.

Communication Services
2
New
$6.16 - $10.4 $12.3 - $20.8
2 $13K
NTLA
Intellia Therapeutics, Inc.

Healthcare
1
New
$11.41 - $21.09 $11.4 - $21.1
1 $12K
IRDM
Iridium Communications Inc.

Communication Services
5
+ 5.32%
$27.32 - $33.54 $137 - $168
99 $2.87M
RKT
Rocket Companies, Inc.

Financial Services
1
New
$11.03 - $19.27 $11 - $19.3
1 $11K
HGTY
Hagerty, Inc.

Financial Services
1
New
$9.57 - $11.95 $9.57 - $12
1 $10K
ARHS
Arhaus, Inc.

Consumer Cyclical
1
New
$8.48 - $11.76 $8.48 - $11.8
1 $9K
LGFA
Lions Gate Entmt Corp Cl A Vtg
1
New
N/A
1 $9K
LGFB
Lions Gate Entmt Corp Cl B Non
1
New
N/A
1 $8K
CXM
Sprinklr, Inc.

Technology
1
New
$6.98 - $9.42 $6.98 - $9.42
1 $8K
GDRX
Good Rx Holdings, Inc.

Healthcare
1
New
$4.15 - $7.09 $4.15 - $7.09
1 $5K
RWX
Spdr Dow Jones International R

ETFs
1
+ 25.0%
$22.73 - $27.57 $22.7 - $27.6
5 $115K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1
+ 3.7%
$46.33 - $48.6 $46.3 - $48.6
28 $1.3M
PLUG
Plug Power Inc

Industrials
8
+ 3.2%
$1.87 - $2.67 $15 - $21.4
258 $550K
LFUS
Littelfuse Inc

Technology
1
+ 10.0%
$233.99 - $262.18 $234 - $262
11 $2.59M
CARR
Carrier Global Corp

Industrials
12
+ 16.22%
$66.69 - $82.65 $800 - $992
86 $5.87M
CE
Celanese Corp

Basic Materials
3
+ 60.0%
$67.03 - $136.68 $201 - $410
8 $554K
TFX
Teleflex Inc

Healthcare
2
+ 28.57%
$172.66 - $245.13 $345 - $490
9 $1.6M
LCTD
Blackrock ETF World Ex Us Carb
8
+ 8.51%
N/A
102 $4.44M
THRM
Gentherm Inc

Consumer Cyclical
1
+ 3.7%
$38.32 - $45.21 $38.3 - $45.2
28 $1.12M
TECH
Bio Techne Corp

Healthcare
4
+ 7.14%
$66.37 - $78.17 $265 - $313
60 $4.32M
ROL
Rollins Inc

Consumer Cyclical
11
+ 7.01%
$46.35 - $51.59 $510 - $567
168 $7.79M
APD
Air Products & Chemicals, Inc.

Basic Materials
5
+ 2.38%
$285.5 - $335.62 $1.43K - $1.68K
215 $62.4M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
4
+ 7.69%
$41.59 - $49.7 $166 - $199
56 $2.38M
BCPC
Balchem Corp

Basic Materials
1
+ 3.7%
$163.0 - $183.41 $163 - $183
28 $4.56M
OGN
Organon & Co.

Healthcare
12
+ 13.95%
$14.44 - $18.83 $173 - $226
98 $1.46M
AOS
Smith A O Corp

Industrials
6
+ 20.0%
$68.02 - $88.94 $408 - $534
36 $2.46M
SCHV
Schwab Strategic Tr Us Large C

ETFs
222
+ 200.0%
$25.79 - $80.4 $5.73K - $17.8K
333 $8.68M
ICUI
Icu Medical Inc

Healthcare
1
+ 6.67%
$153.2 - $183.79 $153 - $184
16 $2.48M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
19
+ 9.5%
$64.62 - $71.43 $1.23K - $1.36K
219 $14.2M
SYY
Sysco Corp

Consumer Defensive
14
+ 1.63%
$73.63 - $81.77 $1.03K - $1.14K
871 $66.6M
TGT
Target Corp

Consumer Defensive
10
+ 12.35%
$121.59 - $160.69 $1.22K - $1.61K
91 $12.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
+ 3.97%
$209.89 - $233.24 $1.26K - $1.4K
157 $33.3M
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.65%
$118.38 - $133.06 $947 - $1.06K
1.25K $150M
TSN
Tyson Foods, Inc.

Consumer Defensive
11
+ 2.36%
$57.14 - $64.54 $629 - $710
477 $27.4M
STE
Steris PLC

Healthcare
3
+ 10.71%
$204.34 - $235.7 $613 - $707
31 $6.37M
OMC
Omnicom Group Inc.

Communication Services
19
+ 15.97%
$85.82 - $105.47 $1.63K - $2K
138 $11.9M
EFX
Equifax Inc

Industrials
3
+ 9.38%
$245.03 - $293.5 $735 - $881
35 $8.92M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
934
+ 8.91%
$60.27 - $66.27 $56.3K - $61.9K
11.4K $698M
AGCO
Agco Corp

Industrials
4
+ 2.0%
$89.46 - $101.89 $358 - $408
204 $19.1M
ALLE
Allegion PLC

Industrials
5
+ 6.33%
$130.63 - $153.36 $653 - $767
84 $11M
POOL
Pool Corp

Industrials
2
+ 5.71%
$339.32 - $390.03 $679 - $780
37 $12.6M
RRX
Regal Rexnord Corp

Industrials
3
+ 3.09%
$153.56 - $182.22 $461 - $547
100 $15.5M
CHE
Chemed Corp

Healthcare
1
+ 6.25%
$517.44 - $613.19 $517 - $613
17 $9.01M
COP
Conocophillips

Energy
23
+ 4.72%
$95.12 - $114.72 $2.19K - $2.64K
510 $50.6M
Activity Summary
Buys All Purchases 1311 New Holdings 881 Increased Positions 430 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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