Greenleaf Trust Purchases in Q3 2024

Greenleaf Trust

  • $11.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
1.61K
+ 16.55%
$123.32 - $147.38 $198K - $237K
11.3K $1.54M
LEN
Lennar Corp

Consumer Cyclical
135
+ 2.71%
$142.5 - $192.45 $19.2K - $26K
5.13K $960K
EVRG
Evergy, Inc.

Utilities
3.45K
New
$52.46 - $62.01 $181K - $214K
3.45K $213K
MSTR
Microstrategy Inc

Technology
1.26K
New
$114.3 - $1800.09 $144K - $2.26M
1.26K $211K
G
Genpact LTD

Technology
5.36K
New
$30.96 - $39.45 $166K - $212K
5.36K $210K
FTCS
First Trust Capital Strength E

ETFs
2.31K
New
$83.58 - $90.94 $193K - $210K
2.31K $209K
HTHT
Huazhu Group LTD

Consumer Cyclical
5.64K
New
$27.56 - $37.69 $156K - $213K
5.64K $209K
ICUI
Icu Medical Inc

Healthcare
1.14K
New
$114.88 - $182.17 $131K - $207K
1.14K $207K
ELS
Equity Lifestyle Properties Inc

Real Estate
2.9K
New
$63.6 - $76.23 $184K - $221K
2.9K $206K
CNQ
Canadian Natural Resources LTD

Energy
6.23K
New
$31.97 - $37.41 $199K - $233K
6.23K $206K
UL
Unilever PLC

Consumer Defensive
804
+ 5.25%
$54.7 - $65.59 $44K - $52.7K
16.1K $1.05M
MKC
Mccormick & CO Inc

Consumer Defensive
1.31K
+ 15.51%
$69.44 - $84.76 $91K - $111K
9.76K $803K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2K
New
$96.25 - $101.98 $192K - $203K
2K $202K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.31K
New
$81.1 - $89.18 $187K - $206K
2.31K $202K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.9K
New
$31.05 - $34.29 $183K - $202K
5.9K $202K
BIO
Bio Rad Laboratories, Inc.

Healthcare
603
New
$263.97 - $344.64 $159K - $208K
603 $201K
GPN
Global Payments Inc

Industrials
1.95K
New
$92.66 - $112.97 $181K - $221K
1.95K $200K
SYY
Sysco Corp

Consumer Defensive
1.13K
+ 6.91%
$69.16 - $78.98 $77.9K - $89K
17.4K $1.36M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.08K
+ 52.03%
$75.88 - $83.21 $158K - $173K
6.09K $506K
BBY
Best Buy CO Inc

Consumer Cyclical
108
+ 1.16%
$80.23 - $103.29 $8.66K - $11.2K
9.45K $976K
O
Realty Income Corp

Real Estate
170
+ 1.02%
$52.36 - $63.42 $8.9K - $10.8K
16.9K $1.07M
ES
Eversource Energy

Utilities
1.37K
+ 16.75%
$56.52 - $68.38 $77.5K - $93.8K
9.56K $650K
KMI
Kinder Morgan, Inc.

Energy
2.64K
+ 4.62%
$19.72 - $22.22 $52K - $58.5K
59.7K $1.32M
SPG
Simon Property Group Inc

Real Estate
113
+ 1.17%
$146.09 - $170.11 $16.5K - $19.2K
9.74K $1.65M
NTRS
Northern Trust Corp

Financial Services
1.29K
+ 11.26%
$82.48 - $92.62 $107K - $120K
12.8K $1.15M
FTNT
Fortinet, Inc.

Technology
283
+ 3.12%
$55.39 - $77.55 $15.7K - $21.9K
9.35K $725K
RRX
Regal Rexnord Corp

Industrials
166
+ 3.39%
$132.18 - $174.25 $21.9K - $28.9K
5.06K $839K
SNY
Sanofi

Healthcare
1.03K
+ 8.01%
$48.54 - $58.53 $49.8K - $60K
13.8K $796K
CI
Cigna Corp

Healthcare
100
+ 1.12%
$319.12 - $367.1 $31.9K - $36.7K
8.99K $3.12M
AXON
Axon Enterprise, Inc.

Industrials
6
+ 0.37%
$286.16 - $399.6 $1.72K - $2.4K
1.62K $647K
AEP
American Electric Power CO Inc

Utilities
359
+ 3.98%
$87.11 - $104.95 $31.3K - $37.7K
9.38K $962K
UBER
Uber Technologies, Inc

Technology
1.66K
+ 9.52%
$58.48 - $77.47 $97K - $129K
19.1K $1.43M
VB
Vanguard Small Cap ETF

ETFs
261
+ 4.76%
$214.77 - $237.72 $56.1K - $62K
5.74K $1.36M
ENB
Enbridge Inc

Energy
1.3K
+ 5.69%
$35.27 - $41.18 $45.7K - $53.4K
24.1K $978K
NUE
Nucor Corp

Basic Materials
1.42K
+ 22.96%
$137.77 - $166.14 $196K - $236K
7.62K $1.14M
PEG
Public Service Enterprise Group Inc

Utilities
7
+ 0.07%
$73.58 - $89.21 $515 - $624
10.4K $926K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
136
+ 1.34%
$53.53 - $71.86 $7.28K - $9.77K
10.3K $721K
SJM
J M Smucker CO

Consumer Defensive
792
+ 15.03%
$109.12 - $122.4 $86.4K - $96.9K
6.06K $734K
COF
Capital One Financial Corp

Financial Services
300
+ 2.95%
$131.42 - $153.05 $39.4K - $45.9K
10.5K $1.57M
IFF
International Flavors & Fragrances Inc

Basic Materials
277
+ 2.07%
$93.14 - $105.12 $25.8K - $29.1K
13.7K $1.43M
ILMN
Illumina, Inc.

Healthcare
341
+ 7.9%
$105.28 - $135.9 $35.9K - $46.3K
4.66K $607K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
44.6K
New
$3.28 - $3.5 $146K - $156K
44.6K $155K
ORAN
Orange

Communication Services
4.77K
+ 7.17%
$10.15 - $12.19 $48.4K - $58.2K
71.3K $819K
HSY
Hershey CO

Consumer Defensive
266
+ 2.08%
$182.45 - $203.25 $48.5K - $54.1K
13K $2.5M
EL
Estee Lauder Companies Inc

Consumer Defensive
1.72K
+ 59.04%
$84.18 - $106.5 $144K - $183K
4.62K $460K
NDAQ
Nasdaq, Inc.

Financial Services
61
+ 0.54%
$59.48 - $74.31 $3.63K - $4.53K
11.4K $835K
WM
Waste Management Inc

Industrials
1.06K
+ 8.54%
$196.96 - $223.45 $208K - $236K
13.4K $2.79M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
104
+ 1.03%
$210.25 - $231.86 $21.9K - $24.1K
10.2K $2.29M
PWR
Quanta Services, Inc.

Industrials
38
+ 1.22%
$239.58 - $298.23 $9.1K - $11.3K
3.15K $939K
Activity Summary
Buys All Purchases 512 New Holdings 68 Increased Positions 444 Sells All Sells 258 Reductions 258 Sold out 0 Options Calls 0 Puts 0
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