Heritage Wealth Advisors Purchases in Q3 2024

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
APA
Apa Corp

Energy
135
New
$23.34 - $32.22 $3.15K - $4.35K
135 $3K
TPR
Tapestry, Inc.

Consumer Cyclical
74
New
$36.29 - $47.94 $2.69K - $3.55K
74 $3K
MKC
Mccormick & CO Inc

Consumer Defensive
38
New
$69.44 - $84.76 $2.64K - $3.22K
38 $3K
TAP
Molson Coors Beverage CO

Consumer Defensive
57
New
$49.94 - $57.52 $2.85K - $3.28K
57 $3K
MGM
Mgm Resorts International

Consumer Cyclical
82
New
$34.07 - $46.78 $2.79K - $3.84K
82 $3K
WEC
Wec Energy Group, Inc.

Utilities
41
New
$77.68 - $96.19 $3.18K - $3.94K
41 $3K
DGX
Quest Diagnostics Inc

Healthcare
10
+ 1.69%
$137.09 - $137.09 $1.37K - $1.37K
600 $82K
TRGP
Targa Resources Corp.

Energy
16
New
$127.86 - $156.46 $2.05K - $2.5K
16 $2K
YUM
Yum Brands Inc

Consumer Cyclical
4
+ 3.54%
$125.95 - $139.96 $504 - $560
117 $16K
ZION
Zions Bancorporation, National Association

Financial Services
60
New
$42.49 - $52.53 $2.55K - $3.15K
60 $2K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
71
New
$31.95 - $38.02 $2.27K - $2.7K
71 $2K
HPQ
Hp Inc

Technology
46
+ 5.75%
$32.02 - $38.11 $1.47K - $1.75K
846 $30K
MTCH
Match Group, Inc.

Communication Services
75
New
$29.34 - $38.14 $2.2K - $2.86K
75 $2K
HII
Huntington Ingalls Industries, Inc.

Industrials
10
New
$241.93 - $282.86 $2.42K - $2.83K
10 $2K
MTD
Mettler Toledo International Inc

Healthcare
2
New
$1308.0 - $1521.03 $2.62K - $3.04K
2 $2K
AME
Ametek Inc

Industrials
14
New
$152.74 - $176.01 $2.14K - $2.46K
14 $2K
NDAQ
Nasdaq, Inc.

Financial Services
31
New
$59.48 - $74.31 $1.84K - $2.3K
31 $2K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
140
+ 11.2%
$49.83 - $62.75 $6.98K - $8.79K
1.39K $80K
BSX
Boston Scientific Corp

Healthcare
28
New
$72.96 - $84.0 $2.04K - $2.35K
28 $2K
TMUS
T Mobile Us, Inc.

Communication Services
12
New
$175.14 - $206.36 $2.1K - $2.48K
12 $2K
ABC
Amerisourcebergen Corp

Healthcare
12
New
N/A
12 $2K
KEY
Keycorp

Financial Services
176
New
$13.95 - $17.34 $2.46K - $3.05K
176 $2K
ANSS
Ansys Inc

Technology
6
+ 9.84%
$296.54 - $331.25 $1.78K - $1.99K
67 $21K
APTV
Aptiv PLC

Consumer Cyclical
22
+ 7.77%
$65.39 - $74.24 $1.44K - $1.63K
305 $21K
ICE
Intercontinental Exchange, Inc.

Financial Services
16
New
$136.93 - $162.81 $2.19K - $2.6K
16 $2K
FISV
Fiserv Inc

Technology
14
+ 0.39%
N/A
3.56K $446K
SONY
Sony Group Corp

Technology
18
New
$81.61 - $98.65 $1.47K - $1.78K
18 $1K
HST
Host Hotels & Resorts, Inc.

Real Estate
86
New
$15.92 - $18.86 $1.37K - $1.62K
86 $1K
IIPR
Innovative Industrial Properties Inc

Real Estate
1
+ 2.94%
$107.56 - $136.78 $108 - $137
35 $4K
BEN
Franklin Resources Inc

Financial Services
79
New
$19.13 - $23.97 $1.51K - $1.89K
79 $1K
EXPD
Expeditors International Of Washington Inc

Industrials
12
New
$116.1 - $131.42 $1.39K - $1.58K
12 $1K
EBAY
Ebay Inc

Consumer Cyclical
23
New
$52.61 - $65.44 $1.21K - $1.51K
23 $1K
DBOEY
Deutsche Boerse Ag Unsponsored

Financial Services
74
New
$19.59 - $23.43 $1.45K - $1.73K
74 $1K
SAN
Banco Santander, S.A.

Financial Services
175
+ 43.75%
$4.37 - $5.16 $765 - $903
575 $2K
FOXA
Fox Corp

Communication Services
45
New
$34.12 - $42.33 $1.54K - $1.9K
45 $1K
BAC
Bank Of America Corp

Financial Services
75
+ 0.27%
$36.65 - $44.13 $2.75K - $3.31K
27.8K $1.1M
VMC
Vulcan Materials CO

Basic Materials
6
New
$231.83 - $274.51 $1.39K - $1.65K
6 $1K
XYL
Xylem Inc.

Industrials
13
New
$126.14 - $141.53 $1.64K - $1.84K
13 $1K
ROP
Roper Technologies Inc

Industrials
4
+ 4.6%
$515.25 - $576.55 $2.06K - $2.31K
91 $50K
MCO
Moodys Corp

Financial Services
3
New
$421.49 - $494.67 $1.26K - $1.48K
3 $1K
PLTR
Palantir Technologies Inc.

Technology
34
New
$24.09 - $37.95 $819 - $1.29K
34 $1K
PPL
Ppl Corp

Utilities
43
New
$27.36 - $33.08 $1.18K - $1.42K
43 $1K
PCAR
Paccar Inc

Industrials
16
New
$91.64 - $109.98 $1.47K - $1.76K
16 $1K
Contra Abiomed Inc Com
6
+ 2.43%
N/A
253 $0
Brookfield Corporation
14.3K
+ 1.24%
N/A
1.17M $0
Brookfield Reinsrnc Ex Votn Cl A Ord
13
New
N/A
13 $0
CCJ
Cameco Corp

Energy
19
New
$36.9 - $53.72 $701 - $1.02K
19 $0
CVE
Cenovus Energy Inc.

Energy
51
New
$16.17 - $20.65 $825 - $1.05K
51 $0
CRARY
Credit Agricole Sa Unsponsored

Financial Services
78
New
$6.92 - $8.01 $540 - $625
78 $0
Activity Summary
Buys All Purchases 308 New Holdings 120 Increased Positions 188 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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