Hm Payson & CO Purchases in Q4 2024

Hm Payson & CO

  • $5.79 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
928
+ 71.6%
$74.89 - $82.93 $69.5K - $77K
2.22K $168K
APP
App Lovin Corp

Technology
5
+ 1.67%
$130.67 - $401.5 $653 - $2.01K
305 $98K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
252
New
$232.27 - $300.43 $58.5K - $75.7K
252 $59K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
625
New
$91.29 - $91.8 $57.1K - $57.4K
625 $57K
WCN
Waste Connections, Inc.

Industrials
330
+ 110.37%
$171.06 - $193.25 $56.4K - $63.8K
629 $107K
EME
Emcor Group, Inc.

Industrials
46
+ 3.26%
$427.96 - $526.95 $19.7K - $24.2K
1.46K $661K
ETR
Entergy Corp

Utilities
2.21K
+ 106.04%
$73.19 - $156.4 $162K - $346K
4.3K $326K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
685
New
$73.19 - $81.02 $50.1K - $55.5K
685 $50K
VB
Vanguard Small Cap ETF

ETFs
180
+ 11.79%
$233.76 - $261.58 $42.1K - $47.1K
1.71K $410K
VIG
Vanguard Dividend Appreciation

ETFs
260
+ 0.99%
N/A
26.4K $4.81M
IRT
Independence Realty Trust, Inc.

Real Estate
2.17K
+ 119.78%
$18.78 - $22.01 $40.7K - $47.7K
3.98K $78K
KKR
Kkr & Co. Inc.

Financial Services
272
+ 6800.0%
$129.87 - $162.87 $35.3K - $44.3K
276 $40K
IEF
Ishares Barclays

ETFs
433
New
$92.08 - $98.18 $39.9K - $42.5K
433 $40K
BXSL
Blackstone Secured Lending Fund

Financial Services
1K
+ 37.74%
$29.25 - $33.27 $29.3K - $33.3K
3.65K $117K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.07K
New
$36.54 - $37.53 $39K - $40K
1.07K $39K
AGQ
Pro Shares Trust Ii

ETFs
1.16K
New
$33.67 - $49.9 $39.2K - $58.1K
1.16K $39K
WHR
Whirlpool Corp

Consumer Cyclical
100
+ 2.92%
$99.28 - $124.45 $9.93K - $12.4K
3.52K $403K
T
At&T Inc.

Communication Services
882
+ 4.42%
$21.22 - $23.88 $18.7K - $21.1K
20.8K $474K
AI
C3.Ai, Inc.

Technology
893
+ 152.91%
$22.6 - $42.94 $20.2K - $38.3K
1.48K $50K
NVS
Novartis Ag

Healthcare
899
+ 28.42%
$96.78 - $117.18 $87K - $105K
4.06K $395K
IREN
Iris Energy LTD

Financial Services
3.1K
New
$7.33 - $15.39 $22.7K - $47.7K
3.1K $30K
FXI
Ishares Tr

ETFs
990
New
$29.52 - $36.69 $29.2K - $36.3K
990 $30K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
440
+ 360.66%
$60.13 - $67.31 $26.5K - $29.6K
562 $34K
URA
Global X Uranium ETF

ETFs
942
New
$26.78 - $33.46 $25.2K - $31.5K
942 $25K
INDA
Ishares Msci India Index Fund

ETFs
487
New
$52.64 - $58.16 $25.6K - $28.3K
487 $25K
LSTR
Landstar System Inc

Industrials
150
New
$171.86 - $192.81 $25.8K - $28.9K
150 $25K
IWM
Ishares Russell 2000 ETF

ETFs
105
+ 1.32%
$216.13 - $242.4 $22.7K - $25.5K
8.07K $1.78M
TXN
Texas Instruments Inc

Technology
123
+ 0.15%
N/A
83.2K $16.2M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
300
New
$60.83 - $79.97 $18.2K - $24K
300 $23K
DFAE
Dimensional ETF Tr

ETFs
1.34K
+ 21.54%
$25.36 - $28.15 $34K - $37.8K
7.57K $192K
XEL
Xcel Energy Inc

Utilities
256
+ 14.34%
$62.16 - $72.92 $15.9K - $18.7K
2.04K $137K
SPOT
Spotify Technology S.A.

Communication Services
46
New
$362.95 - $502.38 $16.7K - $23.1K
46 $20K
FDN
First Tr Fd Dow Jones

ETFs
29
+ 7.8%
$210.5 - $257.24 $6.1K - $7.46K
401 $97K
VONV
Vanguard Russell 1000 Value Et

ETFs
249
+ 45.36%
$80.87 - $87.69 $20.1K - $21.8K
798 $64K
IAU
Ishares Gold Trust

ETFs
375
+ 49.28%
$48.37 - $52.65 $18.1K - $19.7K
1.14K $56K
QUAL
Ishares Msci Usa Quality Facto

ETFs
107
+ 9.17%
$176.42 - $186.91 $18.9K - $20K
1.27K $226K
VRT
Vertiv Holdings CO

Industrials
200
New
N/A
200 $17K
XLP
Consumer Staples Sector Spdr

ETFs
195
+ 11.99%
N/A
1.82K $138K
EWC
Ishares Msci Canada ETF

ETFs
370
+ 100.0%
$39.64 - $43.28 $14.7K - $16K
740 $29K
BXP
Boston Properties Inc

Real Estate
192
+ 2400.0%
$73.33 - $89.72 $14.1K - $17.2K
200 $14K
IRMD
Iradimed Corp

Healthcare
18
+ 0.7%
$48.3 - $57.35 $869 - $1.03K
2.6K $143K
FPE
First Tr Pfd Secs & Income ETF

ETFs
812
New
$17.65 - $18.18 $14.3K - $14.8K
812 $14K
JCI
Johnson Controls International PLC

Industrials
90
+ 2.1%
$74.23 - $86.6 $6.68K - $7.79K
4.38K $345K
SCHP
Schwab Strategic Us Tips ETF

ETFs
500
New
$25.74 - $53.78 $12.9K - $26.9K
500 $12K
SPH
Suburban Propane Partners LP

Utilities
1.2K
+ 10.91%
$17.0 - $19.85 $20.4K - $23.8K
12.2K $209K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3
+ 1.33%
$338.38 - $446.21 $1.02K - $1.34K
229 $99K
CELH
Celsius Holdings, Inc.

Consumer Defensive
550
+ 122.22%
$25.66 - $34.91 $14.1K - $19.2K
1K $26K
SHEL
Shell PLC

Energy
368
+ 10.85%
$60.63 - $70.23 $22.3K - $25.8K
3.76K $235K
GNMA
Ishares Gnma Bond ETF

ETFs
275
New
$42.8 - $44.74 $11.8K - $12.3K
275 $11K
Activity Summary
Buys All Purchases 267 New Holdings 63 Increased Positions 204 Sells All Sells 338 Reductions 338 Sold out 0 Options Calls 0 Puts 0
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