Ieq Capital, LLC Incresed Positions in Q3 2024

Ieq Capital, LLC

  • $8.04 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SLF
Sun Life Financial Inc

Financial Services
37
+ 0.79%
$47.07 - $58.09 $1.74K - $2.15K
4.74K $274K
FDN
First Tr Fd Dow Jones

ETFs
162
+ 11.89%
$183.68 - $212.48 $29.8K - $34.4K
1.52K $322K
VRSK
Verisk Analytics, Inc.

Industrials
193
+ 3.09%
$260.31 - $285.99 $50.2K - $55.2K
6.45K $1.73M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1
+ 0.01%
$60.84 - $67.51 $60.8 - $67.5
12K $810K
OXY
Occidental Petroleum Corp

Energy
8.36K
+ 24.53%
$49.91 - $63.73 $417K - $533K
42.4K $2.19M
REG
Regency Centers Corp

Real Estate
68
+ 2.01%
$61.64 - $75.18 $4.19K - $5.11K
3.45K $249K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
155
+ 1.37%
$36.07 - $43.12 $5.59K - $6.68K
11.5K $471K
EQR
Equity Residential

Real Estate
274
+ 7.47%
$67.19 - $78.09 $18.4K - $21.4K
3.94K $293K
VLY
Valley National Bancorp

Financial Services
262
+ 1.58%
$6.58 - $9.34 $1.72K - $2.45K
16.9K $152K
CNQ
Canadian Natural Resources LTD

Energy
1.61K
+ 23.49%
$31.97 - $37.41 $51.6K - $60.3K
8.48K $281K
KB
Kb Financial Group Inc.

Financial Services
252
+ 6.46%
$56.85 - $67.06 $14.3K - $16.9K
4.15K $256K
DEO
Diageo PLC

Consumer Defensive
36
+ 1.63%
$120.02 - $140.77 $4.32K - $5.07K
2.25K $315K
RDY
Dr Reddys Laboratories LTD

Healthcare
285
+ 8.09%
$75.41 - $84.21 $21.5K - $24K
3.81K $302K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1
+ 0.02%
$90.87 - $102.43 $90.9 - $102
4.98K $492K
WIT
Wipro LTD

Technology
2.59K
+ 6.96%
$5.66 - $6.89 $14.7K - $17.9K
39.9K $258K
VBK
Vanguard Small Cap Growth ETF

ETFs
5
+ 0.29%
$240.48 - $267.94 $1.2K - $1.34K
1.74K $464K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
4.94K
+ 17.16%
$3.21 - $3.8 $15.9K - $18.8K
33.7K $127K
FVRR
Fiverr International Ltd.

Communication Services
4
+ 0.03%
$21.29 - $26.73 $85.2 - $107
12.3K $316K
EPD
Enterprise Products Partners L.P.

Energy
801
+ 3.37%
$27.88 - $30.0 $22.3K - $24K
24.6K $715K
PDD
Pinduoduo Inc.

Consumer Cyclical
105
+ 1.69%
$89.17 - $151.11 $9.36K - $15.9K
6.32K $852K
BRKL
Brookline Bancorp Inc

Financial Services
167
+ 1.33%
$8.43 - $10.54 $1.41K - $1.76K
12.7K $128K
ADSK
Autodesk, Inc.

Technology
218
+ 1.19%
$245.83 - $245.83 $53.6K - $53.6K
18.5K $4.55M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
213
+ 1.82%
$41.95 - $43.42 $8.94K - $9.25K
11.9K $517K
AKAM
Akamai Technologies Inc

Technology
251
+ 3.92%
N/A
6.65K $604K
MFG
Mizuho Financial Group Inc

Financial Services
6.34K
+ 6.94%
$3.69 - $4.62 $23.4K - $29.3K
97.8K $408K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
600
+ 5.45%
$17.76 - $20.23 $10.7K - $12.1K
11.6K $234K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.08%
$261.88 - $288.1 $262 - $288
1.23K $348K
SID
National Steel CO

Basic Materials
8.66K
+ 85.12%
$1.99 - $2.47 $17.2K - $21.4K
18.8K $44K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
438
+ 4.01%
$13.0 - $15.08 $5.69K - $6.61K
11.4K $161K
TIP
Ishares Tr Tips Bd ETF

ETFs
28
+ 0.61%
$105.92 - $110.83 $2.97K - $3.1K
4.62K $509K
WIX
Wix.Com Ltd.

Technology
29
+ 1.54%
$147.93 - $171.74 $4.29K - $4.98K
1.92K $320K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
2
+ 0.04%
$91.41 - $101.59 $183 - $203
4.49K $456K
WTRG
Essential Utilities, Inc.

Utilities
98
+ 0.82%
$36.74 - $41.49 $3.6K - $4.07K
12K $463K
WU
Western Union CO

Financial Services
2.62K
+ 6.21%
$11.35 - $12.97 $29.7K - $34K
44.8K $534K
ARCC
Ares Capital Corp

Financial Services
379
+ 0.39%
$19.8 - $21.28 $7.5K - $8.07K
97.9K $2.05M
MUSA
Murphy Usa Inc.

Consumer Cyclical
13
+ 2.52%
$452.85 - $536.35 $5.89K - $6.97K
528 $259K
MRO
Marathon Oil Corp

Energy
3.98K
+ 9.17%
$25.87 - $29.26 $103K - $116K
47.4K $1.26M
EWJ
Ishares Msci Japan ETF

ETFs
100
+ 3.34%
$63.12 - $72.99 $6.31K - $7.3K
3.09K $221K
CVBF
Cvb Financial Corp

Financial Services
209
+ 1.0%
$16.43 - $20.04 $3.43K - $4.19K
21K $374K
AGNC
Agnc Investment Corp.

Real Estate
477
+ 4.19%
$9.48 - $10.66 $4.52K - $5.08K
11.9K $124K
XLC
Select Sector Spdr Tr Communic

ETFs
1
+ 0.03%
$82.16 - $90.4 $82.2 - $90.4
3.08K $278K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1
+ 0.01%
$12.25 - $13.39 $12.3 - $13.4
14.5K $193K
TEF
Telefonica S A

Communication Services
1.32K
+ 12.17%
$4.18 - $4.9 $5.5K - $6.45K
12.1K $58K
CMF
Ishares California Muni Bond E

ETFs
55
+ 0.68%
$56.65 - $58.17 $3.12K - $3.2K
8.12K $471K
LPLA
Lpl Financial Holdings Inc.

Financial Services
408
+ 22.87%
$193.0 - $282.1 $78.7K - $115K
2.19K $510K
SHG
Shinhan Financial Group CO LTD

Financial Services
383
+ 5.6%
$34.61 - $34.61 $13.3K - $13.3K
7.22K $250K
HPP
Hudson Pacific Properties, Inc.

Real Estate
2.73K
+ 8.51%
$4.4 - $6.01 $12K - $16.4K
34.8K $166K
MLM
Martin Marietta Materials Inc

Basic Materials
44
+ 1.22%
$502.48 - $593.35 $22.1K - $26.1K
3.65K $1.96M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.16K
+ 12.44%
$9.27 - $11.62 $20K - $25.1K
19.5K $198K
Activity Summary
Buys All Purchases 827 New Holdings 203 Increased Positions 624 Sells All Sells 219 Reductions 219 Sold out 0 Options Calls 0 Puts 0
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