Independent Advisor Alliance Purchases in Q3 2024

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NSA
National Storage Affiliates Trust

Real Estate
3.48K
+ 12.4%
$39.73 - $49.13 $138K - $171K
31.5K $1.52M
UBER
Uber Technologies, Inc

Technology
3.79K
+ 12.09%
$58.48 - $77.47 $222K - $293K
35.1K $2.64M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.09K
+ 43.77%
$259.22 - $299.75 $282K - $326K
3.58K $1.01M
MCO
Moodys Corp

Financial Services
475
+ 18.81%
$421.49 - $494.67 $200K - $235K
3K $1.42M
SEVN
Seven Hills Realty Trust

Real Estate
1.7K
+ 0.55%
$12.42 - $14.25 $21.1K - $24.2K
310K $4.27M
MELI
Mercadolibre Inc

Consumer Cyclical
47
+ 7.3%
$1591.44 - $2140.1 $74.8K - $101K
691 $1.42M
VITL
Vital Farms, Inc.

Consumer Defensive
17.2K
+ 80.27%
$29.28 - $45.81 $504K - $788K
38.6K $1.35M
KKR
Kkr & Co. Inc.

Financial Services
5
+ 0.04%
$104.51 - $133.23 $523 - $666
13.5K $1.76M
SPXC
Spx Corp

Industrials
2K
New
$139.19 - $164.35 $279K - $329K
2K $319K
O
Realty Income Corp

Real Estate
1.57K
+ 7.71%
$52.36 - $63.42 $82.3K - $99.6K
22K $1.39M
ET
Energy Transfer LP

Energy
21.8K
+ 8.18%
$15.43 - $16.44 $336K - $358K
288K $4.62M
EPD
Enterprise Products Partners L.P.

Energy
9.86K
+ 8.14%
$27.88 - $30.0 $275K - $296K
131K $3.81M
AXS
Axis Capital Holdings LTD

Financial Services
125
+ 0.39%
$69.04 - $79.88 $8.63K - $9.99K
32.5K $2.59M
EVRG
Evergy, Inc.

Utilities
1.44K
+ 6.27%
$52.46 - $62.01 $75.8K - $89.5K
24.5K $1.52M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
4.57K
New
$57.2 - $65.72 $261K - $300K
4.57K $293K
KMI
Kinder Morgan, Inc.

Energy
5.55K
+ 7.4%
$19.72 - $22.22 $110K - $123K
80.6K $1.78M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
10.5K
+ 11.91%
$42.59 - $60.56 $447K - $635K
98.5K $4.97M
XEL
Xcel Energy Inc

Utilities
3.05K
+ 44.0%
$52.11 - $65.3 $159K - $199K
9.99K $652K
TLT
Ishares Barclays 20+ Year Trea

ETFs
811
+ 2.67%
$89.91 - $101.33 $72.9K - $82.2K
31.2K $3.06M
JXN
Jackson Financial Inc.

Financial Services
993
+ 9.51%
$69.1 - $91.97 $68.6K - $91.3K
11.4K $1.04M
APH
Amphenol Corp

Technology
4.23K
+ 106.01%
$58.39 - $70.41 $247K - $298K
8.22K $535K
LNG
Cheniere Energy, Inc.

Energy
1.49K
New
$172.24 - $186.09 $256K - $277K
1.49K $267K
PODD
Insulet Corp

Healthcare
1.14K
New
$180.69 - $239.01 $206K - $273K
1.14K $265K
WELL
Welltower Inc.

Real Estate
11
+ 0.1%
$104.0 - $129.74 $1.14K - $1.43K
11K $1.41M
CMI
Cummins Inc

Industrials
368
+ 11.9%
$266.63 - $326.4 $98.1K - $120K
3.46K $1.12M
BLDR
Builders First Source, Inc.

Industrials
1.34K
New
$132.6 - $201.83 $177K - $270K
1.34K $259K
LI
Li Auto Inc.

Consumer Cyclical
27
+ 0.08%
$17.8 - $25.78 $481 - $696
33.3K $853K
RLI
Rli Corp

Financial Services
107
+ 0.63%
$137.07 - $154.98 $14.7K - $16.6K
17K $2.63M
MAS
Masco Corp

Industrials
2.99K
New
$64.7 - $83.94 $193K - $251K
2.99K $250K
SYK
Stryker Corp

Healthcare
312
+ 4.79%
$315.94 - $371.96 $98.6K - $116K
6.82K $2.46M
NDAQ
Nasdaq, Inc.

Financial Services
3.41K
New
$59.48 - $74.31 $203K - $253K
3.41K $248K
BDX
Becton Dickinson & CO

Healthcare
760
+ 8.77%
$221.47 - $242.41 $168K - $184K
9.42K $2.27M
IYH
Ishares Tr

ETFs
3.7K
New
$60.29 - $66.38 $223K - $246K
3.7K $240K
CL
Colgate Palmolive CO

Consumer Defensive
497
+ 1.79%
$95.54 - $108.77 $47.5K - $54.1K
28.3K $2.94M
SPTL
Spdr Portfolio Long Term Treas

ETFs
8.04K
New
$26.69 - $29.87 $215K - $240K
8.04K $233K
XLI
Industrial Sector Spdr

ETFs
1.71K
New
$120.56 - $135.44 $207K - $232K
1.71K $232K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
220
New
$1024.09 - $1201.76 $225K - $264K
220 $231K
EMN
Eastman Chemical CO

Basic Materials
2.07K
New
$93.82 - $113.74 $194K - $235K
2.07K $231K
GB
Global Blue Group Holding Ag

Technology
41.9K
New
$4.4 - $5.85 $184K - $245K
41.9K $230K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.04K
New
$80.44 - $110.41 $164K - $225K
2.04K $225K
NRG
Nrg Energy, Inc.

Utilities
2.47K
New
$68.89 - $91.22 $170K - $226K
2.47K $225K
AFRM
Affirm Holdings, Inc.

Technology
1.61K
+ 10.84%
$24.12 - $44.98 $38.8K - $72.4K
16.4K $671K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
3.5K
New
$41.77 - $67.84 $146K - $237K
3.5K $223K
AR
Antero Resources Corp

Energy
11.7K
+ 41.24%
$24.94 - $33.3 $291K - $388K
39.9K $1.14M
NBTB
Nbt Bancorp Inc

Financial Services
5K
New
$37.75 - $49.84 $189K - $249K
5K $220K
SLF
Sun Life Financial Inc

Financial Services
1.83K
+ 14.56%
$47.07 - $58.09 $86K - $106K
14.4K $834K
RNR
Renaissancere Holdings LTD

Financial Services
802
New
$211.47 - $272.21 $170K - $218K
802 $218K
A
Agilent Technologies, Inc.

Healthcare
1.46K
New
$125.42 - $148.48 $183K - $216K
1.46K $216K
PSA
Public Storage

Real Estate
414
+ 49.05%
$283.13 - $365.01 $117K - $151K
1.26K $457K
Activity Summary
Buys All Purchases 337 New Holdings 68 Increased Positions 269 Sells All Sells 335 Reductions 335 Sold out 0 Options Calls 0 Puts 0
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