Legacy Private Trust Co. Purchases and Sells in Q4 2024

Legacy Private Trust Co.

$1.5 Billion
Q4 2024

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPTM	269K + 43.16%	$69.3 - $74.3 $18.6M - $20M	892K $63.7M
WFC	108K + 1901.32%	$54.98 - $77.35 $5.95M - $8.38M	114K $8.01M
VTI	13.3K + 2.65%	$280.04 - $302.45 $3.72M - $4.01M	514K $149M
AAPL	12.6K + 6.99%	$221.69 - $259.02 $2.79M - $3.25M	192K $48.2M
JPST	118K + 59.87%	$50.37 - $50.6 $5.92M - $5.95M	314K $15.8M
AMCR	495K + 827.16%	$9.34 - $11.37 $4.62M - $5.63M	555K $5.22M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBTJ	341K New	$21.25 - $22.07 $7.24M - $7.52M	341K $7.26M
BRK-A	1 New	$664750.0 - $724132.5 $665K - $724K	1 $680K
JMEE	10.4K New	$60.1 - $66.4 $622K - $688K	10.4K $626K
RTX	3.4K New	$114.45 - $127.21 $389K - $432K	3.4K $393K
MGEE	3.79K New	$88.55 - $108.16 $336K - $410K	3.79K $356K
ORCL	1.67K New	$165.41 - $192.43 $276K - $321K	1.67K $277K

Top Sells

Reduced Positions

95 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-294K - 96.96%	$71.75 - $75.11 $21.1M - $22.1M	9.22K $663K
EDV	-27.6K - 14.32%	$67.27 - $79.67 $1.86M - $2.2M	165K $11.2M
ACWX	-18.2K - 5.83%	$52.1 - $57.26 $946K - $1.04M	293K $15.3M
AGG	-7.28K - 2.31%	$96.64 - $101.23 $703K - $737K	308K $29.8M
UNP	-527 - 0.97%	$223.15 - $249.32 $118K - $131K	53.8K $12.3M
LMT	-418 - 4.83%	$479.66 - $614.62 $200K - $257K	8.23K $4M

Activity Summary All Purchases 106 New Holdings 17 Increased Positions 89 All Sells 95 Reductions 95 Sold out 0 Calls 0 Puts 0

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