Lgl Partners, LLC Purchases and Sells in Q4 2024

Lgl Partners, LLC

$636 Million
Q4 2024

Top Buys

Incresed Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	2.89K + 0.63%	$521.84 - $558.82 $1.51M - $1.62M	465K $251M
SPY	296 + 0.27%	$567.81 - $607.81 $168K - $180K	111K $64.9M
AAPL	344 + 1.62%	$221.69 - $259.02 $76.3K - $89.1K	21.5K $5.39M
IEMG	8.19K + 82.2%	N/A	18.1K $973K
IJH	7.1K + 1.82%	$61.68 - $67.87 $438K - $482K	398K $24.8M
KTOS	2 + 0.0%	$22.72 - $28.29 $45.4 - $56.6	50K $1.32M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	31.4K New	$87.1 - $98.49 $2.73M - $3.09M	31.4K $2.74M
CMPO	33.6K New	$13.6 - $16.55 $456K - $555K	33.6K $514K
GBTC	3.44K New	$47.29 - $84.74 $163K - $291K	3.44K $256K
WMT	2.78K New	$79.1 - $95.7 $220K - $266K	2.78K $251K
CDNS	746 New	$249.1 - $324.54 $186K - $242K	746 $224K
MSTR	770 New	$162.69 - $473.83 $125K - $365K	770 $223K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-9.55K - 8.01%	$570.51 - $610.59 $5.45M - $5.83M	110K $64.6M
BND	-32.8K - 6.39%	$71.75 - $75.11 $2.35M - $2.46M	481K $34.6M
EEM	-19.1K - 7.81%	$41.82 - $47.36 $797K - $903K	225K $9.41M
EFA	-1.23K - 0.91%	$75.1 - $82.99 $92.7K - $102K	134K $10.1M
XBI	-1.91K - 9.41%	$89.81 - $104.0 $171K - $198K	18.3K $1.65M
NVO	-782 - 17.17%	$85.0 - $120.04 $66.5K - $93.9K	3.77K $324K

Options

Calls

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SRG	22.5K New	$3.9 - $4.63 $87.8K - $104K	22.5K $92K

Activity Summary All Purchases 74 New Holdings 12 Increased Positions 62 All Sells 33 Reductions 33 Sold out 0 Calls 1 Puts 0

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