Lido Advisors, LLC Purchases in Q4 2024

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFC
Ellington Financial Inc.

Real Estate
8.32K
+ 15.57%
$11.92 - $12.81 $99.1K - $107K
61.7K $747K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
2.15K
+ 39.47%
$41.59 - $49.7 $89.6K - $107K
7.61K $323K
SCCO
Southern Copper Corp

Basic Materials
1.11K
+ 58.33%
$91.13 - $117.95 $101K - $131K
3.02K $275K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
3.14K
+ 15.11%
$13.24 - $14.35 $41.5K - $45K
23.9K $328K
BOX
Box Inc

Technology
1.96K
+ 30.63%
$31.6 - $35.65 $61.9K - $69.9K
8.36K $264K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.48K
+ 8.66%
$12.27 - $15.41 $18.2K - $22.8K
18.6K $269K
HLN
Haleon PLC

Healthcare
10K
+ 24.51%
$9.23 - $10.71 $92.5K - $107K
50.9K $486K
AIZ
Assurant, Inc.

Financial Services
21
+ 0.62%
$186.6 - $228.68 $3.92K - $4.8K
3.43K $730K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
5K
+ 23.9%
$17.41 - $19.29 $87K - $96.4K
25.9K $450K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.22K
+ 15.64%
$64.18 - $70.42 $142K - $156K
16.4K $1.06M
PRG
Prog Holdings, Inc.

Industrials
2.16K
+ 33.37%
$41.69 - $49.65 $90.2K - $107K
8.65K $365K
EA
Electronic Arts Inc.

Communication Services
250
+ 5.4%
$140.69 - $167.97 $35.2K - $42K
4.88K $714K
ATEC
Alphatec Holdings, Inc.

Healthcare
953
+ 8.44%
$4.98 - $10.48 $4.75K - $9.99K
12.2K $112K
HNI
Hni Corp

Industrials
1.45K
+ 20.98%
$49.28 - $57.49 $71.6K - $83.5K
8.38K $422K
BNL
Broadstone Net Lease, Inc.

Real Estate
11.4K
+ 26.55%
$15.86 - $18.7 $180K - $213K
54.2K $859K
SONY
Sony Group Corp

Technology
20.4K
+ 400.75%
$17.53 - $96.8 $357K - $1.97M
25.4K $538K
CTVA
Corteva, Inc.

Basic Materials
1.4K
+ 7.53%
$55.21 - $64.13 $77.5K - $90K
20K $1.14M
RWO
Spdr Dow Jones Global Real Est

ETFs
2.11K
+ 21.85%
$42.41 - $47.31 $89.6K - $99.9K
11.8K $505K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
6.26K
+ 9.1%
$9.64 - $10.11 $60.3K - $63.3K
75.1K $736K
HSBC
Hsbc Holdings PLC

Financial Services
249
+ 3.42%
$43.83 - $49.51 $10.9K - $12.3K
7.53K $372K
RSG
Republic Services, Inc.

Industrials
191
+ 1.83%
$198.0 - $218.75 $37.8K - $41.8K
10.6K $2.14M
ITA
Ishares Tr

ETFs
877
+ 4.38%
$144.31 - $157.31 $127K - $138K
20.9K $3.04M
NMIH
Nmi Holdings, Inc.

Financial Services
1.85K
+ 32.48%
$36.32 - $41.53 $67K - $76.6K
7.53K $276K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.42K
+ 25.21%
$35.32 - $44.84 $50K - $63.5K
7.04K $261K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
30
+ 5.03%
$338.38 - $446.21 $10.2K - $13.4K
626 $272K
VMC
Vulcan Materials CO

Basic Materials
117
+ 8.85%
$237.95 - $292.31 $27.8K - $34.2K
1.44K $370K
RACE
Ferrari N.V.

Consumer Cyclical
174
+ 23.77%
$422.83 - $490.34 $73.6K - $85.3K
906 $384K
WTW
Willis Towers Watson PLC

Financial Services
54
+ 4.18%
$287.99 - $332.53 $15.6K - $18K
1.35K $419K
CW
Curtiss Wright Corp

Industrials
18
+ 1.43%
$335.08 - $389.49 $6.03K - $7.01K
1.27K $451K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
173
+ 0.74%
$9.95 - $12.23 $1.72K - $2.12K
23.6K $277K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.65K
+ 18.73%
$60.13 - $67.31 $99.5K - $111K
10.5K $636K
SCI
Service Corp International

Consumer Cyclical
442
+ 12.95%
$73.36 - $88.6 $32.4K - $39.2K
3.86K $307K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
5.32K
+ 42.44%
$9.25 - $10.62 $49.2K - $56.5K
17.9K $173K
IYF
Ishares Tr

ETFs
4
+ 0.07%
$102.7 - $119.05 $411 - $476
5.5K $608K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1.2K
+ 2.01%
$14.38 - $15.35 $17.2K - $18.4K
60.8K $909K
VBR
Vanguard Small Cap Value ETF

ETFs
269
+ 4.39%
$197.36 - $217.3 $53.1K - $58.5K
6.4K $1.27M
IEMG
Ishares Inc

ETFs
681
+ 4.34%
N/A
16.4K $878K
FN
Fabrinet

Technology
234
+ 25.24%
$214.76 - $271.08 $50.3K - $63.4K
1.16K $255K
TGB
Taseko Mines LTD

Basic Materials
19K
New
$1.91 - $2.65 $36.3K - $50.4K
19K $36K
NDAQ
Nasdaq, Inc.

Financial Services
281
+ 8.95%
$70.87 - $83.05 $19.9K - $23.3K
3.42K $264K
FBP
First Bancorp

Financial Services
3.93K
+ 25.15%
$18.31 - $22.2 $72K - $87.3K
19.6K $363K
WAT
Waters Corp

Healthcare
38
+ 2.24%
$323.11 - $392.01 $12.3K - $14.9K
1.73K $643K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
1.25K
+ 12.26%
$16.22 - $18.28 $20.2K - $22.8K
11.4K $204K
IGLB
Ishares 10+ Year Investment Gr

ETFs
1.46K
+ 15.13%
$49.36 - $53.72 $71.9K - $78.2K
11.1K $547K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.82K
+ 28.34%
$28.89 - $33.95 $52.6K - $61.8K
8.24K $239K
ESS
Essex Property Trust, Inc.

Real Estate
110
+ 0.06%
N/A
169K $46.2M
PCT
Pure Cycle Technologies, Inc.

Industrials
500
+ 1.49%
$8.81 - $14.3 $4.41K - $7.15K
34K $348K
MFG
Mizuho Financial Group Inc

Financial Services
2.25K
+ 9.16%
$4.05 - $5.26 $9.11K - $11.8K
26.8K $131K
LUCD
Lucid Diagnostics Inc.

Healthcare
40K
+ 39.99%
$0.76 - $1.08 $30.4K - $43.2K
140K $110K
Activity Summary
Buys All Purchases 863 New Holdings 143 Increased Positions 720 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 30 Puts 97
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