Live Oak Private Wealth LLC Purchases and Sells in Q4 2024

Live Oak Private Wealth LLC

$570 Million
Q4 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LULU	74 + 0.54%	$260.53 - $404.79 $19.3K - $30K	13.7K $5.24M
SONY	320K + 389.6%	$17.53 - $96.8 $5.62M - $31M	403K $8.52M
AMZN	322 + 2.4%	$180.88 - $232.93 $58.2K - $75K	13.8K $3.02M
FCNCA	136 + 80.95%	$1818.92 - $2353.08 $247K - $320K	304 $642K
NVDA	1.17K + 15.75%	$117.0 - $148.88 $137K - $175K	8.62K $1.16M
TMO	1.79K + 25.94%	$501.29 - $612.85 $898K - $1.1M	8.7K $4.52M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	39.2K New	$39.27 - $42.38 $1.54M - $1.66M	39.2K $1.59M
OIH	5.01K New	$260.96 - $307.26 $1.31M - $1.54M	5.01K $1.36M
NVO	15.6K New	$85.0 - $120.04 $1.33M - $1.87M	15.6K $1.34M
VTRS	73.6K New	$11.32 - $13.37 $834K - $985K	73.6K $916K
NTR	13.6K New	$44.04 - $50.78 $600K - $691K	13.6K $609K
DFAI	15.4K New	$29.0 - $31.6 $447K - $487K	15.4K $450K

Top Sells

Reduced Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMCSA	-99.8K - 69.68%	$37.39 - $45.14 $3.73M - $4.51M	43.4K $1.63M
DLTR	-66.9K - 35.94%	$61.21 - $76.19 $4.09M - $5.1M	119K $8.93M
BRK-B	-4.55K - 6.34%	$442.29 - $483.08 $2.01M - $2.2M	67.2K $30.5M
NEM	-48 - 0.04%	$37.0 - $58.68 $1.78K - $2.82K	137K $5.1M
SLB	-39K - 23.46%	$36.83 - $45.59 $1.44M - $1.78M	127K $4.88M
UNH	-39 - 0.16%	$485.52 - $625.25 $18.9K - $24.4K	24.8K $12.5M

Activity Summary All Purchases 54 New Holdings 10 Increased Positions 44 All Sells 79 Reductions 79 Sold out 0 Calls 0 Puts 0

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