Logan Capital Management Inc Purchases in Q4 2024

Logan Capital Management Inc

  • $2.28 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
48.6K
New
$129.87 - $162.87 $6.32M - $7.92M
48.6K $7.19M
CB
Chubb LTD

Financial Services
9.93K
+ 3332.55%
$271.57 - $301.89 $2.7M - $3M
10.2K $2.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.36K
+ 118.01%
$567.81 - $607.81 $2.47M - $2.65M
8.05K $4.72M
IWD
Ishares Russell 1000 Val ETF

ETFs
14.4K
+ 104.44%
$183.23 - $199.79 $2.63M - $2.87M
28.1K $5.21M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.03K
+ 37.48%
$370.24 - $418.94 $1.49M - $1.69M
14.8K $5.94M
CNI
Canadian National Railway CO

Industrials
17.6K
New
$100.62 - $117.12 $1.77M - $2.06M
17.6K $1.78M
CL
Colgate Palmolive CO

Consumer Defensive
16.2K
+ 49.01%
$90.22 - $102.31 $1.46M - $1.66M
49.3K $4.49M
RF
Regions Financial Corp

Financial Services
38K
+ 40.41%
$22.45 - $27.47 $853K - $1.04M
132K $3.11M
VEA
Vanguard Ftse Developed Market

ETFs
18.4K
+ 590.02%
$47.57 - $52.44 $875K - $964K
21.5K $1.03M
GVI
Ishares Tr

ETFs
8.24K
New
$103.89 - $107.05 $856K - $882K
8.24K $858K
HMC
Honda Motor CO LTD

Consumer Cyclical
27.3K
+ 29.61%
$23.7 - $32.62 $648K - $892K
120K $3.42M
BP
Bp PLC

Energy
23.7K
+ 14.72%
$28.16 - $33.14 $668K - $786K
185K $5.47M
PNC
Pnc Financial Services Group, Inc.

Financial Services
363
+ 1.19%
$178.39 - $215.0 $64.8K - $78K
31K $5.97M
VTV
Vanguard Value ETF

ETFs
1.77K
New
$168.32 - $181.87 $298K - $322K
1.77K $299K
BK
Bank Of New York Mellon Corp

Financial Services
1.18K
+ 4.4%
$70.82 - $81.87 $83.3K - $96.3K
27.9K $2.14M
TFC
Truist Financial Corp

Financial Services
1.35K
+ 0.71%
$41.51 - $48.1 $56K - $64.9K
190K $8.26M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.23K
New
$67.29 - $73.38 $150K - $163K
2.23K $151K
DE
Deere & CO

Industrials
2
+ 0.01%
$389.45 - $466.0 $779 - $932
21.5K $9.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
50.4K
+ 300.0%
$25.93 - $105.3 $1.31M - $5.31M
67.2K $1.87M
TJX
Tjx Companies Inc

Consumer Cyclical
6
+ 0.02%
$112.15 - $127.2 $673 - $763
29.5K $3.57M
TSLA
Tesla, Inc.

Consumer Cyclical
133
+ 50.76%
$213.65 - $479.86 $28.4K - $63.8K
395 $159K
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.37K
+ 2.65%
$34.25 - $37.94 $115K - $128K
131K $4.75M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.1%
$873.59 - $994.69 $2.62K - $2.98K
2.86K $2.62M
TROW
Price T Rowe Group Inc

Financial Services
495
+ 8.95%
$106.48 - $124.69 $52.7K - $61.7K
6.03K $681K
IEFA
Ishares Tr

ETFs
1.01K
New
$70.06 - $77.43 $70.7K - $78.1K
1.01K $70K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
615
+ 74.73%
$115.08 - $119.55 $70.8K - $73.5K
1.44K $166K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
500
New
$104.54 - $137.94 $52.3K - $69K
500 $60K
MET
Metlife Inc

Financial Services
955
+ 3.09%
$78.15 - $88.25 $74.6K - $84.3K
31.9K $2.61M
STT
State Street Corp

Financial Services
6
+ 0.1%
$85.96 - $100.78 $516 - $605
6.01K $589K
INMU
Blackrock ETF Tr Ii Intermedia
1.88K
New
$23.5 - $24.06 $44.2K - $45.2K
1.88K $44K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
846
+ 72.31%
$51.54 - $52.55 $43.6K - $44.5K
2.02K $104K
BAC
Bank Of America Corp

Financial Services
81
+ 1.1%
$39.22 - $47.77 $3.18K - $3.87K
7.48K $328K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
425
+ 95.94%
$81.68 - $82.93 $34.7K - $35.2K
868 $71K
TRMK
Trustmark Corp

Financial Services
45
+ 0.6%
$30.94 - $39.97 $1.39K - $1.8K
7.49K $264K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
543
New
$50.37 - $50.6 $27.4K - $27.5K
543 $27K
IWB
Ishares Tr Russell 1000 ETF

ETFs
71
+ 12.68%
$311.11 - $335.64 $22.1K - $23.8K
631 $203K
CBRE
Cbre Group, Inc.

Real Estate
7
+ 0.21%
$119.22 - $140.71 $835 - $985
3.27K $429K
CRM
Salesforce, Inc.

Technology
2
+ 0.67%
$270.87 - $367.87 $542 - $736
300 $100K
PTC
Ptc Inc.

Technology
8
+ 0.15%
$175.97 - $201.89 $1.41K - $1.62K
5.25K $966K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
325
+ 67.43%
$50.73 - $51.08 $16.5K - $16.6K
807 $41K
IEF
Ishares Barclays

ETFs
176
+ 70.12%
$92.08 - $98.18 $16.2K - $17.3K
427 $39K
AXP
American Express CO

Financial Services
2
+ 0.4%
$267.35 - $305.57 $535 - $611
505 $149K
TTE
Total Energies Se

Energy
129
+ 0.18%
N/A
71.9K $4.93M
CVNA
Carvana Co.

Consumer Cyclical
39
New
$175.8 - $260.8 $6.86K - $10.2K
39 $7K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
181
New
$43.02 - $47.32 $7.79K - $8.56K
181 $7K
IVV
Ishares Core S&P 500 ETF

ETFs
12
New
$570.51 - $610.59 $6.85K - $7.33K
12 $7K
ETR
Entergy Corp

Utilities
91
New
$73.19 - $156.4 $6.66K - $14.2K
91 $6K
CFG
Citizens Financial Group Inc

Financial Services
141
New
$39.92 - $48.46 $5.63K - $6.83K
141 $6K
FITB
Fifth Third Bancorp

Financial Services
150
New
$41.76 - $48.44 $6.26K - $7.27K
150 $6K
Activity Summary
Buys All Purchases 178 New Holdings 89 Increased Positions 89 Sells All Sells 197 Reductions 196 Sold out 1 Options Calls 0 Puts 0
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