Madison Wealth Management Purchases and Sells in Q3 2023

Madison Wealth Management

$449 Million
Q3 2023

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WMT	19.5K + 161.99%	$153.49 - $165.25 $2.99M - $3.22M	31.6K $5.05M
OWL	102K + 137.57%	$10.9 - $12.96 $1.11M - $1.32M	176K $2.28M
VOO	4.41K + 10.95%	$392.7 - $420.68 $1.73M - $1.86M	44.7K $17.6M
GOOGL	1.23K + 1.93%	$116.45 - $138.21 $143K - $170K	65.1K $8.51M
USFR	14.9K + 3.46%	$50.28 - $50.51 $748K - $752K	446K $22.4M
APO	7.75K + 234.79%	$74.51 - $92.48 $577K - $717K	11K $991K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ECL	15.9K New	$167.87 - $190.85 $2.67M - $3.04M	15.9K $2.7M
TOL	19.5K New	$72.61 - $83.83 $1.42M - $1.63M	19.5K $1.44M
SXI	5.9K New	$135.13 - $165.31 $797K - $975K	5.9K $859K
PFF	10.7K New	$29.99 - $31.22 $322K - $335K	10.7K $323K
PAHC	16K New	$12.43 - $15.29 $199K - $244K	16K $204K
LINDE PLC	7.82K New	N/A	7.82K $0

Top Sells

Reduced Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-3.4K - 3.75%	$312.14 - $359.49 $1.06M - $1.22M	87.3K $27.6M
AAPL	-356 - 0.26%	$170.43 - $196.45 $60.7K - $69.9K	135K $23.1M
DIS	-29.4K - 52.08%	$79.9 - $91.76 $2.35M - $2.69M	27K $2.19M
BIP	-18.9K - 8.47%	$29.16 - $36.72 $552K - $695K	205K $6.02M
PYPL	-25.3K - 50.44%	$57.34 - $75.82 $1.45M - $1.92M	24.9K $1.45M
ORCC	-116K - 53.02%	$13.35 - $14.16 $1.55M - $1.64M	103K $1.37M

Activity Summary All Purchases 53 New Holdings 6 Increased Positions 47 All Sells 66 Reductions 66 Sold out 0 Calls 0 Puts 0

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