Mather Group, Llc. Purchases in Q4 2024

Mather Group, Llc.

  • $7.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HUBS
Hubspot Inc

Technology
69
+ 36.7%
$514.07 - $757.4 $35.5K - $52.3K
257 $179K
C
Citigroup Inc

Financial Services
658
+ 16.01%
$61.31 - $72.5 $40.3K - $47.7K
4.77K $335K
MCK
Mckesson Corp

Healthcare
21
+ 2.5%
$482.27 - $628.5 $10.1K - $13.2K
862 $491K
KMI
Kinder Morgan, Inc.

Energy
620
+ 5.7%
$22.59 - $28.54 $14K - $17.7K
11.5K $315K
GWW
W.W. Grainger, Inc.

Industrials
66
+ 24.63%
$1023.06 - $1220.93 $67.5K - $80.6K
334 $352K
SLV
I Shares Silver Trust

ETFs
2.83K
New
$26.33 - $31.74 $74.5K - $89.8K
2.83K $74K
FOX
Fox Corp Cl B (De)

Communication Services
1.04K
+ 27.59%
$38.0 - $47.15 $39.4K - $48.9K
4.8K $219K
ETR
Entergy Corp

Utilities
1.36K
+ 259.96%
$73.19 - $156.4 $99.3K - $212K
1.88K $142K
RJF
Raymond James Financial Inc

Financial Services
150
+ 9.85%
$123.0 - $170.1 $18.5K - $25.5K
1.67K $259K
CINF
Cincinnati Financial Corp

Financial Services
29
+ 0.32%
$132.86 - $160.16 $3.85K - $4.64K
9.05K $1.3M
CFG
Citizens Financial Group Inc

Financial Services
1.14K
+ 15.19%
$39.92 - $48.46 $45.4K - $55.1K
8.63K $377K
IWR
Ishares Russell Mid Cap ETF

ETFs
715
+ 2.76%
$87.25 - $95.52 $62.4K - $68.3K
26.6K $2.35M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.05K
+ 291.94%
$26.93 - $84.95 $244K - $769K
12.2K $331K
UNM
Unum Group

Financial Services
1
+ 0.02%
$58.88 - $77.07 $58.9 - $77.1
5.01K $365K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
628
+ 436.11%
$108.6 - $115.42 $68.2K - $72.5K
772 $84K
ARES
Ares Management Corp

Financial Services
110
+ 5.01%
$153.38 - $183.7 $16.9K - $20.2K
2.31K $408K
APA
Apa Corp

Energy
2.99K
+ 100.4%
$20.47 - $27.07 $61.1K - $80.8K
5.96K $137K
PM
Philip Morris International Inc.

Consumer Defensive
648
+ 5.33%
$118.38 - $133.06 $76.7K - $86.2K
12.8K $1.54M
MTB
M&T Bank Corp

Financial Services
203
+ 7.81%
$172.48 - $221.95 $35K - $45.1K
2.8K $526K
VNQ
Vanguard Specialized Funds Van

ETFs
1.75K
+ 15.84%
$87.85 - $98.6 $154K - $173K
12.8K $1.14M
BK
Bank Of New York Mellon Corp

Financial Services
246
+ 2.86%
$70.82 - $81.87 $17.4K - $20.1K
8.86K $680K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.75K
New
$22.63 - $47.53 $62.3K - $131K
2.75K $62K
UAL
United Airlines Holdings, Inc.

Industrials
187
+ 17.83%
$55.62 - $102.44 $10.4K - $19.2K
1.24K $120K
CNP
Centerpoint Energy Inc

Utilities
1.31K
+ 15.66%
$28.58 - $32.66 $37.5K - $42.8K
9.69K $307K
EOG
Eog Resources Inc

Energy
513
+ 6.49%
$118.22 - $136.54 $60.6K - $70K
8.41K $1.03M
PRU
Prudential Financial Inc

Financial Services
518
+ 67.01%
$114.59 - $129.52 $59.4K - $67.1K
1.29K $153K
DUK
Duke Energy Corp

Utilities
899
+ 17.69%
$105.76 - $120.76 $95.1K - $109K
5.98K $644K
CPRT
Copart Inc

Consumer Cyclical
124
+ 1.22%
$51.36 - $63.8 $6.37K - $7.91K
10.3K $592K
SCHW
Schwab Charles Corp

Financial Services
21
+ 0.36%
$63.31 - $82.85 $1.33K - $1.74K
5.92K $438K
IVZ
Invesco Ltd.

Financial Services
3.31K
+ 10.16%
$16.78 - $18.63 $55.6K - $61.7K
35.9K $627K
PEN
Penumbra Inc

Healthcare
208
+ 208.0%
$190.97 - $253.66 $39.7K - $52.8K
308 $73K
ADSK
Autodesk, Inc.

Technology
217
+ 10.44%
N/A
2.3K $564K
RL
Ralph Lauren Corp

Consumer Cyclical
47
+ 4.14%
$192.23 - $233.41 $9.03K - $11K
1.18K $273K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.6K
+ 30.15%
$75.95 - $88.05 $121K - $141K
6.9K $525K
GM
General Motors CO

Consumer Cyclical
145
+ 2.78%
$44.82 - $60.2 $6.5K - $8.73K
5.36K $285K
IEMG
Ishares Inc

ETFs
954
+ 0.66%
N/A
146K $7.86M
CCL
Carnival Corp

Consumer Cyclical
73
+ 0.92%
$17.34 - $26.8 $1.27K - $1.96K
7.98K $198K
PLTR
Palantir Technologies Inc.

Technology
448
+ 101.36%
$36.46 - $82.38 $16.3K - $36.9K
890 $67K
DE
Deere & CO

Industrials
98
+ 7.8%
$389.45 - $466.0 $38.2K - $45.7K
1.36K $574K
NI
Nisource Inc.

Utilities
1.1K
+ 31.54%
$33.74 - $38.25 $37.1K - $42.1K
4.59K $168K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
592
+ 11.82%
$66.77 - $71.52 $39.5K - $42.3K
5.6K $386K
PWB
Invesco Exchange Traded Fd Tr

ETFs
265
+ 4.02%
$98.04 - $108.11 $26K - $28.6K
6.86K $698K
ITA
Ishares Tr

ETFs
328
New
$144.31 - $157.31 $47.3K - $51.6K
328 $47K
SONY
Sony Group Corp

Technology
6K
+ 565.07%
$17.53 - $96.8 $105K - $581K
7.06K $149K
HBAN
Huntington Bancshares Inc

Financial Services
1.74K
+ 14.54%
$14.18 - $18.2 $24.7K - $31.6K
13.7K $222K
PGR
Progressive Corp

Financial Services
514
+ 9.4%
$239.6 - $268.88 $123K - $138K
5.98K $1.43M
SHEL
Shell PLC

Energy
1.51K
+ 9.96%
$60.63 - $70.23 $91.7K - $106K
16.7K $1.05M
SYY
Sysco Corp

Consumer Defensive
728
+ 11.6%
$73.63 - $81.77 $53.6K - $59.5K
7K $535K
EFG
Msci Eafe Growth ETF

ETFs
2.96K
+ 13.27%
$96.83 - $106.88 $286K - $316K
25.2K $2.44M
Activity Summary
Buys All Purchases 709 New Holdings 108 Increased Positions 601 Sells All Sells 457 Reductions 456 Sold out 1 Options Calls 0 Puts 0
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