Mutual Advisors, LLC Purchases in Q4 2024

Mutual Advisors, LLC

  • $3.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
5.19K
+ 12.67%
$79.61 - $92.24 $413K - $479K
46.2K $3.69M
WELL
Welltower Inc.

Real Estate
15
+ 0.74%
$123.11 - $139.3 $1.85K - $2.09K
2.05K $257K
ROBO
Robo Global Robotics And Autom

ETFs
45
+ 0.79%
$55.06 - $58.6 $2.48K - $2.64K
5.76K $324K
BDX
Becton Dickinson & CO

Healthcare
222
+ 5.97%
$220.02 - $243.75 $48.8K - $54.1K
3.94K $893K
SNPS
Synopsys Inc

Technology
34
+ 3.64%
$485.36 - $588.0 $16.5K - $20K
968 $469K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4
+ 0.08%
$77.23 - $82.11 $309 - $328
5.34K $415K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
335
+ 1.42%
$18.62 - $19.05 $6.24K - $6.38K
24K $448K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
410
+ 1.91%
$24.82 - $25.48 $10.2K - $10.4K
21.8K $543K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1
+ 0.02%
$53.0 - $55.5 $53 - $55.5
5.09K $270K
FNV
Franco Nevada Corp

Basic Materials
96
+ 4.03%
$113.26 - $137.22 $10.9K - $13.2K
2.48K $291K
SKOR
Flexshares Tr Credit Scored Us

ETFs
272
+ 2.29%
$47.6 - $49.05 $12.9K - $13.3K
12.2K $580K
NSC
Norfolk Southern Corp

Industrials
200
+ 5.4%
$230.6 - $277.0 $46.1K - $55.4K
3.9K $915K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.86K
+ 1.77%
$51.54 - $52.55 $95.6K - $97.5K
106K $5.5M
DPZ
Dominos Pizza Inc

Consumer Cyclical
19
+ 1.56%
$408.59 - $476.19 $7.76K - $9.05K
1.23K $517K
SUB
Ishares Short Term National Mu

ETFs
30
+ 0.2%
$104.94 - $106.2 $3.15K - $3.19K
14.8K $1.56M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
479
+ 2.77%
$19.7 - $20.82 $9.44K - $9.97K
17.8K $352K
TT
Trane Technologies PLC

Industrials
5
+ 0.96%
$369.35 - $419.14 $1.85K - $2.1K
527 $194K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
229
+ 1.49%
$56.06 - $61.35 $12.8K - $14K
15.6K $880K
STE
Steris PLC

Healthcare
269
+ 15.28%
$204.34 - $235.7 $55K - $63.4K
2.03K $417K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
530
+ 1.68%
$47.98 - $49.47 $25.4K - $26.2K
32.1K $1.55M
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
259
+ 2.04%
$25.18 - $26.55 $6.52K - $6.88K
12.9K $326K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
10
+ 0.01%
$2.14 - $2.24 $21.4 - $22.4
77.2K $165K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
537
+ 8.32%
$79.93 - $88.06 $42.9K - $47.3K
6.99K $559K
FPE
First Tr Pfd Secs & Income ETF

ETFs
185
+ 0.49%
$17.65 - $18.18 $3.27K - $3.36K
37.8K $669K
SLB
Schlumberger Limited

Energy
149
+ 2.92%
$36.83 - $45.59 $5.49K - $6.79K
5.25K $201K
VALE
Vale S.A.

Basic Materials
4.45K
+ 23.75%
$8.74 - $11.78 $38.9K - $52.4K
23.2K $205K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
190
+ 1.09%
$24.5 - $25.72 $4.66K - $4.89K
17.6K $433K
ENSG
Ensign Group, Inc

Healthcare
11
+ 0.73%
$132.78 - $156.91 $1.46K - $1.73K
1.51K $200K
IQV
Iqvia Holdings Inc.

Healthcare
218
+ 14.82%
$190.97 - $236.63 $41.6K - $51.6K
1.69K $331K
STWD
Starwood Property Trust, Inc.

Real Estate
1.56K
+ 4.69%
$18.95 - $20.37 $29.6K - $31.8K
34.9K $660K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
39
+ 0.15%
$40.38 - $44.35 $1.57K - $1.73K
26.3K $1.08M
ALC
Alcon Inc

Healthcare
438
+ 11.87%
$83.87 - $99.15 $36.7K - $43.4K
4.13K $350K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
228
+ 2.43%
$25.02 - $27.43 $5.7K - $6.25K
9.61K $240K
RYI
Ryerson Holding Corp

Industrials
2.14K
+ 5.01%
$18.17 - $26.12 $38.9K - $55.9K
44.9K $830K
LAMR
Lamar Advertising CO

Real Estate
45
+ 2.0%
$121.37 - $138.11 $5.46K - $6.21K
2.29K $279K
IQLT
Ishares Msci Intl Quality Fact

ETFs
29.4K
+ 11.55%
$37.12 - $41.23 $1.09M - $1.21M
284K $10.6M
ICLR
Icon PLC

Healthcare
260
+ 26.8%
$187.22 - $297.57 $48.7K - $77.4K
1.23K $257K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3
+ 0.01%
$47.58 - $48.56 $143 - $146
22.8K $1.09M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
75
+ 0.27%
$11.42 - $12.5 $857 - $938
27.9K $321K
PPG
Ppg Industries Inc

Basic Materials
92
+ 3.57%
$119.09 - $131.37 $11K - $12.1K
2.67K $318K
JRS
Nuveen Real Estate Income Fund

Financial Services
3.52K
+ 4.33%
$8.09 - $9.64 $28.5K - $33.9K
84.7K $731K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
94
+ 0.4%
$21.41 - $23.64 $2.01K - $2.22K
23.8K $524K
ITA
Ishares Tr

ETFs
34
+ 0.48%
$144.31 - $157.31 $4.91K - $5.35K
7.12K $1.03M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
473
+ 1.9%
$89.9 - $100.66 $42.5K - $47.6K
25.4K $2.3M
KHC
Kraft Heinz CO

Consumer Defensive
1.28K
+ 8.65%
$30.1 - $36.02 $38.6K - $46.1K
16.1K $494K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
780
+ 1.31%
$11.12 - $11.98 $8.67K - $9.34K
60.3K $680K
VOE
Vanguard Mid Cap Value Index F

ETFs
775
+ 2.99%
$160.89 - $176.18 $125K - $137K
26.7K $4.31M
CSL
Carlisle Companies Inc

Industrials
93
+ 12.22%
$368.67 - $480.91 $34.3K - $44.7K
854 $314K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
839
+ 1.28%
$9.57 - $10.31 $8.03K - $8.65K
66.4K $638K
Activity Summary
Buys All Purchases 509 New Holdings 64 Increased Positions 445 Sells All Sells 488 Reductions 488 Sold out 0 Options Calls 1 Puts 1
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