Operose Advisors LLC Sells in Q4 2024

Operose Advisors LLC

  • $292 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BMO
Bank Of Montreal

Financial Services
-1.19K
- 34.22%
$89.75 - $103.39 $107K - $123K
2.29K $222K
VIRT
Virtu Financial, Inc.

Financial Services
-3.64K
- 47.42%
$30.43 - $37.95 $111K - $138K
4.03K $143K
CUBE
Cube Smart

Real Estate
-1.6K
- 94.79%
$41.74 - $53.03 $66.9K - $85K
88 $3K
ETN
Eaton Corp PLC

Industrials
-262
- 31.57%
$326.96 - $377.52 $85.7K - $98.9K
568 $188K
CAG
Conagra Brands Inc.

Consumer Defensive
-2.55K
- 93.24%
$26.48 - $32.72 $67.5K - $83.4K
185 $5K
KR
Kroger CO

Consumer Defensive
-1.51K
- 52.76%
$55.21 - $63.3 $83.3K - $95.5K
1.35K $82K
CB
Chubb LTD

Financial Services
-270
- 62.94%
$271.57 - $301.89 $73.3K - $81.5K
159 $43K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-458
- 4.05%
$56.61 - $61.63 $25.9K - $28.2K
10.8K $614K
WEC
Wec Energy Group, Inc.

Utilities
-765
- 36.92%
$92.94 - $101.82 $71.1K - $77.9K
1.31K $122K
PGR
Progressive Corp

Financial Services
-296
- 82.45%
$239.6 - $268.88 $70.9K - $79.6K
63 $15K
ADBE
Adobe Inc.

Technology
-100
- 26.6%
$437.39 - $552.96 $43.7K - $55.3K
276 $122K
CTAS
Cintas Corp

Industrials
-340
- 90.19%
$182.7 - $226.47 $62.1K - $77K
37 $6K
PEP
Pepsico Inc

Consumer Defensive
-347
- 33.79%
$151.29 - $176.1 $52.5K - $61.1K
680 $103K
CTRA
Coterra Energy Inc.

Energy
-2.94K
- 92.44%
$22.71 - $27.63 $66.7K - $81.1K
240 $6K
GE
General Electric CO

Industrials
-266
- 23.84%
$159.95 - $194.23 $42.5K - $51.7K
850 $141K
MUB
Ishares National Muni Bond ETF

ETFs
-523
- 10.47%
$105.78 - $108.7 $55.3K - $56.9K
4.47K $476K
DHR
Danaher Corp

Healthcare
-94
- 10.73%
$226.16 - $274.52 $21.3K - $25.8K
782 $179K
ADI
Analog Devices Inc

Technology
-236
- 32.07%
$206.35 - $236.48 $48.7K - $55.8K
500 $106K
ELV
Elevance Health, Inc.

Healthcare
-118
- 92.19%
$365.96 - $514.62 $43.2K - $60.7K
10 $3K
C
Citigroup Inc

Financial Services
-1.18K
- 42.45%
$61.31 - $72.5 $72.3K - $85.6K
1.6K $112K
PM
Philip Morris International Inc.

Consumer Defensive
-506
- 93.7%
$118.38 - $133.06 $59.9K - $67.3K
34 $4K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.07K
- 27.38%
$51.09 - $55.27 $54.4K - $58.9K
2.83K $144K
NEE
Nextera Energy Inc

Utilities
-624
- 54.21%
$69.77 - $85.43 $43.5K - $53.3K
527 $37K
CGDV
Capital Group Divid Value ETF

ETFs
-1.55K
- 37.77%
$35.16 - $37.12 $54.4K - $57.5K
2.55K $89K
HON
Honeywell International Inc

Industrials
-318
- 48.7%
$202.84 - $236.0 $64.5K - $75K
335 $75K
PSA
Public Storage

Real Estate
-160
- 93.02%
$289.33 - $360.21 $46.3K - $57.6K
12 $3K
UNP
Union Pacific Corp

Industrials
-230
- 72.33%
$223.15 - $249.32 $51.3K - $57.3K
88 $20K
ISRG
Intuitive Surgical Inc

Healthcare
-113
- 83.7%
$471.27 - $550.62 $53.3K - $62.2K
22 $11K
AEP
American Electric Power CO Inc

Utilities
-502
- 67.65%
$90.91 - $102.21 $45.6K - $51.3K
240 $22K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-223
- 79.36%
$209.89 - $233.24 $46.8K - $52K
58 $12K
WU
Western Union CO

Financial Services
-3.99K
- 87.68%
$10.52 - $11.94 $41.9K - $47.6K
560 $5K
PFF
Ishares Trust Ishares Pfd And

ETFs
-919
- 8.17%
$31.23 - $33.51 $28.7K - $30.8K
10.3K $324K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.38K
- 6.91%
$46.53 - $49.91 $64.1K - $68.8K
18.6K $893K
CNHI
Cnh Industrial N.V.

Industrials
-4.62K
- 91.94%
N/A
405 $4K
FNF
Fidelity National Financial, Inc.

Financial Services
-765
- 84.07%
$55.19 - $63.83 $42.2K - $48.8K
145 $8K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-75
- 82.42%
$501.29 - $612.85 $37.6K - $46K
16 $8K
ASB
Associated Banc Corp

Financial Services
-2.3K
- 66.67%
$20.64 - $28.14 $47.5K - $64.7K
1.15K $27K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-881
- 63.02%
$46.46 - $51.66 $40.9K - $45.5K
517 $24K
WM
Waste Management Inc

Industrials
-184
- 13.08%
$201.79 - $228.46 $37.1K - $42K
1.22K $246K
BDX
Becton Dickinson & CO

Healthcare
-175
- 46.67%
$220.02 - $243.75 $38.5K - $42.7K
200 $45K
ABT
Abbott Laboratories

Healthcare
-362
- 8.9%
$111.93 - $119.39 $40.5K - $43.2K
3.71K $419K
TT
Trane Technologies PLC

Industrials
-113
- 88.98%
$369.35 - $419.14 $41.7K - $47.4K
14 $5K
PCAR
Paccar Inc

Industrials
-452
- 78.34%
$97.92 - $118.41 $44.3K - $53.5K
125 $13K
GS
Goldman Sachs Group Inc

Financial Services
-455
- 16.08%
$486.1 - $608.57 $221K - $277K
2.38K $1.36M
TFC
Truist Financial Corp

Financial Services
-995
- 84.32%
$41.51 - $48.1 $41.3K - $47.9K
185 $8K
ACN
Accenture PLC

Technology
-119
- 78.81%
$343.9 - $376.86 $40.9K - $44.8K
32 $11K
CSX
Csx Corp

Industrials
-1.15K
- 63.44%
$31.58 - $36.88 $36.4K - $42.5K
664 $21K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-10
- 83.33%
$4100.99 - $5300.34 $41K - $53K
2 $9K
DIS
Walt Disney CO

Communication Services
-441
- 70.45%
$92.39 - $117.6 $40.7K - $51.9K
185 $20K
Activity Summary
Buys All Purchases 126 New Holdings 49 Increased Positions 77 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 0 Puts 0
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