Org Partners LLC Purchases in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VLUE
Ishares Msci Usa Value Factor

ETFs
0
New
$104.01 - $115.38 $0 - $0
0 $0
Grayscale Ethereum Mini
225
New
N/A
225 $0
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
0
New
$25.25 - $26.34 $0 - $0
0 $0
OXY
Occidental Petroleum Corp

Energy
1
+ 0.34%
$45.36 - $55.91 $45.4 - $55.9
291 $14K
Kraneshares 90 Kweb
1
+ 3.33%
N/A
31 $0
VWAPY
Volkswagen A G (Germany, Fr)

Consumer Cyclical
68
New
$8.39 - $10.3 $571 - $700
68 $0
MAXI
Simplify Exc Traded Fds Bitcoi
14
+ 26.92%
N/A
66 $0
Luminar Technologies Inc
66
New
N/A
66 $0
CWH
Camping World Holdings, Inc.

Consumer Cyclical
0
New
$20.06 - $25.14 $0 - $0
0 $0
Ft Vest Us Eqt Modrt Bfr
5.5K
+ 275.0%
N/A
7.5K $0
Simplify Mbs ETF
3
+ 0.88%
N/A
345 $0
Ntnl Storage Aff 6 Pfd
25.7K
New
N/A
25.7K $0
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
60
+ 5.83%
$46.33 - $48.6 $2.78K - $2.92K
1.09K $50K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
3
+ 0.57%
$40.26 - $44.35 $121 - $133
528 $21K
Lotus Resources Lt Ordf
50K
New
N/A
50K $0
MC
Moelis & CO

Financial Services
0
New
$65.74 - $80.49 $0 - $0
0 $0
PDCO
Patterson Companies, Inc.

Healthcare
0
New
$19.57 - $31.4 $0 - $0
0 $0
FHNPRB
First Horizon Corp Dep Shs Rep
390
New
N/A
390 $0
Rubellite Energy Corp F
1.2K
New
N/A
1.2K $0
OCFCP
Oceanfirst Fin Corp Dep Sh Rep
346
New
N/A
346 $0
Ft Vest Us Eqt Mdrt Bfr
4.2K
+ 106.33%
N/A
8.15K $0
PNNT
Pennantpark Investment Corp

Financial Services
0
New
$6.64 - $7.08 $0 - $0
0 $0
Inergetics Inc Xxx
5K
New
N/A
5K $0
Yieldmax Univrs Fd Opt
1.01K
New
N/A
1.01K $0
KEYPRK
Keycorp New Dep Shs Repstg 1/4
1K
+ 6666.67%
N/A
1.02K $0
IAU
Ishares Gold Trust

ETFs
7
+ 0.18%
$48.37 - $52.65 $339 - $369
3.94K $195K
Gladstone Cap Corp
500
New
N/A
500 $0
Grayscale Bitcoin Mini
72
New
N/A
72 $0
Yieldmax Tsla Opt Incm
2.07K
+ 348.23%
N/A
2.66K $0
Te Connectivity PLC F
24
New
N/A
24 $0
VCIT
Vanguard Intermediate Term Cor

ETFs
1
+ 1.11%
$80.13 - $83.77 $80.1 - $83.8
91 $7K
Ishares Bitcoin ETF
7.92K
+ 346.94%
N/A
10.2K $0
NPK
National Presto Industries Inc

Industrials
0
New
$69.91 - $98.42 $0 - $0
0 $0
REZI
Resideo Technologies, Inc.

Industrials
10
+ 13.33%
$19.3 - $27.75 $193 - $278
85 $1K
X
United States Steel Corp

Basic Materials
1
+ 0.78%
$30.14 - $42.31 $30.1 - $42.3
130 $4K
JPMPRD
Jpmorgan Chase& CO Dep Shs Rep
34.5K
+ 265.38%
N/A
47.5K $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1
+ 1.47%
$77.86 - $79.27 $77.9 - $79.3
69 $5K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
70
New
$8.24 - $11.07 $577 - $775
70 $0
IMMR
Immersion Corp

Technology
2
+ 0.48%
$8.31 - $9.79 $16.6 - $19.6
415 $3K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
1
+ 0.2%
$54.63 - $62.03 $54.6 - $62
499 $27K
WFCPRY
Wells Fargo & CO New
1.9K
+ 7307.69%
N/A
1.93K $0
HES
Hess Corp

Energy
0
New
$127.66 - $148.65 $0 - $0
0 $0
Yieldmax Ultra Opt Inc
40
New
N/A
40 $0
COFPRI
Capital One Finl Corp Dep Shs
900
+ 44.31%
N/A
2.93K $0
Fidelity Wise Origin
1.84K
+ 115.1%
N/A
3.43K $0
Talisker Res LTD F
10K
New
N/A
10K $0
Diebold Nixdorf Inc
225
New
N/A
225 $0
FSCO
Fs Cr Opportunities Corp Com
39.5K
+ 2706.23%
N/A
41K $0
PSAPRF
Public Storage Dep Shs Repstg
7.6K
+ 75.13%
N/A
17.7K $0
Activity Summary
Buys All Purchases 650 New Holdings 226 Increased Positions 424 Sells All Sells 245 Reductions 241 Sold out 4 Options Calls 0 Puts 0
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