Org Partners LLC Purchases in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPMPRM
Jpmorgan Chase & CO
1.6K
New
N/A
1.6K $0
IPG
Interpublic Group Of Companies, Inc.

Communication Services
0
New
$27.09 - $32.06 $0 - $0
0 $0
Veralto Corp
83
+ 2075.0%
N/A
87 $0
Atlassian Corp
6
+ 17.14%
N/A
41 $0
BACPRM
Bank Amer Corp Dep Shs Repstg
60.8K
+ 363.03%
N/A
77.6K $0
WFCPRZ
Wells Fargo& CO New
11.8K
+ 83.93%
N/A
25.8K $0
Encore Energy Corp F
1.35K
+ 207.69%
N/A
2K $0
MSPRE
Morgan Stanley Dep Shs Rep 1/1
2K
+ 129.28%
N/A
3.55K $0
KRBN
Kraneshares Global Carbon Stra

Technology
0
New
$26.98 - $32.82 $0 - $0
0 $0
Ishares Us Thmatic
125K
+ 201672.58%
N/A
125K $0
BAX
Baxter International Inc

Healthcare
0
New
$28.63 - $37.84 $0 - $0
0 $0
Proshares Short S&P 500
1.46K
New
N/A
1.46K $0
PDEC
Innovator U.S. Equity Power Bu
2.5K
New
N/A
2.5K $0
Drxn Dly Gld Mns Inx Br
237
New
N/A
237 $0
APA
Apa Corp

Energy
1
+ 0.96%
$20.47 - $27.07 $20.5 - $27.1
105 $2K
BACPRE
Bank Of America Corp Dep Sh Re
10.8K
+ 308.57%
N/A
14.3K $0
DLRPRJ
Digital Rlty Tr Inc
4.44K
+ 31714.29%
N/A
4.45K $0
KCCA
Kraneshares California Carbon
28
+ 56.0%
N/A
78 $0
CUBIPRF
Customers Bancorp Inc Per Pfd
13.9K
+ 141.33%
N/A
23.7K $0
Gsk PLC Adr F
322
+ 152.61%
N/A
533 $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
127
+ 5.39%
$22.65 - $23.8 $2.88K - $3.02K
2.49K $56K
TSCO
Tractor Supply CO

Consumer Cyclical
272
+ 400.0%
$52.59 - $303.74 $14.3K - $82.6K
340 $18K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
2
+ 2.35%
$64.29 - $75.41 $129 - $151
87 $5K
SAVE
Spirit Airlines, Inc.

Industrials
1K
+ 100.0%
$0.13 - $3.4 $130 - $3.4K
2K $1K
AOR
Ishares Tr Core Growth Allocat

ETFs
11
+ 1.5%
$57.32 - $59.66 $631 - $656
746 $42K
ENLC
En Link Midstream, LLC

Energy
17
+ 0.85%
$13.74 - $16.01 $234 - $272
2.02K $28K
SCHV
Schwab Strategic Tr Us Large C

ETFs
612
+ 201.32%
$25.79 - $80.4 $15.8K - $49.2K
916 $23K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
12
+ 2.68%
$31.92 - $36.14 $383 - $434
460 $14K
MCD
Mcdonalds Corp

Consumer Cyclical
72
+ 4.81%
$288.47 - $316.54 $20.8K - $22.8K
1.57K $454K
FNDX
Schwab Fundamental U S Large C

ETFs
674
+ 200.0%
$23.49 - $71.77 $15.8K - $48.4K
1.01K $23K
PWV
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.5%
$56.33 - $61.73 $225 - $247
801 $45K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
11
+ 1.42%
$19.47 - $20.95 $214 - $230
785 $15K
SNY
Sanofi

Healthcare
253
+ 17.72%
$45.89 - $57.31 $11.6K - $14.5K
1.68K $81K
BIT
Black Rock Multi Sector Income Trust

Financial Services
83
+ 2.55%
$14.25 - $15.15 $1.18K - $1.26K
3.34K $48K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
20
+ 0.49%
$100.24 - $101.35 $2K - $2.03K
4.11K $413K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
675
+ 3.96%
$8.51 - $9.15 $5.74K - $6.18K
17.7K $152K
VTWV
Vanguard Russell 2000 Value Et

ETFs
7
+ 0.63%
$143.69 - $159.92 $1.01K - $1.12K
1.13K $162K
BSM
Black Stone Minerals, L.P.

Energy
338
+ 2.43%
$13.86 - $15.57 $4.68K - $5.26K
14.2K $207K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
92
+ 1.39%
$15.05 - $16.03 $1.38K - $1.47K
6.7K $102K
NNI
Nelnet Inc

Financial Services
1
+ 0.47%
$104.32 - $124.92 $104 - $125
213 $22K
D
Dominion Energy, Inc

Utilities
42
+ 3.83%
$52.63 - $60.92 $2.21K - $2.56K
1.14K $61K
CMC
Commercial Metals CO

Basic Materials
1
+ 0.25%
$49.22 - $63.32 $49.2 - $63.3
401 $19K
SHEL
Shell PLC

Energy
2
+ 0.37%
$60.63 - $70.23 $121 - $140
536 $33K
XLRE
Select Sector Spdr Tr Real Est

ETFs
6
+ 0.99%
$40.06 - $45.21 $240 - $271
610 $24K
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 0.48%
$87.85 - $98.6 $87.9 - $98.6
209 $18K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.15K
+ 2.31%
$56.06 - $61.35 $64.4K - $70.4K
50.8K $2.87M
IRDM
Iridium Communications Inc.

Communication Services
76
+ 1.95%
$27.32 - $33.54 $2.08K - $2.55K
3.97K $115K
VGSH
Vanguard

ETFs
82
+ 0.81%
$58.02 - $58.88 $4.76K - $4.83K
10.2K $595K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
406
+ 91.03%
$18.41 - $40.87 $7.47K - $16.6K
852 $15K
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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