Osborne Partners Capital Management, LLC Incresed Positions in Q3 2024

Osborne Partners Capital Management, LLC

  • $1.75 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
56
+ 0.38%
$332.02 - $382.76 $18.6K - $21.4K
14.7K $5.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
677
+ 3.41%
$75.32 - $84.37 $51K - $57.1K
20.6K $1.72M
QUAL
Ishares Msci Usa Quality Facto

ETFs
837
+ 65.39%
$162.64 - $179.3 $136K - $150K
2.12K $379K
NEE
Nextera Energy Inc

Utilities
128
+ 1.21%
$69.9 - $84.97 $8.95K - $10.9K
10.7K $906K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.44K
+ 66.62%
$84.77 - $97.13 $122K - $140K
3.61K $345K
AMGN
Amgen Inc

Healthcare
60
+ 0.49%
$309.38 - $337.38 $18.6K - $20.2K
12.4K $4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.09K
+ 42.08%
$54.98 - $59.51 $115K - $124K
7.04K $418K
IWM
Ishares Russell 2000 ETF

ETFs
10
+ 0.13%
$200.87 - $224.6 $2.01K - $2.25K
7.45K $1.64M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
3.3K
+ 2.1%
$33.49 - $43.24 $111K - $143K
160K $6.04M
VZ
Verizon Communications Inc

Communication Services
753
+ 6.29%
$38.89 - $45.0 $29.3K - $33.9K
12.7K $571K
TTWO
Take Two Interactive Software Inc

Communication Services
689
+ 2.22%
$135.67 - $161.71 $93.5K - $111K
31.7K $4.87M
MA
Mastercard Inc

Financial Services
17
+ 2.44%
$429.6 - $500.99 $7.3K - $8.52K
714 $352K
EWG
Ishares Msci Germany ETF

ETFs
5
+ 0.06%
$29.49 - $33.93 $147 - $170
8.93K $302K
CMCSA
Comcast Corp

Communication Services
106
+ 1.23%
$37.33 - $41.78 $3.96K - $4.43K
8.7K $363K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
10.3K
+ 2.29%
$26.31 - $27.16 $270K - $279K
458K $12.2M
VIG
Vanguard Dividend Appreciation

ETFs
187
+ 0.4%
$182.15 - $182.15 $34.1K - $34.1K
46.4K $8.45M
QCOM
Qualcomm Inc

Technology
136
+ 12.82%
$156.12 - $209.64 $21.2K - $28.5K
1.2K $203K
LKQ
Lkq Corp

Consumer Cyclical
5.18K
+ 3.83%
$38.47 - $46.03 $199K - $238K
141K $5.61M
AVGO
Broadcom Inc.

Technology
5.66K
+ 813.36%
$136.27 - $1745.86 $771K - $9.88M
6.36K $1.1M
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 0.85%
$161.02 - $200.0 $9.66K - $12K
7.09K $1.32M
INTC
Intel Corp

Technology
667
+ 3.9%
$18.9 - $34.87 $12.6K - $23.3K
17.8K $417K
RYAAY
Ryanair Holdings PLC

Industrials
121K
+ 153.95%
$45.17 - $121.45 $5.47M - $14.7M
200K $9.02M
NVDA
Nvidia Corp

Technology
1.73K
+ 0.9%
$98.91 - $134.91 $171K - $234K
194K $23.6M
DIS
Walt Disney CO

Communication Services
1.26K
+ 0.98%
$85.6 - $98.61 $108K - $124K
129K $12.5M
ICLR
Icon PLC

Healthcare
91
+ 0.55%
$280.48 - $346.2 $25.5K - $31.5K
16.8K $4.82M
SLB
Schlumberger Limited

Energy
7.1K
+ 3.41%
$39.57 - $49.67 $281K - $353K
216K $9.04M
HUM
Humana Inc

Healthcare
188
+ 0.91%
$310.25 - $404.52 $58.3K - $76K
20.8K $6.59M
MGM
Mgm Resorts International

Consumer Cyclical
6.9K
+ 2.3%
$34.07 - $46.78 $235K - $323K
306K $12M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
6.72K
+ 5.71%
$53.01 - $82.74 $356K - $556K
125K $8.06M
Activity Summary
Buys All Purchases 91 New Holdings 11 Increased Positions 80 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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