Patten Group, Inc. Purchases in Q4 2024

Patten Group, Inc.

  • $441 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DOW
Dow Inc.

Basic Materials
6.81K
+ 53.15%
$39.1 - $55.34 $266K - $377K
19.6K $787K
SRLN
Ssga Active Trust

ETFs
2.01K
+ 19.57%
$41.48 - $42.08 $83.5K - $84.7K
12.3K $512K
IGLB
Ishares 10+ Year Investment Gr

ETFs
2.13K
+ 39.4%
$49.36 - $53.72 $105K - $114K
7.52K $371K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
735
+ 13.49%
$134.53 - $150.65 $98.9K - $111K
6.19K $837K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13
+ 0.43%
$172.07 - $207.36 $2.24K - $2.7K
3.03K $598K
DOV
Dover Corp

Industrials
507
+ 10.07%
$184.72 - $206.51 $93.7K - $105K
5.54K $1.04M
ENB
Enbridge Inc

Energy
483
+ 1.81%
$40.4 - $43.92 $19.5K - $21.2K
27.2K $1.15M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.86K
+ 12.4%
$40.97 - $42.66 $76K - $79.1K
16.8K $696K
QAI
Iq Hedge Multi Strategy Compos

ETFs
2.17K
+ 28.84%
$31.38 - $32.72 $68.2K - $71.1K
9.71K $305K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
1.48K
+ 12.85%
$42.95 - $45.72 $63.7K - $67.8K
13K $562K
JPUS
Jpmorgan Diversified Return Us

ETFs
580
+ 18.22%
$114.05 - $123.77 $66.1K - $71.8K
3.76K $429K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
410
+ 3.4%
$126.68 - $134.74 $51.9K - $55.2K
12.5K $1.59M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
443
+ 4.75%
$69.3 - $74.3 $30.7K - $32.9K
9.77K $697K
IWB
Ishares Tr Russell 1000 ETF

ETFs
17
+ 0.35%
$311.11 - $335.64 $5.29K - $5.71K
4.9K $1.58M
IJK
Ishares S&P Midcap 400 Growth

ETFs
654
+ 3.81%
$90.66 - $99.46 $59.3K - $65K
17.8K $1.62M
FPX
First Trust Us Equity Opportun

ETFs
96
+ 3.24%
$109.38 - $131.9 $10.5K - $12.7K
3.06K $366K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
485
+ 11.46%
$66.77 - $71.52 $32.4K - $34.7K
4.72K $325K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
555
+ 10.3%
$80.18 - $88.79 $44.5K - $49.3K
5.95K $479K
VTR
Ventas, Inc.

Real Estate
1.11K
+ 20.63%
$57.73 - $66.48 $64.2K - $73.9K
6.5K $382K
XLV
Select Sector Spdr Fund Health

ETFs
815
+ 17.2%
$136.28 - $154.74 $111K - $126K
5.55K $763K
USA
Liberty All Star Equity Fund

Financial Services
8.65K
+ 6.11%
$6.82 - $7.46 $59K - $64.5K
150K $1.04M
CSM
Proshares Large Cap Core Plus

ETFs
307
+ 3.73%
$64.59 - $69.02 $19.8K - $21.2K
8.54K $564K
ACN
Accenture PLC

Technology
76
+ 2.06%
$343.9 - $376.86 $26.1K - $28.6K
3.77K $1.33M
MO
Altria Group, Inc.

Consumer Defensive
213
+ 4.85%
$49.06 - $57.74 $10.4K - $12.3K
4.61K $240K
BNDX
Vanguard Total International B

ETFs
427
+ 8.33%
$48.91 - $50.61 $20.9K - $21.6K
5.55K $272K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
77
+ 0.88%
$56.7 - $62.15 $4.37K - $4.79K
8.83K $514K
BOND
Pimco Active Bond Exchange Tra

ETFs
732
+ 5.58%
$90.42 - $94.5 $66.2K - $69.2K
13.8K $1.25M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
74
+ 0.82%
$55.86 - $60.21 $4.13K - $4.46K
9.09K $520K
HST
Host Hotels & Resorts, Inc.

Real Estate
568
+ 3.32%
$17.24 - $19.07 $9.79K - $10.8K
17.7K $309K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
172
+ 2.83%
$51.54 - $52.55 $8.86K - $9.04K
6.24K $322K
CHD
Church & Dwight CO Inc

Consumer Defensive
9
+ 0.18%
$99.11 - $112.25 $892 - $1.01K
5.1K $533K
Smurfit Westrock PLC
511
+ 4.12%
N/A
12.9K $0
Blackrock Inc
301
New
N/A
301 $0
Rbb Fd Inc
4.38K
+ 39.92%
N/A
15.3K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
4.34K
+ 11.15%
N/A
43.3K $0
Ge Healthcare Technologies I
2.56K
+ 34.08%
N/A
10.1K $0
Knife River Corp
515
+ 5.21%
N/A
10.4K $0
Everus Constr Group
9.21K
New
N/A
9.21K $0
PM
Philip Morris International Inc.

Consumer Defensive
20
+ 0.95%
$118.38 - $133.06 $2.37K - $2.66K
2.13K $255K
Ge Vernova Inc
1.28K
New
N/A
1.28K $0
Kenvue Inc
2.87K
+ 6.57%
N/A
46.6K $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
140
+ 2.17%
$88.59 - $94.57 $12.4K - $13.2K
6.58K $584K
MCD
Mcdonalds Corp

Consumer Cyclical
29
+ 3.14%
$288.47 - $316.54 $8.37K - $9.18K
952 $275K
VTV
Vanguard Value ETF

ETFs
6
+ 0.24%
$168.32 - $181.87 $1.01K - $1.09K
2.53K $427K
VZ
Verizon Communications Inc

Communication Services
2.32K
+ 10.93%
$39.6 - $45.21 $92K - $105K
23.6K $943K
ACWI
Ishares Msci Acwi ETF

ETFs
8
+ 0.11%
$117.05 - $123.03 $936 - $984
7.21K $847K
MRK
Merck & Co., Inc.

Healthcare
3.64K
+ 13.62%
$96.31 - $114.76 $351K - $418K
30.4K $3.02M
MAA
Mid America Apartment Communities Inc.

Real Estate
1
+ 0.02%
$149.17 - $165.2 $149 - $165
6.56K $1.01M
VCIT
Vanguard Intermediate Term Cor

ETFs
64
+ 0.63%
$80.13 - $83.77 $5.13K - $5.36K
10.3K $825K
Activity Summary
Buys All Purchases 121 New Holdings 15 Increased Positions 106 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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