Phillips Financial Management, LLC Purchases and Sells in Q3 2024

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

Top Buys

Incresed Positions

75 operations
Stock Shares change Price Range Shares Held Trade History
300K
+ 41.65%
$41.34 - $43.55 $12.4M - $13.1M
1.02M $44.1M
182K
+ 26.9%
$47.0 - $47.84 $8.57M - $8.72M
860K $41.1M
210K
+ 15.82%
$25.36 - $28.37 $5.32M - $5.95M
1.54M $43.2M
102K
+ 26.29%
$30.74 - $34.07 $3.15M - $3.49M
492K $16.8M
42.3K
+ 10.4%
$51.0 - $57.07 $2.16M - $2.41M
448K $24.9M
32.4K
+ 17.07%
$59.25 - $65.33 $1.92M - $2.12M
222K $14.4M
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
4.03K
New
$89.11 - $105.82 $359K - $427K
4.03K $417K
3.51K
New
$50.43 - $57.3 $177K - $201K
3.51K $201K
2.4K
New
$74.97 - $84.04 $180K - $201K
2.4K $200K
24.4K
New
$2.41 - $4.47 $58.8K - $109K
24.4K $98K
771
New
$75.63 - $84.89 $58.3K - $65.5K
771 $64K
513
New
$91.37 - $101.65 $46.9K - $52.1K
513 $52K
View all

Top Sells

Reduced Positions

109 operations
Stock Shares change Price Range Shares Held Trade History
-13.2K
- 16.71%
$105.92 - $110.83 $1.4M - $1.47M
65.9K $7.28M
-27.7K
- 6.93%
$96.25 - $101.98 $2.67M - $2.83M
372K $37.7M
-24.3K
- 8.39%
$71.45 - $75.64 $1.74M - $1.84M
266K $20M
-30.6K
- 7.83%
$49.77 - $51.95 $1.52M - $1.59M
360K $18.7M
-36.7K
- 23.34%
$25.19 - $26.39 $923K - $967K
120K $3.16M
-23.8K
- 7.77%
$47.18 - $48.74 $1.13M - $1.16M
283K $13.8M
View all
Activity Summary
Buys All Purchases 88 New Holdings 13 Increased Positions 75 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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