Plante Moran Financial Advisors, LLC Purchases in Q4 2024

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
29
+ 72.5%
$162.69 - $473.83 $4.72K - $13.7K
69 $19K
SMR
Nuscale Power Corp

Industrials
750
New
$11.69 - $30.21 $8.77K - $22.7K
750 $13K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
128
New
$99.04 - $109.59 $12.7K - $14K
128 $12K
TTE
Total Energies Se

Energy
157
+ 30.91%
N/A
665 $45K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
275
+ 26.6%
$70.63 - $78.23 $19.4K - $21.5K
1.31K $92K
C
Citigroup Inc

Financial Services
143
+ 144.44%
$61.31 - $72.5 $8.77K - $10.4K
242 $17K
IBKR
Interactive Brokers Group, Inc.

Financial Services
60
New
$138.3 - $192.95 $8.3K - $11.6K
60 $10K
ENB
Enbridge Inc

Energy
190
+ 16.05%
$40.4 - $43.92 $7.68K - $8.34K
1.37K $58K
ACWI
Ishares Msci Acwi ETF

ETFs
77
New
$117.05 - $123.03 $9.01K - $9.47K
77 $9K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
230
New
$40.26 - $42.88 $9.26K - $9.86K
230 $9K
VDC
Vanguard Consumer Staples ETF

ETFs
45
New
$210.96 - $223.62 $9.49K - $10.1K
45 $9K
BSY
Bentley Systems Inc

Technology
192
New
$46.59 - $51.09 $8.95K - $9.81K
192 $8K
TXN
Texas Instruments Inc

Technology
41
+ 6.91%
N/A
634 $123K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
102
New
$79.6 - $95.17 $8.12K - $9.71K
102 $8K
VPU
Vanguard Utilities ETF

ETFs
63
+ 35.2%
$160.52 - $179.11 $10.1K - $11.3K
242 $39K
FICO
Fair Isaac Corp

Technology
4
+ 66.67%
$1911.01 - $2382.4 $7.64K - $9.53K
10 $19K
DOX
Amdocs LTD

Technology
102
New
$82.94 - $92.86 $8.46K - $9.47K
102 $8K
WSO
Watsco Inc

Industrials
16
+ 1600.0%
$466.57 - $568.78 $7.47K - $9.1K
17 $8K
ZBRA
Zebra Technologies Corp

Technology
21
New
$360.09 - $411.94 $7.56K - $8.65K
21 $8K
WPC
W. P. Carey Inc.

Real Estate
132
New
$53.44 - $61.33 $7.05K - $8.1K
132 $7K
SNY
Sanofi

Healthcare
165
+ 825.0%
$45.89 - $57.31 $7.57K - $9.46K
185 $8K
AZPN
Aspen Technology, Inc.

Technology
30
New
$231.19 - $253.16 $6.94K - $7.59K
30 $7K
ERJ
Embraer S.A.

Industrials
211
New
$32.46 - $40.0 $6.85K - $8.44K
211 $7K
VRSK
Verisk Analytics, Inc.

Industrials
18
+ 7.2%
$262.86 - $294.75 $4.73K - $5.31K
268 $73K
CTSH
Cognizant Technology Solutions Corp

Technology
103
New
$74.37 - $82.32 $7.66K - $8.48K
103 $7K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
317
New
$23.11 - $25.17 $7.33K - $7.98K
317 $7K
ZWS
Zurn Water Solutions Corp

Industrials
199
New
$35.79 - $40.92 $7.12K - $8.14K
199 $7K
EFX
Equifax Inc

Industrials
30
New
$245.03 - $293.5 $7.35K - $8.81K
30 $7K
SPG
Simon Property Group Inc

Real Estate
43
+ 2150.0%
$167.23 - $183.84 $7.19K - $7.91K
45 $7K
FTCS
First Trust Capital Strength E

ETFs
100
+ 15.46%
$87.62 - $94.03 $8.76K - $9.4K
747 $65K
CHH
Choice Hotels International Inc

Consumer Cyclical
53
New
$128.7 - $152.73 $6.82K - $8.09K
53 $7K
IEMG
Ishares Inc

ETFs
130
+ 30.16%
N/A
561 $30K
XHS
Spdr S&P Health Care Services

ETFs
85
New
$89.61 - $98.48 $7.62K - $8.37K
85 $7K
TER
Teradyne, Inc

Technology
63
New
$102.58 - $133.62 $6.46K - $8.42K
63 $7K
IT
Gartner Inc

Technology
14
New
$481.22 - $551.8 $6.74K - $7.73K
14 $6K
TXT
Textron Inc

Industrials
91
New
$75.82 - $90.32 $6.9K - $8.22K
91 $6K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
97
New
$67.29 - $73.38 $6.53K - $7.12K
97 $6K
STT
State Street Corp

Financial Services
65
New
$85.96 - $100.78 $5.59K - $6.55K
65 $6K
TDY
Teledyne Technologies Inc

Technology
13
New
$436.59 - $489.24 $5.68K - $6.36K
13 $6K
NDSN
Nordson Corp

Industrials
31
New
$208.83 - $264.36 $6.47K - $8.2K
31 $6K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
51
New
$120.76 - $140.58 $6.16K - $7.17K
51 $6K
JKHY
Henry Jack & Associates Inc

Technology
38
New
$171.12 - $186.18 $6.5K - $7.07K
38 $6K
CRL
Charles River Laboratories International, Inc.

Healthcare
31
+ 387.5%
$178.58 - $220.69 $5.54K - $6.84K
39 $7K
WHR
Whirlpool Corp

Consumer Cyclical
25
+ 7.44%
$99.28 - $124.45 $2.48K - $3.11K
361 $41K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.83K
+ 200.97%
$22.01 - $66.82 $150K - $456K
10.2K $232K
WMB
Williams Companies, Inc.

Energy
88
+ 56.05%
$46.37 - $59.74 $4.08K - $5.26K
245 $13K
CAH
Cardinal Health Inc

Healthcare
46
New
$107.89 - $125.33 $4.96K - $5.77K
46 $5K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
49
New
$104.0 - $138.19 $5.1K - $6.77K
49 $5K
EQT
Eqt Corp

Energy
2
+ 0.38%
$35.62 - $46.89 $71.2 - $93.8
532 $24K
Activity Summary
Buys All Purchases 309 New Holdings 135 Increased Positions 174 Sells All Sells 182 Reductions 179 Sold out 3 Options Calls 0 Puts 0
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