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
NMAI
Nuveen Multi Asset Income Fund

ETFs
205
New
$11.86 - $13.16 $2.43K - $2.7K
205 $2K
BLW
Blackrock LTD Duration Income Trust

Financial Services
142
New
$13.98 - $14.51 $1.99K - $2.06K
142 $2K
GTES
Gates Industrial Corp PLC

Industrials
105
New
$17.3 - $22.93 $1.82K - $2.41K
105 $2K
SSNC
Ss&C Technologies Holdings Inc

Technology
36
New
$69.93 - $77.36 $2.52K - $2.78K
36 $2K
NVAX
Novavax Inc

Healthcare
317
+ 905.71%
$7.22 - $14.68 $2.29K - $4.65K
352 $2K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
45
New
$55.73 - $61.23 $2.51K - $2.76K
45 $2K
MHK
Mohawk Industries Inc

Consumer Cyclical
24
New
$116.82 - $161.27 $2.8K - $3.87K
24 $2K
SNN
Smith & Nephew PLC

Healthcare
115
New
$24.29 - $30.81 $2.79K - $3.54K
115 $2K
CTVA
Corteva, Inc.

Basic Materials
116
+ 5.01%
$55.21 - $64.13 $6.4K - $7.44K
2.43K $138K
WPP
Wpp PLC

Communication Services
53
New
$49.35 - $56.55 $2.62K - $3K
53 $2K
HCA
Hca Healthcare, Inc.

Healthcare
20
+ 52.63%
$297.52 - $415.61 $5.95K - $8.31K
58 $17K
TLT
Ishares Barclays 20+ Year Trea

ETFs
32
+ 44.44%
$87.1 - $98.49 $2.79K - $3.15K
104 $9K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
280
New
$5.64 - $5.93 $1.58K - $1.66K
280 $1K
VVR
Invesco Senior Income Trust

Financial Services
325
New
$3.83 - $4.07 $1.24K - $1.32K
325 $1K
PFF
Ishares Trust Ishares Pfd And

ETFs
34
New
$31.23 - $33.51 $1.06K - $1.14K
34 $1K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
26
+ 433.33%
$60.13 - $67.31 $1.56K - $1.75K
32 $1K
MBB
Ishares Tr

ETFs
16
+ 17.2%
$91.26 - $95.82 $1.46K - $1.53K
109 $9K
PDT
John Hancock Premium Dividend Fund

Financial Services
100
New
$12.01 - $13.54 $1.2K - $1.35K
100 $1K
BP
Bp PLC

Energy
63
+ 16.41%
$28.16 - $33.14 $1.77K - $2.09K
447 $13K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
19
New
$74.5 - $78.37 $1.42K - $1.49K
19 $1K
QBTS
D Wave Quantum Inc.

Technology
144
New
$0.89 - $9.91 $128 - $1.43K
144 $1K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
33
New
$45.17 - $47.23 $1.49K - $1.56K
33 $1K
MPLX
Mplx LP

Energy
25
New
$43.77 - $51.66 $1.09K - $1.29K
25 $1K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
86
New
$20.55 - $23.26 $1.77K - $2K
86 $1K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
68
New
$27.67 - $31.93 $1.88K - $2.17K
68 $1K
UBER
Uber Technologies, Inc

Technology
17
New
$59.93 - $86.34 $1.02K - $1.47K
17 $1K
INT
World Fuel Services Corp

Energy
66
New
N/A
66 $1K
VIV
Telefonica Brasil S.A.

Communication Services
200
New
$7.5 - $10.25 $1.5K - $2.05K
200 $1K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
20
+ 200.0%
$49.84 - $59.6 $997 - $1.19K
30 $1K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
230
New
$8.21 - $8.88 $1.89K - $2.04K
230 $1K
GRFS
Grifols Sa

Healthcare
259
New
$6.99 - $9.55 $1.81K - $2.47K
259 $1K
VBF
Invesco Bond Fund

Financial Services
74
New
$15.36 - $17.05 $1.14K - $1.26K
74 $1K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
10
+ 100.0%
$68.25 - $75.42 $683 - $754
20 $1K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
179
+ 10.53%
$55.45 - $61.08 $9.93K - $10.9K
1.88K $104K
JRS
Nuveen Real Estate Income Fund

Financial Services
134
New
$8.09 - $9.64 $1.08K - $1.29K
134 $1K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
170
+ 850.0%
$8.24 - $11.07 $1.4K - $1.88K
190 $1K
Blackrock Inc Com
3
+ 2.65%
N/A
116 $0
SRE
Sempra Energy

Utilities
0
New
$80.81 - $94.77 $0 - $0
0 $0
Cooper Cos Inc Com
92
New
N/A
92 $0
DPZ
Dominos Pizza Inc

Consumer Cyclical
0
New
$408.59 - $476.19 $0 - $0
0 $0
Canopy Growth Corp Com New
86
+ 296.55%
N/A
115 $0
Direxion Daily 20 Year Treasury Bull 3 X Shares
153
New
N/A
153 $0
Natwest Group PLC Spons Adr
409
New
N/A
409 $0
CRH.L
Crh PLC

Basic Materials
44
+ 8.63%
N/A
554 $0
IXC
Ishares Tr Global Energy ETF

ETFs
3
+ 5.45%
$36.95 - $43.06 $111 - $129
58 $2K
ECC
Eagle Point Credit CO Inc.

Financial Services
37
+ 4.7%
$8.7 - $9.98 $322 - $369
824 $7K
FDL
First Tr Morningstar Dividend

ETFs
0
New
$39.59 - $43.95 $0 - $0
0 $0
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
34
New
$28.3 - $30.67 $962 - $1.04K
34 $0
CYBR
Cyber Ark Software Ltd.

Technology
2
New
$274.1 - $333.15 $548 - $666
2 $0
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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