Private Ocean, LLC Purchases in Q2 2024

Private Ocean, LLC

  • $1.08 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
1.11K
+ 16.24%
$72.5 - $91.53 $80.5K - $102K
7.94K $618K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
14
+ 0.35%
$62.48 - $66.89 $875 - $936
3.98K $252K
O
Realty Income Corp

Real Estate
201
+ 1.36%
$50.8 - $55.45 $10.2K - $11.1K
14.9K $789K
BEN
Franklin Resources Inc

Financial Services
14
+ 1.0%
$21.83 - $27.62 $306 - $387
1.42K $31K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6
+ 0.1%
$85.39 - $90.42 $512 - $543
6.15K $541K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
51
+ 0.24%
$30.89 - $32.89 $1.58K - $1.68K
21.5K $683K
IWC
Russell Micro Cap ETF

ETFs
1
+ 0.04%
$109.35 - $119.81 $109 - $120
2.48K $283K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
90
+ 2.13%
$396.73 - $420.24 $35.7K - $37.8K
4.32K $1.76M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
7
+ 2.39%
$295.25 - $385.2 $2.07K - $2.7K
300 $89K
IWM
Ishares Russell 2000 ETF

ETFs
70
+ 1.19%
$192.84 - $209.44 $13.5K - $14.7K
5.96K $1.21M
NUE
Nucor Corp

Basic Materials
2
+ 0.23%
$151.48 - $200.97 $303 - $402
856 $135K
ACN
Accenture PLC

Technology
21
+ 2.09%
$281.76 - $339.17 $5.92K - $7.12K
1.03K $311K
NKE
Nike, Inc.

Consumer Cyclical
87
+ 2.18%
$75.37 - $97.18 $6.56K - $8.45K
4.08K $307K
DIS
Walt Disney CO

Communication Services
1
+ 0.03%
$99.29 - $122.82 $99.3 - $123
2.96K $294K
VNQ
Vanguard Specialized Funds Van

ETFs
554
+ 0.77%
$78.61 - $85.97 $43.5K - $47.6K
72.8K $6.1M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.84K
+ 0.36%
$92.57 - $94.69 $170K - $174K
510K $48M
Activity Summary
Buys All Purchases 367 New Holdings 231 Increased Positions 136 Sells All Sells 96 Reductions 95 Sold out 1 Options Calls 0 Puts 0
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