Private Trust CO Na Purchases in Q4 2024

Private Trust CO Na

  • $944 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
54
+ 1.58%
$156.46 - $195.69 $8.45K - $10.6K
3.47K $615K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.31K
+ 43.31%
$20.08 - $20.61 $66.5K - $68.3K
11K $220K
RPV
Invesco Exchange Traded Fd Tr

ETFs
639
+ 16.01%
$87.41 - $97.21 $55.9K - $62.1K
4.63K $417K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
800
+ 800.0%
$73.49 - $86.09 $58.8K - $68.9K
900 $69K
CASY
Caseys General Stores Inc

Consumer Cyclical
50
+ 2.41%
$366.65 - $427.88 $18.3K - $21.4K
2.12K $840K
BMO
Bank Of Montreal

Financial Services
610
+ 245.97%
$89.75 - $103.39 $54.7K - $63.1K
858 $83K
EW
Edwards Lifesciences Corp

Healthcare
510
+ 17.4%
$64.54 - $75.92 $32.9K - $38.7K
3.44K $254K
SPMD
Spdr Portfolio

ETFs
1.09K
+ 4.97%
$54.13 - $59.56 $58.7K - $64.6K
22.9K $1.25M
BKR
Baker Hughes CO

Energy
1.27K
+ 81.88%
$35.98 - $44.88 $45.8K - $57.2K
2.83K $116K
SOFI
So Fi Technologies, Inc.

Financial Services
500
+ 7.14%
$7.63 - $16.88 $3.82K - $8.44K
7.5K $115K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.28K
New
$46.68 - $47.95 $59.8K - $61.5K
1.28K $60K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
500
+ 2000.0%
$119.34 - $127.78 $59.7K - $63.9K
525 $62K
JHMM
John Hancock Multifactor Mid C

ETFs
1.02K
+ 36.03%
$59.61 - $64.8 $60.7K - $66K
3.85K $229K
ISRG
Intuitive Surgical Inc

Healthcare
56
+ 5.85%
$471.27 - $550.62 $26.4K - $30.8K
1.01K $529K
VOT
Vanguard Mid Cap Growth Index

ETFs
196
+ 22.61%
$241.48 - $274.89 $47.3K - $53.9K
1.06K $269K
IR
Ingersoll Rand Inc.

Industrials
761
+ 54.71%
$90.46 - $105.35 $68.8K - $80.2K
2.15K $194K
CBRE
Cbre Group, Inc.

Real Estate
401
+ 58.45%
$119.22 - $140.71 $47.8K - $56.4K
1.09K $142K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
2.55K
+ 22.95%
$28.56 - $30.02 $72.9K - $76.6K
13.7K $391K
AIQ
Global X Funds Global X Artifi

ETFs
1.39K
+ 226.43%
$36.57 - $40.57 $50.8K - $56.3K
2K $77K
FTLS
First Tr Long/Short Equity ETF

ETFs
746
+ 35.39%
$63.1 - $67.29 $47.1K - $50.2K
2.85K $187K
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.06K
+ 69.95%
$36.5 - $53.22 $38.6K - $56.3K
2.57K $110K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.02K
+ 32.86%
$57.53 - $60.83 $58.7K - $62.1K
4.13K $237K
AON
Aon PLC

Financial Services
20
+ 0.58%
$344.14 - $393.31 $6.88K - $7.87K
3.44K $1.24M
ITM
Vaneck Intermediate Muni ETF

ETFs
1.32K
+ 11.47%
$45.56 - $46.97 $60.1K - $62K
12.8K $591K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.43K
+ 20.23%
$20.6 - $20.71 $50K - $50.2K
14.4K $297K
IYG
Ishares Tr

ETFs
590
+ 103.51%
$70.24 - $82.34 $41.4K - $48.6K
1.16K $90K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
3.75K
+ 13.93%
$20.38 - $21.75 $76.4K - $81.6K
30.7K $631K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
869
+ 2.63%
$59.74 - $60.03 $51.9K - $52.2K
34K $2.03M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
149
+ 12.64%
$278.19 - $315.36 $41.5K - $47K
1.33K $382K
EPI
Wisdomtree Tr India Earnings F

ETFs
1.35K
+ 53.23%
$45.09 - $50.08 $60.9K - $67.6K
3.89K $175K
XYLD
Global X Fds S&P 500 Covered C

ETFs
1K
+ 6.36%
$40.86 - $43.42 $40.9K - $43.4K
16.7K $700K
STOT
Spdr Doubleline Short Duration

ETFs
1.02K
+ 196.54%
$46.75 - $47.33 $47.8K - $48.4K
1.54K $72K
CDNS
Cadence Design Systems Inc

Technology
87
+ 11.87%
$249.1 - $324.54 $21.7K - $28.2K
820 $246K
SYM
Symbotic Inc.

Financial Services
2K
New
$22.73 - $38.78 $45.5K - $77.6K
2K $47K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.61K
+ 7.46%
$47.77 - $51.75 $125K - $135K
37.6K $1.82M
HYD
Vaneck High Yield Muni ETF

ETFs
993
+ 17.37%
$51.09 - $53.06 $50.7K - $52.7K
6.71K $348K
IWS
Ishares Russell Midcap Value E

ETFs
535
+ 6.3%
$128.08 - $140.32 $68.5K - $75.1K
9.02K $1.17M
CSL
Carlisle Companies Inc

Industrials
166
+ 74.44%
$368.67 - $480.91 $61.2K - $79.8K
389 $143K
TWLO
Twilio Inc

Communication Services
360
+ 395.6%
$63.73 - $114.96 $22.9K - $41.4K
451 $48K
JEF
Jefferies Financial Group Inc.

Financial Services
506
+ 346.58%
$61.95 - $81.75 $31.3K - $41.4K
652 $51K
DUK
Duke Energy Corp

Utilities
1.41K
+ 9.69%
$105.76 - $120.76 $149K - $170K
15.9K $1.72M
FYX
First Tr Small Cap Core Alphad

ETFs
368
+ 14.29%
$96.51 - $110.53 $35.5K - $40.7K
2.94K $297K
CSGP
Costar Group, Inc.

Real Estate
572
+ 969.49%
$69.7 - $81.97 $39.9K - $46.9K
631 $45K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
400
+ 1.78%
$52.0 - $55.66 $20.8K - $22.3K
22.8K $1.22M
WEC
Wec Energy Group, Inc.

Utilities
563
+ 10.45%
$92.94 - $101.82 $52.3K - $57.3K
5.95K $559K
BOND
Pimco Active Bond Exchange Tra

ETFs
590
+ 20.07%
$90.42 - $94.5 $53.3K - $55.8K
3.53K $319K
CSM
Proshares Large Cap Core Plus

ETFs
587
+ 30.1%
$64.59 - $69.02 $37.9K - $40.5K
2.54K $167K
CFG
Citizens Financial Group Inc

Financial Services
757
+ 31.58%
$39.92 - $48.46 $30.2K - $36.7K
3.15K $138K
EPD
Enterprise Products Partners L.P.

Energy
91
+ 0.55%
$28.66 - $34.43 $2.61K - $3.13K
16.8K $525K
Activity Summary
Buys All Purchases 869 New Holdings 180 Increased Positions 689 Sells All Sells 637 Reductions 637 Sold out 0 Options Calls 0 Puts 0
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