Ritholtz Wealth Management Purchases in Q4 2024

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPOT
Spotify Technology S.A.

Communication Services
1.24K
+ 27.61%
$362.95 - $502.38 $450K - $623K
5.74K $2.57M
GS
Goldman Sachs Group Inc

Financial Services
563
+ 7.74%
$486.1 - $608.57 $274K - $343K
7.84K $4.49M
HNI
Hni Corp

Industrials
17.4K
New
$49.28 - $57.49 $857K - $1M
17.4K $875K
GWW
W.W. Grainger, Inc.

Industrials
807
+ 160.76%
$1023.06 - $1220.93 $826K - $985K
1.31K $1.38M
ITW
Illinois Tool Works Inc

Industrials
3.77K
+ 31.59%
$253.56 - $278.5 $955K - $1.05M
15.7K $3.98M
KHC
Kraft Heinz CO

Consumer Defensive
27.4K
New
$30.1 - $36.02 $824K - $986K
27.4K $840K
JD
Jd.Com, Inc.

Consumer Cyclical
33.4K
+ 51.09%
$33.35 - $47.1 $1.12M - $1.58M
98.9K $3.43M
PLTR
Palantir Technologies Inc.

Technology
10.7K
New
$36.46 - $82.38 $389K - $880K
10.7K $807K
NMRK
Newmark Group, Inc.

Real Estate
62.8K
New
$12.79 - $15.98 $804K - $1M
62.8K $804K
UBS
Ubs Group Ag

Financial Services
29.4K
+ 16.55%
$29.78 - $33.08 $875K - $971K
207K $6.27M
YY
Joyy Inc.

Communication Services
15.1K
+ 69.08%
$33.1 - $42.36 $501K - $641K
37K $1.55M
INGR
Ingredion Inc

Consumer Defensive
5.3K
+ 46.79%
$132.76 - $154.86 $704K - $821K
16.6K $2.29M
MS
Morgan Stanley

Financial Services
991
+ 3.51%
$104.42 - $134.99 $103K - $134K
29.3K $3.68M
SYF
Synchrony Financial

Financial Services
4.45K
+ 15.9%
$49.01 - $68.55 $218K - $305K
32.4K $2.11M
GDDY
Go Daddy Inc.

Technology
1.03K
+ 8.34%
$153.16 - $209.03 $158K - $216K
13.4K $2.65M
SAP
Sap Se

Technology
897
+ 3.31%
$218.13 - $255.54 $196K - $229K
28K $6.9M
EME
Emcor Group, Inc.

Industrials
371
+ 1.71%
$427.96 - $526.95 $159K - $195K
22.1K $10M
APOG
Apogee Enterprises, Inc.

Industrials
9.02K
+ 68.97%
$68.43 - $87.22 $617K - $787K
22.1K $1.58M
META
Meta Platforms, Inc.

Communication Services
202
+ 0.65%
$554.08 - $632.68 $112K - $128K
31.4K $18.5M
CSCO
Cisco Systems, Inc.

Technology
5.4K
+ 10.15%
$52.45 - $60.02 $283K - $324K
58.6K $3.47M
BTI
British American Tobacco P.L.C.

Consumer Defensive
18.4K
+ 11.81%
$34.25 - $37.94 $631K - $698K
174K $6.33M
CNK
Cinemark Holdings, Inc.

Communication Services
18.4K
+ 104.49%
$26.69 - $36.02 $490K - $662K
36K $1.11M
SLGN
Silgan Holdings Inc

Consumer Cyclical
11.9K
New
$50.6 - $57.53 $602K - $685K
11.9K $619K
WTTR
Select Energy Services, Inc.

Energy
26.9K
+ 24.13%
$10.31 - $15.0 $277K - $404K
138K $1.83M
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.4K
+ 135.52%
$77.25 - $91.3 $495K - $585K
11.1K $949K
EE
Excelerate Energy, Inc.

Utilities
19.2K
New
$22.25 - $32.15 $427K - $617K
19.2K $580K
HON
Honeywell International Inc

Industrials
364
+ 1.43%
$202.84 - $236.0 $73.8K - $85.9K
25.9K $5.85M
MO
Altria Group, Inc.

Consumer Defensive
7.09K
+ 4.73%
$49.06 - $57.74 $348K - $409K
157K $8.21M
ISTR
Investar Holding Corp

Financial Services
20.2K
+ 51.74%
$18.39 - $24.45 $371K - $494K
59.2K $1.3M
SLVM
Sylvamo Corp

Basic Materials
7.22K
+ 107.89%
$78.56 - $95.69 $568K - $691K
13.9K $1.1M
BSX
Boston Scientific Corp

Healthcare
4.05K
+ 14.16%
$83.62 - $91.5 $339K - $371K
32.6K $2.92M
FIS
Fidelity National Information Services, Inc.

Technology
6.86K
+ 48.31%
$80.14 - $90.95 $550K - $624K
21.1K $1.7M
SKYW
Skywest Inc

Industrials
3.66K
+ 38.75%
$83.51 - $115.11 $306K - $422K
13.1K $1.31M
UNM
Unum Group

Financial Services
637
+ 1.9%
$58.88 - $77.07 $37.5K - $49.1K
34.2K $2.5M
TCOM
Trip.Com Group LTD

Consumer Cyclical
5.45K
+ 39.7%
$58.0 - $75.06 $316K - $409K
19.2K $1.32M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.28K
+ 6.43%
$110.69 - $154.48 $142K - $198K
21.2K $2.69M
NOW
Service Now, Inc.

Technology
78
+ 3.15%
$867.18 - $1148.42 $67.6K - $89.6K
2.55K $2.71M
CAT
Caterpillar Inc

Industrials
1.94K
+ 25.38%
$360.37 - $416.88 $699K - $809K
9.58K $3.48M
ELMD
Electromed, Inc.

Healthcare
16.5K
New
$20.9 - $31.06 $345K - $513K
16.5K $487K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.68K
+ 4.27%
$442.29 - $483.08 $741K - $809K
40.9K $18.6M
KR
Kroger CO

Consumer Defensive
4.86K
+ 9.94%
$55.21 - $63.3 $269K - $308K
53.8K $3.29M
LFVN
Lifevantage Corp

Consumer Defensive
18.7K
+ 65.17%
$11.34 - $17.85 $212K - $333K
47.3K $830K
BKR
Baker Hughes CO

Energy
8.76K
+ 34.16%
$35.98 - $44.88 $315K - $393K
34.4K $1.41M
ELS
Equity Lifestyle Properties Inc

Real Estate
7.27K
New
$66.06 - $72.51 $480K - $527K
7.27K $484K
LRN
Stride, Inc.

Consumer Defensive
3.47K
+ 52.85%
$64.04 - $110.79 $222K - $385K
10K $1.04M
STRT
Strattec Security Corp

Consumer Cyclical
11.5K
New
$34.6 - $43.97 $399K - $507K
11.5K $474K
NTRS
Northern Trust Corp

Financial Services
3.93K
+ 72.47%
$88.4 - $111.16 $347K - $437K
9.35K $958K
DIS
Walt Disney CO

Communication Services
1.2K
+ 5.46%
$92.39 - $117.6 $110K - $141K
23.1K $2.57M
DORM
Dorman Products, Inc.

Consumer Cyclical
3.59K
New
$108.64 - $142.83 $390K - $513K
3.59K $465K
Activity Summary
Buys All Purchases 447 New Holdings 58 Increased Positions 389 Sells All Sells 380 Reductions 380 Sold out 0 Options Calls 1 Puts 0
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