Sequoia Financial Advisors, LLC Purchases in Q3 2024

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HPQ
Hp Inc

Technology
832
+ 3.68%
$32.02 - $38.11 $26.6K - $31.7K
23.4K $839K
IBB
Ishares Biotechnology ETF

ETFs
199
+ 8.26%
$135.09 - $149.47 $26.9K - $29.7K
2.61K $379K
DVA
Davita Inc.

Healthcare
32
+ 1.82%
$133.98 - $165.19 $4.29K - $5.29K
1.79K $292K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.3%
$523.84 - $572.02 $2.1K - $2.29K
1.32K $753K
NWL
Newell Brands Inc.

Consumer Defensive
4.33K
+ 35.93%
$5.73 - $8.91 $24.8K - $38.6K
16.4K $125K
BCC
Boise Cascade CO

Basic Materials
78
+ 4.65%
$114.59 - $144.69 $8.94K - $11.3K
1.76K $247K
UGP
Ultrapar Holdings Inc

Energy
12K
New
$3.81 - $4.44 $45.6K - $53.1K
12K $46K
IBP
Installed Building Products, Inc.

Consumer Cyclical
12
+ 1.14%
$198.8 - $270.35 $2.39K - $3.24K
1.07K $262K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
575
+ 5.99%
$43.73 - $46.29 $25.1K - $26.6K
10.2K $469K
AIT
Applied Industrial Technologies Inc

Industrials
15
+ 1.05%
$183.8 - $224.77 $2.76K - $3.37K
1.44K $321K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
278
+ 8.98%
$69.31 - $77.34 $19.3K - $21.5K
3.37K $258K
TRN
Trinity Industries Inc

Industrials
31
+ 0.35%
$28.66 - $36.5 $888 - $1.13K
8.8K $306K
TAL
Tal Education Group

Consumer Defensive
2.27K
+ 17.34%
$7.42 - $11.84 $16.8K - $26.8K
15.3K $181K
JBL
Jabil Inc

Technology
14
+ 0.39%
$97.55 - $126.65 $1.37K - $1.77K
3.63K $435K
SAIA
Saia Inc

Industrials
155
+ 22.27%
$367.6 - $509.42 $57K - $79K
851 $372K
NNN
National Retail Properties, Inc.

Real Estate
146
+ 2.54%
$42.12 - $48.79 $6.15K - $7.12K
5.89K $285K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
13K
New
$2.83 - $3.11 $36.8K - $40.4K
13K $40K
DGX
Quest Diagnostics Inc

Healthcare
268
+ 1.45%
$137.09 - $137.09 $36.7K - $36.7K
18.7K $2.56M
EXPD
Expeditors International Of Washington Inc

Industrials
178
+ 6.94%
$116.1 - $131.42 $20.7K - $23.4K
2.74K $360K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
10K
New
$3.8 - $4.05 $38K - $40.5K
10K $40K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
320
+ 8.24%
$67.43 - $74.23 $21.6K - $23.8K
4.2K $305K
POST
Post Holdings, Inc.

Consumer Defensive
14
+ 0.45%
$103.64 - $118.23 $1.45K - $1.66K
3.12K $361K
TRMB
Trimble Inc.

Technology
219
+ 5.82%
$49.82 - $62.06 $10.9K - $13.6K
3.98K $247K
ELV
Elevance Health, Inc.

Healthcare
337
+ 5.33%
$500.12 - $562.29 $169K - $189K
6.67K $3.47M
EQC
Equity Commonwealth

Real Estate
959
+ 2.76%
$19.14 - $20.41 $18.4K - $19.6K
35.7K $711K
EBC
Eastern Bankshares, Inc.

Financial Services
59
+ 0.39%
$13.69 - $17.09 $808 - $1.01K
15.1K $247K
BAP
Credicorp LTD

Financial Services
42
+ 2.9%
$158.09 - $185.0 $6.64K - $7.77K
1.49K $270K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
5.1K
+ 50.55%
$2.41 - $4.47 $12.3K - $22.8K
15.2K $61K
BERY
Berry Global Group, Inc.

Consumer Cyclical
16
+ 0.41%
$58.01 - $69.08 $928 - $1.11K
3.91K $265K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
10K
New
$3.28 - $3.5 $32.8K - $35K
10K $35K
LYG
Lloyds Banking Group PLC

Financial Services
3.73K
+ 6.06%
$2.73 - $3.17 $10.2K - $11.8K
65.3K $203K
L
Loews Corp

Financial Services
268
+ 8.39%
$73.76 - $81.96 $19.8K - $22K
3.46K $273K
EA
Electronic Arts Inc.

Communication Services
63
+ 1.05%
$137.32 - $151.82 $8.65K - $9.56K
6.05K $867K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
320
+ 1.5%
$9.34 - $11.46 $2.99K - $3.67K
21.6K $239K
VRSK
Verisk Analytics, Inc.

Industrials
134
+ 7.71%
$260.31 - $285.99 $34.9K - $38.3K
1.87K $501K
ADM
Archer Daniels Midland CO

Consumer Defensive
647
+ 8.59%
$57.96 - $65.72 $37.5K - $42.5K
8.18K $488K
GOSS
Gossamer Bio, Inc.

Healthcare
25K
+ 26.74%
$0.79 - $1.25 $19.8K - $31.3K
119K $117K
FLR
Fluor Corp

Industrials
49
+ 0.71%
$43.22 - $50.26 $2.12K - $2.46K
6.98K $333K
LDOS
Leidos Holdings, Inc.

Technology
43
+ 2.89%
$142.66 - $163.02 $6.13K - $7.01K
1.53K $249K
DHS
Wisdomtree Tr U.S

ETFs
18
+ 0.54%
$83.9 - $93.83 $1.51K - $1.69K
3.33K $312K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.12%
$61.47 - $67.36 $615 - $674
8.22K $552K
PRVA
Privia Health Group, Inc.

Healthcare
583
+ 2.27%
$16.95 - $21.29 $9.88K - $12.4K
26.2K $477K
AVAV
Aero Vironment Inc

Industrials
24
+ 1.64%
$164.14 - $204.5 $3.94K - $4.91K
1.49K $297K
CPRT
Copart Inc

Consumer Cyclical
1.12K
+ 7.28%
$49.19 - $55.54 $55.2K - $62.3K
16.5K $865K
INCY
Incyte Corp

Healthcare
95
+ 2.14%
$57.33 - $68.61 $5.45K - $6.52K
4.53K $299K
EMR
Emerson Electric CO

Industrials
403
+ 2.37%
$98.19 - $118.87 $39.6K - $47.9K
17.4K $1.91M
TMST
Timken Steel Corp

Basic Materials
1.36K
+ 3.69%
N/A
38.2K $821K
RSG
Republic Services, Inc.

Industrials
40
+ 1.24%
$189.34 - $208.21 $7.57K - $8.33K
3.27K $656K
ONB
Old National Bancorp

Financial Services
1
+ 0.01%
$16.67 - $20.22 $16.7 - $20.2
19.1K $356K
Activity Summary
Buys All Purchases 867 New Holdings 155 Increased Positions 712 Sells All Sells 343 Reductions 343 Sold out 0 Options Calls 7 Puts 7
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