Sgl Investment Advisors, Inc. Purchases and Sells in Q4 2024

Sgl Investment Advisors, Inc.

$198 Billion
Q4 2024

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBM	2.76K + 12.71%	$204.9 - $238.04 $565K - $657K	24.5K $6.26B
META	236 + 3.65%	$554.08 - $632.68 $131K - $149K	6.7K $4.86B
JPM	142 + 0.5%	$205.18 - $250.29 $29.1K - $35.5K	28.5K $7.84B
TMUS	3.3K + 307.26%	$206.1 - $246.94 $681K - $816K	4.38K $1.12B
SSNC	230 + 0.39%	$69.93 - $77.36 $16.1K - $17.8K	58.9K $5.19B
ADBE	2.78K + 36.09%	$437.39 - $552.96 $1.22M - $1.54M	10.5K $4.86B

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MCK	1.26K New	$482.27 - $628.5 $610K - $794K	1.26K $752M
BLACKROCK INC	714 New	N/A	714 $695M
DBX	16.1K New	$25.05 - $30.8 $402K - $495K	16.1K $513M
LII	781 New	$589.36 - $678.43 $460K - $530K	781 $475M
LINDE PLC	586 New	N/A	586 $269M
MS	1.95K New	$104.42 - $134.99 $204K - $264K	1.95K $268M

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMI	-4.2K - 22.41%	$324.93 - $383.42 $1.36M - $1.61M	14.5K $5.3B
VZ	-23K - 76.6%	$39.6 - $45.21 $910K - $1.04M	7.03K $285M
UNH	-1.18K - 40.0%	$485.52 - $625.25 $572K - $737K	1.77K $932M
DHR	-1.14K - 7.85%	$226.16 - $274.52 $257K - $312K	13.3K $2.69B
CAG	-4.22K - 2.53%	$26.48 - $32.72 $112K - $138K	163K $4.04B
INTU	-681 - 65.8%	$602.01 - $706.25 $410K - $481K	354 $204M

Activity Summary All Purchases 84 New Holdings 17 Increased Positions 67 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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