Sheaff Brock Investment Advisors, LLC Purchases in Q3 2024

Sheaff Brock Investment Advisors, LLC

  • $1.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KHC
Kraft Heinz CO

Consumer Defensive
968
+ 4.37%
$31.86 - $36.13 $30.8K - $35K
23.1K $810K
SHOP
Shopify Inc.

Technology
180
+ 3.29%
$52.26 - $80.75 $9.41K - $14.5K
5.66K $453K
MAR
Marriott International Inc

Consumer Cyclical
260
+ 6.66%
$211.35 - $255.11 $55K - $66.3K
4.16K $1.03M
USB
Us Bancorp \De\

Financial Services
5
+ 0.03%
$39.04 - $47.23 $195 - $236
14.4K $660K
IWM
Ishares Russell 2000 ETF

ETFs
85
+ 2.36%
$200.87 - $224.6 $17.1K - $19.1K
3.69K $815K
VO
Vanguard Mid Cap ETF

ETFs
86
+ 3.22%
$237.84 - $263.83 $20.5K - $22.7K
2.76K $727K
GLD
Spdr Gold Trust

ETFs
107
+ 6.07%
$215.56 - $246.98 $23.1K - $26.4K
1.87K $454K
PFE
Pfizer Inc

Healthcare
87
+ 0.12%
$27.7 - $31.39 $2.41K - $2.73K
74.5K $2.15M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
5.04K
+ 5.62%
$7.86 - $8.77 $39.6K - $44.2K
94.8K $826K
HALO
Halozyme Therapeutics, Inc.

Healthcare
507
+ 7.67%
$51.3 - $64.42 $26K - $32.7K
7.12K $407K
KMI
Kinder Morgan, Inc.

Energy
24
+ 0.09%
$19.72 - $22.22 $473 - $533
27K $596K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.95K
+ 11.56%
$11.52 - $12.52 $33.9K - $36.9K
28.4K $351K
WMB
Williams Companies, Inc.

Energy
140
+ 0.88%
$41.24 - $46.22 $5.77K - $6.47K
16.1K $736K
VNQ
Vanguard Specialized Funds Van

ETFs
9
+ 0.23%
$82.97 - $98.97 $747 - $891
3.94K $384K
IVV
Ishares Core S&P 500 ETF

ETFs
63
+ 10.52%
$520.18 - $576.82 $32.8K - $36.3K
662 $381K
CL
Colgate Palmolive CO

Consumer Defensive
3
+ 0.04%
$95.54 - $108.77 $287 - $326
7.98K $828K
XLRE
Select Sector Spdr Tr Real Est

ETFs
227
+ 3.34%
$38.04 - $45.36 $8.64K - $10.3K
7.03K $314K
MPLX
Mplx LP

Energy
268
+ 1.38%
$40.44 - $45.07 $10.8K - $12.1K
19.7K $875K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
473
+ 21.24%
$100.3 - $100.74 $47.4K - $47.7K
2.7K $271K
CMCSA
Comcast Corp

Communication Services
500
+ 5.25%
$37.33 - $41.78 $18.7K - $20.9K
10K $418K
SYK
Stryker Corp

Healthcare
6
+ 0.31%
$315.94 - $371.96 $1.9K - $2.23K
1.96K $706K
HBAN
Huntington Bancshares Inc

Financial Services
12
+ 0.04%
$12.84 - $15.15 $154 - $182
27.8K $409K
DGRO
Ishares Core Dividend Growth E

ETFs
102
+ 1.44%
$57.47 - $62.76 $5.86K - $6.4K
7.19K $450K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2
+ 0.03%
$31.07 - $39.36 $62.1 - $78.7
7.02K $256K
DSX
Diana Shipping Inc.

Industrials
15.1K
New
$2.2 - $2.93 $33.2K - $44.2K
15.1K $38K
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 0.25%
$162.83 - $179.16 $977 - $1.07K
2.4K $429K
TRGP
Targa Resources Corp.

Energy
7
+ 0.38%
$127.86 - $156.46 $895 - $1.1K
1.87K $276K
XYL
Xylem Inc.

Industrials
279
+ 11.36%
$126.14 - $141.53 $35.2K - $39.5K
2.74K $369K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
725
+ 5.5%
$49.7 - $56.11 $36K - $40.7K
13.9K $763K
YUM
Yum Brands Inc

Consumer Cyclical
7
+ 0.17%
$125.95 - $139.96 $882 - $980
4.05K $565K
CPRT
Copart Inc

Consumer Cyclical
719
+ 11.82%
$49.19 - $55.54 $35.4K - $39.9K
6.8K $356K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
23
+ 0.04%
$7.74 - $8.68 $178 - $200
59.4K $515K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17
+ 0.8%
$105.53 - $118.34 $1.79K - $2.01K
2.15K $251K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
106
+ 2.57%
$60.84 - $67.51 $6.45K - $7.16K
4.24K $286K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
97
+ 1.4%
$76.94 - $79.54 $7.46K - $7.72K
7.01K $556K
DNP
Dnp Select Income Fund Inc

Financial Services
30
+ 0.28%
$8.21 - $10.03 $246 - $301
10.9K $109K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
1.6K
+ 12.12%
$8.59 - $9.07 $13.7K - $14.5K
14.8K $133K
EMR
Emerson Electric CO

Industrials
200
+ 11.01%
$98.19 - $118.87 $19.6K - $23.8K
2.02K $220K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1
+ 0.03%
$106.11 - $113.72 $106 - $114
2.87K $324K
KMB
Kimberly Clark Corp

Consumer Defensive
23
+ 0.8%
$135.05 - $148.35 $3.11K - $3.41K
2.91K $413K
FCX
Freeport Mcmoran Inc

Basic Materials
38
+ 0.5%
$39.52 - $51.92 $1.5K - $1.97K
7.68K $383K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
5
+ 0.04%
$13.63 - $14.85 $68.2 - $74.3
13.4K $199K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
11
+ 0.09%
$17.76 - $20.23 $195 - $223
12.1K $245K
BIAF
Bio Affinity Technologies, Inc.

Healthcare
5K
+ 33.33%
$1.32 - $2.82 $6.6K - $14.1K
20K $41K
EAD
Allspring Income Opportunities Fund

Financial Services
59
+ 0.36%
$6.65 - $7.13 $392 - $421
16.3K $115K
WFC
Wells Fargo & Company

Financial Services
1.2K
+ 5.87%
$51.58 - $60.97 $62K - $73.3K
21.7K $1.22M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.09%
$285.48 - $330.24 $285 - $330
1.08K $347K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
5
+ 0.03%
$15.36 - $16.78 $76.8 - $83.9
18.2K $305K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
82
+ 0.54%
$16.42 - $18.12 $1.35K - $1.49K
15.4K $277K
Activity Summary
Buys All Purchases 193 New Holdings 32 Increased Positions 161 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 2 Puts 3
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