Sheaff Brock Investment Advisors, LLC Reduced Holdings in Q4 2024

Sheaff Brock Investment Advisors, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-200
- 1.35%
$8.51 - $9.15 $1.7K - $1.83K
14.6K $125K
FISV
Fiserv Inc

Technology
-58
- 4.19%
N/A
1.33K $165K
VEEV
Veeva Systems Inc

Healthcare
-43
- 0.48%
$201.81 - $250.45 $8.68K - $10.8K
8.91K $1.87M
TFC
Truist Financial Corp

Financial Services
-3.04K
- 1.5%
$41.51 - $48.1 $126K - $146K
200K $8.68M
SYK
Stryker Corp

Healthcare
-6
- 0.31%
$345.14 - $392.15 $2.07K - $2.35K
1.95K $702K
GWW
W.W. Grainger, Inc.

Industrials
-38
- 1.55%
$1023.06 - $1220.93 $38.9K - $46.4K
2.41K $2.54M
XLY
Select Sector Spdr Consumer Di

ETFs
-130
- 11.66%
$194.8 - $239.43 $25.3K - $31.1K
985 $220K
STLD
Steel Dynamics Inc

Basic Materials
-20
- 0.34%
N/A
5.85K $573K
Ge Healthcare Technologies I
-8.7K
- 70.38%
N/A
3.66K $0
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-158
- 1.03%
$17.93 - $18.8 $2.83K - $2.97K
15.2K $277K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-500
- 3.13%
$13.24 - $14.35 $6.62K - $7.18K
15.5K $213K
USB
Us Bancorp \De\

Financial Services
-480
- 3.33%
$43.98 - $53.66 $21.1K - $25.8K
14K $667K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
-497
- 2.73%
$16.54 - $17.92 $8.22K - $8.91K
17.7K $314K
AB
Alliancebernstein Holding L.P.

Financial Services
-130
- 1.91%
$34.59 - $38.68 $4.5K - $5.03K
6.68K $247K
CODI
Compass Diversified Holdings

Industrials
-500
- 1.99%
$20.56 - $24.27 $10.3K - $12.1K
24.6K $567K
GPN
Global Payments Inc

Industrials
-300
- 6.0%
$97.57 - $119.38 $29.3K - $35.8K
4.7K $526K
ZS
Zscaler, Inc.

Technology
-77
- 1.92%
$166.99 - $211.99 $12.9K - $16.3K
3.93K $709K
SPG
Simon Property Group Inc

Real Estate
-180
- 1.04%
$167.23 - $183.84 $30.1K - $33.1K
17.1K $2.95M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-26
- 0.62%
$178.39 - $215.0 $4.64K - $5.59K
4.16K $802K
T
At&T Inc.

Communication Services
-770
- 1.2%
$21.22 - $23.88 $16.3K - $18.4K
63.4K $1.44M
TJX
Tjx Companies Inc

Consumer Cyclical
-15
- 0.12%
$112.15 - $127.2 $1.68K - $1.91K
12.5K $1.51M
AFG
American Financial Group Inc

Financial Services
-409
- 0.91%
$126.81 - $149.08 $51.9K - $61K
44.5K $6.1M
EQIX
Equinix Inc

Real Estate
-29
- 1.86%
$865.69 - $985.0 $25.1K - $28.6K
1.53K $1.45M
EME
Emcor Group, Inc.

Industrials
-126
- 2.18%
$427.96 - $526.95 $53.9K - $66.4K
5.65K $2.56M
TRV
Travelers Companies, Inc.

Financial Services
-169
- 0.91%
$225.97 - $266.66 $38.2K - $45.1K
18.3K $4.41M
BX
Blackstone Inc.

Financial Services
-20
- 0.37%
$148.45 - $199.05 $2.97K - $3.98K
5.43K $936K
COST
Costco Wholesale Corp

Consumer Defensive
-34
- 0.67%
$873.59 - $994.69 $29.7K - $33.8K
5.05K $4.63M
TW
Tradeweb Markets Inc.

Financial Services
-105
- 0.57%
$124.87 - $136.32 $13.1K - $14.3K
18.3K $2.4M
SHOP
Shopify Inc.

Technology
-72
- 1.27%
$78.14 - $119.49 $5.63K - $8.6K
5.58K $593K
BAC
Bank Of America Corp

Financial Services
-3.48K
- 4.45%
$39.22 - $47.77 $137K - $166K
74.8K $3.29M
PSTG
Pure Storage, Inc.

Technology
-4.12K
- 10.47%
$48.19 - $66.6 $198K - $274K
35.2K $2.16M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-75
- 3.5%
$260.53 - $404.79 $19.5K - $30.4K
2.07K $791K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-8.99K
- 8.95%
$97.09 - $120.01 $873K - $1.08M
91.5K $9.89M
GL
Globe Life Inc.

Financial Services
-400
- 0.73%
$103.49 - $116.02 $41.4K - $46.4K
54.2K $6.04M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 0.5%
$4100.99 - $5300.34 $8.2K - $10.6K
401 $1.99M
DIS
Walt Disney CO

Communication Services
-569
- 2.17%
$92.39 - $117.6 $52.6K - $66.9K
25.7K $2.86M
BR
Broadridge Financial Solutions, Inc.

Technology
-64
- 0.2%
$209.64 - $236.44 $13.4K - $15.1K
31.9K $7.21M
BA
Boeing CO

Industrials
-220
- 1.43%
$138.14 - $180.72 $30.4K - $39.8K
15.1K $2.68M
ISRG
Intuitive Surgical Inc

Healthcare
-20
- 0.17%
$471.27 - $550.62 $9.43K - $11K
12K $6.27M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-1.26K
- 14.56%
$229.85 - $335.91 $289K - $422K
7.38K $2.41M
V
Visa Inc.

Financial Services
-27
- 0.25%
$273.87 - $320.91 $7.39K - $8.66K
10.7K $3.38M
WMT
Walmart Inc.

Consumer Defensive
-306
- 0.64%
$79.1 - $95.7 $24.2K - $29.3K
47.6K $4.3M
JPM
Jpmorgan Chase & CO

Financial Services
-1.91K
- 5.71%
$205.18 - $250.29 $392K - $478K
31.5K $7.56M
CMI
Cummins Inc

Industrials
-409
- 1.45%
$324.93 - $383.42 $133K - $157K
27.8K $9.7M
CRM
Salesforce, Inc.

Technology
-2.7K
- 10.33%
$270.87 - $367.87 $732K - $995K
23.5K $7.85M
OKE
Oneok Inc

Energy
-2.17K
- 2.07%
$92.28 - $117.05 $200K - $254K
103K $10.3M
AXP
American Express CO

Financial Services
-470
- 1.19%
$267.35 - $305.57 $126K - $144K
39K $11.6M
GOOG
Alphabet Inc.

Communication Services
-222
- 0.46%
$163.08 - $198.16 $36.2K - $44K
48.1K $9.16M
MRVL
Marvell Technology, Inc.

Technology
-4.89K
- 11.33%
$70.31 - $124.78 $344K - $610K
38.3K $4.22M
Activity Summary
Buys All Purchases 187 New Holdings 32 Increased Positions 155 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 2 Puts 3
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