Simon Quick Advisors, LLC Purchases in Q4 2024

Simon Quick Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMA
Comerica Inc

Financial Services
4.26K
New
$57.88 - $72.73 $247K - $310K
4.26K $263K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.37K
+ 27.24%
$113.92 - $127.38 $270K - $301K
11.1K $1.27M
GDDY
Go Daddy Inc.

Technology
1.3K
New
$153.16 - $209.03 $200K - $272K
1.3K $257K
DOW
Dow Inc.

Basic Materials
6.42K
New
$39.1 - $55.34 $251K - $355K
6.42K $257K
TRGP
Targa Resources Corp.

Energy
1.44K
New
$150.58 - $207.69 $217K - $299K
1.44K $256K
GTLS
Chart Industries Inc

Industrials
1.34K
New
$119.65 - $202.35 $161K - $272K
1.34K $256K
FLS
Flowserve Corp

Industrials
4.43K
New
$51.87 - $62.0 $230K - $275K
4.43K $254K
JCI
Johnson Controls International PLC

Industrials
3.2K
New
$74.23 - $86.6 $237K - $277K
3.2K $252K
OKE
Oneok Inc

Energy
2.5K
New
$92.28 - $117.05 $231K - $293K
2.5K $251K
HEI
Heico Corp

Industrials
1.05K
New
$237.06 - $279.02 $249K - $293K
1.05K $249K
KR
Kroger CO

Consumer Defensive
4.05K
New
$55.21 - $63.3 $224K - $256K
4.05K $247K
OXY
Occidental Petroleum Corp

Energy
5K
New
$45.36 - $55.91 $227K - $279K
5K $246K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
12.4K
New
$16.15 - $20.36 $200K - $252K
12.4K $246K
NTRA
Natera, Inc.

Healthcare
1.55K
New
$117.67 - $174.0 $183K - $270K
1.55K $245K
ALL
Allstate Corp

Financial Services
1.22K
+ 61.9%
$181.25 - $208.2 $221K - $254K
3.19K $615K
MIR
Mirion Technologies, Inc.

Industrials
7.98K
+ 49.63%
$10.94 - $18.65 $87.3K - $149K
24.1K $419K
HDB
Hdfc Bank LTD

Financial Services
3.74K
New
$59.45 - $68.01 $222K - $254K
3.74K $238K
RSG
Republic Services, Inc.

Industrials
1.18K
New
$198.0 - $218.75 $234K - $258K
1.18K $237K
T
At&T Inc.

Communication Services
8.9K
+ 20.4%
$21.22 - $23.88 $189K - $212K
52.5K $1.2M
SONY
Sony Group Corp

Technology
11.1K
New
$17.53 - $96.8 $194K - $1.07M
11.1K $234K
WST
West Pharmaceutical Services Inc

Healthcare
710
New
$285.69 - $344.0 $203K - $244K
710 $232K
AXP
American Express CO

Financial Services
566
+ 22.99%
$267.35 - $305.57 $151K - $173K
3.03K $898K
PEG
Public Service Enterprise Group Inc

Utilities
2.74K
New
$81.87 - $94.51 $224K - $259K
2.74K $231K
SRE
Sempra Energy

Utilities
2.64K
New
$80.81 - $94.77 $213K - $250K
2.64K $231K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.23K
New
$129.13 - $198.21 $159K - $244K
1.23K $228K
AJG
Arthur J. Gallagher & Co.

Financial Services
805
New
$278.49 - $315.16 $224K - $254K
805 $228K
CFG
Citizens Financial Group Inc

Financial Services
5.12K
New
$39.92 - $48.46 $204K - $248K
5.12K $223K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.86K
+ 21.31%
$77.25 - $91.3 $144K - $170K
10.6K $903K
RDY
Dr Reddys Laboratories LTD

Healthcare
14.2K
New
$13.99 - $79.75 $198K - $1.13M
14.2K $223K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.63K
New
$82.28 - $117.52 $216K - $308K
2.63K $222K
COST
Costco Wholesale Corp

Consumer Defensive
132
+ 3.92%
$873.59 - $994.69 $115K - $131K
3.5K $3.21M
FTNT
Fortinet, Inc.

Technology
2.34K
New
$76.49 - $99.21 $179K - $233K
2.34K $221K
TM
Toyota Motor Corp

Consumer Cyclical
1.13K
New
$169.2 - $199.52 $191K - $225K
1.13K $219K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.27K
+ 8.88%
$100.16 - $100.7 $227K - $228K
27.8K $2.79M
FAST
Fastenal CO

Industrials
3.01K
New
$69.99 - $84.35 $211K - $254K
3.01K $216K
MNST
Monster Beverage Corp

Consumer Defensive
4.12K
New
$49.24 - $56.38 $203K - $232K
4.12K $216K
ECL
Ecolab Inc.

Basic Materials
925
New
$234.32 - $261.43 $217K - $242K
925 $216K
EXC
Exelon Corp

Utilities
5.76K
New
$36.22 - $40.97 $209K - $236K
5.76K $216K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.42K
New
$88.59 - $94.57 $215K - $229K
2.42K $215K
CCJ
Cameco Corp

Energy
4.12K
New
$48.64 - $61.14 $201K - $252K
4.12K $211K
CHT
Chunghwa Telecom CO LTD

Communication Services
5.53K
New
$37.24 - $39.29 $206K - $217K
5.53K $208K
XLY
Select Sector Spdr Consumer Di

ETFs
927
New
$194.8 - $239.43 $181K - $222K
927 $207K
MTD
Mettler Toledo International Inc

Healthcare
168
New
$1160.67 - $1498.12 $195K - $252K
168 $205K
MSTR
Microstrategy Inc

Technology
701
New
$162.69 - $473.83 $114K - $332K
701 $203K
SQ
Block, Inc.

Technology
2.39K
New
$65.06 - $98.92 $155K - $236K
2.39K $203K
RJF
Raymond James Financial Inc

Financial Services
1.31K
New
$123.0 - $170.1 $161K - $223K
1.31K $203K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
466
New
$338.38 - $446.21 $158K - $208K
466 $202K
FANG
Diamondback Energy, Inc.

Energy
1.23K
New
$153.06 - $199.5 $189K - $246K
1.23K $201K
TTEK
Tetra Tech Inc

Industrials
5.02K
New
$39.8 - $50.52 $200K - $254K
5.02K $200K
Activity Summary
Buys All Purchases 357 New Holdings 71 Increased Positions 286 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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