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
FDX
Fedex Corp

Industrials
3
+ 0.29%
$260.5 - $305.15 $782 - $915
1.04K $291K
RMD
Resmed Inc

Healthcare
136
+ 8.99%
$228.69 - $256.07 $31.1K - $34.8K
1.65K $377K
SO
Southern CO

Utilities
522
+ 11.38%
$81.5 - $94.15 $42.5K - $49.1K
5.11K $420K
KAI
Kadant Inc

Industrials
5
+ 0.7%
$316.45 - $422.93 $1.58K - $2.11K
720 $248K
SAN
Banco Santander, S.A.

Financial Services
2.39K
+ 23.3%
$4.49 - $5.05 $10.7K - $12.1K
12.7K $57K
PLUG
Plug Power Inc

Industrials
3.16K
+ 20.56%
$1.87 - $2.67 $5.91K - $8.43K
18.5K $39K
AFL
Aflac Inc

Financial Services
378
+ 9.02%
$100.37 - $115.27 $37.9K - $43.6K
4.57K $472K
CEG
Constellation Energy Corp

Utilities
211
+ 16.96%
$224.28 - $285.52 $47.3K - $60.2K
1.46K $327K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.05%
$111.85 - $120.71 $112 - $121
1.98K $227K
TECH
Bio Techne Corp

Healthcare
485
+ 11.9%
$66.37 - $78.17 $32.2K - $37.9K
4.56K $328K
NSC
Norfolk Southern Corp

Industrials
67
+ 6.47%
$230.6 - $277.0 $15.5K - $18.6K
1.1K $258K
OEF
Ishares S&P 100 ETF

ETFs
3
+ 0.24%
N/A
1.26K $335K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14K
+ 200.65%
$27.54 - $83.04 $385K - $1.16M
20.9K $579K
Canadian Pacific Kansas City
1.08K
+ 35.16%
N/A
4.17K $0
Viking Holdings LTD
1.17K
+ 7.17%
N/A
17.4K $0
Ge Vernova Inc
188
+ 11.56%
N/A
1.82K $0
Brookfield Corp
7.82K
New
N/A
7.82K $0
Lam Research Corp
8.11K
New
N/A
8.11K $0
Fidelity Wise Origin Bitcoin
3.94K
New
N/A
3.94K $0
Ferguson Enterprises Inc
143
+ 12.62%
N/A
1.28K $0
Arista Networks Inc
4.58K
New
N/A
4.58K $0
BFK
Blackrock Municipal Income Trust

Financial Services
764
+ 7.32%
$9.79 - $10.72 $7.48K - $8.19K
11.2K $110K
Blackrock Inc
352
New
N/A
352 $0
DELL
Dell Technologies Inc.

Technology
74
+ 2.98%
$111.96 - $144.21 $8.29K - $10.7K
2.56K $294K
Ea Series Trust
2.57K
+ 32.74%
N/A
10.4K $0
Jacobs Solutions Inc
1.62K
New
N/A
1.62K $0
Ishares Bitcoin Trust ETF
10
+ 0.07%
N/A
14.1K $0
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
867
+ 4.84%
$9.82 - $10.6 $8.51K - $9.19K
18.8K $189K
Labcorp Holdings Inc
2.02K
New
N/A
2.02K $0
VKQ
Invesco Municipal Trust

Financial Services
834
+ 4.51%
$9.54 - $10.29 $7.96K - $8.58K
19.3K $189K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
932
+ 5.96%
$11.1 - $12.03 $10.3K - $11.2K
16.6K $186K
Liberty Media Corp Del
3.09K
New
N/A
3.09K $0
NAD
Nuveen Quality Municipal Income Fund

Financial Services
912
+ 6.02%
$11.39 - $12.41 $10.4K - $11.3K
16.1K $187K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.04K
+ 0.73%
$50.37 - $50.6 $103K - $103K
280K $14.1M
Qxo Inc
3.06K
+ 23.99%
N/A
15.8K $0
Howard Hughes Holdings Inc
18
+ 0.27%
N/A
6.57K $0
PMO
Putnam Municipal Opportunities Trust

Financial Services
767
+ 7.5%
$10.01 - $10.93 $7.68K - $8.38K
11K $111K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
618
+ 5.98%
$9.99 - $10.92 $6.17K - $6.75K
11K $111K
VMO
Invesco Municipal Opportunity Trust

Financial Services
989
+ 5.33%
$9.47 - $10.33 $9.37K - $10.2K
19.5K $189K
PRF
Invesco Exchange Traded Fd Tr

ETFs
43
+ 0.45%
$40.15 - $42.9 $1.73K - $1.84K
9.68K $390K
O
Realty Income Corp

Real Estate
613
+ 18.25%
$51.76 - $64.71 $31.7K - $39.7K
3.97K $212K
ITW
Illinois Tool Works Inc

Industrials
70
+ 3.22%
$253.56 - $278.5 $17.7K - $19.5K
2.25K $569K
BNY
Blackrock New York Municipal Income Trust

Financial Services
691
+ 6.76%
$10.13 - $11.07 $7K - $7.65K
10.9K $111K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
1.07K
+ 7.36%
$11.6 - $12.83 $12.4K - $13.8K
15.6K $182K
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
400
+ 3.81%
$9.93 - $10.92 $3.97K - $4.37K
10.9K $109K
CION
Cion Investment Corp

Financial Services
694
+ 3.04%
$11.25 - $12.08 $7.81K - $8.38K
23.5K $268K
PCK
Pimco California Municipal Income Fund Ii

Financial Services
473
+ 4.08%
$5.64 - $6.3 $2.67K - $2.98K
12.1K $69K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
750
+ 5.13%
$12.12 - $13.1 $9.09K - $9.83K
15.4K $187K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
425
+ 3.32%
$8.57 - $9.34 $3.64K - $3.97K
13.2K $115K
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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