Waddell & Associates, LLC Purchases in Q3 2024

Waddell & Associates, LLC

  • $815 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
115
+ 0.68%
$18.21 - $22.28 $2.09K - $2.56K
17K $373K
XOM
Exxon Mobil Corp

Energy
179
+ 1.27%
$109.72 - $119.0 $19.6K - $21.3K
14.2K $1.67M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
4.82K
+ 9.96%
$17.62 - $21.88 $84.9K - $105K
53.2K $1.06M
GS
Goldman Sachs Group Inc

Financial Services
18
+ 2.05%
$459.02 - $510.25 $8.26K - $9.18K
896 $443K
AMZN
Amazon Com Inc

Consumer Cyclical
355
+ 7.74%
$161.02 - $200.0 $57.2K - $71K
4.94K $920K
PFE
Pfizer Inc

Healthcare
388
+ 1.58%
$27.7 - $31.39 $10.7K - $12.2K
25K $722K
MAA
Mid America Apartment Communities Inc.

Real Estate
4
+ 0.22%
$138.8 - $166.65 $555 - $667
1.84K $292K
AVGO
Broadcom Inc.

Technology
1.86K
+ 905.37%
$136.27 - $1745.86 $253K - $3.24M
2.06K $355K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.05%
$161.9 - $179.3 $324 - $359
4.21K $716K
DIS
Walt Disney CO

Communication Services
265
+ 8.3%
$85.6 - $98.61 $22.7K - $26.1K
3.46K $332K
BDX
Becton Dickinson & CO

Healthcare
1
+ 0.08%
$221.47 - $242.41 $221 - $242
1.3K $312K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
119
+ 4.92%
$85.84 - $85.84 $10.2K - $10.2K
2.54K $217K
ECC
Eagle Point Credit CO Inc.

Financial Services
388
+ 3.69%
$9.62 - $10.3 $3.73K - $4K
10.9K $107K
OXLC
Oxford Lane Capital Corp.

Financial Services
956
+ 4.16%
$5.15 - $5.67 $4.92K - $5.42K
23.9K $125K
CGV
Two Rds Shared Tr Conductor Gl
3.61K
+ 1.03%
N/A
353K $0
Tidal Tr Ii
8.39K
New
N/A
8.39K $0
Fidelity Wise Origin Bitcoin
5.08K
New
N/A
5.08K $0
CRT
Cross Timbers Royalty Trust

Energy
249
+ 1.81%
$8.89 - $10.9 $2.21K - $2.71K
14K $148K
NVDA
Nvidia Corp

Technology
374
+ 1.59%
$98.91 - $134.91 $37K - $50.5K
23.8K $2.89M
DELL
Dell Technologies Inc.

Technology
502
+ 13.71%
$87.89 - $145.97 $44.1K - $73.3K
4.16K $493K
CVX
Chevron Corp

Energy
441
+ 4.92%
$137.88 - $161.97 $60.8K - $71.4K
9.41K $1.39M
WFC
Wells Fargo & Company

Financial Services
11
+ 0.15%
$51.58 - $60.97 $567 - $671
7.15K $403K
SCHW
Schwab Charles Corp

Financial Services
33
+ 0.8%
$61.74 - $76.08 $2.04K - $2.51K
4.14K $268K
QCOM
Qualcomm Inc

Technology
1
+ 0.06%
$156.12 - $209.64 $156 - $210
1.78K $302K
MU
Micron Technology Inc

Technology
2
+ 0.09%
$86.27 - $136.82 $173 - $274
2.26K $234K
INTC
Intel Corp

Technology
65
+ 0.41%
$18.9 - $34.87 $1.23K - $2.27K
16.1K $377K
MSFT
Microsoft Corp

Technology
257
+ 1.78%
$395.15 - $467.56 $102K - $120K
14.7K $6.31M
GOOG
Alphabet Inc.

Communication Services
162
+ 1.22%
$149.54 - $192.66 $24.2K - $31.2K
13.5K $2.25M
EW
Edwards Lifesciences Corp

Healthcare
80
+ 0.85%
$59.7 - $93.78 $4.78K - $7.5K
9.52K $627K
Activity Summary
Buys All Purchases 80 New Holdings 14 Increased Positions 66 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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