Wipfli Financial Advisors Llc, Purchases in Q3 2022

Wipfli Financial Advisors Llc,

  • $1.42 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
1.99K
New
$370.1 - $516.2 $737K - $1.03M
1.99K $752K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.57K
New
$273.83 - $305.53 $704K - $786K
2.57K $745K
F
Ford Motor CO

Consumer Cyclical
66.4K
New
$11.06 - $25.12 $734K - $1.67M
66.4K $744K
AZO
Autozone Inc

Consumer Cyclical
335
New
$2082.64 - $2332.09 $698K - $781K
335 $718K
AXP
American Express CO

Financial Services
5.32K
New
$134.91 - $165.84 $717K - $882K
5.32K $717K
CI
Cigna Corp

Healthcare
2.51K
New
$264.84 - $294.15 $665K - $739K
2.51K $697K
LRCX
Lam Research Corp

Technology
1.89K
New
$366.0 - $531.85 $692K - $1.01M
1.89K $695K
ALL
Allstate Corp

Financial Services
5.39K
New
$21.7 - $132.08 $117K - $712K
5.39K $675K
MDT
Medtronic PLC

Healthcare
8.31K
New
$80.75 - $95.31 $671K - $792K
8.31K $675K
ISRG
Intuitive Surgical Inc

Healthcare
3.59K
New
$186.38 - $242.46 $670K - $871K
3.59K $673K
DUK
Duke Energy Corp

Utilities
7.03K
New
$24.9 - $110.88 $175K - $779K
7.03K $653K
SNPS
Synopsys Inc

Technology
2.14K
New
$301.23 - $390.45 $643K - $834K
2.14K $653K
NVO
Novo Nordisk A S

Healthcare
6.53K
New
$95.28 - $116.93 $623K - $764K
6.53K $651K
BLK
Black Rock Inc.

Financial Services
1.16K
New
$550.28 - $757.07 $637K - $876K
1.16K $637K
AMP
Ameriprise Financial Inc

Financial Services
2.51K
New
$223.12 - $291.83 $560K - $733K
2.51K $633K
ADI
Analog Devices Inc

Technology
4.51K
New
$139.34 - $179.89 $628K - $811K
4.51K $628K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.98K
New
$68.56 - $91.57 $616K - $823K
8.98K $620K
TFC
Truist Financial Corp

Financial Services
14.3K
New
$20.41 - $50.47 $291K - $719K
14.3K $620K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4.13K
New
$148.35 - $173.16 $613K - $716K
4.13K $617K
EL
Estee Lauder Companies Inc

Consumer Defensive
2.84K
New
$215.9 - $281.62 $613K - $799K
2.84K $613K
LIN
Linde PLC

Basic Materials
2.27K
New
$264.25 - $312.29 $600K - $709K
2.27K $612K
SHEL
Shell PLC

Energy
12.1K
New
$22.42 - $55.66 $272K - $675K
12.1K $604K
CME
Cme Group Inc.

Financial Services
3.4K
New
$176.26 - $208.9 $599K - $710K
3.4K $602K
SO
Southern CO

Utilities
8.84K
New
$68.0 - $80.16 $601K - $708K
8.84K $601K
GILD
Gilead Sciences, Inc.

Healthcare
9.62K
New
$59.54 - $68.01 $573K - $654K
9.62K $593K
MPC
Marathon Petroleum Corp

Energy
5.92K
New
$79.31 - $105.73 $470K - $626K
5.92K $588K
PGR
Progressive Corp

Financial Services
5.06K
New
$110.29 - $129.22 $558K - $653K
5.06K $588K
CCI
Crown Castle International Corp

Real Estate
4.02K
New
$144.25 - $184.14 $579K - $739K
4.02K $580K
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.88K
New
$25.2 - $166.28 $97.7K - $645K
3.88K $579K
IBM
International Business Machines Corp

Technology
4.87K
New
$118.81 - $141.12 $578K - $687K
4.87K $578K
ZTS
Zoetis Inc.

Healthcare
3.89K
New
$148.29 - $182.55 $576K - $709K
3.89K $576K
AZN
Astrazeneca PLC

Healthcare
10.4K
New
$53.02 - $135.75 $550K - $1.41M
10.4K $568K
GIS
General Mills Inc

Consumer Defensive
7.42K
New
$73.1 - $80.78 $542K - $599K
7.42K $568K
DG
Dollar General Corp

Consumer Defensive
2.36K
New
$235.85 - $257.66 $555K - $607K
2.36K $565K
DAL
Delta Air Lines, Inc.

Industrials
20K
New
$28.02 - $35.34 $561K - $708K
20K $562K
KLAC
Kla Corp

Technology
1.84K
New
$293.0 - $397.4 $539K - $731K
1.84K $557K
MMM
3 M CO

Industrials
5.03K
New
$110.5 - $151.43 $556K - $762K
5.03K $556K
BA
Boeing CO

Industrials
4.6K
New
$121.08 - $172.08 $556K - $791K
4.6K $556K
FIS
Fidelity National Information Services, Inc.

Technology
7.35K
New
$75.57 - $104.13 $555K - $765K
7.35K $555K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
805
New
$573.97 - $724.32 $462K - $583K
805 $555K
MU
Micron Technology Inc

Technology
11K
New
$48.88 - $65.04 $540K - $718K
11K $553K
AEP
American Electric Power CO Inc

Utilities
6.27K
New
$55.46 - $105.18 $348K - $659K
6.27K $542K
MAR
Marriott International Inc

Consumer Cyclical
3.86K
New
$135.65 - $166.24 $523K - $641K
3.86K $541K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.34K
New
$229.68 - $308.0 $537K - $720K
2.34K $537K
A
Agilent Technologies, Inc.

Healthcare
4.36K
New
$115.11 - $142.29 $502K - $620K
4.36K $530K
ICE
Intercontinental Exchange, Inc.

Financial Services
5.87K
New
$90.35 - $112.62 $530K - $661K
5.87K $530K
SUB
Ishares Short Term National Mu

ETFs
5.07K
New
$102.59 - $105.4 $520K - $535K
5.07K $521K
ADM
Archer Daniels Midland CO

Consumer Defensive
6.46K
New
$71.7 - $91.47 $463K - $591K
6.46K $520K
APD
Air Products & Chemicals, Inc.

Basic Materials
2.22K
New
$221.98 - $274.11 $492K - $608K
2.22K $519K
Activity Summary
Buys All Purchases 2622 New Holdings 2562 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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