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
BSX
Boston Scientific Corp

Healthcare
13.4K
New
$36.71 - $109.66 $492K - $1.47M
13.4K $519K
PANW
Palo Alto Networks Inc

Technology
3.13K
New
$161.57 - $574.15 $506K - $1.8M
3.13K $513K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.14K
New
$98.86 - $99.36 $508K - $510K
5.14K $508K
TT
Trane Technologies PLC

Industrials
3.49K
New
$126.47 - $167.26 $442K - $584K
3.49K $506K
XEL
Xcel Energy Inc

Utilities
7.83K
New
$64.0 - $77.41 $501K - $606K
7.83K $504K
EW
Edwards Lifesciences Corp

Healthcare
6.05K
New
$82.37 - $107.29 $498K - $649K
6.05K $500K
SONY
Sony Group Corp

Technology
7.68K
New
$64.05 - $87.78 $492K - $674K
7.68K $492K
TER
Teradyne, Inc

Technology
6.5K
New
$75.15 - $102.9 $488K - $668K
6.5K $488K
UNM
Unum Group

Financial Services
12.6K
New
$24.33 - $40.9 $306K - $515K
12.6K $488K
QCRH
Qcr Holdings Inc

Financial Services
9.52K
New
$50.94 - $62.69 $485K - $597K
9.52K $486K
T
At&T Inc.

Communication Services
31.3K
New
$15.34 - $23.1 $481K - $724K
31.3K $481K
CTRA
Coterra Energy Inc.

Energy
18.4K
New
$25.32 - $32.23 $465K - $592K
18.4K $479K
KMB
Kimberly Clark Corp

Consumer Defensive
4.18K
New
$112.54 - $137.39 $471K - $575K
4.18K $475K
CBRE
Cbre Group, Inc.

Real Estate
7K
New
$67.51 - $87.68 $473K - $614K
7K $473K
HCA
Hca Healthcare, Inc.

Healthcare
2.58K
New
$165.99 - $222.36 $428K - $573K
2.58K $473K
KR
Kroger CO

Consumer Defensive
10.7K
New
$43.75 - $51.94 $467K - $554K
10.7K $467K
LHX
L3 Harris Technologies, Inc.

Industrials
2.24K
New
$207.83 - $243.97 $465K - $546K
2.24K $465K
FANG
Diamondback Energy, Inc.

Energy
3.8K
New
$106.71 - $140.17 $406K - $533K
3.8K $458K
BDX
Becton Dickinson & CO

Healthcare
2.05K
New
$51.03 - $264.23 $104K - $541K
2.05K $456K
MSI
Motorola Solutions, Inc.

Technology
2.03K
New
$208.17 - $256.59 $422K - $520K
2.03K $456K
EQT
Eqt Corp

Energy
11.2K
New
$31.65 - $50.6 $353K - $565K
11.2K $455K
ROP
Roper Technologies Inc

Industrials
1.26K
New
$359.64 - $439.41 $454K - $554K
1.26K $454K
NVS
Novartis Ag

Healthcare
5.96K
New
$74.61 - $87.26 $444K - $520K
5.96K $453K
CB
Chubb LTD

Financial Services
2.47K
New
$174.74 - $202.41 $431K - $499K
2.47K $450K
ADSK
Autodesk, Inc.

Technology
2.39K
New
$170.95 - $234.04 $408K - $559K
2.39K $446K
MSCI
Msci Inc.

Financial Services
1.06K
New
$410.11 - $512.12 $433K - $541K
1.06K $446K
TM
Toyota Motor Corp

Consumer Cyclical
3.42K
New
$15.28 - $166.77 $52.3K - $571K
3.42K $446K
EOG
Eog Resources Inc

Energy
3.98K
New
$95.12 - $126.73 $378K - $504K
3.98K $445K
PCTY
Paylocity Holding Corp

Technology
1.84K
New
$171.08 - $272.24 $315K - $502K
1.84K $445K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.11K
New
$401.58 - $481.07 $445K - $533K
1.11K $445K
VNQ
Vanguard Specialized Funds Van

ETFs
5.51K
New
$79.28 - $102.13 $437K - $563K
5.51K $442K
GD
General Dynamics Corp

Industrials
2.08K
New
$209.79 - $243.69 $436K - $506K
2.08K $441K
MCK
Mckesson Corp

Healthcare
1.3K
New
$321.25 - $373.84 $416K - $484K
1.3K $441K
MRO
Marathon Oil Corp

Energy
19.5K
New
$20.41 - $27.36 $397K - $532K
19.5K $439K
AFL
Aflac Inc

Financial Services
7.77K
New
$53.45 - $64.55 $415K - $501K
7.77K $437K
ASML
Asml Holding Nv

Technology
1.05K
New
$415.35 - $588.46 $437K - $620K
1.05K $437K
NEM
Newmont Corp

Basic Materials
10.3K
New
$40.27 - $61.17 $416K - $632K
10.3K $435K
MET
Metlife Inc

Financial Services
7.11K
New
$22.01 - $68.52 $157K - $487K
7.11K $432K
APH
Amphenol Corp

Technology
6.32K
New
$63.75 - $80.14 $403K - $507K
6.32K $425K
VLO
Valero Energy Corp

Energy
3.88K
New
$97.89 - $123.42 $380K - $479K
3.88K $415K
FSLR
First Solar, Inc.

Technology
3.11K
New
$65.27 - $137.53 $203K - $428K
3.11K $411K
CHD
Church & Dwight CO Inc

Consumer Defensive
5.71K
New
$71.44 - $96.21 $408K - $549K
5.71K $408K
YUM
Yum Brands Inc

Consumer Cyclical
3.83K
New
$106.34 - $122.74 $407K - $470K
3.83K $407K
UBS
Ubs Group Ag

Financial Services
27.9K
New
$14.51 - $17.21 $404K - $479K
27.9K $404K
CHTR
Charter Communications, Inc.

Communication Services
1.33K
New
$303.35 - $492.74 $403K - $654K
1.33K $403K
DAR
Darling Ingredients Inc.

Consumer Defensive
6.09K
New
$56.81 - $78.42 $346K - $477K
6.09K $403K
OXM
Oxford Industries Inc

Consumer Cyclical
4.49K
New
$83.39 - $117.54 $374K - $528K
4.49K $403K
PDN
Invesco Fd Tr

ETFs
15.7K
New
$25.55 - $31.45 $401K - $493K
15.7K $402K
C
Citigroup Inc

Financial Services
9.6K
New
$27.25 - $52.59 $262K - $505K
9.6K $400K
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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