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
GDYN
Grid Dynamics Holdings, Inc.

Technology
60
New
$16.27 - $21.99 $976 - $1.32K
60 $1K
GRPN
Groupon, Inc.

Communication Services
112
New
$7.96 - $13.87 $892 - $1.55K
112 $1K
Grupo Aval Acciones Y Valore
470
New
N/A
470 $1K
SIM
Grupo Simec, S.A.B. De C.V.

Basic Materials
30
New
$8.04 - $32.3 $241 - $969
30 $1K
HSC
Harsco Corp

Industrials
254
New
$3.74 - $7.24 $950 - $1.84K
254 $1K
HSTM
Healthstream Inc

Healthcare
42
New
$20.87 - $24.7 $877 - $1.04K
42 $1K
HLI
Houlihan Lokey, Inc.

Financial Services
8
New
$75.03 - $88.87 $600 - $711
8 $1K
HUMA
Humacyte, Inc.

Healthcare
200
New
$1.22 - $5.14 $244 - $1.03K
200 $1K
IDT
Idt Corp

Communication Services
29
New
$23.76 - $27.8 $689 - $806
29 $1K
INDB
Independent Bank Corp

Financial Services
14
New
$74.53 - $88.08 $1.04K - $1.23K
14 $1K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
39
New
$25.33 - $28.35 $988 - $1.11K
39 $1K
IVR
Invesco Mortgage Capital Inc.

Real Estate
57
New
$11.0 - $22.89 $627 - $1.3K
57 $1K
AOA
Ishares Tr Core Aggressive All

ETFs
15
New
$55.45 - $64.54 $832 - $968
15 $1K
EFG
Msci Eafe Growth ETF

ETFs
17
New
$71.9 - $88.11 $1.22K - $1.5K
17 $1K
EMB
Ishares Tr

ETFs
7
New
$78.71 - $90.17 $551 - $631
7 $1K
ISEE
Iveric Bio, Inc.

Healthcare
39
New
$9.4 - $18.59 $367 - $725
39 $1K
KROS
Keros Therapeutics, Inc.

Healthcare
21
New
$27.8 - $40.12 $584 - $843
21 $1K
KNTE
Kinnate Biopharma Inc.

Healthcare
109
New
$9.86 - $15.76 $1.07K - $1.72K
109 $1K
KOD
Kodiak Sciences Inc.

Healthcare
102
New
$7.57 - $12.5 $772 - $1.28K
102 $1K
KOP
Koppers Holdings Inc.

Basic Materials
70
New
$20.41 - $26.46 $1.43K - $1.85K
70 $1K
LEGH
Legacy Housing Corp

Consumer Cyclical
48
New
$12.39 - $19.97 $595 - $959
48 $1K
LESL
Leslie'S, Inc.

Consumer Cyclical
49
New
$13.3 - $16.42 $652 - $805
49 $1K
LEVI
Levi Strauss & CO

Consumer Cyclical
70
New
$14.47 - $20.23 $1.01K - $1.42K
70 $1K
LX
Lexin Fintech Holdings Ltd.

Financial Services
852
New
$1.66 - $2.33 $1.41K - $1.99K
852 $1K
LBRT
Liberty Energy Inc.

Energy
63
New
$11.22 - $16.1 $707 - $1.01K
63 $1K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
95
New
$5.89 - $8.12 $560 - $771
95 $1K
BATRK
Liberty Media Corp Del

Communication Services
33
New
$24.59 - $28.96 $811 - $956
33 $1K
LXU
Lsb Industries, Inc.

Basic Materials
74
New
$11.72 - $17.32 $867 - $1.28K
74 $1K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
200
New
$5.77 - $11.06 $1.15K - $2.21K
200 $1K
MMYT
Make My Trip LTD

Consumer Cyclical
48
New
$25.15 - $34.1 $1.21K - $1.64K
48 $1K
MTW
Manitowoc CO Inc

Industrials
113
New
$7.75 - $11.78 $876 - $1.33K
113 $1K
MCS
Marcus Corp

Communication Services
100
New
$13.83 - $18.12 $1.38K - $1.81K
100 $1K
HZO
Marinemax Inc

Consumer Cyclical
18
New
$29.14 - $43.8 $525 - $788
18 $1K
MQ
Marqeta, Inc.

Technology
204
New
$6.66 - $11.21 $1.36K - $2.29K
204 $1K
MTRN
Materion Corp

Basic Materials
9
New
$70.77 - $97.82 $637 - $880
9 $1K
MBWM
Mercantile Bank Corp

Financial Services
21
New
$29.58 - $36.61 $621 - $769
21 $1K
MLAB
Mesa Laboratories Inc

Technology
8
New
$139.58 - $214.98 $1.12K - $1.72K
8 $1K
MESO
Mesoblast LTD

Healthcare
541
New
$0.48 - $3.48 $260 - $1.88K
541 $1K
MSTR
Microstrategy Inc

Technology
5
New
$166.77 - $352.84 $834 - $1.76K
5 $1K
MNTS
Momentus Inc.

Industrials
750
New
$0.25 - $125.0 $188 - $93.8K
750 $1K
FIZZ
National Beverage Corp

Consumer Defensive
18
New
$38.54 - $57.6 $694 - $1.04K
18 $1K
NHC
National Healthcare Corp

Healthcare
22
New
$63.34 - $72.02 $1.39K - $1.58K
22 $1K
NKLA
Nikola Corp

Industrials
300
New
$3.52 - $8.05 $1.06K - $2.42K
300 $1K
NAT
Nordic American Tankers LTD

Industrials
418
New
$1.86 - $3.51 $777 - $1.47K
418 $1K
NVMI
Nova Ltd.

Technology
11
New
$83.49 - $110.22 $918 - $1.21K
11 $1K
NRIX
Nurix Therapeutics, Inc.

Healthcare
67
New
$12.33 - $19.81 $826 - $1.33K
67 $1K
OXYWS
Occidental Pete Corp Wt Exp 08
29
New
N/A
29 $1K
OLO
Olo Inc.

Technology
157
New
$7.5 - $14.05 $1.18K - $2.21K
157 $1K
OSPN
One Span Inc.

Technology
68
New
$8.58 - $12.4 $583 - $843
68 $1K
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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