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
VRT
Vertiv Holdings CO

Industrials
114
New
$8.29 - $13.52 $945 - $1.54K
114 $1K
VERV
Verve Therapeutics, Inc.

Healthcare
39
New
$15.63 - $41.49 $610 - $1.62K
39 $1K
VRAY
View Ray, Inc.

Healthcare
362
New
$2.66 - $3.97 $963 - $1.44K
362 $1K
BBIG
Vinco Ventures, Inc.

Consumer Cyclical
1K
New
$0.69 - $19.8 $690 - $19.8K
1K $1K
ZTR
Virtus Total Return Fund Inc.

Financial
91
New
$6.23 - $9.15 $567 - $833
91 $1K
VSEC
Vse Corp

Industrials
36
New
$33.13 - $47.21 $1.19K - $1.7K
36 $1K
ELME
Elme Communities
47
New
N/A
47 $1K
WPRT
Westport Fuel Systems Inc.

Consumer Cyclical
1.25K
New
$0.93 - $9.3 $1.16K - $11.6K
1.25K $1K
WSR
Whitestone Reit

Real Estate
158
New
$8.44 - $11.36 $1.33K - $1.79K
158 $1K
WKHS
Workhorse Group Inc.

Consumer Cyclical
275
New
$2.6 - $4.49 $715 - $1.23K
275 $1K
ABCM
Abcam PLC

Healthcare
1
New
$13.36 - $16.75 $13.4 - $16.8
1 $0
ADEA
Adeia Inc.

Technology
83
New
$3.74 - $4.48 $310 - $372
83 $0
AQN
Algonquin Power & Utilities Corp.

Utilities
14
New
$10.91 - $26.76 $153 - $375
14 $0
BIRD
Allbirds, Inc.

Consumer Cyclical
75
New
$2.99 - $5.67 $224 - $425
75 $0
CRMT
Americas Carmart Inc

Consumer Cyclical
8
New
$61.02 - $125.32 $488 - $1K
8 $0
AIV
Apartment Investment & Management CO

Real Estate
11
New
$6.59 - $9.6 $72.5 - $106
11 $0
AHH
Armada Hoffler Properties, Inc.

Real Estate
0
New
$10.18 - $26.55 $0 - $0
0 $0
ARVN
Arvinas, Inc.

Healthcare
1
New
$41.87 - $57.99 $41.9 - $58
1 $0
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
39
New
$5.49 - $8.79 $214 - $343
39 $0
AXGN
Axogen, Inc.

Healthcare
1
New
$8.14 - $12.25 $8.14 - $12.3
1 $0
AZUL
Azul Sa

Industrials
3
New
$6.13 - $10.65 $18.4 - $32
3 $0
BTG
B2 Gold Corp

Basic Materials
5
New
$2.85 - $3.56 $14.3 - $17.8
5 $0
BCH
Bank Of Chile

Financial Services
9
New
$16.01 - $20.13 $144 - $181
9 $0
BSBR
Banco Santander (Brasil) S.A.

Financial Services
10
New
$4.92 - $6.2 $49.2 - $62
10 $0
CIB
Bancolombia Sa

Financial Services
4
New
$24.37 - $32.84 $97.5 - $131
4 $0
BGNE
Bei Gene, Ltd.

Healthcare
1
New
$131.8 - $202.24 $132 - $202
1 $0
BRBR
Bellring Brands, Inc.

Consumer Defensive
18
New
$20.4 - $26.24 $367 - $472
18 $0
BRDS
Bird Global, Inc.

Industrials
150
New
$0.06 - $0.65 $9 - $97.5
150 $0
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
1
New
$14.56 - $17.69 $14.6 - $17.7
1 $0
APRN
Blue Apron Holdings, Inc.

Consumer Cyclical
10
New
$2.88 - $7.83 $28.8 - $78.3
10 $0
BMTX
Bm Technologies, Inc.

Technology
10
New
$0.81 - $6.85 $8.1 - $68.5
10 $0
BAK
Braskem Sa

Basic Materials
2
New
$9.67 - $14.44 $19.3 - $28.9
2 $0
BRFS
Brf S.A.

Consumer Defensive
29
New
$2.34 - $3.38 $67.9 - $98
29 $0
Brookfield Infrastructure CO
1
New
N/A
1 $0
BFA
Brown Forman Corp Cl A
1
New
N/A
1 $0
CAPR
Capricor Therapeutics, Inc.

Healthcare
4
New
$3.61 - $6.08 $14.4 - $24.3
4 $0
YCBD
Cbd Md, Inc.

Healthcare
40
New
$0.0 - $21.78 $0 - $871
40 $0
YOU
Clear Secure, Inc.

Technology
21
New
$19.67 - $30.02 $413 - $630
21 $0
SID
National Steel CO

Basic Materials
20
New
$2.26 - $3.27 $45.2 - $65.4
20 $0
CRK
Comstock Resources Inc

Energy
5
New
$11.14 - $21.23 $55.7 - $106
5 $0
CSAN
Cosan S.A.

Energy
3
New
$12.35 - $16.49 $37.1 - $49.5
3 $0
TYDE
Cryptyde, Inc.
100
New
$0.67 - $1.39 $67 - $139
100 $0
DNMR
Danimer Scientific, Inc.

Basic Materials
100
New
$2.9 - $5.66 $290 - $566
100 $0
DSGX
Descartes Systems Group Inc

Technology
1
New
$62.2 - $72.92 $62.2 - $72.9
1 $0
DCOM
Dime Community Bancshares, Inc.

Financial Services
5
New
$21.32 - $34.08 $107 - $170
5 $0
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4
New
$38.48 - $46.53 $154 - $186
4 $0
FOSL
Fossil Group, Inc.

Consumer Cyclical
109
New
$3.42 - $21.63 $373 - $2.36K
109 $0
GLPG
Galapagos Nv

Healthcare
4
New
$42.27 - $57.6 $169 - $230
4 $0
GTX
Garrett Motion Inc.

Consumer Cyclical
48
New
$5.65 - $8.45 $271 - $406
48 $0
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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