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
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
54.7K
New
$5.5 - $31.5 $301K - $1.72M
54.7K $301K
UMC
United Microelectronics Corp

Technology
53.6K
New
$5.57 - $7.3 $299K - $391K
53.6K $299K
AVIV
American Centy ETF Tr Avantis
7.82K
New
$37.72 - $44.87 $295K - $351K
7.82K $297K
EA
Electronic Arts Inc.

Communication Services
2.55K
New
$114.82 - $135.11 $293K - $345K
2.55K $295K
DFS
Discover Financial Services

Financial Services
3.22K
New
$90.92 - $110.47 $293K - $355K
3.22K $293K
MUR
Murphy Oil Corp

Energy
8.33K
New
$27.0 - $41.06 $225K - $342K
8.33K $293K
ETR
Entergy Corp

Utilities
2.89K
New
$100.63 - $122.22 $291K - $353K
2.89K $291K
GM
General Motors CO

Consumer Cyclical
9.06K
New
$30.87 - $42.05 $280K - $381K
9.06K $291K
TECK
Teck Resources LTD

Basic Materials
9.53K
New
$25.73 - $36.75 $245K - $350K
9.53K $290K
BHP
Bhp Group LTD

Basic Materials
5.78K
New
$26.96 - $58.88 $156K - $340K
5.78K $289K
OKE
Oneok Inc

Energy
5.63K
New
$50.58 - $66.65 $285K - $375K
5.63K $288K
CL
Colgate Palmolive CO

Consumer Defensive
4.09K
New
$70.25 - $82.95 $287K - $339K
4.09K $287K
CPRT
Copart Inc

Consumer Cyclical
2.69K
New
$105.08 - $131.63 $282K - $353K
2.69K $286K
AEG
Aegon Nv

Financial Services
72.1K
New
$3.93 - $24.32 $283K - $1.75M
72.1K $285K
CTAS
Cintas Corp

Industrials
734
New
$375.36 - $440.44 $276K - $323K
734 $285K
EMR
Emerson Electric CO

Industrials
3.87K
New
$73.06 - $90.39 $283K - $350K
3.87K $284K
FITB
Fifth Third Bancorp

Financial Services
8.82K
New
$24.75 - $36.52 $218K - $322K
8.82K $284K
TSN
Tyson Foods, Inc.

Consumer Defensive
4.29K
New
$65.93 - $88.17 $283K - $378K
4.29K $283K
SRE
Sempra Energy

Utilities
1.87K
New
$24.47 - $175.65 $45.8K - $329K
1.87K $282K
CNC
Centene Corp

Healthcare
3.62K
New
$77.3 - $97.22 $280K - $352K
3.62K $281K
PSA
Public Storage

Real Estate
957
New
$18.47 - $344.52 $17.7K - $330K
957 $280K
PCAR
Paccar Inc

Industrials
3.32K
New
$79.08 - $94.78 $262K - $314K
3.32K $278K
ING
Ing Groep Nv

Financial Services
32.6K
New
$8.3 - $9.94 $271K - $324K
32.6K $277K
SNY
Sanofi

Healthcare
7.22K
New
$37.22 - $100.5 $269K - $726K
7.22K $275K
DEO
Diageo PLC

Consumer Defensive
1.6K
New
$46.05 - $192.22 $73.8K - $308K
1.6K $274K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.46K
New
$50.12 - $52.69 $274K - $288K
5.46K $274K
IBN
Icici Bank LTD

Financial Services
12.8K
New
$17.94 - $23.38 $230K - $300K
12.8K $271K
OC
Owens Corning

Industrials
3.45K
New
$75.06 - $92.93 $259K - $320K
3.45K $271K
JLL
Jones Lang Lasalle Inc

Real Estate
1.79K
New
$148.64 - $190.67 $265K - $340K
1.79K $270K
IDXX
Idexx Laboratories Inc

Healthcare
827
New
$325.8 - $407.78 $269K - $337K
827 $269K
VGSH
Vanguard

ETFs
4.65K
New
$57.67 - $59.08 $268K - $275K
4.65K $269K
DHI
Horton D R Inc

Consumer Cyclical
3.97K
New
$67.35 - $79.72 $268K - $317K
3.97K $268K
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.25K
New
$82.45 - $101.32 $268K - $330K
3.25K $268K
WMB
Williams Companies, Inc.

Energy
9.37K
New
$28.42 - $35.6 $266K - $334K
9.37K $268K
CLX
Clorox CO

Consumer Defensive
2.07K
New
$128.39 - $149.74 $265K - $310K
2.07K $265K
CVE
Cenovus Energy Inc.

Energy
16.9K
New
$14.6 - $19.87 $247K - $336K
16.9K $260K
GPN
Global Payments Inc

Industrials
2.4K
New
$107.99 - $136.46 $260K - $328K
2.4K $260K
KEYS
Keysight Technologies, Inc.

Technology
1.65K
New
$136.15 - $179.36 $225K - $297K
1.65K $260K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.12K
New
$36.49 - $42.54 $260K - $303K
7.12K $260K
WCC
Wesco International Inc

Industrials
2.17K
New
$27.98 - $144.64 $60.7K - $314K
2.17K $259K
TSCO
Tractor Supply CO

Consumer Cyclical
1.39K
New
$183.64 - $207.31 $255K - $288K
1.39K $258K
MCHP
Microchip Technology Inc

Technology
4.21K
New
$56.14 - $74.28 $237K - $313K
4.21K $257K
AMCR
Amcor PLC

Consumer Cyclical
23.9K
New
$10.67 - $13.08 $255K - $312K
23.9K $256K
TEL
Te Connectivity Ltd.

Technology
2.32K
New
$110.36 - $137.45 $256K - $319K
2.32K $256K
VRSK
Verisk Analytics, Inc.

Industrials
1.5K
New
$170.53 - $205.67 $256K - $309K
1.5K $256K
BAX
Baxter International Inc

Healthcare
4.71K
New
$53.86 - $66.8 $254K - $314K
4.71K $255K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
4.78K
New
$53.44 - $63.27 $255K - $302K
4.78K $255K
EXC
Exelon Corp

Utilities
6.77K
New
$37.46 - $46.7 $253K - $316K
6.77K $253K
NIC
Nicolet Bankshares Inc

Financial Services
3.59K
New
$70.44 - $85.97 $253K - $309K
3.59K $253K
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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