Wipfli Financial Advisors Llc, New Holdings in Q3 2022

Wipfli Financial Advisors Llc,

  • $1.42 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
TTGT
Tech Target Inc

Communication Services
115
New
$56.84 - $71.84 $6.54K - $8.26K
115 $7K
TELL
Tellurian Inc.

Energy
3.03K
New
$2.32 - $24.0 $7.03K - $72.7K
3.03K $7K
UGP
Ultrapar Holdings Inc

Energy
3.1K
New
$2.18 - $2.83 $6.76K - $8.78K
3.1K $7K
UMBF
Umb Financial Corp

Financial Services
86
New
$84.29 - $98.81 $7.25K - $8.5K
86 $7K
USM
United States Cellular Corp

Communication Services
264
New
$20.33 - $29.89 $5.37K - $7.89K
264 $7K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
52
New
$71.39 - $87.62 $3.71K - $4.56K
52 $7K
VIRT
Virtu Financial, Inc.

Financial Services
338
New
$20.77 - $25.55 $7.02K - $8.64K
338 $7K
WTM
White Mountains Insurance Group LTD

Financial Services
5
New
$1176.95 - $1393.48 $5.88K - $6.97K
5 $7K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
325
New
$21.03 - $23.5 $6.83K - $7.64K
325 $7K
ADNT
Adient PLC

Consumer Cyclical
221
New
$27.61 - $38.67 $6.1K - $8.55K
221 $6K
ALKS
Alkermes Plc.

Healthcare
282
New
$22.0 - $31.87 $6.2K - $8.99K
282 $6K
AB
Alliancebernstein Holding L.P.

Financial Services
175
New
$35.06 - $45.27 $6.14K - $7.92K
175 $6K
AU
Anglogold Ashanti LTD

Basic Materials
430
New
$12.16 - $15.22 $5.23K - $6.54K
430 $6K
ACRE
Ares Commercial Real Estate Corp

Real Estate
554
New
$10.23 - $13.9 $5.67K - $7.7K
554 $6K
TBBK
Bancorp, Inc.

Financial Services
275
New
$19.86 - $26.27 $5.46K - $7.22K
275 $6K
BDC
Belden Inc.

Technology
97
New
$52.82 - $70.85 $5.12K - $6.87K
97 $6K
BDN
Brandywine Realty Trust

Real Estate
954
New
$6.72 - $9.74 $6.41K - $9.29K
954 $6K
EAT
Brinker International, Inc

Consumer Cyclical
241
New
$22.28 - $33.35 $5.37K - $8.04K
241 $6K
WHD
Cactus, Inc.

Energy
158
New
$34.89 - $45.16 $5.51K - $7.14K
158 $6K
CHNG
Change Healthcare Inc.
220
New
$22.79 - $27.49 $5.01K - $6.05K
220 $6K
CXW
Core Civic, Inc.

Real Estate
629
New
$8.82 - $11.56 $5.55K - $7.27K
629 $6K
CVET
Covetrus, Inc.

Healthcare
289
New
$20.69 - $20.91 $5.98K - $6.04K
289 $6K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
500
New
$12.66 - $15.45 $6.33K - $7.73K
500 $6K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
149
New
$30.62 - $40.48 $4.56K - $6.03K
149 $6K
ERII
Energy Recovery, Inc.

Industrials
253
New
$19.04 - $26.02 $4.82K - $6.58K
253 $6K
EVH
Evolent Health, Inc.

Healthcare
176
New
$29.37 - $39.74 $5.17K - $6.99K
176 $6K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
70
New
$83.69 - $102.27 $5.86K - $7.16K
70 $6K
FIVN
Five9, Inc.

Technology
84
New
$74.98 - $118.02 $6.3K - $9.91K
84 $6K
FORM
Formfactor Inc

Technology
225
New
$25.05 - $40.74 $5.64K - $9.17K
225 $6K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
403
New
$14.95 - $24.92 $6.02K - $10K
403 $6K
GKOS
Glaukos Corp

Healthcare
115
New
$46.84 - $58.49 $5.39K - $6.73K
115 $6K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
925
New
$6.44 - $22.55 $5.96K - $20.9K
925 $6K
OMAB
Central North Airport Group

Industrials
112
New
$6.91 - $57.94 $774 - $6.49K
112 $6K
TV
Grupo Televisa, S.A.B.

Communication Services
1.12K
New
$1.4 - $8.27 $1.56K - $9.22K
1.12K $6K
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
225
New
$23.56 - $31.15 $5.3K - $7.01K
225 $6K
HCSG
Healthcare Services Group Inc

Healthcare
529
New
$12.09 - $18.56 $6.4K - $9.82K
529 $6K
HSII
Heidrick & Struggles International Inc

Industrials
246
New
$25.6 - $32.4 $6.3K - $7.97K
246 $6K
HHC
Howard Hughes Corp

Real Estate
117
New
$54.12 - $73.39 $6.33K - $8.59K
117 $6K
INSP
Inspire Medical Systems, Inc.

Healthcare
33
New
$170.68 - $226.46 $5.63K - $7.47K
33 $6K
IDCC
Inter Digital, Inc.

Communication Services
153
New
$40.42 - $63.76 $6.18K - $9.76K
153 $6K
IWP
Ishares Russell Mid Cap Growth

ETFs
76
New
$78.02 - $94.38 $5.93K - $7.17K
76 $6K
JACK
Jack In The Box Inc

Consumer Cyclical
81
New
$57.83 - $93.2 $4.68K - $7.55K
81 $6K
JAMF
Jamf Holding Corp.

Technology
257
New
$21.93 - $27.82 $5.64K - $7.15K
257 $6K
KURA
Kura Oncology, Inc.

Healthcare
424
New
$12.01 - $19.45 $5.09K - $8.25K
424 $6K
FWONK
Liberty Media Corp

Communication Services
110
New
$56.39 - $69.88 $6.2K - $7.69K
110 $6K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
5K
New
$1.13 - $1.77 $5.65K - $8.85K
5K $6K
LPSN
Liveperson Inc

Technology
674
New
$8.86 - $16.57 $5.97K - $11.2K
674 $6K
LXP
Lxp Industrial Trust

Real Estate
625
New
$8.81 - $56.2 $5.51K - $35.1K
625 $6K
MCB
Metropolitan Bank Holding Corp.

Financial Services
95
New
$61.76 - $79.7 $5.87K - $7.57K
95 $6K
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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