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
OPRT
Oportun Financial Corp

Financial Services
144
New
$4.37 - $10.77 $629 - $1.55K
144 $1K
OSUR
Orasure Technologies Inc

Healthcare
274
New
$2.72 - $4.61 $745 - $1.26K
274 $1K
OUT
Outfront Media Inc.

Real Estate
82
New
$15.19 - $20.3 $1.25K - $1.66K
82 $1K
PARR
Par Pacific Holdings, Inc.

Energy
66
New
$14.44 - $19.57 $953 - $1.29K
66 $1K
PYCR
Paycor Hcm, Inc.

Technology
32
New
$24.14 - $32.36 $772 - $1.04K
32 $1K
PBA
Pembina Pipeline Corp

Energy
31
New
$15.0 - $38.18 $465 - $1.18K
31 $1K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
116
New
$11.78 - $21.4 $1.37K - $2.48K
116 $1K
PBRA
Petroleo Bras Ads (Ea Reptg 2
77
New
$13.13 - $13.13 $1.01K - $1.01K
77 $1K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
115
New
$6.46 - $12.11 $743 - $1.39K
115 $1K
PJT
Pjt Partners Inc.

Financial Services
19
New
$64.36 - $76.29 $1.22K - $1.45K
19 $1K
PLPC
Preformed Line Products CO

Industrials
21
New
$59.55 - $84.7 $1.25K - $1.78K
21 $1K
PRLB
Proto Labs Inc

Industrials
32
New
$35.39 - $51.97 $1.13K - $1.66K
32 $1K
PUBM
Pub Matic, Inc.

Technology
35
New
$14.92 - $23.35 $522 - $817
35 $1K
QTWO
Q2 Holdings, Inc.

Technology
32
New
$31.58 - $47.9 $1.01K - $1.53K
32 $1K
PACK
Ranpak Holdings Corp.

Consumer Cyclical
199
New
$3.42 - $6.99 $681 - $1.39K
199 $1K
RDFN
Redfin Corp

Real Estate
208
New
$5.84 - $12.64 $1.21K - $2.63K
208 $1K
REVRQ
Revlon Inc Cl A Common
115
New
N/A
115 $1K
RMNI
Rimini Street, Inc.

Technology
217
New
$4.6 - $7.22 $998 - $1.57K
217 $1K
RAD
Rite Aid Corp

Healthcare
210
New
$4.95 - $11.08 $1.04K - $2.33K
210 $1K
SCSC
Scansource, Inc.

Technology
54
New
$25.91 - $35.13 $1.4K - $1.9K
54 $1K
SRRK
Scholar Rock Holding Corp

Healthcare
125
New
$5.33 - $11.3 $666 - $1.41K
125 $1K
SRTS
Sensus Healthcare, Inc.

Healthcare
56
New
$7.64 - $14.97 $428 - $838
56 $1K
SHAK
Shake Shack Inc.

Consumer Cyclical
29
New
$39.4 - $54.43 $1.14K - $1.58K
29 $1K
FOUR
Shift4 Payments, Inc.

Technology
12
New
$30.95 - $51.39 $371 - $617
12 $1K
SHYF
Shyft Group, Inc.

Industrials
61
New
$18.68 - $27.8 $1.14K - $1.7K
61 $1K
SIFY
Sify Technologies LTD

Communication Services
469
New
$1.67 - $2.42 $783 - $1.13K
469 $1K
SJW
Sjw Group

Utilities
18
New
$57.6 - $68.06 $1.04K - $1.23K
18 $1K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
94
New
$8.78 - $11.44 $825 - $1.08K
94 $1K
EWX
Spdr S&P Emerging Markets Smal

ETFs
28
New
$45.33 - $51.0 $1.27K - $1.43K
28 $1K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
13
New
$111.5 - $132.34 $1.45K - $1.72K
13 $1K
THCX
Spinnaker ETF Ser Cannabis ETF

ETFs
510
New
N/A
510 $1K
SAVE
Spirit Airlines, Inc.

Industrials
54
New
$18.82 - $25.66 $1.02K - $1.39K
54 $1K
SCS
Steelcase Inc

Industrials
171
New
$6.52 - $12.37 $1.11K - $2.12K
171 $1K
STEP
Step Stone Group Inc.

Financial Services
44
New
$23.5 - $30.66 $1.03K - $1.35K
44 $1K
STRL
Sterling Construction CO Inc

Industrials
63
New
$20.83 - $26.75 $1.31K - $1.69K
63 $1K
SMMF
Summit Financial Group, Inc.

Financial Services
29
New
$26.94 - $30.51 $781 - $885
29 $1K
SXC
Sun Coke Energy, Inc.

Basic Materials
94
New
$5.77 - $7.4 $542 - $696
94 $1K
TTI
Tetra Technologies Inc

Energy
327
New
$3.32 - $4.46 $1.09K - $1.46K
327 $1K
THRY
Thryv Holdings, Inc.

Communication Services
28
New
$21.67 - $28.7 $607 - $804
28 $1K
TWI
Titan International Inc

Industrials
103
New
$11.64 - $16.97 $1.2K - $1.75K
103 $1K
TPGY
Tpg Pace Beneficial Finance Corp.

Financial Services
100
New
$9.91 - $10.02 $991 - $1K
100 $1K
TPIC
Tpi Composites, Inc

Industrials
99
New
$10.82 - $24.53 $1.07K - $2.43K
99 $1K
TRNS
Transcat Inc

Industrials
11
New
$51.52 - $82.07 $567 - $903
11 $1K
UFPT
Ufp Technologies Inc

Healthcare
15
New
$75.15 - $100.04 $1.13K - $1.5K
15 $1K
UVE
Universal Insurance Holdings, Inc.

Financial Services
74
New
$9.28 - $13.2 $687 - $977
74 $1K
VHI
Valhi Inc

Basic Materials
23
New
$23.86 - $52.63 $549 - $1.21K
23 $1K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
15
New
$72.42 - $85.62 $1.09K - $1.28K
15 $1K
MGK
Vanguard Mega Cap Growth ETF

ETFs
6
New
$174.29 - $217.45 $1.05K - $1.3K
6 $1K
VRTV
Veritiv Corp

Industrials
15
New
$96.09 - $142.08 $1.44K - $2.13K
15 $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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