Wms Partners, LLC Purchases and Sells in Q2 2024

Wms Partners, LLC

$1.51 Billion
Q2 2024

Top Buys

Incresed Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TROW	665K + 182.51%	$108.72 - $120.3 $72.3M - $80M	1.03M $119M
GSLC	66.2K + 8.62%	$98.05 - $107.78 $6.49M - $7.14M	835K $89.3M
AAPL	4.19K + 2.01%	$165.0 - $216.67 $692K - $909K	213K $44.8M
AVUS	73.6K + 9.14%	$84.59 - $90.63 $6.23M - $6.67M	880K $79.4M
JCPB	163K + 13.1%	$45.27 - $46.67 $7.37M - $7.59M	1.4M $65.1M
HTRB	202K + 13.9%	$32.72 - $33.9 $6.6M - $6.84M	1.65M $55.4M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LPLA	5K New	$256.41 - $288.82 $1.28M - $1.44M	5K $1.4M
AEP	5.12K New	$79.51 - $92.67 $407K - $474K	5.12K $449K
MGV	2.64K New	$113.61 - $120.34 $300K - $317K	2.64K $312K
SCHX	4.5K New	$58.7 - $64.78 $264K - $292K	4.5K $289K
DUK	2.79K New	$92.87 - $104.6 $259K - $291K	2.79K $279K
MGK	855 New	$267.84 - $317.0 $229K - $271K	855 $268K

Top Sells

Reduced Positions

116 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PWR	-9.77K - 36.34%	$243.26 - $283.43 $2.38M - $2.77M	17.1K $4.35M
PRF	-54.1K - 90.61%	$36.45 - $38.58 $1.97M - $2.09M	5.6K $212K
AGG	-11.6K - 11.97%	$95.11 - $97.92 $1.1M - $1.13M	85.2K $8.27M
DFCF	-18.7K - 8.12%	$40.79 - $41.97 $764K - $786K	212K $8.8M
V	-479 - 1.08%	$262.47 - $281.5 $126K - $135K	43.7K $11.5M
JNJ	-942 - 1.7%	$144.38 - $157.78 $136K - $149K	54.5K $7.97M

Activity Summary All Purchases 102 New Holdings 15 Increased Positions 87 All Sells 116 Reductions 116 Sold out 0 Calls 0 Puts 0

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