Institutions / Novare Capital Management LLC / Activity
Activity — Novare Capital Management LLC
121 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 316500107 Common stock | $21.3K | +1K +0.60% | 206,114 0.25% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $21.2K | +144 +2.81% | 5,272 0.06% of portfolio | low |
| Q1 2026 as of | Add | 46137V613 Common stock | $21.0K | +442 +1.20% | 37,268 0.13% of portfolio | low |
| Q2 2026 as of | Add | Morgan Stanley Common stock | $18.2K | +87 +5.70% | 1,612 0.02% of portfolio | low |
| Q2 2026 as of | Add | 46435G243 Common stock | $17.7K | +710 +3.04% | 24,088 0.04% of portfolio | low |
| Q2 2026 as of | Add | BSM Black Stone Minerals, L.P. MLP | $17.5K | +1K +6.87% | 19,450 0.02% of portfolio | low |
| Q1 2026 as of | Add | 78463V107 Common stock | $17.2K | +40 +6.32% | 673 0.02% of portfolio | low |
| Q2 2026 as of | Add | 921910733 Common stock | $16.5K | +125 +1.12% | 11,278 0.11% of portfolio | low |
| Q1 2026 as of | Add | 00162Q452 Common stock | $15.8K | +300 +0.12% | 247,800 0.93% of portfolio | low |
| Q2 2026 as of | Add | QXO, Inc. Common stock | $14.5K | +840 +3.67% | 23,717 0.03% of portfolio | low |
| Q2 2026 as of | Add | Eaton Corp plc Common stock | $14.5K | +34 +5.14% | 695 0.02% of portfolio | low |
| Q2 2026 as of | Add | 921910691 Common stock | $12.2K | +195 +2.30% | 8,673 0.04% of portfolio | low |
| Q1 2026 as of | Add | Walt Disney Co Common stock | $11.3K | +117 +2.15% | 5,555 0.04% of portfolio | low |
| Q1 2026 as of | Add | American Electric Power Co Inc Common stock | $8.0K | +61 +1.91% | 3,250 0.03% of portfolio | low |
| Q1 2026 as of | Add | Exxon Mobil Corp Common stock | $7.8K | +46 +0.34% | 13,641 0.16% of portfolio | low |
| Q2 2026 as of | Add | 808524102 Common stock | $6.2K | +214 +0.24% | 90,796 0.19% of portfolio | low |
| Q2 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $5.7K | +12 +0.58% | 2,064 0.07% of portfolio | low |
| Q1 2026 as of | Add | Freeport-McMoran Inc Common stock | $3.1K | +52 +1.31% | 4,032 0.02% of portfolio | low |
| Q1 2026 as of | Add | Southern Co Common stock | $2.5K | +26 +0.38% | 6,884 0.05% of portfolio | low |
| Q2 2026 as of | Add | CrowdStrike Holdings, Inc. Common stock | $763 | +1 +0.16% | 631 0.03% of portfolio | low |
| Q2 2026 as of | Add | 46137V613 Common stock | $108 | +2 +<0.01% | 37,270 0.14% of portfolio | low |