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Sheaff Brock Investment Advisors’s Omnicom Group OMC Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio OMC Stock Details OMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,534
Closed -$262K – 474
2024
Q3 		$262K Hold
2,534
– – 0.02% 351
2024
Q2 		$227K Sell
2,534
-300
-11% -$27.9K 0.02% 369
2024
Q1 		$274K Buy
+2,834
New +$254K 0.02% 371

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sheaff Brock Investment Advisors's OMC Position: Q4 2024 in Review

Sheaff Brock Investment Advisors sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 2,534 shares — an estimated $262K sold.

Sheaff Brock Investment Advisors first reported a position in OMC in Q1 2024 and held it in 3 quarters. The position peaked at $274K in Q1 2024. 957 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

  • Sheaff Brock Investment Advisors reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 2,534 Omnicom Group shares in Q4 2024, an estimated $262K.
  • Sheaff Brock Investment Advisors first reported a position in Omnicom Group in Q1 2024 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's Omnicom Group position peaked at $274K in Q1 2024.
  • 957 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.