Callan Family Office, LLC Sells in Q1 2025

Callan Family Office, LLC

  • $1.33 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WSO
Watsco Inc

Industrials
-19
- 2.26%
$463.86 - $530.75 $8.81K - $10.1K
823 $418M
OTIS
Otis Worldwide Corp

Industrials
-168
- 4.7%
$90.77 - $104.01 $15.2K - $17.5K
3.41K $352M
NRG
Nrg Energy, Inc.

Utilities
-200
- 2.57%
$84.82 - $113.33 $17K - $22.7K
7.6K $725M
PLD
Prologis, Inc.

Real Estate
-5
- 0.12%
$103.59 - $124.04 $518 - $620
4.05K $453M
EXC
Exelon Corp

Utilities
-598
- 9.39%
$37.3 - $46.08 $22.3K - $27.6K
5.77K $266M
LKQ
Lkq Corp

Consumer Cyclical
-426
- 5.53%
$36.24 - $44.05 $15.4K - $18.8K
7.27K $309M
FOXA
Fox Corp

Communication Services
-212
- 4.38%
$47.9 - $58.0 $10.2K - $12.3K
4.62K $262M
TMUS
T Mobile Us, Inc.

Communication Services
-2.13K
- 16.43%
$211.3 - $272.83 $450K - $581K
10.8K $2.89B
TRV
Travelers Companies, Inc.

Financial Services
-47
- 2.63%
$232.43 - $265.13 $10.9K - $12.5K
1.74K $460M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-24
- 2.3%
$233.07 - $290.7 $5.59K - $6.98K
1.02K $275M
Ge Healthcare Technologies I
-138
- 0.8%
N/A
17.1K $1.38B
MELI
Mercadolibre Inc

Consumer Cyclical
-3
- 1.75%
$1739.0 - $2260.0 $5.22K - $6.78K
168 $328M
CHX
Champion X Corp

Energy
-5
- 0.03%
$27.3 - $31.27 $137 - $156
14.6K $435M
AON
Aon PLC

Financial Services
-39
- 2.77%
$348.44 - $409.32 $13.6K - $16K
1.37K $547M
LNG
Cheniere Energy, Inc.

Energy
-55
- 1.67%
$209.32 - $253.66 $11.5K - $14K
3.25K $751M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-5.83K
- 4.28%
$14.13 - $16.72 $82.3K - $97.4K
130K $2.01B
VNQ
Vanguard Specialized Funds Van

ETFs
-30
- 0.1%
$85.55 - $94.34 $2.57K - $2.83K
30.6K $2.77B
X
United States Steel Corp

Basic Materials
-122
- 1.94%
$30.47 - $43.0 $3.72K - $5.25K
6.17K $261M
HCA
Hca Healthcare, Inc.

Healthcare
-145
- 6.43%
$296.7 - $345.55 $43K - $50.1K
2.11K $729M
LYG
Lloyds Banking Group PLC

Financial Services
-8.72K
- 10.94%
$2.58 - $3.9 $22.5K - $34K
71K $271M
BR
Broadridge Financial Solutions, Inc.

Technology
-3
- 0.05%
$221.46 - $244.83 $664 - $734
5.5K $1.33B
BK
Bank Of New York Mellon Corp

Financial Services
-2.11K
- 5.5%
$75.42 - $88.95 $159K - $188K
36.3K $3.04B
NVS
Novartis Ag

Healthcare
-2.78K
- 9.61%
$97.14 - $115.57 $270K - $321K
26.1K $2.91B
T
At&T Inc.

Communication Services
-6.17K
- 12.28%
$21.56 - $28.28 $133K - $174K
44.1K $1.25B
EQT
Eqt Corp

Energy
-250
- 1.44%
$46.16 - $54.25 $11.5K - $13.6K
17.1K $915M
SCHW
Schwab Charles Corp

Financial Services
-2.23K
- 3.18%
$71.24 - $83.64 $159K - $186K
67.7K $5.3B
ABBV
Abb Vie Inc.

Healthcare
-2.59K
- 12.28%
$169.2 - $216.66 $439K - $562K
18.5K $3.88B
RTX
Raytheon Technologies Corp

Industrials
-4.22K
- 10.18%
$114.1 - $135.66 $482K - $572K
37.2K $4.93B
SHEL
Shell PLC

Energy
-5.07K
- 10.63%
$62.84 - $73.29 $319K - $372K
42.6K $3.12B
GILD
Gilead Sciences, Inc.

Healthcare
-4.15K
- 13.56%
$89.14 - $117.41 $370K - $487K
26.4K $2.96B
JNJ
Johnson & Johnson

Healthcare
-3.75K
- 10.38%
$142.06 - $167.7 $533K - $629K
32.4K $5.37B
ING
Ing Groep Nv

Financial Services
-2.79K
- 4.46%
$15.51 - $20.74 $43.3K - $57.8K
59.8K $1.17B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.2K
- 3.38%
$74.85 - $84.89 $165K - $187K
63K $5.15B
BCS
Barclays PLC

Financial Services
-6.47K
- 3.84%
$12.69 - $16.25 $82.1K - $105K
162K $2.48B
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-788
- 2.82%
$46.15 - $63.53 $36.4K - $50.1K
27.1K $1.67B
ABT
Abbott Laboratories

Healthcare
-7.56K
- 11.44%
$111.1 - $140.22 $840K - $1.06M
58.5K $7.76B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-21.3K
- 13.23%
$9.49 - $14.83 $202K - $316K
140K $1.9B
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-6.97K
- 9.0%
$17.16 - $25.25 $120K - $176K
70.4K $1.68B
EFV
Msci Eafe Value ETF

ETFs
-4.51K
- 3.97%
$51.88 - $60.73 $234K - $274K
109K $6.43B
Activity Summary
Buys All Purchases 167 New Holdings 30 Increased Positions 137 Sells All Sells 340 Reductions 340 Sold out 0 Options Calls 0 Puts 0
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