Western Financial Corp/Ca Purchases in Q2 2025

Western Financial Corp/Ca

  • $187 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
7.12K
New
$237.95 - $421.61 $1.69M - $3M
7.12K $2.88B
PLTR
Palantir Technologies Inc.

Technology
7.97K
+ 26.65%
$74.01 - $144.25 $590K - $1.15M
37.9K $5.16B
PM
Philip Morris International Inc.

Consumer Defensive
11.9K
New
$149.23 - $184.95 $1.78M - $2.2M
11.9K $2.17B
FTNT
Fortinet, Inc.

Technology
18.7K
New
$84.71 - $108.69 $1.59M - $2.04M
18.7K $1.98B
TMUS
T Mobile Us, Inc.

Communication Services
8.23K
+ 596.95%
$220.99 - $268.54 $1.82M - $2.21M
9.61K $2.29B
GE
General Electric CO

Industrials
3.85K
+ 26.29%
$166.81 - $257.39 $642K - $990K
18.5K $4.76B
WELL
Welltower Inc.

Real Estate
11.7K
New
$136.49 - $155.22 $1.59M - $1.81M
11.7K $1.79B
IBM
International Business Machines Corp

Technology
4.24K
New
$221.03 - $294.78 $938K - $1.25M
4.24K $1.25B
Ge Vernova Inc
2.28K
New
N/A
2.28K $1.2B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.23K
+ 38.62%
$321.63 - $509.31 $395K - $625K
4.41K $2.25B
PODD
Insulet Corp

Healthcare
3.39K
New
$238.57 - $327.47 $808K - $1.11M
3.39K $1.06B
EQT
Eqt Corp

Energy
17.2K
New
$46.11 - $60.44 $793K - $1.04M
17.2K $1B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
13
+ 0.15%
$177.93 - $313.14 $2.31K - $4.07K
8.63K $2.7B
TTWO
Take Two Interactive Software Inc

Communication Services
3.59K
New
$194.58 - $243.05 $699K - $873K
3.59K $872M
COF
Capital One Financial Corp

Financial Services
3.51K
+ 153.77%
$150.57 - $212.76 $528K - $747K
5.79K $1.23B
VV
Vanguard Large Cap ETF

ETFs
2.62K
New
$228.25 - $285.3 $599K - $748K
2.62K $748M
AXON
Axon Enterprise, Inc.

Industrials
892
New
$497.13 - $827.94 $443K - $739K
892 $739M
WMB
Williams Companies, Inc.

Energy
11.2K
New
$54.33 - $62.87 $609K - $704K
11.2K $704M
DASH
Door Dash, Inc.

Communication Services
171
+ 1.76%
$163.16 - $246.51 $27.9K - $42.2K
9.9K $2.44B
GS
Goldman Sachs Group Inc

Financial Services
17
+ 0.47%
$462.22 - $707.75 $7.86K - $12K
3.6K $2.55B
T
At&T Inc.

Communication Services
16.5K
New
$26.33 - $28.94 $435K - $478K
16.5K $478M
AXP
American Express CO

Financial Services
90
+ 1.2%
$231.39 - $318.98 $20.8K - $28.7K
7.58K $2.42B
IBKR
Interactive Brokers Group, Inc.

Financial Services
18.4K
+ 306.5%
$50.53 - $212.53 $930K - $3.91M
24.4K $1.35B
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
2.36K
New
$110.55 - $126.65 $261K - $299K
2.36K $290M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.5K
New
$50.09 - $51.09 $225K - $230K
4.5K $230M
BK
Bank Of New York Mellon Corp

Financial Services
349
+ 1.38%
$73.31 - $91.62 $25.6K - $32K
25.6K $2.33B
IEMG
Ishares Inc

ETFs
3.47K
New
N/A
3.47K $208M
XTEN
Bondbloxx ETF Tr Bloomberg 10
4.15K
+ 67.1%
N/A
10.3K $477M
MAR
Marriott International Inc

Consumer Cyclical
98
+ 2.25%
$211.12 - $274.14 $20.7K - $26.9K
4.45K $1.22B
MMM
3 M CO

Industrials
471
+ 3.33%
$126.09 - $154.15 $59.4K - $72.6K
14.6K $2.22B
JPM
Jpmorgan Chase & CO

Financial Services
38
+ 1.46%
$210.28 - $289.91 $7.99K - $11K
2.64K $766M
EFV
Msci Eafe Value ETF

ETFs
1.5K
+ 41.11%
$52.4 - $64.65 $78.5K - $96.8K
5.14K $326M
AMZN
Amazon Com Inc

Consumer Cyclical
83
+ 2.84%
$167.32 - $223.3 $13.9K - $18.5K
3.01K $659M
SAN
Banco Santander, S.A.

Financial Services
10.1K
New
$5.72 - $8.32 $57.7K - $83.9K
10.1K $83.7M
BX
Blackstone Inc.

Financial Services
229
+ 5.16%
$120.07 - $151.11 $27.5K - $34.6K
4.67K $699M
MFG
Mizuho Financial Group Inc

Financial Services
13.8K
New
$4.25 - $5.66 $58.6K - $78K
13.8K $76.7M
GOOG
Alphabet Inc.

Communication Services
113
+ 4.88%
$146.58 - $180.01 $16.6K - $20.3K
2.43K $430M
MA
Mastercard Inc

Financial Services
24
+ 0.85%
$479.92 - $590.74 $11.5K - $14.2K
2.86K $1.61B
GDDY
Go Daddy Inc.

Technology
163
+ 2.62%
$162.11 - $192.36 $26.4K - $31.4K
6.38K $1.15B
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
2.49K
+ 12.17%
$7.6 - $8.89 $18.9K - $22.2K
23K $204M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
161
+ 0.48%
$40.82 - $43.14 $6.57K - $6.95K
34K $1.47B
QUAL
Ishares Msci Usa Quality Facto

ETFs
33
+ 1.87%
$152.42 - $182.82 $5.03K - $6.03K
1.8K $328M
Linde PLC
37
+ 4.4%
N/A
877 $411M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
815
+ 1.94%
$19.49 - $19.66 $15.9K - $16K
42.9K $842M
V
Visa Inc.

Financial Services
26
+ 1.83%
$308.27 - $373.31 $8.02K - $9.71K
1.44K $513M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
719
+ 1.68%
$19.44 - $19.56 $14K - $14.1K
43.6K $850M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
588
+ 1.46%
$20.66 - $20.74 $12.1K - $12.2K
40.9K $845M
TLT
Ishares Barclays 20+ Year Trea

ETFs
597
+ 3.91%
$83.97 - $92.85 $50.1K - $55.4K
15.9K $1.4B
ARCC
Ares Capital Corp

Financial Services
587
+ 2.18%
$18.91 - $22.43 $11.1K - $13.2K
27.5K $605M
Activity Summary
Buys All Purchases 61 New Holdings 18 Increased Positions 43 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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