Western Financial Corp/Ca Purchases in Q1 2025

Western Financial Corp/Ca

  • $172 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
23.7K
New
$84.5 - $105.05 $2.01M - $2.49M
23.7K $2.08B
BK
Bank Of New York Mellon Corp

Financial Services
20.8K
+ 467.29%
$75.42 - $88.95 $1.57M - $1.85M
25.3K $2.12B
APP
App Lovin Corp

Technology
6.5K
+ 395.19%
$238.08 - $510.13 $1.55M - $3.31M
8.14K $2.16B
MRVL
Marvell Technology, Inc.

Technology
24K
New
$61.57 - $126.06 $1.48M - $3.03M
24K $1.48B
TRGP
Targa Resources Corp.

Energy
6.02K
New
$178.44 - $217.22 $1.07M - $1.31M
6.02K $1.21B
RBLX
Roblox Corp

Communication Services
19.1K
New
$53.77 - $75.47 $1.03M - $1.44M
19.1K $1.11B
GILD
Gilead Sciences, Inc.

Healthcare
9.9K
New
$89.14 - $117.41 $883K - $1.16M
9.9K $1.11B
HWM
Howmet Aerospace Inc.

Industrials
8.02K
New
$110.79 - $139.39 $888K - $1.12M
8.02K $1.04B
IBKR
Interactive Brokers Group, Inc.

Financial Services
6K
New
$161.03 - $235.53 $967K - $1.41M
6K $994M
Super Micro Computer Inc
27K
New
N/A
27K $926M
KKR
Kkr & Co. Inc.

Financial Services
6.4K
New
$108.17 - $167.07 $692K - $1.07M
6.4K $739M
MA
Mastercard Inc

Financial Services
1.11K
+ 64.01%
$504.67 - $576.31 $559K - $639K
2.84K $1.56B
COST
Costco Wholesale Corp

Consumer Defensive
529
+ 20.8%
$890.62 - $1076.86 $471K - $570K
3.07K $2.91B
CTAS
Cintas Corp

Industrials
1.4K
+ 11.66%
$182.09 - $208.14 $255K - $292K
13.4K $2.76B
TPL
Texas Pacific Land Corp

Energy
309
+ 61.68%
$1180.08 - $1431.01 $365K - $442K
810 $1.07B
ARES
Ares Management Corp

Financial Services
3.82K
+ 113.39%
$140.19 - $198.28 $535K - $757K
7.19K $1.05B
DASH
Door Dash, Inc.

Communication Services
1.67K
+ 20.65%
$168.37 - $213.38 $281K - $355K
9.73K $1.78B
MMM
3 M CO

Industrials
1.09K
+ 8.37%
$129.7 - $155.12 $142K - $169K
14.1K $2.08B
TMUS
T Mobile Us, Inc.

Communication Services
1.38K
New
$211.3 - $272.83 $291K - $376K
1.38K $368M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
7.26K
New
$46.78 - $57.72 $339K - $419K
7.26K $353M
PBS
Invesco Exchange Traded Fd Tr

ETFs
6.72K
New
N/A
6.72K $335M
XTEN
Bondbloxx ETF Tr Bloomberg 10
6.19K
New
N/A
6.19K $288M
IVE
Ishares S&P 500 Value ETF

ETFs
1.19K
New
$185.78 - $198.58 $222K - $237K
1.19K $227M
META
Meta Platforms, Inc.

Communication Services
510
+ 6.82%
$576.36 - $736.67 $294K - $376K
7.99K $4.61B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.73K
+ 25.04%
$203.38 - $274.79 $351K - $474K
8.62K $1.77B
SPG
Simon Property Group Inc

Real Estate
1.37K
+ 13.33%
$159.48 - $187.78 $218K - $256K
11.6K $1.93B
WFC
Wells Fargo & Company

Financial Services
145
+ 0.15%
$66.78 - $81.42 $9.68K - $11.8K
96.2K $6.91B
AXP
American Express CO

Financial Services
1.16K
+ 18.26%
$255.39 - $325.87 $295K - $377K
7.49K $2.01B
VZ
Verizon Communications Inc

Communication Services
269
+ 1.52%
$37.81 - $46.49 $10.2K - $12.5K
18K $817M
FISV
Fiserv Inc

Technology
255
+ 8.08%
N/A
3.41K $753M
GS
Goldman Sachs Group Inc

Financial Services
320
+ 9.82%
$524.81 - $672.19 $168K - $215K
3.58K $1.96B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
54
+ 7.21%
$442.66 - $534.52 $23.9K - $28.9K
803 $428M
JPM
Jpmorgan Chase & CO

Financial Services
267
+ 11.42%
$225.19 - $279.95 $60.1K - $74.7K
2.6K $639M
Linde PLC
92
+ 12.3%
N/A
840 $391M
V
Visa Inc.

Financial Services
78
+ 5.82%
$306.92 - $362.71 $23.9K - $28.3K
1.42K $497M
CVX
Chevron Corp

Energy
9
+ 0.37%
$146.71 - $167.97 $1.32K - $1.51K
2.45K $410M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
5.36K
+ 35.46%
$8.29 - $8.97 $44.4K - $48.1K
20.5K $176M
ISRG
Intuitive Surgical Inc

Healthcare
226
+ 8.07%
$476.63 - $610.45 $108K - $138K
3.03K $1.5B
COF
Capital One Financial Corp

Financial Services
99
+ 4.54%
$163.87 - $209.82 $16.2K - $20.8K
2.28K $409M
ARCC
Ares Capital Corp

Financial Services
574
+ 2.18%
$21.28 - $23.81 $12.2K - $13.7K
27K $597M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
534
+ 1.34%
$20.64 - $20.73 $11K - $11.1K
40.3K $833M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
328
+ 0.79%
$19.43 - $19.62 $6.37K - $6.44K
42K $824M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 10.96%
$4295.4 - $5141.88 $34.4K - $41.1K
81 $374M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
213
+ 0.5%
$19.42 - $19.54 $4.14K - $4.16K
42.8K $835M
BX
Blackstone Inc.

Financial Services
829
+ 22.95%
$136.53 - $186.74 $113K - $155K
4.44K $621M
PGF
Invesco Exchange Traded Fd Tr

ETFs
174
+ 0.8%
$14.28 - $14.97 $2.48K - $2.6K
22K $314M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$63.77 - $68.75 $63.8 - $68.8
5.47K $353M
CPRT
Copart Inc

Consumer Cyclical
13
+ 0.06%
$52.3 - $59.83 $680 - $778
20.5K $1.16B
FNDA
Schwab Fundamental U S Small C

ETFs
2
+ 0.03%
$26.87 - $30.99 $53.7 - $62
7.71K $211M
Activity Summary
Buys All Purchases 66 New Holdings 14 Increased Positions 52 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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