Kestra Investment Management, LLC Sells in Q3 2025

Kestra Investment Management, LLC

  • $3.73 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DCI
Donaldson CO Inc

Industrials
-330
- 10.85%
$69.82 - $82.14 $23K - $27.1K
2.71K $222M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.34K
- 8.75%
$24.02 - $27.91 $32.2K - $37.5K
14K $391M
SPG
Simon Property Group Inc

Real Estate
-686
- 12.71%
$159.93 - $187.67 $110K - $129K
4.71K $884M
CDNS
Cadence Design Systems Inc

Technology
-70
- 6.88%
$309.46 - $373.37 $21.7K - $26.1K
948 $333M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-102
- 0.24%
$18.82 - $19.8 $1.92K - $2.02K
42.5K $825M
GLD
Spdr Gold Trust

ETFs
-71
- 7.37%
$300.96 - $355.47 $21.4K - $25.2K
893 $317M
GS
Goldman Sachs Group Inc

Financial Services
-1
- 0.34%
$696.56 - $806.32 $697 - $806
296 $235M
TRV
Travelers Companies, Inc.

Financial Services
-1
- 0.05%
$250.62 - $279.43 $251 - $279
2.19K $612M
AMD
Advanced Micro Devices Inc

Technology
-36
- 2.26%
$134.8 - $184.42 $4.85K - $6.64K
1.55K $251M
EFV
Msci Eafe Value ETF

ETFs
-66
- 0.95%
$62.79 - $68.42 $4.14K - $4.52K
6.9K $468M
JXN
Jackson Financial Inc.

Financial Services
-220
- 5.32%
$84.06 - $103.8 $18.5K - $22.8K
3.92K $396M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-62
- 7.86%
$404.94 - $499.99 $25.1K - $31K
727 $353M
BBY
Best Buy CO Inc

Consumer Cyclical
-1.97K
- 9.0%
$64.12 - $78.46 $126K - $154K
19.9K $1.5B
GRMN
Garmin LTD

Technology
-493
- 11.64%
$211.13 - $246.22 $104K - $121K
3.74K $921M
STT
State Street Corp

Financial Services
-266
- 3.66%
$102.01 - $117.25 $27.1K - $31.2K
7K $812M
JHG
Janus Henderson Group PLC

Financial Services
-478
- 4.43%
$39.46 - $45.37 $18.9K - $21.7K
10.3K $459M
MC
Moelis & CO

Financial Services
-131
- 2.23%
$64.0 - $77.75 $8.38K - $10.2K
5.73K $409M
CAT
Caterpillar Inc

Industrials
-517
- 15.71%
$390.92 - $477.15 $202K - $247K
2.77K $1.32B
CIVI
Civitas Resources, Inc.

Energy
-1.07K
- 6.48%
$27.85 - $37.37 $29.9K - $40.1K
15.5K $503M
IDA
Idacorp Inc

Utilities
-388
- 6.4%
$115.16 - $132.15 $44.7K - $51.3K
5.68K $750M
HPE
Hewlett Packard Enterprise CO

Technology
-146
- 1.12%
$19.81 - $25.24 $2.89K - $3.69K
12.9K $317M
CMC
Commercial Metals CO

Basic Materials
-98
- 1.35%
$50.28 - $59.79 $4.93K - $5.86K
7.18K $411M
NXST
Nexstar Media Group, Inc.

Communication Services
-79
- 2.12%
$176.71 - $211.31 $14K - $16.7K
3.65K $722M
MRK
Merck & Co., Inc.

Healthcare
-194
- 0.99%
$77.6 - $87.37 $15.1K - $16.9K
19.5K $1.64B
OHI
Omega Healthcare Investors Inc

Real Estate
-1.79K
- 5.89%
$36.29 - $43.34 $65K - $77.6K
28.6K $1.21B
ABBV
Abb Vie Inc.

Healthcare
-643
- 9.39%
$184.85 - $231.54 $119K - $149K
6.2K $1.44B
ABR
Arbor Realty Trust Inc

Real Estate
-13.1K
- 5.8%
$10.7 - $12.21 $140K - $159K
212K $2.59B
AMG
Affiliated Managers Group, Inc.

Financial Services
-221
- 3.16%
$198.72 - $244.34 $43.9K - $54K
6.78K $1.62B
MLI
Mueller Industries Inc

Industrials
-45
- 0.37%
$82.07 - $101.7 $3.69K - $4.58K
12.1K $1.22B
PII
Polaris Inc.

Consumer Cyclical
-3.49K
- 12.98%
$44.87 - $59.95 $157K - $209K
23.4K $1.36B
TPR
Tapestry, Inc.

Consumer Cyclical
-2.47K
- 6.31%
$86.48 - $116.14 $213K - $287K
36.6K $4.14B
Activity Summary
Buys All Purchases 294 New Holdings 50 Increased Positions 244 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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