Insigneo Advisory Services, LLC Purchases in Q2 2025

Insigneo Advisory Services, LLC

  • $1.16 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HUM
Humana Inc

Healthcare
119
+ 9.0%
$224.93 - $295.04 $26.8K - $35.1K
1.44K $352M
Travere Therapeutics Inc
3K
+ 30.0%
N/A
13K $12.4M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
41
+ 0.64%
$55.57 - $62.73 $2.28K - $2.57K
6.41K $395M
Pg&E Corp
3K
+ 16.67%
N/A
21K $20.8M
BXP
Boston Properties Inc

Real Estate
7
+ 0.19%
$56.86 - $74.12 $398 - $519
3.74K $252M
United Sts Nat Gas Fd LP
5.96K
+ 41.93%
N/A
20.2K $308M
RPM
Rpm International Inc

Basic Materials
110
+ 5.84%
$96.97 - $117.58 $10.7K - $12.9K
2K $219M
O
Realty Income Corp

Real Estate
69
+ 0.94%
$52.27 - $58.52 $3.61K - $4.04K
7.41K $427M
Workiva Inc
1K
+ 6.25%
N/A
17K $15.7M
HSY
Hershey CO

Consumer Defensive
55
+ 3.15%
$151.29 - $173.13 $8.32K - $9.52K
1.8K $299M
NIO
Nio Inc.

Consumer Cyclical
3.92K
+ 10.49%
$3.14 - $4.31 $12.3K - $16.9K
41.3K $142M
BBDC
Barings Bdc, Inc.

Financial Services
443
+ 3.64%
$7.89 - $9.51 $3.5K - $4.21K
12.6K $115M
EQR
Equity Residential

Real Estate
158
+ 5.3%
$61.82 - $71.72 $9.77K - $11.3K
3.14K $212M
BAX
Baxter International Inc

Healthcare
672
+ 10.36%
$27.8 - $34.02 $18.7K - $22.9K
7.16K $217M
OWL
Blue Owl Capital Inc.

Financial Services
516
+ 2.72%
$15.9 - $21.16 $8.2K - $10.9K
19.5K $375M
REG
Regency Centers Corp

Real Estate
43
+ 1.09%
$65.48 - $74.74 $2.82K - $3.21K
4K $285M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
139
+ 0.96%
$13.25 - $14.85 $1.84K - $2.06K
14.6K $208M
PLD
Prologis, Inc.

Real Estate
214
+ 4.73%
$89.76 - $112.34 $19.2K - $24K
4.74K $498M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
113
+ 8.84%
$212.1 - $244.27 $24K - $27.6K
1.39K $304M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
11
+ 0.59%
$101.91 - $134.83 $1.12K - $1.48K
1.89K $237M
DOW
Dow Inc.

Basic Materials
2.67K
+ 26.99%
$25.81 - $34.89 $69K - $93.3K
12.6K $333M
SBUX
Starbucks Corp

Consumer Cyclical
717
+ 5.87%
$79.69 - $99.41 $57.1K - $71.3K
12.9K $1.18B
PAGP
Plains Gp Holdings LP

Energy
195
+ 1.94%
$17.24 - $21.61 $3.36K - $4.21K
10.2K $199M
Ge Healthcare Technologies I
394
+ 5.38%
N/A
7.72K $572M
SNY
Sanofi

Healthcare
168
+ 3.73%
$47.62 - $55.44 $8K - $9.31K
4.67K $226M
AZN
Astrazeneca PLC

Healthcare
49
+ 0.61%
$64.87 - $75.0 $3.18K - $3.68K
8.13K $568M
VTR
Ventas, Inc.

Real Estate
29
+ 0.49%
$62.45 - $70.08 $1.81K - $2.03K
5.95K $376M
SLB
Schlumberger Limited

Energy
2.2K
+ 16.63%
$31.95 - $42.2 $70.3K - $92.9K
15.4K $522M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.42K
+ 6.79%
N/A
22.3K $391M
ELV
Elevance Health, Inc.

Healthcare
11
+ 1.28%
$372.27 - $452.69 $4.09K - $4.98K
872 $339M
OKE
Oneok Inc

Energy
69
+ 2.69%
$78.71 - $100.37 $5.43K - $6.93K
2.63K $215M
AMGN
Amgen Inc

Healthcare
160
+ 5.79%
$262.28 - $309.85 $42K - $49.6K
2.92K $816M
PEP
Pepsico Inc

Consumer Defensive
382
+ 6.66%
$128.02 - $151.37 $48.9K - $57.8K
6.12K $808M
BP
Bp PLC

Energy
445
+ 2.08%
$26.11 - $33.81 $11.6K - $15K
21.8K $654M
SHEL
Shell PLC

Energy
63
+ 0.25%
$59.75 - $73.05 $3.76K - $4.6K
25.8K $1.81B
TMO
Thermo Fisher Scientific Inc.

Healthcare
358
+ 13.22%
$390.26 - $489.06 $140K - $175K
3.07K $1.24B
PBR
Petrobras Petroleo Brasileiro Sa

Energy
17.9K
+ 9.85%
$11.11 - $14.46 $199K - $259K
199K $2.49B
MCD
Mcdonalds Corp

Consumer Cyclical
72
+ 0.92%
$285.55 - $321.23 $20.6K - $23.1K
7.93K $2.32B
COP
Conocophillips

Energy
581
+ 4.31%
$82.66 - $106.1 $48K - $61.6K
14.1K $1.26B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8.46K
+ 1222.83%
$87.84 - $1441.89 $743K - $12.2M
9.15K $825M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
2K
+ 0.8%
$11.76 - $13.64 $23.5K - $27.3K
251K $3.18B
XOM
Exxon Mobil Corp

Energy
2.19K
+ 4.74%
$99.93 - $119.04 $219K - $261K
48.4K $5.22B
UNH
Unitedhealth Group Inc

Healthcare
2.12K
+ 35.92%
$274.35 - $599.47 $583K - $1.27M
8.04K $2.51B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.62K
+ 4.15%
$483.48 - $539.8 $1.26M - $1.41M
65.7K $31.9B
AAPL
Apple Inc.

Technology
7.48K
+ 2.01%
$172.42 - $223.89 $1.29M - $1.67M
379K $77.7B
Activity Summary
Buys All Purchases 396 New Holdings 86 Increased Positions 310 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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