Morton Capital Management Llc/Ca Purchases and Sells in Q3 2025

Morton Capital Management Llc/Ca

  • $609 Billion
  • Q3 2025

Top Buys

Incresed Positions

40 operations
Stock Shares change Price Range Shares Held Trade History
23.1K
+ 1.06%
$29.25 - $31.56 $676K - $729K
2.21M $69.4B
TCW ETF TRUST
98K
+ 7.13%
N/A
1.47M $58.6B
7.58K
+ 0.56%
$36.04 - $38.78 $273K - $294K
1.36M $52.4B
4.63K
+ 91.07%
$617.65 - $666.84 $2.86M - $3.09M
9.71K $6.47B
DIMENSIONAL ETF TRUST
25.4K
+ 24.92%
N/A
127K $9.16B
7.31K
+ 155.2%
$108.97 - $121.65 $797K - $889K
12K $1.45B
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
2.92K
New
$194.44 - $206.51 $567K - $602K
2.92K $602M
9.21K
New
$58.97 - $60.36 $543K - $556K
9.21K $553M
7.68K
New
$59.11 - $67.35 $454K - $517K
7.68K $509M
8.35K
New
$48.5 - $50.19 $405K - $419K
8.35K $418M
3.73K
New
$80.0 - $88.06 $298K - $328K
3.73K $325M
1.61K
New
$116.14 - $168.56 $187K - $271K
1.61K $271M
View all

Top Sells

Reduced Positions

52 operations
Stock Shares change Price Range Shares Held Trade History
-20.6K
- 1.38%
$50.23 - $50.48 $1.03M - $1.04M
1.47M $74.1B
-1.56K
- 35.33%
$567.77 - $614.76 $884K - $957K
2.85K $1.75B
-2.08K
- 45.03%
$300.96 - $355.47 $626K - $740K
2.54K $903M
-4.62K
- 64.2%
$81.9 - $96.86 $378K - $447K
2.57K $218M
-6.34K
- 57.88%
$62.09 - $66.51 $393K - $421K
4.61K $301M
-4.39K
- 52.62%
$87.29 - $93.61 $383K - $410K
3.95K $369M
View all
Activity Summary
Buys All Purchases 53 New Holdings 13 Increased Positions 40 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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