Lm Advisors LLC Purchases and Sells in Q1 2025

Lm Advisors LLC

$555 Million
Q1 2025

Top Buys

Incresed Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	8.98K + 17.51%	$169.43 - $182.84 $1.52M - $1.64M	60.2K $10.4M
ETN	5.92K + 223.11%	$271.83 - $371.23 $1.61M - $2.2M	8.57K $2.33M
BRK-B	311 + 2.16%	$442.66 - $534.52 $138K - $166K	14.7K $7.84M
SPY	4.87K + 8.37%	$551.42 - $612.93 $2.69M - $2.99M	63.1K $35.3M
MORGAN STANLEY DIRECT LENDIN COM SHS	51.1K + 236.06%	N/A	72.8K $1.45M
MA	1.55K + 50.67%	$504.67 - $576.31 $781K - $892K	4.6K $2.52M

New Holdings

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCC	120K New	N/A	120K $1.76M
MSI	2.83K New	$411.73 - $482.1 $1.16M - $1.36M	2.83K $1.24M
FLEX	30.4K New	$32.92 - $44.46 $1M - $1.35M	30.4K $1.01M
LOW	4.16K New	$222.66 - $268.42 $926K - $1.12M	4.16K $970K
RGA	4.88K New	$186.01 - $231.1 $907K - $1.13M	4.88K $960K
AMP	1.84K New	$472.29 - $575.13 $867K - $1.06M	1.84K $889K

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SOXL	-55.2K - 73.4%	$15.95 - $35.15 $880K - $1.94M	20K $319K
UNH	-1.94K - 39.09%	$461.52 - $548.18 $894K - $1.06M	3.02K $1.58M
VTI	-788 - 2.21%	$271.18 - $303.12 $214K - $239K	34.9K $9.59M
ORCL	-783 - 4.53%	$139.81 - $186.47 $109K - $146K	16.5K $2.31M
BSTZ	-12.8K - 18.0%	$17.74 - $22.07 $227K - $283K	58.4K $1.04M
PYPL	-1.56K - 10.63%	$65.15 - $91.81 $102K - $143K	13.1K $858K

Activity Summary All Purchases 134 New Holdings 36 Increased Positions 98 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

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