Mowery & Schoenfeld Wealth Management, LLC Purchases and Sells in Q3 2025

Mowery & Schoenfeld Wealth Management, LLC

  • $58.2 Billion
  • Q3 2025

Top Buys

Incresed Positions

17 operations
Stock Shares change Price Range Shares Held Trade History
56.2K
+ 1606.49%
$42.04 - $45.23 $2.36M - $2.54M
59.7K $2.7B
281
+ 1.33%
$195.29 - $223.85 $54.9K - $62.9K
21.4K $4.77B
3.58K
+ 36.09%
$94.4 - $104.27 $338K - $373K
13.5K $1.39B
789
+ 896.59%
$294.27 - $342.31 $232K - $270K
877 $291M
390
+ 1181.82%
$522.22 - $611.76 $204K - $239K
423 $221M
LINDE PLC
310
+ 167.57%
N/A
495 $235M
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
425
New
$224.68 - $282.71 $95.5K - $120K
425 $119M
1.05K
New
$55.82 - $70.08 $58.6K - $73.6K
1.05K $59.8M
1.6K
New
$30.74 - $32.14 $49.2K - $51.4K
1.6K $50M
750
New
$25.21 - $56.65 $18.9K - $42.5K
750 $26.8M
TWO HBRS INVT CORP
2.5K
New
N/A
2.5K $24.7M
25K
New
$0.56 - $0.98 $14K - $24.5K
25K $23.9M
View all

Top Sells

Reduced Positions

118 operations
Stock Shares change Price Range Shares Held Trade History
-33.8K
- 96.48%
$293.94 - $444.72 $9.94M - $15M
1.23K $548M
ADVISORS INNER CIRCLE FD II
-4.04K
- 95.3%
N/A
199 $4.95M
ADVISORS INNER CIRCLE FD II
-3.11K
- 71.94%
N/A
1.21K $33.7M
-151
- 12.59%
$459.11 - $506.91 $69.3K - $76.5K
1.05K $527M
ADVISORS INNER CIRCLE FD II
-2.16K
- 81.67%
N/A
484 $13.5M
-27
- 0.81%
$332.09 - $358.86 $8.97K - $9.69K
3.32K $1.13B
View all
Activity Summary
Buys All Purchases 29 New Holdings 12 Increased Positions 17 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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