Bank Plus Trust Department Purchases in Q1 2025

Bank Plus Trust Department

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
93
New
$91.76 - $103.26 $8.53K - $9.6K
93 $8.61M
CYBR
Cyber Ark Software Ltd.

Technology
25
New
$312.8 - $414.31 $7.82K - $10.4K
25 $8.45M
CNP
Centerpoint Energy Inc

Utilities
69
+ 5.45%
$30.87 - $36.25 $2.13K - $2.5K
1.33K $48.3M
NSC
Norfolk Southern Corp

Industrials
14
+ 0.75%
$227.69 - $259.76 $3.19K - $3.64K
1.89K $447M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
36
+ 225.0%
$211.47 - $267.17 $7.61K - $9.62K
52 $11M
FFIV
F5, Inc.

Technology
25
New
$251.75 - $310.6 $6.29K - $7.77K
25 $6.66M
BA
Boeing CO

Industrials
45
+ 22.73%
$148.15 - $186.25 $6.67K - $8.38K
243 $41.4M
IVE
Ishares S&P 500 Value ETF

ETFs
31
+ 25.0%
$185.78 - $198.58 $5.76K - $6.16K
155 $29.5M
IWC
Russell Micro Cap ETF

ETFs
48
New
$110.91 - $133.46 $5.32K - $6.41K
48 $5.32M
IETC
Ishares U S ETF Tr

ETFs
71
New
$74.94 - $89.98 $5.32K - $6.39K
71 $5.32M
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 24.53%
$476.63 - $610.45 $6.2K - $7.94K
66 $32.7M
FDS
Factset Research Systems Inc

Financial Services
11
New
$427.5 - $476.51 $4.7K - $5.24K
11 $5M
NVS
Novartis Ag

Healthcare
43
New
$97.14 - $115.57 $4.18K - $4.97K
43 $4.79M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
36
New
$80.53 - $147.57 $2.9K - $5.31K
36 $4.76M
ABC
Amerisourcebergen Corp

Healthcare
16
New
N/A
16 $4.45M
KKR
Kkr & Co. Inc.

Financial Services
157
+ 35.68%
$108.17 - $167.07 $17K - $26.2K
597 $69M
UBER
Uber Technologies, Inc

Technology
52
+ 472.73%
$63.17 - $81.49 $3.28K - $4.24K
63 $4.59M
AZO
Autozone Inc

Consumer Cyclical
1
New
$3193.96 - $3828.11 $3.19K - $3.83K
1 $3.81M
FIS
Fidelity National Information Services, Inc.

Technology
48
New
$68.12 - $83.42 $3.27K - $4K
48 $3.59M
CRSP
Crispr Therapeutics Ag

Healthcare
100
New
$34.03 - $53.02 $3.4K - $5.3K
100 $3.4M
MCK
Mckesson Corp

Healthcare
5
New
$566.21 - $672.99 $2.83K - $3.36K
5 $3.37M
CRWD
Crowd Strike Holdings, Inc.

Technology
9
+ 90.0%
$308.86 - $455.36 $2.78K - $4.1K
19 $6.7M
XLY
Select Sector Spdr Consumer Di

ETFs
19
+ 82.61%
$192.6 - $233.2 $3.66K - $4.43K
42 $8.29M
NET
Cloudflare, Inc.

Technology
25
New
$110.71 - $176.5 $2.77K - $4.41K
25 $2.82M
Arm Holdings Pl/S Adr
25
New
N/A
25 $2.67M
FLEX
Flex Ltd.

Technology
80
New
$32.92 - $44.46 $2.63K - $3.56K
80 $2.65M
OWL
Blue Owl Capital Inc.

Financial Services
119
New
$18.49 - $26.68 $2.2K - $3.17K
119 $2.39M
DELL
Dell Technologies Inc.

Technology
23
New
$90.34 - $124.66 $2.08K - $2.87K
23 $2.1M
SYM
Symbotic Inc.

Financial Services
100
New
$20.16 - $33.5 $2.02K - $3.35K
100 $2.02M
FTV
Fortive Corp

Technology
32
+ 4.05%
$71.82 - $82.98 $2.3K - $2.66K
822 $60.2M
LOW
Lowes Companies Inc

Consumer Cyclical
330
+ 5.84%
$222.66 - $268.42 $73.5K - $88.6K
5.98K $1.39B
BTBT
Bit Digital, Inc

Financial Services
42
New
$2.02 - $3.88 $84.8 - $163
42 $85K
MRNA
Moderna, Inc.

Healthcare
3
New
$28.35 - $47.53 $85.1 - $143
3 $85K
NKE
Nike, Inc.

Consumer Cyclical
52
+ 11.53%
$63.29 - $81.72 $3.29K - $4.25K
503 $31.9M
Fidelity Ethereum Fd
494
+ 52.78%
N/A
1.43K $26.1M
EW
Edwards Lifesciences Corp

Healthcare
115
+ 1.01%
$67.95 - $76.19 $7.81K - $8.76K
11.5K $835M
ORCL
Oracle Corp

Technology
647
+ 17.21%
$139.81 - $186.47 $90.5K - $121K
4.41K $616M
MPWR
Monolithic Power Systems Inc

Technology
6
+ 0.5%
$565.7 - $720.25 $3.39K - $4.32K
1.2K $697M
MS
Morgan Stanley

Financial Services
232
+ 5.53%
$111.68 - $141.08 $25.9K - $32.7K
4.43K $517M
AXP
American Express CO

Financial Services
83
+ 6.76%
$255.39 - $325.87 $21.2K - $27K
1.31K $353M
SPY
Spdr S&P 500 ETF Trust

ETFs
21
+ 2.34%
$551.42 - $612.93 $11.6K - $12.9K
919 $514M
PRU
Prudential Financial Inc

Financial Services
306
+ 4.13%
$105.04 - $122.33 $32.1K - $37.4K
7.72K $863M
PANW
Palo Alto Networks Inc

Technology
222
+ 3.37%
$167.82 - $208.28 $37.3K - $46.2K
6.8K $1.16B
MRK
Merck & Co., Inc.

Healthcare
185
+ 3.06%
$83.01 - $101.02 $15.4K - $18.7K
6.22K $558M
JHMM
John Hancock Multifactor Mid C

ETFs
4.39K
+ 3.61%
$55.69 - $63.12 $245K - $277K
126K $7.22B
HON
Honeywell International Inc

Industrials
85
+ 1.93%
$202.75 - $226.52 $17.2K - $19.3K
4.49K $950M
GOOGL
Alphabet Inc.

Communication Services
445
+ 12.48%
$154.33 - $206.19 $68.7K - $91.8K
4.01K $620M
NXPI
Nxp Semiconductors N.V.

Technology
28
+ 0.71%
$189.99 - $245.86 $5.32K - $6.88K
3.96K $752M
IWM
Ishares Russell 2000 ETF

ETFs
272
+ 3.53%
$198.1 - $229.79 $53.9K - $62.5K
7.99K $1.59B
Activity Summary
Buys All Purchases 161 New Holdings 48 Increased Positions 113 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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