Bank Plus Trust Department Sells in Q1 2025

Bank Plus Trust Department

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-138
- 51.11%
$69.3 - $90.95 $9.56K - $12.6K
132 $9.17M
KMX
Carmax Inc

Consumer Cyclical
-116
- 11.16%
$69.25 - $89.19 $8.03K - $10.3K
923 $71.9M
Jacobs Engineering Group Inc
-51
- 9.48%
N/A
487 $58.9M
TYL
Tyler Technologies Inc

Technology
-24
- 8.14%
$553.41 - $646.74 $13.3K - $15.5K
271 $158M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-139
- 3.78%
$48.02 - $53.02 $6.67K - $7.37K
3.53K $175M
PHR
Phreesia, Inc.

Healthcare
-446
- 33.06%
$21.97 - $30.01 $9.8K - $13.4K
903 $23.1M
D
Dominion Energy, Inc

Utilities
-207
- 43.58%
$52.85 - $57.43 $10.9K - $11.9K
268 $15M
FITB
Fifth Third Bancorp

Financial Services
-149
- 21.41%
$37.48 - $44.96 $5.58K - $6.7K
547 $21.4M
VNQ
Vanguard Specialized Funds Van

ETFs
-88
- 12.09%
$85.55 - $94.34 $7.53K - $8.3K
640 $57.9M
AMD
Advanced Micro Devices Inc

Technology
-9
- 2.79%
$96.63 - $129.55 $870 - $1.17K
314 $32.3M
EMR
Emerson Electric CO

Industrials
-7
- 2.15%
$108.64 - $131.17 $760 - $918
319 $35M
IDXX
Idexx Laboratories Inc

Healthcare
-14
- 9.59%
$406.29 - $469.04 $5.69K - $6.57K
132 $55.4M
Blackrock Inc
-4
- 50.0%
N/A
4 $3.79M
CMCSA
Comcast Corp

Communication Services
-80
- 15.07%
$33.19 - $38.23 $2.66K - $3.06K
451 $16.6M
SPGI
S&P Global Inc.

Financial Services
-7
- 8.64%
$478.26 - $543.77 $3.35K - $3.81K
74 $37.6M
ECL
Ecolab Inc.

Basic Materials
-14
- 28.57%
$229.72 - $269.82 $3.22K - $3.78K
35 $8.87M
Amentum Holdings Inc
-66
- 14.22%
N/A
398 $7.24M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-78
- 9.04%
$22.25 - $23.0 $1.74K - $1.79K
785 $18M
AMT
American Tower Corp

Real Estate
-10
- 35.71%
$173.46 - $217.6 $1.73K - $2.18K
18 $3.92M
EHC
Encompass Health Corp

Healthcare
-92
- 9.83%
$91.05 - $102.2 $8.38K - $9.4K
844 $85.5M
INTC
Intel Corp

Technology
-200
- 14.25%
$19.1 - $27.39 $3.82K - $5.48K
1.2K $27.3M
PEAK
Healthpeak Properties, Inc.

Real Estate
-29
- 9.8%
N/A
267 $5.4M
GD
General Dynamics Corp

Industrials
-6
- 4.55%
$241.94 - $272.58 $1.45K - $1.64K
126 $34.3M
CHD
Church & Dwight CO Inc

Consumer Defensive
-8
- 9.09%
$101.42 - $113.2 $811 - $906
80 $8.81M
NDAQ
Nasdaq, Inc.

Financial Services
-4
- 6.25%
$72.17 - $83.76 $289 - $335
60 $4.55M
GILD
Gilead Sciences, Inc.

Healthcare
-35
- 18.92%
$89.14 - $117.41 $3.12K - $4.11K
150 $16.8M
SHW
Sherwin Williams CO

Basic Materials
-10
- 2.83%
$330.16 - $365.55 $3.3K - $3.66K
343 $120M
FROG
J Frog LTD

Technology
-330
- 7.39%
$30.59 - $42.03 $10.1K - $13.9K
4.14K $132M
VEEV
Veeva Systems Inc

Healthcare
-63
- 8.61%
$210.58 - $246.8 $13.3K - $15.5K
669 $155M
WSO
Watsco Inc

Industrials
-31
- 6.34%
$463.86 - $530.75 $14.4K - $16.5K
458 $233M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-22
- 2.71%
$87.68 - $94.52 $1.93K - $2.08K
791 $74.1M
AEP
American Electric Power CO Inc

Utilities
-17
- 6.72%
$90.32 - $109.27 $1.54K - $1.86K
236 $25.8M
ROL
Rollins Inc

Consumer Cyclical
-281
- 7.81%
$45.65 - $54.03 $12.8K - $15.2K
3.32K $179M
IBM
International Business Machines Corp

Technology
-3
- 0.52%
$217.4 - $264.74 $652 - $794
574 $143M
VZ
Verizon Communications Inc

Communication Services
-296
- 4.68%
$37.81 - $46.49 $11.2K - $13.8K
6.03K $273M
CI
Cigna Corp

Healthcare
-90
- 7.49%
$274.49 - $329.0 $24.7K - $29.6K
1.11K $366M
MCD
Mcdonalds Corp

Consumer Cyclical
-60
- 2.51%
$279.74 - $321.29 $16.8K - $19.3K
2.33K $728M
CVX
Chevron Corp

Energy
-121
- 4.85%
$146.71 - $167.97 $17.8K - $20.3K
2.37K $397M
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.47%
$890.62 - $1076.86 $6.23K - $7.54K
1.47K $1.39B
FISV
Fiserv Inc

Technology
-269
- 3.8%
N/A
6.8K $1.5B
PM
Philip Morris International Inc.

Consumer Defensive
-95
- 3.77%
$117.15 - $158.79 $11.1K - $15.1K
2.42K $385M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-23
- 1.67%
$402.49 - $513.76 $9.26K - $11.8K
1.36K $657M
ADP
Automatic Data Processing Inc

Industrials
-14
- 0.11%
$286.85 - $318.64 $4.02K - $4.46K
12.7K $3.87B
AJG
Arthur J. Gallagher & Co.

Financial Services
-367
- 6.93%
$275.89 - $345.24 $101K - $127K
4.93K $1.7B
LLY
Eli Lilly & CO

Healthcare
-236
- 3.1%
$725.72 - $929.72 $171K - $219K
7.39K $6.1B
PGR
Progressive Corp

Financial Services
-993
- 4.08%
$235.61 - $291.22 $234K - $289K
23.4K $6.61B
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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