Advisors Capital Management, LLC Purchases in Q1 2025

Advisors Capital Management, LLC

  • $6.19 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ARCC
Ares Capital Corp

Financial Services
104K
+ 2.96%
$21.28 - $23.81 $2.22M - $2.48M
3.63M $80.4M
JPM
Jpmorgan Chase & CO

Financial Services
2.65K
+ 0.6%
$225.19 - $279.95 $596K - $741K
445K $109M
DE
Deere & CO

Industrials
552
+ 0.91%
$408.57 - $509.27 $226K - $281K
61.2K $28.7M
CL
Colgate Palmolive CO

Consumer Defensive
24.9K
+ 13.88%
$85.68 - $97.5 $2.14M - $2.43M
205K $19.2M
PEP
Pepsico Inc

Consumer Defensive
20.5K
+ 13.82%
$142.64 - $156.42 $2.93M - $3.21M
169K $25.4M
GE
General Electric CO

Industrials
10.1K
+ 49.79%
$168.59 - $212.13 $1.71M - $2.15M
30.5K $6.11M
LNC
Lincoln National Corp

Financial Services
10.6K
+ 1.99%
$30.06 - $39.23 $318K - $415K
542K $19.4M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
99.6K
+ 8.11%
$20.1 - $20.8 $2M - $2.07M
1.33M $27.6M
TXN
Texas Instruments Inc

Technology
13K
+ 3.85%
N/A
350K $68M
BEP
Brookfield Renewable Partners L.P.

Utilities
121K
+ 44.59%
$20.03 - $23.79 $2.43M - $2.89M
394K $8.73M
PLD
Prologis, Inc.

Real Estate
9.99K
+ 4.83%
$103.59 - $124.04 $1.03M - $1.24M
217K $24.2M
STWD
Starwood Property Trust, Inc.

Real Estate
57.6K
+ 4.44%
$18.41 - $20.53 $1.06M - $1.18M
1.36M $26.8M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
88K
+ 8.6%
$24.07 - $24.5 $2.12M - $2.16M
1.11M $26.9M
ATRC
Atri Cure, Inc.

Healthcare
62.2K
+ 64.77%
$30.4 - $42.4 $1.89M - $2.64M
158K $5.11M
SPYG
Spdr Portfolio

ETFs
31K
+ 67.64%
$80.05 - $92.39 $2.48M - $2.87M
76.9K $6.18M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
63.3K
New
$31.42 - $34.87 $1.99M - $2.21M
63.3K $2.13M
SJNK
Spdr Bloomberg Short Term High

ETFs
88.8K
+ 5.97%
$25.08 - $25.64 $2.23M - $2.28M
1.58M $39.7M
HD
Home Depot, Inc.

Consumer Cyclical
12.8K
+ 10.49%
$347.25 - $424.87 $4.45M - $5.44M
135K $49.5M
SCHW
Schwab Charles Corp

Financial Services
18.5K
+ 15.86%
$71.24 - $83.64 $1.31M - $1.54M
135K $10.6M
CASY
Caseys General Stores Inc

Consumer Cyclical
488
+ 1.07%
$378.71 - $442.54 $185K - $216K
46K $20M
VZ
Verizon Communications Inc

Communication Services
15K
+ 6.57%
$37.81 - $46.49 $568K - $699K
244K $11.1M
ISRG
Intuitive Surgical Inc

Healthcare
3.68K
+ 126.3%
$476.63 - $610.45 $1.75M - $2.25M
6.59K $3.26M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
63.3K
+ 7.94%
$22.61 - $23.14 $1.43M - $1.47M
861K $19.9M
DOW
Dow Inc.

Basic Materials
125K
+ 23.93%
$34.36 - $41.92 $4.31M - $5.25M
649K $22.7M
XOM
Exxon Mobil Corp

Energy
2.6K
+ 2.5%
$105.44 - $118.93 $274K - $309K
107K $12.7M
FLIN
Franklin Templeton ETF Tr

ETFs
36.9K
New
$34.0 - $38.4 $1.26M - $1.42M
36.9K $1.36M
IBDV
Ishares Tr

Technology
47.5K
+ 6.44%
$21.11 - $21.73 $1M - $1.03M
786K $17.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7.97K
+ 6.69%
$497.6 - $606.74 $3.96M - $4.83M
127K $63.2M
TJX
Tjx Companies Inc

Consumer Cyclical
5.81K
+ 1.31%
$112.81 - $126.16 $656K - $733K
450K $54.8M
SPIB
Spdr Portfolio Intermediate Te

ETFs
22.5K
+ 2.81%
$32.5 - $33.3 $731K - $749K
823K $27.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.25K
+ 33.24%
$468.34 - $539.52 $1.52M - $1.75M
13K $6.11M
NEE
Nextera Energy Inc

Utilities
19.5K
+ 5.7%
$66.96 - $76.16 $1.31M - $1.49M
362K $25.6M
GWRE
Guidewire Software, Inc.

Technology
1.6K
+ 3.84%
$166.74 - $218.22 $267K - $349K
43.3K $8.1M
SYK
Stryker Corp

Healthcare
987
+ 1.69%
$355.18 - $399.9 $351K - $395K
59.2K $22M
PSX
Phillips 66

Energy
4K
+ 6.73%
$113.93 - $131.55 $456K - $526K
63.4K $7.83M
SHW
Sherwin Williams CO

Basic Materials
2.52K
+ 20.24%
$330.16 - $365.55 $833K - $922K
15K $5.23M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
9.99K
+ 1.44%
$20.96 - $23.51 $209K - $235K
705K $15.8M
DGX
Quest Diagnostics Inc

Healthcare
6.77K
+ 2.77%
N/A
251K $34.4M
VIRT
Virtu Financial, Inc.

Financial Services
13.7K
+ 8.42%
$34.19 - $40.96 $468K - $561K
176K $6.72M
NVS
Novartis Ag

Healthcare
2.22K
+ 5.12%
$97.14 - $115.57 $216K - $257K
45.6K $5.09M
LTC
Ltc Properties Inc

Real Estate
11.8K
+ 2.55%
$33.46 - $36.14 $396K - $428K
476K $16.9M
RELX
Relx PLC

Communication Services
1.87K
+ 1.29%
$45.34 - $51.91 $84.6K - $96.9K
147K $7.39M
APPF
Appfolio Inc

Technology
5.15K
+ 42.63%
$206.66 - $260.64 $1.06M - $1.34M
17.2K $3.79M
META
Meta Platforms, Inc.

Communication Services
1.61K
+ 16.15%
$576.36 - $736.67 $929K - $1.19M
11.6K $6.68M
TW
Tradeweb Markets Inc.

Financial Services
261
+ 0.61%
$123.42 - $148.46 $32.2K - $38.7K
43.1K $6.4M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
51.2K
+ 86.11%
$23.34 - $30.17 $1.2M - $1.55M
111K $2.58M
NFLX
Netflix Inc

Communication Services
443
+ 5.05%
$828.4 - $1058.6 $367K - $469K
9.22K $8.6M
LLY
Eli Lilly & CO

Healthcare
254
+ 2.44%
$725.72 - $929.72 $184K - $236K
10.6K $8.79M
JLL
Jones Lang Lasalle Inc

Real Estate
3.55K
+ 16.27%
$238.0 - $284.76 $844K - $1.01M
25.4K $6.29M
Activity Summary
Buys All Purchases 320 New Holdings 31 Increased Positions 289 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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