Ancora Advisors, LLC Purchases in Q2 2025

Ancora Advisors, LLC

  • $4.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
944
+ 21.18%
$26.18 - $26.93 $24.7K - $25.4K
5.4K $144K
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.05%
$151.62 - $183.47 $152 - $183
2.21K $405K
MTB
M&T Bank Corp

Financial Services
125
+ 12500.0%
$156.58 - $193.99 $19.6K - $24.2K
126 $24K
CME
Cme Group Inc.

Financial Services
57
+ 8.03%
$252.37 - $290.71 $14.4K - $16.6K
767 $211K
SQ
Block, Inc.

Technology
400
+ 888.89%
N/A
445 $25K
CAH
Cardinal Health Inc

Healthcare
85
+ 30.25%
$125.0 - $168.0 $10.6K - $14.3K
366 $61K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
642
New
$28.98 - $37.18 $18.6K - $23.9K
642 $23K
FISV
Fiserv Inc

Technology
182
+ 99.45%
N/A
365 $45K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
497
+ 40.91%
$35.35 - $42.68 $17.6K - $21.2K
1.71K $72K
DFAE
Dimensional ETF Tr

ETFs
739
+ 314.47%
$22.87 - $28.95 $16.9K - $21.4K
974 $28K
FAST
Fastenal CO

Industrials
876
+ 200.92%
$40.65 - $83.16 $35.6K - $72.8K
1.31K $55K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.41K
New
$13.71 - $15.46 $19.4K - $21.8K
1.41K $21K
PPLT
Abrdn Platinum ETF Trust

ETFs
232
+ 1.56%
N/A
15.1K $1.36M
DGRO
Ishares Core Dividend Growth E

ETFs
4
+ 0.04%
$55.22 - $63.94 $221 - $256
9.5K $607K
XLU
Utilities Sector Spdr

ETFs
106
+ 2.44%
$73.09 - $82.77 $7.75K - $8.77K
4.45K $363K
KOMP
Spdr S&P Kensho New Economies

ETFs
357
+ 126.15%
$40.86 - $54.38 $14.6K - $19.4K
640 $34K
GFF
Griffon Corp

Industrials
279
New
$64.73 - $74.97 $18.1K - $20.9K
279 $20K
SPG
Simon Property Group Inc

Real Estate
128
New
$140.37 - $171.44 $18K - $21.9K
128 $20K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
343
New
$50.39 - $60.05 $17.3K - $20.6K
343 $20K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
59
+ 2.84%
$62.73 - $78.42 $3.7K - $4.63K
2.13K $165K
KR
Kroger CO

Consumer Defensive
92
+ 2.77%
$64.62 - $74.0 $5.95K - $6.81K
3.41K $244K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
996
+ 11066.67%
$15.5 - $20.28 $15.4K - $20.2K
1.01K $20K
INTF
Ishares Tr

ETFs
563
New
$27.6 - $34.51 $15.5K - $19.4K
563 $19K
PYPL
Pay Pal Holdings, Inc.

Financial Services
45
+ 2.64%
$57.41 - $74.81 $2.58K - $3.37K
1.75K $130K
WEC
Wec Energy Group, Inc.

Utilities
200
+ 56.5%
$102.24 - $109.76 $20.4K - $22K
554 $57K
XLF
Financial Sector Spdr

ETFs
1
+ 0.01%
$43.92 - $52.37 $43.9 - $52.4
6.84K $358K
SO
Southern CO

Utilities
203
+ 2.14%
$84.91 - $92.56 $17.2K - $18.8K
9.7K $891K
O
Realty Income Corp

Real Estate
317
+ 9.6%
$52.27 - $58.52 $16.6K - $18.6K
3.62K $208K
FNMA
Federal National Mortgage Association Fannie Mae

Financial Services
18
+ 0.33%
$5.2 - $11.22 $93.6 - $202
5.41K $51K
VGSH
Vanguard

ETFs
291
+ 159.02%
$58.32 - $58.95 $17K - $17.2K
474 $27K
KNSL
Kinsale Capital Group, Inc.

Financial Services
35
+ 35.0%
$419.99 - $501.97 $14.7K - $17.6K
135 $65K
EL
Estee Lauder Companies Inc

Consumer Defensive
3
+ 0.28%
$50.06 - $80.8 $150 - $242
1.09K $88K
ABNB
Airbnb, Inc.

Consumer Cyclical
104
+ 56.83%
$105.69 - $140.64 $11K - $14.6K
287 $37K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
182
+ 135.82%
$91.43 - $91.74 $16.6K - $16.7K
316 $28K
URI
United Rentals, Inc.

Industrials
2
+ 1.79%
$551.94 - $753.4 $1.1K - $1.51K
114 $85K
AVEM
American Centy ETF Tr Avantis

ETFs
220
New
$53.08 - $68.54 $11.7K - $15.1K
220 $15K
ECL
Ecolab Inc.

Basic Materials
15
+ 2.2%
$225.65 - $270.95 $3.38K - $4.06K
698 $188K
PODD
Insulet Corp

Healthcare
50
New
$238.57 - $327.47 $11.9K - $16.4K
50 $15K
NLCP
New Lake Capital Partners, Inc.

Real Estate
910
+ 4.12%
$12.57 - $14.99 $11.4K - $13.6K
23K $332K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
479
+ 2.97%
$24.94 - $25.42 $11.9K - $12.2K
16.6K $422K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
95
New
$144.63 - $179.53 $13.7K - $17.1K
95 $15K
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
225
New
$39.47 - $62.61 $8.88K - $14.1K
225 $14K
USFD
Us Foods Holding Corp.

Consumer Defensive
40
+ 4.44%
$60.47 - $79.12 $2.42K - $3.16K
940 $72K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
209
+ 2.84%
$51.68 - $52.76 $10.8K - $11K
7.58K $399K
TD
Toronto Dominion Bank

Financial Services
200
New
$55.71 - $73.45 $11.1K - $14.7K
200 $14K
JBL
Jabil Inc

Technology
32
+ 43.84%
$116.88 - $218.1 $3.74K - $6.98K
105 $22K
SIL
Global X Silver Miners ETF

ETFs
100
+ 10.76%
$33.97 - $49.02 $3.4K - $4.9K
1.03K $49K
LUV
Southwest Airlines CO

Industrials
415
+ 1121.62%
$24.04 - $34.36 $9.98K - $14.3K
452 $14K
MIG
Vaneck Moodys Analytics Ig Cor

ETFs
580
+ 411.35%
$20.8 - $21.51 $12.1K - $12.5K
721 $15K
Activity Summary
Buys All Purchases 851 New Holdings 317 Increased Positions 534 Sells All Sells 393 Reductions 393 Sold out 0 Options Calls 12 Puts 8
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