Avion Wealth Purchases in Q1 2025

Avion Wealth

  • $390 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PBH
Prestige Consumer Healthcare Inc.

Healthcare
7
New
$73.82 - $89.02 $517 - $623
7 $0
PRME
Prime Medicine, Inc.
178
New
$1.72 - $3.35 $306 - $596
178 $0
PRI
Primerica, Inc.

Financial Services
3
New
$271.41 - $296.43 $814 - $889
3 $0
PROK
Prokidney Corp Ord Shs Cl A(Cy

Healthcare
365
New
$0.88 - $1.86 $321 - $679
365 $0
PRO
Pros Holdings, Inc.

Technology
25
New
$19.03 - $27.39 $476 - $685
25 $0
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
2.15K
New
$0.17 - $0.42 $365 - $903
2.15K $0
PSNYW
Polestar Automotive Hldg Uk Pl

Consumer Cyclical
150
New
$0.15 - $0.29 $22.5 - $43.5
150 $0
PLUG
Plug Power Inc

Industrials
100
New
$1.34 - $3.15 $134 - $315
100 $0
PLXS
Plexus Corp

Technology
5
New
$120.51 - $170.49 $603 - $852
5 $0
PTEN
Patterson Uti Energy Inc

Energy
118
New
$7.15 - $9.45 $844 - $1.12K
118 $0
PNRG
Primeenergy Resources Corp

Energy
4
New
$183.2 - $233.96 $733 - $936
4 $0
PSFEWS
Paysafe LTD Wt Exp (Bmu)
1K
New
N/A
1K $0
PBF
Pbf Energy Inc.

Energy
12
New
$18.97 - $31.31 $228 - $376
12 $0
CNXN
Pc Connection Inc

Technology
8
New
$59.79 - $74.22 $478 - $594
8 $0
PDFS
Pdf Solutions Inc

Technology
17
New
$19.11 - $29.12 $325 - $495
17 $0
PENN
Penn National Gaming Inc

Consumer Cyclical
33
New
$16.23 - $22.73 $536 - $750
33 $0
PNR
Pentair PLC

Industrials
5
New
$84.0 - $105.35 $420 - $527
5 $0
PEN
Penumbra Inc

Healthcare
2
New
$237.28 - $303.76 $475 - $608
2 $0
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
89
New
N/A
89 $0
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
33
New
N/A
33 $0
IBKR
Interactive Brokers Group, Inc.

Financial Services
2
New
$161.03 - $235.53 $322 - $471
2 $0
KFS
Kingsway Financial Services Inc

Consumer Cyclical
60
New
$7.29 - $8.38 $437 - $503
60 $0
Knife River Corp
3
New
N/A
3 $0
Knightscope Inc
20
New
N/A
20 $0
KN
Knowles Corp

Technology
32
New
$15.2 - $20.58 $486 - $659
32 $0
KOPN
Kopin Corp

Technology
513
New
$0.93 - $2.03 $477 - $1.04K
513 $0
KD
Kyndryl Holdings, Inc.

Technology
9
New
$31.32 - $43.45 $282 - $391
9 $0
La Rosa Hldgs Corp
734
New
N/A
734 $0
LSTR
Landstar System Inc

Industrials
3
New
$146.63 - $177.82 $440 - $533
3 $0
LEA
Lear Corp

Consumer Cyclical
10
New
$87.96 - $99.36 $880 - $994
10 $0
KMT
Kennametal Inc

Industrials
22
New
$21.0 - $24.68 $462 - $543
22 $0
LENB
Lennar Corporation Cl B
6
New
N/A
6 $0
KRC
Kilroy Realty Corp

Real Estate
6
New
$32.02 - $40.63 $192 - $244
6 $0
KEY
Keycorp

Financial Services
33
New
$15.15 - $18.3 $500 - $604
33 $0
KW
Kennedy Wilson Holdings, Inc.

Real Estate
60
New
$8.61 - $10.05 $517 - $603
60 $0
IBOC
International Bancshares Corp

Financial Services
12
New
$60.62 - $67.91 $727 - $815
12 $0
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
25
New
$16.62 - $17.97 $416 - $449
25 $0
INVH
Invitation Homes Inc.

Real Estate
30
New
$30.28 - $34.85 $908 - $1.05K
30 $0
ITOS
I Teos Therapeutics, Inc.

Healthcare
54
New
$5.97 - $8.15 $322 - $440
54 $0
IE
Ivanhoe Electric Inc.

Basic Materials
71
New
$5.41 - $7.99 $384 - $567
71 $0
JJSF
J&J Snack Foods Corp

Consumer Defensive
3
New
$122.15 - $153.79 $366 - $461
3 $0
JACK
Jack In The Box Inc

Consumer Cyclical
11
New
$27.19 - $42.58 $299 - $468
11 $0
JHG
Janus Henderson Group PLC

Financial Services
21
New
$35.98 - $45.94 $756 - $965
21 $0
JEF
Jefferies Financial Group Inc.

Financial Services
4
New
$52.22 - $81.31 $209 - $325
4 $0
KBH
Kb Home

Consumer Cyclical
14
New
$57.73 - $70.05 $808 - $981
14 $0
KRNY
Kearny Financial Corp.

Financial Services
77
New
$6.18 - $7.55 $476 - $581
77 $0
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
1.13K
New
$0.29 - $0.96 $329 - $1.09K
1.13K $0
USA
Liberty All Star Equity Fund

Financial Services
100
New
$6.41 - $7.32 $641 - $732
100 $0
MTCH
Match Group, Inc.

Communication Services
8
New
$30.08 - $36.47 $241 - $292
8 $0
Activity Summary
Buys All Purchases 469 New Holdings 451 Increased Positions 18 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 1 Puts 0
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