Bartlett & Co. Wealth Management LLC Purchases and Sells in Q1 2025

Bartlett & Co. Wealth Management LLC

  • $6.79 Trillion
  • Q1 2025

Top Buys

Incresed Positions

292 operations
Stock Shares change Price Range Shares Held Trade History
58
+ 446.15%
$663000.0 - $801950.0 $38.5M - $46.5M
71 $56.7B
Linde PLC
13.6K
+ 5.85%
N/A
247K $115B
46.7K
+ 15.22%
$156.48 - $175.67 $7.3M - $8.2M
353K $58.2B
19.6K
+ 33.47%
$211.3 - $272.83 $4.14M - $5.35M
78.2K $20.8B
9.43K
+ 0.74%
$69.57 - $78.65 $656K - $742K
1.29M $97.3B
390
+ 0.12%
$504.67 - $576.31 $197K - $225K
333K $183B
View all

New Holdings

158 operations
Stock Shares change Price Range Shares Held Trade History
26.2K
New
$21.77 - $22.56 $570K - $591K
26.2K $588M
6.35K
New
$56.95 - $63.95 $361K - $406K
6.35K $367M
Roundhill ETF Trust (S&P 500 0dte Covered Call Strategy Etf)
4.2K
New
N/A
4.2K $190M
5K
New
$26.47 - $29.92 $132K - $150K
5K $146M
5.83K
New
$22.98 - $24.13 $134K - $141K
5.83K $139M
6.58K
New
$19.12 - $20.71 $126K - $136K
6.58K $134M
View all

Top Sells

Reduced Positions

324 operations
Stock Shares change Price Range Shares Held Trade History
-27.8K
- 1.58%
$209.68 - $247.1 $5.82M - $6.86M
1.73M $385B
-1.41K
- 0.31%
$154.33 - $206.19 $217K - $290K
450K $69.5B
-149K
- 33.24%
$142.06 - $167.7 $21.2M - $25M
300K $49.7B
-54.3K
- 37.32%
$279.74 - $321.29 $15.2M - $17.5M
91.3K $28.5B
-9.23K
- 3.81%
$230.33 - $281.53 $2.13M - $2.6M
233K $57.1B
-12K
- 2.21%
$222.66 - $268.42 $2.68M - $3.23M
533K $124B
View all
Activity Summary
Buys All Purchases 450 New Holdings 158 Increased Positions 292 Sells All Sells 324 Reductions 324 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email