Bay Harbor Wealth Management, LLC Purchases in Q1 2025

Bay Harbor Wealth Management, LLC

  • $311 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XPO
Xpo Logistics, Inc.

Industrials
3
New
$106.12 - $148.16 $318 - $444
3 $0
XYL
Xylem Inc.

Industrials
6
New
$114.02 - $132.04 $684 - $792
6 $0
YELP
Yelp Inc

Communication Services
1
New
$33.6 - $41.25 $33.6 - $41.3
1 $0
YETI
Yeti Holdings, Inc.

Consumer Cyclical
1
New
$31.92 - $38.83 $31.9 - $38.8
1 $0
ZBRA
Zebra Technologies Corp

Technology
2
New
$271.72 - $421.11 $543 - $842
2 $0
ZG
Zillow Group, Inc.

Communication Services
1
New
$66.41 - $85.29 $66.4 - $85.3
1 $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
4
New
$68.37 - $87.97 $273 - $352
4 $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
4
New
$98.98 - $113.18 $396 - $453
4 $0
ZION
Zions Bancorporation, National Association

Financial Services
5
New
$47.0 - $59.03 $235 - $295
5 $0
ZM
Zoom Video Communications, Inc.

Technology
6
New
$72.23 - $88.64 $433 - $532
6 $0
ZWS
Zurn Water Solutions Corp

Industrials
2
New
$32.38 - $39.44 $64.8 - $78.9
2 $0
GPK
Graphic Packaging Holding CO

Consumer Cyclical
6
+ 0.26%
$25.27 - $28.3 $152 - $170
2.34K $60K
RGA
Reinsurance Group Of America Inc

Financial Services
9
+ 2.48%
$186.01 - $231.1 $1.67K - $2.08K
372 $73K
WDAY
Workday, Inc.

Technology
6
+ 2.14%
$233.53 - $277.82 $1.4K - $1.67K
286 $66K
AXP
American Express CO

Financial Services
8
+ 1.98%
$255.39 - $325.87 $2.04K - $2.61K
412 $110K
ADBE
Adobe Inc.

Technology
1
+ 0.61%
$377.84 - $464.11 $378 - $464
164 $62K
CRM
Salesforce, Inc.

Technology
10
+ 3.18%
$268.36 - $359.95 $2.68K - $3.6K
324 $86K
AMZN
Amazon Com Inc

Consumer Cyclical
33
+ 3.33%
$190.26 - $242.06 $6.28K - $7.99K
1.03K $195K
NOW
Service Now, Inc.

Technology
2
+ 2.11%
$783.83 - $1170.39 $1.57K - $2.34K
97 $77K
DAL
Delta Air Lines, Inc.

Industrials
19
+ 1.14%
$43.6 - $69.06 $828 - $1.31K
1.69K $73K
TSLA
Tesla, Inc.

Consumer Cyclical
29
+ 2.97%
$222.15 - $428.22 $6.44K - $12.4K
1K $260K
IYW
Ishares Dj Us Tech ETF

ETFs
2.03K
+ 7.18%
$140.44 - $166.79 $285K - $338K
30.3K $4.26M
DFAU
Dimensional ETF Tr

ETFs
22K
+ 3.79%
$37.84 - $42.29 $832K - $930K
603K $23.2M
Activity Summary
Buys All Purchases 1074 New Holdings 981 Increased Positions 93 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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