Beckerman Institutional, LLC Purchases and Sells in Q3 2025

Beckerman Institutional, LLC

$157 Million
Q3 2025

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	858 + 3.82%	$174.36 - $254.72 $150K - $219K	23.3K $5.67M
DFAI	33.1K + 15.34%	$34.05 - $36.55 $1.13M - $1.21M	249K $9.03M
BRK-B	470 + 1.51%	$459.11 - $506.91 $216K - $238K	31.6K $15.9M
DBND	12.9K + 6.85%	$45.57 - $46.76 $589K - $605K	202K $9.39M
AAPL	1.5K + 27.37%	$202.38 - $256.87 $303K - $385K	6.97K $1.78M
MSFT	992 + 51.24%	$491.09 - $535.64 $487K - $531K	2.93K $1.52M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ABBV	2.01K New	$184.85 - $231.54 $371K - $465K	2.01K $464K
JNJ	2.2K New	$155.17 - $185.42 $341K - $407K	2.2K $406K
V	1.02K New	$332.09 - $358.86 $340K - $367K	1.02K $349K
IAUM	8.73K New	$32.6 - $38.5 $284K - $336K	8.73K $335K
BX	1.88K New	$152.77 - $188.68 $287K - $355K	1.88K $321K
CSCO	4.67K New	$66.2 - $71.79 $309K - $335K	4.67K $319K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSIE	-1.07K - 6.79%	N/A	14.6K $461K
VIG	-144 - 5.26%	N/A	2.59K $472K
MOAT	-319 - 4.35%	N/A	7.02K $602K
ISRG	-20 - 3.31%	$433.66 - $544.47 $8.67K - $10.9K	584 $261K
IEMG	-480 - 8.17%	N/A	5.39K $289K
TOTL	-1.59K - 8.7%	$39.58 - $40.74 $62.8K - $64.6K	16.6K $675K

Activity Summary All Purchases 65 New Holdings 10 Increased Positions 55 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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