Bell Investment Advisors, Inc Purchases in Q1 2025

Bell Investment Advisors, Inc

  • $538 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PTGX
Protagonist Therapeutics, Inc

Healthcare
14
+ 82.35%
$35.09 - $59.76 $491 - $837
31 $1K
MCHP
Microchip Technology Inc

Technology
21
+ 31.82%
$48.41 - $64.3 $1.02K - $1.35K
87 $4K
MEOH
Methanex Corp

Basic Materials
14
+ 70.0%
$35.09 - $53.61 $491 - $751
34 $1K
AQN
Algonquin Power & Utilities Corp.

Utilities
142
+ 56.8%
$4.27 - $5.19 $606 - $737
392 $2K
WAT
Waters Corp

Healthcare
2
+ 13.33%
$362.16 - $417.28 $724 - $835
17 $6K
MLM
Martin Marietta Materials Inc

Basic Materials
3
+ 37.5%
$460.39 - $552.64 $1.38K - $1.66K
11 $5K
LCID
Lucid Group, Inc.

Consumer Cyclical
535
+ 66.29%
$2.03 - $3.48 $1.09K - $1.86K
1.34K $3K
MAT
Mattel Inc

Consumer Cyclical
25
+ 89.29%
$17.73 - $21.94 $443 - $549
53 $1K
ALGM
Allegro Microsystems, Inc.

Technology
40
+ 83.33%
$21.77 - $28.31 $871 - $1.13K
88 $2K
LYFT
Lyft, Inc.

Technology
39
+ 79.59%
$11.27 - $15.12 $440 - $590
88 $1K
LAUR
Laureate Education, Inc.

Consumer Defensive
53
+ 74.65%
$18.04 - $20.97 $956 - $1.11K
124 $2K
EL
Estee Lauder Companies Inc

Consumer Defensive
20
+ 71.43%
$64.26 - $85.48 $1.29K - $1.71K
48 $3K
QS
Quantum Scape Corp

Consumer Cyclical
216
+ 423.53%
$4.15 - $6.58 $896 - $1.42K
267 $1K
JNPR
Juniper Networks Inc

Technology
28
+ 10.07%
$34.38 - $39.03 $963 - $1.09K
306 $11K
NWSA
News Corp

Communication Services
19
+ 6.62%
$26.29 - $30.49 $500 - $579
306 $8K
AWR
American States Water CO

Utilities
7
+ 35.0%
$70.84 - $80.98 $496 - $567
27 $2K
NJR
New Jersey Resources Corp

Utilities
15
+ 18.99%
$45.25 - $49.37 $679 - $741
94 $4K
ZS
Zscaler, Inc.

Technology
5
+ 26.32%
$181.66 - $216.87 $908 - $1.08K
24 $4K
OTTR
Otter Tail Corp

Utilities
6
+ 11.11%
$72.43 - $83.38 $435 - $500
60 $4K
ZI
Zoom Info Technologies Inc.

Technology
97
+ 26.72%
$9.43 - $12.01 $915 - $1.16K
460 $4K
ZM
Zoom Video Communications, Inc.

Technology
13
+ 18.06%
$72.23 - $88.64 $939 - $1.15K
85 $6K
NGG
National Grid PLC

Utilities
8
+ 24.24%
$56.13 - $65.61 $449 - $525
41 $2K
ZTS
Zoetis Inc.

Healthcare
4
+ 0.96%
$156.48 - $175.67 $626 - $703
422 $69K
PDCO
Patterson Companies, Inc.

Healthcare
37
+ 21.14%
$30.8 - $31.25 $1.14K - $1.16K
212 $6K
RMBS
Rambus Inc

Technology
18
+ 24.32%
$51.55 - $68.59 $928 - $1.23K
92 $4K
PCTY
Paylocity Holding Corp

Technology
4
+ 80.0%
$183.21 - $217.86 $733 - $871
9 $1K
KHC
Kraft Heinz CO

Consumer Defensive
45
+ 5.7%
$28.51 - $32.22 $1.28K - $1.45K
834 $25K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
16
+ 6.61%
$24.39 - $35.22 $390 - $564
258 $7K
LHX
L3 Harris Technologies, Inc.

Industrials
3
+ 5.88%
$194.65 - $222.86 $584 - $669
54 $11K
MPC
Marathon Petroleum Corp

Energy
4
+ 3.48%
$134.72 - $159.03 $539 - $636
119 $17K
DOLE
Dole PLC

Consumer Defensive
76
+ 12.4%
$12.31 - $14.86 $936 - $1.13K
689 $9K
CTRE
Care Trust Reit, Inc.

Real Estate
46
+ 17.36%
$24.93 - $29.13 $1.15K - $1.34K
311 $8K
OLED
Universal Display Corp Pa

Technology
6
+ 22.22%
$139.48 - $161.59 $837 - $970
33 $4K
STNE
Stone Co Ltd.

Technology
106
New
$7.85 - $11.45 $832 - $1.21K
106 $1K
DOW
Dow Inc.

Basic Materials
50
+ 43.1%
$34.36 - $41.92 $1.72K - $2.1K
166 $5K
DLTR
Dollar Tree, Inc.

Consumer Defensive
7
+ 26.92%
$61.92 - $76.95 $433 - $539
33 $2K
DLB
Dolby Laboratories, Inc.

Industrials
16
+ 9.52%
$76.37 - $87.32 $1.22K - $1.4K
184 $14K
SNEX
Stone X Group Inc.

Financial Services
19
+ 47.5%
$76.12 - $126.89 $1.45K - $2.41K
59 $4K
CVNA
Carvana Co.

Consumer Cyclical
5
+ 21.74%
$166.52 - $285.33 $833 - $1.43K
28 $5K
FANG
Diamondback Energy, Inc.

Energy
6
+ 11.11%
$139.9 - $180.18 $839 - $1.08K
60 $9K
DXCM
Dexcom Inc

Healthcare
19
+ 33.33%
$67.74 - $90.75 $1.29K - $1.72K
76 $5K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
23
+ 17.04%
$19.53 - $25.74 $449 - $592
158 $3K
EGO
Eldorado Gold Corp

Basic Materials
33
+ 20.89%
$13.41 - $16.82 $443 - $555
191 $3K
ACT
Enact Holdings, Inc.

Financial Services
30
New
$31.15 - $35.03 $935 - $1.05K
30 $1K
ENPH
Enphase Energy, Inc.

Technology
24
+ 480.0%
$52.87 - $73.51 $1.27K - $1.76K
29 $1K
FE
Firstenergy Corp

Utilities
12
+ 17.91%
$37.95 - $43.5 $455 - $522
79 $3K
FSLR
First Solar, Inc.

Technology
14
+ 51.85%
$126.34 - $197.73 $1.77K - $2.77K
41 $5K
SWX
Southwest Gas Holdings, Inc.

Utilities
8
+ 3.24%
$68.42 - $78.18 $547 - $625
255 $18K
BE
Bloom Energy Corp

Industrials
20
+ 46.51%
$19.66 - $29.81 $393 - $596
63 $1K
Activity Summary
Buys All Purchases 658 New Holdings 71 Increased Positions 587 Sells All Sells 323 Reductions 323 Sold out 0 Options Calls 0 Puts 0
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