Bell Investment Advisors, Inc Purchases in Q2 2025

Bell Investment Advisors, Inc

  • $574 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
61
+ 25.74%
$24.53 - $35.75 $1.5K - $2.18K
298 $9K
YELP
Yelp Inc

Communication Services
78
+ 24.84%
$32.56 - $40.93 $2.54K - $3.19K
392 $13K
BEKE
Ke Holdings Inc.

Real Estate
75
+ 163.04%
$17.53 - $22.08 $1.31K - $1.66K
121 $2K
WU
Western Union CO

Financial Services
554
+ 57.05%
$8.37 - $10.63 $4.64K - $5.89K
1.53K $12K
LAUR
Laureate Education, Inc.

Consumer Defensive
75
+ 60.48%
$18.34 - $23.38 $1.38K - $1.75K
199 $4K
VC
Visteon Corp

Consumer Cyclical
16
+ 47.06%
$67.04 - $94.19 $1.07K - $1.51K
50 $4K
LDOS
Leidos Holdings, Inc.

Technology
10
+ 30.3%
$132.9 - $160.3 $1.33K - $1.6K
43 $6K
ZM
Zoom Video Communications, Inc.

Technology
19
+ 22.35%
$66.7 - $84.62 $1.27K - $1.61K
104 $8K
VMC
Vulcan Materials CO

Basic Materials
4
+ 19.05%
$226.49 - $276.01 $906 - $1.1K
25 $6K
WEC
Wec Energy Group, Inc.

Utilities
16
+ 123.08%
$102.24 - $109.76 $1.64K - $1.76K
29 $3K
RVMD
Revolution Medicines, Inc.

Healthcare
51
+ 104.08%
$31.13 - $41.98 $1.59K - $2.14K
100 $3K
KMI
Kinder Morgan, Inc.

Energy
72
+ 15.72%
$25.21 - $29.4 $1.82K - $2.12K
530 $15K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
+ 9.68%
$160.22 - $209.35 $481 - $628
34 $7K
PK
Park Hotels & Resorts Inc.

Real Estate
261
+ 208.8%
$8.85 - $11.18 $2.31K - $2.92K
386 $3K
TEF
Telefonica S A

Communication Services
319
+ 36.09%
$4.37 - $5.39 $1.39K - $1.72K
1.2K $6K
MORN
Morningstar, Inc.

Financial Services
2
+ 2.53%
$255.31 - $313.93 $511 - $628
81 $25K
TOST
Toast, Inc.

Technology
15
+ 13.51%
$30.03 - $45.23 $450 - $678
126 $5K
MDLZ
Mondelez International, Inc.

Consumer Defensive
35
+ 10.12%
$63.54 - $68.5 $2.22K - $2.4K
381 $25K
TOL
Toll Brothers, Inc.

Consumer Cyclical
17
+ 100.0%
$90.5 - $114.3 $1.54K - $1.94K
34 $3K
MRNA
Moderna, Inc.

Healthcare
61
+ 305.0%
$23.65 - $28.54 $1.44K - $1.74K
81 $2K
SHEL
Shell PLC

Energy
28
+ 43.75%
$59.75 - $73.05 $1.67K - $2.05K
92 $6K
TD
Toronto Dominion Bank

Financial Services
9
+ 6.72%
$55.71 - $73.45 $501 - $661
143 $10K
SIG
Signet Jewelers LTD

Consumer Cyclical
7
+ 9.59%
$50.77 - $82.74 $355 - $579
80 $6K
MLI
Mueller Industries Inc

Industrials
19
+ 13.97%
$68.45 - $79.6 $1.3K - $1.51K
155 $12K
VIV
Telefonica Brasil S.A.

Communication Services
122
+ 200.0%
$8.28 - $11.4 $1.01K - $1.39K
183 $2K
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
203
New
$5.99 - $11.1 $1.22K - $2.25K
203 $2K
SONY
Sony Group Corp

Technology
70
+ 8.77%
$21.24 - $26.88 $1.49K - $1.88K
868 $22K
SNV
Synovus Financial Corp

Financial Services
12
+ 5.22%
$38.27 - $51.75 $459 - $621
242 $12K
NNN
National Retail Properties, Inc.

Real Estate
52
+ 42.62%
$37.56 - $43.42 $1.95K - $2.26K
174 $7K
PFGC
Performance Food Group CO

Consumer Defensive
6
+ 3.73%
$71.62 - $89.56 $430 - $537
167 $14K
NBIX
Neurocrine Biosciences Inc

Healthcare
17
+ 56.67%
$87.54 - $128.18 $1.49K - $2.18K
47 $5K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
28
+ 22.95%
$53.93 - $61.5 $1.51K - $1.72K
150 $9K
TGNA
Tegna Inc

Communication Services
166
+ 45.23%
$15.42 - $18.98 $2.56K - $3.15K
533 $8K
SHAK
Shake Shack Inc.

Consumer Cyclical
6
+ 30.0%
$75.85 - $140.6 $455 - $844
26 $3K
MET
Metlife Inc

Financial Services
21
+ 6.27%
$68.42 - $82.49 $1.44K - $1.73K
356 $28K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 1.26%
$233.83 - $276.34 $935 - $1.11K
321 $85K
MTB
M&T Bank Corp

Financial Services
10
+ 38.46%
$156.58 - $193.99 $1.57K - $1.94K
36 $6K
VCIT
Vanguard Intermediate Term Cor

ETFs
27
+ 337.5%
$79.56 - $82.92 $2.15K - $2.24K
35 $2K
LIVN
Liva Nova PLC

Healthcare
48
New
$33.85 - $47.6 $1.62K - $2.28K
48 $2K
MANU
Manchester United PLC

Communication Services
64
+ 38.79%
$12.21 - $19.24 $781 - $1.23K
229 $4K
VCEL
Vericel Corp

Healthcare
46
+ 56.1%
$37.92 - $45.7 $1.74K - $2.1K
128 $5K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1
+ 0.19%
$23.87 - $29.82 $23.9 - $29.8
516 $15K
RRX
Regal Rexnord Corp

Industrials
6
+ 24.0%
$94.06 - $147.0 $564 - $882
31 $4K
VRNA
Verona Pharma PLC

Healthcare
4
+ 9.09%
$53.9 - $98.68 $216 - $395
48 $4K
MHO
M/I Homes, Inc.

Consumer Cyclical
11
+ 15.71%
$103.9 - $115.72 $1.14K - $1.27K
81 $9K
VALE
Vale S.A.

Basic Materials
145
+ 147.96%
$8.26 - $10.1 $1.2K - $1.46K
243 $2K
UTHR
United Therapeutics Corp

Healthcare
9
+ 24.32%
$276.47 - $328.4 $2.49K - $2.96K
46 $13K
TFC
Truist Financial Corp

Financial Services
28
+ 13.15%
$34.79 - $42.99 $974 - $1.2K
241 $10K
PRU
Prudential Financial Inc

Financial Services
33
+ 14.16%
$95.12 - $112.71 $3.14K - $3.72K
266 $28K
Activity Summary
Buys All Purchases 880 New Holdings 99 Increased Positions 781 Sells All Sells 417 Reductions 417 Sold out 0 Options Calls 0 Puts 0
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