Blair William & CO Incresed Positions in Q3 2025

Blair William & CO

  • $36.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CSL
Carlisle Companies Inc

Industrials
90
+ 15.08%
$327.52 - $435.11 $29.5K - $39.2K
687 $225K
FREL
Fidelity Covington Tr Msci Rea

ETFs
18
+ 0.55%
$26.84 - $28.32 $483 - $510
3.27K $91K
MPLX
Mplx LP

Energy
1.09K
+ 3.26%
$49.42 - $52.71 $54K - $57.6K
34.5K $1.73M
FVAL
Fidelity Covington Tr Value Fa

ETFs
12
+ 6.0%
$63.74 - $69.18 $765 - $830
212 $14K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2
+ 0.07%
$18.82 - $19.8 $37.6 - $39.6
2.73K $53K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
3
+ 0.16%
$37.98 - $39.81 $114 - $119
1.88K $73K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
14
+ 18.42%
$47.18 - $48.17 $661 - $674
90 $4K
DPZ
Dominos Pizza Inc

Consumer Cyclical
23
+ 4.88%
$422.75 - $485.53 $9.72K - $11.2K
494 $213K
ELD
Wisdomtree Emerging Local Debt

ETFs
2
+ 0.71%
$27.5 - $29.07 $55 - $58.1
283 $8K
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
1
+ 0.07%
$38.77 - $40.83 $38.8 - $40.8
1.35K $54K
HEIA
Heico Crp Cl A
51
+ 0.5%
N/A
10.3K $0
Karman Hldgs Inc
16.9K
+ 117.09%
N/A
31.3K $0
PIIIW
P3 Health Partners Inc Wt Exp

Healthcare
833
+ 10.73%
$0.01 - $0.01 $8.33 - $8.33
8.6K $0
P3 Health Partners Inc
666
+ 27.41%
N/A
3.1K $0
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
16
+ 6.4%
$28.95 - $29.73 $463 - $476
266 $7K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
3
+ 8.82%
$30.4 - $33.62 $91.2 - $101
37 $1K
Silvaco Group Inc
7K
+ 41.18%
N/A
24K $0
Blackrock Inc
528
+ 0.76%
N/A
70K $0
Ul Solutions Inc
134K
+ 17.86%
N/A
882K $0
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1
+ 1.25%
$100.37 - $100.74 $100 - $101
81 $8K
Waystar Hldg Corp
40.2K
+ 39.58%
N/A
142K $0
Mind Medicine Mindmed Inc
9.69K
+ 43.6%
N/A
31.9K $0
Millrose Pptys Inc
294
+ 2.19%
N/A
13.7K $0
Coherent Corp
26
+ 0.54%
N/A
4.8K $0
Lam Research Corp
7.5K
+ 15.64%
N/A
55.4K $0
Gsk PLC
3.98K
+ 31.2%
N/A
16.7K $0
Barclays Bank PLC
750
+ 1102.94%
N/A
818 $0
PSEP
Innovator U.S. Equity Power Bu
75.9K
+ 267.28%
N/A
104K $0
Venture Global Inc
64.9K
+ 275.15%
N/A
88.4K $0
MOGA
Moog Inc Cla
214
+ 14.02%
N/A
1.74K $0
Innovator Etfs Trust
28.6K
+ 25.31%
N/A
141K $0
American Integrity Ins Group
5.72K
+ 41.51%
N/A
19.5K $0
Barrick Mng Corp
29K
+ 26.68%
N/A
138K $0
Amplify ETF Tr
2
+ 0.09%
N/A
2.23K $0
LENB
Lennar Corporation Cl B
19
+ 0.31%
N/A
6.19K $0
Innovator Etfs Trust
6.43K
+ 244.91%
N/A
9.05K $0
Neurogene Inc
8.58K
+ 6.44%
N/A
142K $0
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2
+ 0.12%
$50.08 - $50.37 $100 - $101
1.71K $85K
Labcorp Holdings Inc
7.68K
+ 190.83%
N/A
11.7K $0
Sharkninja Inc
21.3K
+ 26.71%
N/A
101K $0
Servicetitan Inc
11.1K
+ 51.18%
N/A
32.9K $0
VUSB
Vanguard Bd Index Fds
1.07K
+ 0.61%
N/A
175K $0
ALCC
Alt C Acquisition Corp.

Financial Services
20.7K
+ 49.81%
N/A
62.2K $0
Brookfield Infrastructure CO
501
+ 9.72%
N/A
5.66K $0
ILCG
Ishares Morningstar Growth ETF
2
+ 0.03%
N/A
6.15K $0
Talen Energy Corp
2.93K
+ 240.21%
N/A
4.15K $0
Grail Inc
268
+ 5.27%
N/A
5.36K $0
Qxo Inc
9.91K
+ 13.74%
N/A
82K $0
ICSH
Blackrock Ultra Short Term Bon

ETFs
2
+ 0.03%
$50.52 - $50.75 $101 - $102
7.35K $372K
Activity Summary
Buys All Purchases 796 New Holdings 101 Increased Positions 695 Sells All Sells 774 Reductions 774 Sold out 0 Options Calls 0 Puts 0
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