Bollard Group LLC Purchases and Sells in Q3 2025

Bollard Group LLC

$4.26 Billion
Q3 2025

Top Buys

Incresed Positions

110 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CAT	11.4K + 5.3%	$390.92 - $477.15 $4.46M - $5.44M	227K $108M
MSFT	7.58K + 2.4%	$491.09 - $535.64 $3.72M - $4.06M	323K $167M
AEP	30.4K + 5.74%	$103.26 - $115.0 $3.14M - $3.49M	560K $63M
MS	13.5K + 5.51%	$139.09 - $161.16 $1.88M - $2.18M	259K $41.2M
EPD	116K + 6.57%	$30.74 - $32.14 $3.56M - $3.73M	1.88M $58.8M
AAPL	1.3K + 1.97%	$202.38 - $256.87 $263K - $334K	67.2K $17.1M

New Holdings

126 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	482K New	$175.16 - $255.24 $84.4M - $123M	482K $117M
SCCO	891K New	$90.54 - $121.36 $80.7M - $108M	891K $108M
JPM	141K New	$282.78 - $316.06 $40M - $44.7M	141K $44.6M
KKR	281K New	$129.95 - $152.16 $36.5M - $42.7M	281K $36.5M
DUK	241K New	$116.31 - $125.93 $28.1M - $30.4M	241K $29.8M
NVDA	159K New	$153.3 - $186.58 $24.4M - $29.7M	159K $29.7M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSX	-346K - 1.72%	$97.03 - $108.14 $33.6M - $37.4M	19.7M $1.93B
IT	-63K - 17.3%	$225.98 - $406.7 $14.2M - $25.6M	301K $79.2M
LLY	-44.2K - 17.57%	$625.65 - $812.69 $27.6M - $35.9M	207K $158M
BHP	-1.08K - 9.94%	$48.67 - $56.22 $52.7K - $60.9K	9.81K $547K
RIO	-2.08K - 9.34%	$57.66 - $66.01 $120K - $137K	20.2K $1.33M
USB	-115 - 0.82%	$43.94 - $50.41 $5.05K - $5.8K	13.9K $673K

Options

Calls

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPDR S&P 500 ETF TR	1.54M New	N/A	1.54M $215M
ELI LILLY & CO	5.5K New	N/A	5.5K $523K

Activity Summary All Purchases 236 New Holdings 126 Increased Positions 110 All Sells 7 Reductions 7 Sold out 0 Calls 2 Puts 0

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