Bollard Group LLC Purchases in Q1 2025

Bollard Group LLC

  • $3.81 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
248
+ 0.1%
$725.72 - $929.72 $180K - $231K
240K $198M
AEP
American Electric Power CO Inc

Utilities
3.99K
+ 0.85%
$90.32 - $109.27 $360K - $436K
471K $51.5M
Spdr S&P 500 ETF Tr Put Option
6K
New
N/A
6K $6.18M
Tectonic Therapeutic Inc
303K
New
N/A
303K $5.37M
EPD
Enterprise Products Partners L.P.

Energy
22.3K
+ 1.46%
$31.75 - $34.14 $709K - $762K
1.55M $52.9M
SO
Southern CO

Utilities
2.94K
+ 0.77%
$80.96 - $92.96 $238K - $273K
385K $35.4M
PAA
Plains All American Pipeline LP

Energy
17.7K
+ 1.8%
$17.32 - $20.96 $307K - $371K
999K $20M
DUK
Duke Energy Corp

Utilities
1.68K
+ 0.81%
$105.87 - $121.97 $178K - $205K
208K $25.4M
CVX
Chevron Corp

Energy
1.31K
+ 1.04%
$146.71 - $167.97 $192K - $220K
128K $21.4M
PM
Philip Morris International Inc.

Consumer Defensive
725
+ 0.98%
$117.15 - $158.79 $84.9K - $115K
74.9K $11.9M
SCCO
Southern Copper Corp

Basic Materials
9.22K
+ 1.28%
$85.92 - $101.48 $792K - $935K
731K $68.4M
MPLX
Mplx LP

Energy
5.35K
+ 1.57%
$47.88 - $54.65 $256K - $292K
346K $18.5M
ACRS
Aclaris Therapeutics, Inc.

Healthcare
1.42M
New
$1.53 - $2.6 $2.18M - $3.7M
1.42M $2.18M
ABT
Abbott Laboratories

Healthcare
347
+ 0.41%
$111.1 - $140.22 $38.6K - $48.7K
85.8K $11.4M
JNJ
Johnson & Johnson

Healthcare
446
+ 0.7%
$142.06 - $167.7 $63.4K - $74.8K
64.1K $10.6M
BP
Bp PLC

Energy
4.04K
+ 1.37%
$29.93 - $35.31 $121K - $143K
300K $10.1M
T
At&T Inc.

Communication Services
2.21K
+ 0.96%
$21.56 - $28.28 $47.7K - $62.5K
231K $6.54M
V
Visa Inc.

Financial Services
22
+ 0.07%
$306.92 - $362.71 $6.75K - $7.98K
32.7K $11.5M
KMI
Kinder Morgan, Inc.

Energy
7.9K
+ 1.02%
$26.1 - $31.22 $206K - $246K
780K $22.2M
PSX
Phillips 66

Energy
864
+ 0.84%
$113.93 - $131.55 $98.4K - $114K
104K $12.9M
COP
Conocophillips

Energy
1.05K
+ 0.83%
$88.6 - $105.85 $92.8K - $111K
127K $13.4M
JPM
Jpmorgan Chase & CO

Financial Services
620
+ 0.51%
$225.19 - $279.95 $140K - $174K
123K $30.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
19
+ 0.16%
$275.89 - $345.24 $5.24K - $6.56K
11.6K $3.99M
FTS
Fortis Inc.

Utilities
788
+ 0.51%
$40.49 - $45.58 $31.9K - $35.9K
154K $7.03M
VLO
Valero Energy Corp

Energy
468
+ 0.83%
$121.76 - $142.99 $57K - $66.9K
56.8K $7.51M
PPL
Ppl Corp

Utilities
1.11K
+ 0.73%
$31.68 - $36.11 $35.1K - $40K
153K $5.51M
BMY
Bristol Myers Squibb CO

Healthcare
1.02K
+ 0.85%
$53.9 - $63.11 $54.9K - $64.3K
121K $7.36M
ENB
Enbridge Inc

Energy
2.75K
+ 1.12%
$41.54 - $45.45 $114K - $125K
249K $11.1M
NI
Nisource Inc.

Utilities
1.09K
+ 0.73%
$35.57 - $41.23 $38.6K - $44.7K
151K $6.04M
CVS
Cvs Health Corp

Healthcare
252
+ 1.17%
$44.22 - $68.64 $11.1K - $17.3K
21.7K $1.47M
ED
Consolidated Edison Inc

Utilities
236
+ 1.11%
$88.0 - $110.59 $20.8K - $26.1K
21.5K $2.37M
RTX
Raytheon Technologies Corp

Industrials
63
+ 0.27%
$114.1 - $135.66 $7.19K - $8.55K
23.2K $3.07M
PLD
Prologis, Inc.

Real Estate
487
+ 0.89%
$103.59 - $124.04 $50.4K - $60.4K
55.5K $6.2M
VZ
Verizon Communications Inc

Communication Services
993
+ 1.62%
$37.81 - $46.49 $37.5K - $46.2K
62.1K $2.82M
XOM
Exxon Mobil Corp

Energy
146
+ 0.49%
$105.44 - $118.93 $15.4K - $17.4K
29.7K $3.54M
NTR
Nutrien Ltd.

Basic Materials
456
+ 0.69%
$45.28 - $53.84 $20.6K - $24.6K
66.3K $3.29M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.78K
+ 6.29%
$48.65 - $53.06 $135K - $148K
47K $2.44M
WMB
Williams Companies, Inc.

Energy
385
+ 0.77%
$54.02 - $61.09 $20.8K - $23.5K
50.5K $3.02M
ALL
Allstate Corp

Financial Services
93
+ 0.47%
$180.99 - $210.18 $16.8K - $19.5K
19.7K $4.09M
MDLZ
Mondelez International, Inc.

Consumer Defensive
255
+ 0.83%
$56.12 - $68.15 $14.3K - $17.4K
30.8K $2.09M
SHEL
Shell PLC

Energy
264
+ 1.16%
$62.84 - $73.29 $16.6K - $19.3K
23K $1.69M
RYN
Rayonier Inc

Real Estate
2.85K
+ 3.07%
$24.95 - $28.24 $71.1K - $80.4K
95.6K $2.67M
UNH
Unitedhealth Group Inc

Healthcare
25
+ 0.21%
$461.52 - $548.18 $11.5K - $13.7K
12.1K $6.32M
PAYX
Paychex Inc

Industrials
75
+ 0.5%
$136.06 - $154.52 $10.2K - $11.6K
14.9K $2.31M
FE
Firstenergy Corp

Utilities
1.95K
+ 0.96%
$37.95 - $43.5 $73.9K - $84.7K
205K $8.3M
TPYP
Managed Portfolio Ser Tortoise

ETFs
1.34K
+ 2.0%
$34.32 - $37.26 $45.8K - $49.7K
68.2K $2.48M
AMGN
Amgen Inc

Healthcare
28
+ 0.77%
$258.59 - $327.36 $7.24K - $9.17K
3.68K $1.15M
UNP
Union Pacific Corp

Industrials
86
+ 0.41%
$225.21 - $254.42 $19.4K - $21.9K
21.3K $5.03M
MLPX
Global X Mlp & Energy Infrastr

ETFs
526
+ 1.18%
$59.6 - $67.2 $31.3K - $35.3K
44.9K $2.87M
Activity Summary
Buys All Purchases 198 New Holdings 4 Increased Positions 194 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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