Brown Advisory Inc Purchases in Q1 2025

Brown Advisory Inc

  • $66.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OKTA
Okta, Inc.

Technology
854
+ 2.17%
$78.83 - $116.72 $67.3K - $99.7K
40.2K $4.23M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.5K
+ 4.06%
$142.8 - $176.36 $214K - $264K
38.3K $6.61M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12.9K
+ 12.81%
$76.94 - $78.28 $993K - $1.01M
114K $8.9M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
4.31M
+ 30.74%
$8.92 - $11.7 $38.5M - $50.5M
18.3M $166M
IYG
Ishares Tr

ETFs
13.4K
New
$74.6 - $84.81 $996K - $1.13M
13.4K $1.05M
BEP
Brookfield Renewable Partners L.P.

Utilities
46K
New
$20.03 - $23.79 $921K - $1.09M
46K $1.02M
BPMC
Blueprint Medicines Corp

Healthcare
3.08K
+ 0.53%
$86.69 - $115.63 $267K - $357K
582K $51.5M
WELL
Welltower Inc.

Real Estate
416
+ 1.19%
$124.05 - $156.86 $51.6K - $65.3K
35.3K $5.41M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
34.1K
+ 39.25%
$32.42 - $36.13 $1.1M - $1.23M
121K $3.99M
GTY
Getty Realty Corp

Real Estate
5.28K
+ 0.68%
$29.11 - $31.4 $154K - $166K
779K $24.3M
PNR
Pentair PLC

Industrials
24.5K
+ 27.18%
$84.0 - $105.35 $2.06M - $2.58M
115K $10M
IYJ
Ishares Tr

ETFs
7.31K
New
$127.48 - $142.0 $932K - $1.04M
7.31K $951K
VGIT
Vanguard Intermediate Term Tre

ETFs
13.9K
+ 17.99%
$57.44 - $59.4 $798K - $825K
91.1K $5.41M
SYK
Stryker Corp

Healthcare
993
+ 2.15%
$355.18 - $399.9 $353K - $397K
47.1K $17.5M
TRV
Travelers Companies, Inc.

Financial Services
239
+ 0.66%
$232.43 - $265.13 $55.6K - $63.4K
36.4K $9.62M
IYW
Ishares Dj Us Tech ETF

ETFs
8.61K
+ 54.25%
$140.44 - $166.79 $1.21M - $1.44M
24.5K $3.44M
GEL
Genesis Energy LP

Energy
52.4K
+ 374.61%
$10.31 - $16.03 $541K - $841K
66.4K $1.04M
IYH
Ishares Tr

ETFs
13.9K
New
$58.32 - $62.76 $812K - $874K
13.9K $847K
AMAT
Applied Materials Inc

Technology
15.4K
+ 19.41%
$145.06 - $195.51 $2.23M - $3.01M
94.6K $13.7M
JBGS
Jbg Smith Properties

Real Estate
48.8K
+ 68.34%
$14.0 - $16.11 $683K - $786K
120K $1.94M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
739
+ 12.65%
$402.49 - $513.76 $297K - $380K
6.58K $3.19M
IYK
Ishares U.S. Consumer Staples

ETFs
11.3K
New
$63.29 - $71.8 $718K - $815K
11.3K $812K
NEM
Newmont Corp

Basic Materials
319
+ 0.45%
$37.79 - $48.39 $12.1K - $15.4K
71.9K $3.47M
COP
Conocophillips

Energy
1.1K
+ 0.95%
$88.6 - $105.85 $97.5K - $117K
117K $12.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.24K
+ 39.4%
$120.29 - $134.6 $871K - $975K
25.6K $3.13M
ATEX
Anterix Inc.

Communication Services
20K
New
$27.73 - $41.99 $555K - $840K
20K $732K
JCPB
J P Morgan Exchange Traded Fd

ETFs
15.3K
New
$45.56 - $47.23 $697K - $723K
15.3K $719K
CHKP
Check Point Software Technologies LTD

Technology
1.15K
+ 10.35%
$179.88 - $231.31 $206K - $265K
12.2K $2.78M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.7K
+ 66.82%
$33.84 - $37.77 $600K - $670K
44.3K $1.61M
HCA
Hca Healthcare, Inc.

Healthcare
1.62K
+ 53.92%
$296.7 - $345.55 $481K - $560K
4.63K $1.6M
AVDE
American Centy ETF Tr Avantis

ETFs
10.4K
New
$60.63 - $68.55 $628K - $710K
10.4K $686K
XRAY
Dentsply Sirona Inc.

Healthcare
45.5K
New
$14.93 - $20.31 $679K - $923K
45.5K $679K
ANSS
Ansys Inc

Technology
3.41K
+ 17.32%
$316.56 - $360.36 $1.08M - $1.23M
23.1K $7.31M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.07K
+ 12.6%
$91.45 - $91.75 $646K - $649K
63.2K $5.79M
MCK
Mckesson Corp

Healthcare
156
+ 2.96%
$566.21 - $672.99 $88.3K - $105K
5.43K $3.65M
IXUS
Ishares Tr

ETFs
8.5K
+ 123.67%
$65.06 - $72.31 $553K - $615K
15.4K $1.07M
ALL
Allstate Corp

Financial Services
736
+ 2.29%
$180.99 - $210.18 $133K - $155K
32.9K $6.82M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
6.17K
New
$96.93 - $109.51 $598K - $676K
6.17K $604K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.79K
+ 4.45%
$128.74 - $138.67 $359K - $387K
65.4K $8.87M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
4.95K
New
$107.24 - $116.37 $531K - $576K
4.95K $576K
XLF
Financial Sector Spdr

ETFs
8.34K
+ 8.73%
$47.32 - $52.19 $395K - $435K
104K $5.17M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
5.44K
+ 16.0%
$94.87 - $96.11 $516K - $523K
39.4K $3.78M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.43K
+ 4.66%
$126.11 - $135.06 $432K - $463K
77K $9.93M
SSTI
Shotspotter, Inc

Technology
31.6K
New
$12.4 - $19.07 $391K - $602K
31.6K $534K
FNDX
Schwab Fundamental U S Large C

ETFs
22.3K
+ 197.93%
$23.03 - $25.01 $514K - $559K
33.6K $793K
BWA
Borgwarner Inc

Consumer Cyclical
18.2K
New
$27.78 - $32.9 $506K - $599K
18.2K $521K
CRWD
Crowd Strike Holdings, Inc.

Technology
812
+ 3.61%
$308.86 - $455.36 $251K - $370K
23.3K $8.22M
NICE
Nice Ltd.

Technology
3.33K
New
$139.18 - $178.5 $463K - $594K
3.33K $513K
UNP
Union Pacific Corp

Industrials
203
+ 0.36%
$225.21 - $254.42 $45.7K - $51.6K
56.2K $13.3M
Activity Summary
Buys All Purchases 520 New Holdings 109 Increased Positions 411 Sells All Sells 641 Reductions 641 Sold out 0 Options Calls 0 Puts 0
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