Brown Advisory Inc Purchases in Q1 2025

Brown Advisory Inc

  • $66.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.32K
New
$42.86 - $45.92 $271K - $290K
6.32K $274K
LBRDK
Liberty Broadband Corp

Communication Services
715
+ 3.45%
$73.49 - $88.64 $52.5K - $63.4K
21.4K $1.82M
IWS
Ishares Russell Midcap Value E

ETFs
2.71K
+ 13.6%
$122.59 - $135.24 $332K - $366K
22.6K $2.85M
AWK
American Water Works Company, Inc.

Utilities
229
+ 2.22%
$121.01 - $149.31 $27.7K - $34.2K
10.5K $1.56M
RDVY
First Trust Rising Dividend Ac

ETFs
4.8K
+ 24.62%
$57.22 - $63.39 $274K - $304K
24.3K $1.42M
NEE
Nextera Energy Inc

Utilities
6.49K
+ 2.75%
$66.96 - $76.16 $434K - $494K
243K $17.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.2K
New
$25.77 - $27.6 $262K - $281K
10.2K $270K
POST
Post Holdings, Inc.

Consumer Defensive
2.07K
+ 14.22%
$104.57 - $116.92 $216K - $242K
16.6K $1.93M
XLV
Select Sector Spdr Fund Health

ETFs
1.13K
+ 9.32%
$137.61 - $149.68 $156K - $170K
13.3K $1.94M
LOGI
Logitech International S.A.

Technology
3K
+ 49.94%
$81.64 - $105.06 $245K - $315K
9.01K $760K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.26K
New
$88.0 - $115.5 $199K - $261K
2.26K $258K
MELI
Mercadolibre Inc

Consumer Cyclical
52
+ 8.31%
$1739.0 - $2260.0 $90.4K - $118K
678 $1.32M
CTA
Simplify Exch Traded Fds Simpl

ETFs
8.67K
New
$27.81 - $30.21 $241K - $262K
8.67K $256K
AOS
Smith A O Corp

Industrials
3.87K
New
$65.16 - $72.69 $252K - $281K
3.87K $253K
HSY
Hershey CO

Consumer Defensive
1.2K
+ 4.34%
$144.74 - $186.36 $174K - $224K
28.9K $4.94M
CHK
Chesapeake Energy Corp

Energy
2.93K
New
N/A
2.93K $251K
CATH
Global X Fds Global X S&P 500

ETFs
4.34K
+ 32.34%
$66.14 - $74.2 $287K - $322K
17.7K $1.2M
CHE
Chemed Corp

Healthcare
401
New
$521.84 - $615.32 $209K - $247K
401 $246K
JOE
St Joe CO

Real Estate
5.17K
New
$43.61 - $49.45 $225K - $256K
5.17K $242K
PHYS
Sprott Physical Gold Trust

Financial Services
10K
New
$20.25 - $24.06 $203K - $241K
10K $240K
DFAX
Dimensional ETF Tr
7.47K
+ 23.05%
$24.45 - $27.2 $183K - $203K
39.9K $1.04M
CERT
Certara, Inc.

Healthcare
24.1K
New
$9.9 - $14.25 $238K - $343K
24.1K $238K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.09K
New
$44.68 - $46.49 $227K - $237K
5.09K $235K
PBF
Pbf Energy Inc.

Energy
12.1K
New
$18.97 - $31.31 $229K - $378K
12.1K $230K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.75K
+ 1.61%
$32.74 - $36.2 $57.2K - $63.2K
110K $3.84M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
5K
New
$44.96 - $47.9 $225K - $240K
5K $227K
GM
General Motors CO

Consumer Cyclical
6.33K
+ 55.91%
$45.22 - $54.92 $286K - $348K
17.7K $830K
INVH
Invitation Homes Inc.

Real Estate
6.47K
New
$30.28 - $34.85 $196K - $226K
6.47K $225K
TPR
Tapestry, Inc.

Consumer Cyclical
3.19K
New
$65.63 - $89.21 $209K - $285K
3.19K $224K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.34K
New
$146.9 - $170.92 $196K - $228K
1.34K $223K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.92K
+ 46.41%
$94.32 - $110.46 $275K - $322K
9.2K $887K
DFIV
Dimensional ETF Tr

ETFs
5.62K
New
$35.33 - $40.77 $199K - $229K
5.62K $221K
HDV
Ishares Core High Dividend ETF

ETFs
1.21K
+ 15.26%
$110.86 - $121.12 $134K - $147K
9.16K $1.11M
PWFL
Power Fleet, Inc.

Technology
43.6K
New
N/A
43.6K $217K
IEV
Ishares Tr Europe ETF

ETFs
3.72K
New
$51.89 - $60.68 $193K - $225K
3.72K $216K
DFAE
Dimensional ETF Tr

ETFs
8.24K
New
$24.64 - $26.86 $203K - $221K
8.24K $213K
GLDM
World Gold Trust

ETFs
916
+ 5.85%
$52.19 - $61.89 $47.8K - $56.7K
16.6K $1.03M
ENSG
Ensign Group, Inc

Healthcare
1.62K
New
$125.4 - $148.86 $203K - $241K
1.62K $209K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.32K
New
$62.72 - $71.92 $208K - $239K
3.32K $208K
DISV
Dimensional ETF Tr Dimensional

ETFs
7.12K
New
$26.09 - $30.21 $186K - $215K
7.12K $207K
AGX
Argan Inc

Industrials
1.58K
New
$104.05 - $185.35 $164K - $292K
1.58K $206K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.39K
+ 8.91%
$87.68 - $94.52 $122K - $131K
17K $1.59M
FNV
Franco Nevada Corp

Basic Materials
1.3K
New
$120.72 - $157.56 $157K - $205K
1.3K $205K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.05K
New
$192.82 - $222.1 $202K - $233K
1.05K $202K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
4.22K
New
$43.6 - $49.84 $184K - $210K
4.22K $200K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.47K
+ 92.36%
$32.49 - $37.99 $210K - $246K
13.5K $451K
EAT
Brinker International, Inc

Consumer Cyclical
1.35K
New
$133.46 - $189.14 $180K - $254K
1.35K $200K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.8K
+ 52.75%
$67.24 - $84.27 $255K - $320K
11K $750K
VLO
Valero Energy Corp

Energy
306
+ 1.86%
$121.76 - $142.99 $37.3K - $43.8K
16.7K $2.21M
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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