Brown Advisory Inc Purchases in Q1 2025

Brown Advisory Inc

  • $66.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SONY
Sony Group Corp

Technology
1.63K
+ 4.53%
$19.88 - $25.64 $32.4K - $41.8K
37.7K $956K
EWJ
Ishares Msci Japan ETF

ETFs
722
+ 0.74%
$65.24 - $71.7 $47.1K - $51.8K
97.9K $6.71M
ALIT
Alight, Inc.

Technology
31.5K
New
$5.91 - $7.05 $186K - $222K
31.5K $186K
HSBC
Hsbc Holdings PLC

Financial Services
687
+ 3.85%
$48.68 - $61.58 $33.4K - $42.3K
18.5K $1.07M
O
Realty Income Corp

Real Estate
2.34K
+ 26.05%
$51.67 - $58.49 $121K - $137K
11.3K $656K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.93K
+ 59.7%
$75.32 - $84.77 $145K - $164K
5.16K $421K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.57K
+ 30.32%
$97.38 - $104.52 $153K - $164K
6.74K $688K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.48K
+ 10.0%
$53.6 - $58.97 $240K - $264K
49.3K $2.7M
WMG
Warner Music Group Corp.

Communication Services
5.09K
+ 28.71%
$29.3 - $36.3 $149K - $185K
22.8K $715K
CVE
Cenovus Energy Inc.

Energy
11.8K
New
$12.24 - $15.63 $144K - $184K
11.8K $164K
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.04K
+ 44.54%
$25.54 - $28.79 $129K - $145K
16.4K $454K
LSTR
Landstar System Inc

Industrials
1.96K
+ 31.65%
$146.63 - $177.82 $288K - $349K
8.16K $1.23M
IFN
India Fund Inc

Financial Services
10.3K
New
$14.32 - $16.19 $147K - $166K
10.3K $161K
WRB
Berkley W R Corp

Financial Services
840
+ 10.77%
$56.7 - $71.27 $47.6K - $59.9K
8.64K $614K
PSA
Public Storage

Real Estate
512
+ 6.26%
$288.99 - $313.98 $148K - $161K
8.69K $2.6M
LFVN
Lifevantage Corp

Consumer Defensive
10.3K
New
$14.42 - $25.62 $149K - $264K
10.3K $150K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
27.6K
+ 8.18%
$27.52 - $33.6 $759K - $926K
365K $10.9M
IGM
Ishares Expanded Tech Sector E

ETFs
4.48K
+ 19.76%
$90.67 - $108.46 $406K - $486K
27.2K $2.46M
GWW
W.W. Grainger, Inc.

Industrials
374
+ 10.85%
$953.54 - $1132.42 $357K - $424K
3.82K $3.77M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.4K
+ 24.67%
$24.91 - $29.02 $259K - $302K
52.5K $1.32M
HXL
Hexcel Corp

Industrials
3.04K
+ 83.37%
$54.76 - $70.69 $167K - $215K
6.69K $366K
OXY
Occidental Petroleum Corp

Energy
2.77K
+ 20.1%
$45.45 - $52.7 $126K - $146K
16.5K $815K
FLO
Flowers Foods Inc

Consumer Defensive
20.3K
+ 13.22%
$18.05 - $20.78 $366K - $421K
174K $3.3M
SAP
Sap Se

Technology
390
+ 34.24%
$241.4 - $293.69 $94.1K - $115K
1.53K $410K
VONV
Vanguard Russell 1000 Value Et

ETFs
384
+ 0.52%
$80.21 - $86.14 $30.8K - $33.1K
74.5K $6.15M
EXPD
Expeditors International Of Washington Inc

Industrials
246
+ 2.43%
$109.09 - $126.48 $26.8K - $31.1K
10.4K $1.25M
ALC
Alcon Inc

Healthcare
300
+ 3.14%
$82.73 - $96.8 $24.8K - $29K
9.84K $934K
AGI
Alamos Gold Inc

Basic Materials
1K
+ 9.27%
$18.69 - $26.74 $18.7K - $26.7K
11.8K $315K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.71K
+ 44.99%
$48.06 - $53.73 $130K - $146K
8.73K $425K
FRT
Federal Realty Investment Trust

Real Estate
3.72K
+ 21.22%
$94.7 - $111.82 $352K - $416K
21.3K $2.08M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.09K
+ 7.77%
$35.35 - $42.74 $38.6K - $46.7K
15.2K $626K
FHN
First Horizon Corp

Financial Services
8.11K
+ 13.31%
$17.7 - $22.43 $144K - $182K
69K $1.34M
VDE
Vanguard Energy ETF

ETFs
729
+ 37.6%
$119.14 - $132.76 $86.9K - $96.8K
2.67K $346K
EQNR
Equinor Asa

Energy
2.95K
+ 30.49%
$22.37 - $26.45 $65.9K - $77.9K
12.6K $333K
BRO
Brown & Brown, Inc.

Financial Services
79
+ 1.9%
$100.54 - $124.4 $7.94K - $9.83K
4.24K $527K
XLP
Consumer Staples Sector Spdr

ETFs
1.32K
+ 48.36%
N/A
4.04K $306K
TD
Toronto Dominion Bank

Financial Services
919
+ 13.84%
$53.12 - $61.15 $48.8K - $56.2K
7.56K $453K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.97K
+ 3.55%
$78.0 - $84.37 $154K - $166K
57.4K $4.58M
MRNA
Moderna, Inc.

Healthcare
6.76K
+ 92.22%
$28.35 - $47.53 $192K - $321K
14.1K $399K
UHS
Universal Health Services Inc

Healthcare
264
+ 5.4%
$163.99 - $193.27 $43.3K - $51K
5.15K $968K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
17
+ 0.04%
$73.78 - $76.59 $1.25K - $1.3K
48.3K $3.7M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.06K
+ 20.2%
$69.87 - $75.62 $73.7K - $79.8K
6.28K $454K
CHTR
Charter Communications, Inc.

Communication Services
29
+ 1.08%
$334.89 - $384.77 $9.71K - $11.2K
2.7K $996K
CDW
Cdw Corp

Technology
625
+ 43.65%
$160.26 - $206.13 $100K - $129K
2.06K $329K
NU
Nu Holdings Ltd.

Financial Services
7.66K
+ 32.33%
$10.12 - $13.95 $77.6K - $107K
31.4K $321K
PPL
Ppl Corp

Utilities
1.18K
+ 13.71%
$31.68 - $36.11 $37.2K - $42.4K
9.75K $352K
WBD
Warner Bros. Discovery, Inc.

Communication Services
6.17K
+ 10.51%
$9.47 - $11.46 $58.4K - $70.7K
64.8K $695K
REZ
Ishares Tr Residential And Mul

ETFs
59
+ 0.51%
$78.21 - $88.48 $4.61K - $5.22K
11.7K $1.01M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
1.83K
+ 15.44%
$17.15 - $21.07 $31.4K - $38.5K
13.7K $273K
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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