Brown, Lisle/Cummings, Inc. Purchases in Q3 2025

Brown, Lisle/Cummings, Inc.

  • $390 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
1.28K
+ 4.85%
$152.77 - $188.68 $196K - $242K
27.6K $4.72B
JPM
Jpmorgan Chase & CO

Financial Services
296
+ 1.36%
$282.78 - $316.06 $83.7K - $93.6K
22.1K $6.97B
WPC
W. P. Carey Inc.

Real Estate
5.45K
+ 11.33%
$61.29 - $68.7 $334K - $375K
53.6K $3.62B
Coreweave Inc
4.29K
New
N/A
4.29K $586M
Invesco Actively Managed Exc
6.79K
+ 32.93%
N/A
27.4K $1.45B
BK
Bank Of New York Mellon Corp

Financial Services
2.33K
+ 41.93%
$90.65 - $109.75 $212K - $256K
7.9K $861M
AMZN
Amazon Com Inc

Consumer Cyclical
1.13K
+ 2.26%
$211.65 - $238.24 $238K - $268K
50.8K $11.2B
WASH
Washington Trust Bancorp Inc

Financial Services
7.47K
+ 22.34%
$26.43 - $30.54 $197K - $228K
40.9K $1.18B
Blackrock ETF Trust Ii
3.76K
New
N/A
3.76K $200M
PEP
Pepsico Inc

Consumer Defensive
705
+ 7.08%
$133.81 - $152.16 $94.3K - $107K
10.7K $1.5B
James Hardie Inds PLC
8.43K
New
N/A
8.43K $162M
CPB
Campbell Soup CO

Consumer Defensive
4.22K
+ 15.47%
$30.41 - $34.03 $128K - $144K
31.5K $995M
VGT
Vanguard Information Technolog

ETFs
10
+ 0.71%
$656.44 - $753.15 $6.56K - $7.53K
1.43K $1.06B
C
Citigroup Inc

Financial Services
32
+ 0.44%
$85.57 - $103.49 $2.74K - $3.31K
7.39K $750M
CI
Cigna Corp

Healthcare
764
+ 31.93%
$262.23 - $334.39 $200K - $255K
3.16K $910M
VTV
Vanguard Value ETF

ETFs
320
+ 6.42%
$175.51 - $186.57 $56.2K - $59.7K
5.31K $990M
KMI
Kinder Morgan, Inc.

Energy
3.8K
+ 123.26%
$26.23 - $28.5 $99.7K - $108K
6.88K $195M
Proshares Tr
2.36K
New
N/A
2.36K $104M
Proshares Tr
2.29K
New
N/A
2.29K $103M
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.0%
$66.38 - $71.68 $66.4 - $71.7
21.4K $1.53B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
62
+ 0.88%
$108.46 - $120.63 $6.72K - $7.48K
7.08K $841M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.9K
+ 10.31%
$196.15 - $217.83 $373K - $414K
20.3K $4.1B
BMY
Bristol Myers Squibb CO

Healthcare
1.9K
+ 9.99%
$43.31 - $48.98 $82.2K - $93K
20.9K $943M
MRVL
Marvell Technology, Inc.

Technology
450
+ 12.16%
$62.31 - $84.07 $28K - $37.8K
4.15K $349M
OLN
Olin Corp

Basic Materials
1.55K
+ 32.65%
$18.23 - $26.93 $28.3K - $41.7K
6.3K $157M
Invesco Actively Managed Exc
1K
+ 571.43%
N/A
1.18K $60M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
1.89K
New
$24.04 - $27.04 $45.5K - $51.2K
1.89K $44.9M
Perimeter Solutions Inc
2K
New
N/A
2K $44.8M
BP
Bp PLC

Energy
982
+ 53.11%
$30.25 - $35.69 $29.7K - $35K
2.83K $97.6M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.04%
$237.58 - $259.17 $238 - $259
2.31K $587M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7
+ 0.08%
$68.24 - $73.73 $478 - $516
8.47K $622M
F
Ford Motor CO

Consumer Cyclical
500
+ 1.96%
$10.82 - $12.09 $5.41K - $6.05K
26K $310M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
1.55K
+ 3.44%
$13.74 - $14.62 $21.4K - $22.7K
46.7K $673M
IDV
Ishares Tr

ETFs
10
+ 0.07%
$34.54 - $37.28 $345 - $373
13.5K $492M
UPS
United Parcel Service Inc

Industrials
1.64K
+ 25.32%
$82.58 - $105.54 $136K - $173K
8.13K $679M
VZ
Verizon Communications Inc

Communication Services
29
+ 0.1%
$40.84 - $45.06 $1.18K - $1.31K
30.5K $1.34B
O
Realty Income Corp

Real Estate
100
+ 2.01%
$56.13 - $60.79 $5.61K - $6.08K
5.08K $309M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
178
+ 1.0%
$78.96 - $80.04 $14.1K - $14.2K
17.9K $1.43B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
33
+ 110.0%
$567.09 - $607.37 $18.7K - $20K
63 $37.6M
EEM
Ishares Msci Emerging Markets

ETFs
201
+ 11.65%
$48.07 - $53.4 $9.66K - $10.7K
1.93K $103M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
177
+ 0.76%
$4.36 - $5.16 $772 - $913
23.4K $120M
VOE
Vanguard Mid Cap Value Index F

ETFs
15
+ 1.25%
$164.63 - $174.58 $2.47K - $2.62K
1.22K $212M
EURN
Euronav Nv

Energy
1.43K
New
N/A
1.43K $13.4M
SO
Southern CO

Utilities
5
+ 0.14%
$90.83 - $96.0 $454 - $480
3.68K $348M
ADBE
Adobe Inc.

Technology
49
+ 27.37%
$333.65 - $392.1 $16.3K - $19.2K
228 $80.4M
Lucid Group Inc
446
New
N/A
446 $10.6M
FLS
Flowserve Corp

Industrials
150
New
$51.98 - $57.7 $7.8K - $8.66K
150 $7.97M
NTR
Nutrien Ltd.

Basic Materials
6
+ 0.04%
$55.69 - $62.11 $334 - $373
14.8K $868M
Paramount Skydance Corp
371
New
N/A
371 $7.02M
Activity Summary
Buys All Purchases 72 New Holdings 15 Increased Positions 57 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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