Bryn Mawr Trust CO Purchases in Q1 2025

Bryn Mawr Trust CO

  • $5.25 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
311K
+ 74.17%
$95.85 - $99.25 $29.8M - $30.9M
730K $72.2M
EEM
Ishares Msci Emerging Markets

ETFs
528K
+ 569.28%
$40.81 - $45.34 $21.6M - $24M
621K $27.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
113K
+ 81.11%
$58.01 - $64.46 $6.56M - $7.29M
253K $15.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.65K
+ 1.24%
$74.85 - $84.89 $647K - $734K
706K $57.7M
IWX
Ishares Tr Russell 200 Value E

ETFs
29.1K
+ 7.42%
$78.54 - $84.86 $2.28M - $2.47M
421K $34.6M
RPRX
Royalty Pharma PLC

Healthcare
108K
+ 13374.75%
$25.75 - $33.86 $2.78M - $3.66M
109K $3.39M
GLD
Spdr Gold Trust

ETFs
2.1K
+ 3.6%
$243.19 - $288.14 $511K - $606K
60.5K $17.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
61.9K
+ 333.76%
$49.25 - $50.66 $3.05M - $3.14M
80.5K $3.99M
CME
Cme Group Inc.

Financial Services
4.77K
+ 9.91%
$225.82 - $266.54 $1.08M - $1.27M
52.8K $14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
42.1K
+ 5.99%
$42.5 - $46.71 $1.79M - $1.97M
744K $33.7M
PM
Philip Morris International Inc.

Consumer Defensive
104
+ 0.16%
$117.15 - $158.79 $12.2K - $16.5K
65.6K $10.4M
VZ
Verizon Communications Inc

Communication Services
1.72K
+ 0.43%
$37.81 - $46.49 $65K - $80K
406K $18.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
20.9K
+ 616.06%
$100.34 - $100.68 $2.1M - $2.11M
24.3K $2.45M
FE
Firstenergy Corp

Utilities
46.7K
+ 190.32%
$37.95 - $43.5 $1.77M - $2.03M
71.2K $2.88M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.16K
+ 0.72%
$59.28 - $66.1 $247K - $275K
583K $37M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
78.2K
+ 22.59%
$22.25 - $23.0 $1.74M - $1.8M
424K $9.75M
IGOV
Ishares 1 3 International Trea

ETFs
39.8K
+ 19.85%
$37.39 - $39.79 $1.49M - $1.58M
240K $9.48M
TRU
Trans Union

Industrials
21K
New
$80.45 - $100.25 $1.69M - $2.11M
21K $1.74M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
24.4K
+ 1161.89%
$63.07 - $73.5 $1.54M - $1.79M
26.5K $1.86M
MA
Mastercard Inc

Financial Services
12
+ 0.02%
$504.67 - $576.31 $6.06K - $6.92K
76.5K $41.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
7.37K
+ 6.71%
$56.12 - $68.15 $413K - $502K
117K $7.95M
VOE
Vanguard Mid Cap Value Index F

ETFs
9.33K
+ 6.58%
$156.61 - $168.02 $1.46M - $1.57M
151K $24.3M
XLE
Energy Sector Spdr

ETFs
2.07K
+ 1.5%
$85.7 - $93.96 $178K - $195K
141K $13.1M
VNQ
Vanguard Specialized Funds Van

ETFs
13.6K
+ 50.69%
$85.55 - $94.34 $1.16M - $1.28M
40.4K $3.66M
KIM
Kimco Realty Corp

Real Estate
58.5K
+ 169.19%
$20.15 - $23.42 $1.18M - $1.37M
93K $1.98M
VOT
Vanguard Mid Cap Growth Index

ETFs
8.57K
+ 7.88%
$237.72 - $276.98 $2.04M - $2.37M
117K $28.7M
HWM
Howmet Aerospace Inc.

Industrials
6.11K
+ 75.48%
$110.79 - $139.39 $677K - $852K
14.2K $1.84M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.7K
+ 45.4%
$77.7 - $78.94 $909K - $924K
37.5K $2.96M
NTR
Nutrien Ltd.

Basic Materials
13.6K
+ 25.44%
$45.28 - $53.84 $617K - $733K
67.2K $3.34M
MO
Altria Group, Inc.

Consumer Defensive
3.33K
+ 3.69%
$50.81 - $60.02 $169K - $200K
93.5K $5.61M
KMI
Kinder Morgan, Inc.

Energy
27.6K
+ 166.08%
$26.1 - $31.22 $720K - $861K
44.2K $1.26M
OMFL
Invesco Exchange Traded Self I

ETFs
15K
+ 57.51%
$52.19 - $57.45 $784K - $863K
41.1K $2.19M
MDT
Medtronic PLC

Healthcare
136
+ 0.18%
$79.84 - $94.5 $10.9K - $12.9K
75.2K $6.76M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
6.12K
+ 93.29%
$98.98 - $113.18 $606K - $693K
12.7K $1.43M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.3K
+ 58.92%
$48.06 - $53.73 $783K - $875K
43.9K $2.14M
SCHW
Schwab Charles Corp

Financial Services
5.07K
+ 7.0%
$71.24 - $83.64 $361K - $424K
77.4K $6.06M
VGIT
Vanguard Intermediate Term Tre

ETFs
11.3K
+ 50.8%
$57.44 - $59.4 $648K - $670K
33.5K $1.99M
AZN
Astrazeneca PLC

Healthcare
1.31K
+ 1.73%
$65.37 - $77.96 $85.6K - $102K
77K $5.66M
UVE
Universal Insurance Holdings, Inc.

Financial Services
27.9K
New
$18.91 - $23.7 $528K - $661K
27.9K $661K
WMB
Williams Companies, Inc.

Energy
8.2K
+ 29.64%
$54.02 - $61.09 $443K - $501K
35.9K $2.14M
BSX
Boston Scientific Corp

Healthcare
4.27K
+ 24.99%
$89.38 - $106.18 $382K - $453K
21.4K $2.15M
NOW
Service Now, Inc.

Technology
2K
+ 54.26%
$783.83 - $1170.39 $1.57M - $2.35M
5.7K $4.54M
ICE
Intercontinental Exchange, Inc.

Financial Services
606
+ 2.82%
$142.8 - $176.36 $86.5K - $107K
22.1K $3.82M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.9K
New
$50.48 - $51.04 $602K - $609K
11.9K $604K
SBUX
Starbucks Corp

Consumer Cyclical
4.37K
+ 17.96%
$91.75 - $115.81 $400K - $506K
28.7K $2.81M
NVS
Novartis Ag

Healthcare
27
+ 0.07%
$97.14 - $115.57 $2.62K - $3.12K
41.5K $4.62M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
26.3K
+ 262.88%
$20.7 - $21.15 $544K - $556K
36.3K $751K
WM
Waste Management Inc

Industrials
183
+ 1.1%
$200.54 - $233.78 $36.7K - $42.8K
16.8K $3.89M
NFG
National Fuel Gas CO

Energy
1.95K
+ 10.55%
$60.71 - $79.19 $118K - $154K
20.4K $1.62M
Activity Summary
Buys All Purchases 518 New Holdings 75 Increased Positions 443 Sells All Sells 711 Reductions 711 Sold out 0 Options Calls 0 Puts 0
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