Burney CO Purchases in Q1 2025

Burney CO

  • $2.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSG
Republic Services, Inc.

Industrials
1.65K
+ 32.06%
$200.09 - $242.16 $329K - $398K
6.78K $1.64M
TNL
Travel & Leisure Co.

Consumer Cyclical
13.4K
+ 230.09%
$46.29 - $57.86 $619K - $774K
19.2K $888K
T
At&T Inc.

Communication Services
13.4K
+ 34.19%
$21.56 - $28.28 $288K - $378K
52.4K $1.48M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.68K
New
$120.29 - $134.6 $563K - $630K
4.68K $571K
GS
Goldman Sachs Group Inc

Financial Services
1.31K
+ 23.13%
$524.81 - $672.19 $688K - $881K
6.97K $3.81M
APAM
Artisan Partners Asset Management Inc.

Financial Services
14.4K
New
$38.51 - $45.32 $554K - $652K
14.4K $562K
BKR
Baker Hughes CO

Energy
3.27K
+ 2.36%
$41.16 - $48.85 $135K - $160K
142K $6.24M
WM
Waste Management Inc

Industrials
2.06K
+ 101.03%
$200.54 - $233.78 $413K - $482K
4.1K $949K
PNW
Pinnacle West Capital Corp

Utilities
3.61K
+ 21.74%
$81.76 - $95.25 $295K - $344K
20.2K $1.93M
AA
Alcoa Corp

Basic Materials
16.8K
New
$30.5 - $39.53 $513K - $664K
16.8K $512K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.51K
+ 61.42%
$77.33 - $90.16 $581K - $677K
19.7K $1.55M
CNA
Cna Financial Corp

Financial Services
8.1K
+ 60.43%
$45.86 - $51.0 $372K - $413K
21.5K $1.09M
VLO
Valero Energy Corp

Energy
424
+ 1.05%
$121.76 - $142.99 $51.6K - $60.6K
40.6K $5.37M
IMO
Imperial Oil LTD

Energy
973
+ 2.91%
$62.41 - $73.34 $60.7K - $71.4K
34.4K $2.49M
ACM
Aecom

Industrials
4.5K
New
$92.54 - $111.05 $417K - $500K
4.5K $417K
GWRE
Guidewire Software, Inc.

Technology
1.88K
+ 151.09%
$166.74 - $218.22 $313K - $409K
3.12K $583K
WMB
Williams Companies, Inc.

Energy
1.35K
+ 2.78%
$54.02 - $61.09 $72.8K - $82.3K
49.9K $2.98M
NTNX
Nutanix, Inc.

Technology
1.84K
+ 7.21%
$61.28 - $77.44 $113K - $142K
27.3K $1.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.71K
+ 31.3%
$49.25 - $50.66 $331K - $340K
28.2K $1.4M
LAUR
Laureate Education, Inc.

Consumer Defensive
11.9K
+ 32.59%
$18.04 - $20.97 $214K - $249K
48.3K $987K
SHEL
Shell PLC

Energy
51
+ 0.17%
$62.84 - $73.29 $3.2K - $3.74K
30K $2.2M
DOCS
Doximity, Inc.

Healthcare
2.72K
+ 8.01%
$49.71 - $83.14 $135K - $226K
36.6K $2.13M
ES
Eversource Energy

Utilities
1.74K
+ 3.99%
$55.63 - $63.8 $96.5K - $111K
45.2K $2.81M
TSCO
Tractor Supply CO

Consumer Cyclical
1.93K
+ 2.27%
$51.66 - $57.94 $99.5K - $112K
86.7K $4.78M
SR
Spire Inc

Utilities
3.44K
New
$65.62 - $78.25 $226K - $269K
3.44K $269K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.41K
New
$75.47 - $84.24 $257K - $287K
3.41K $262K
ATR
Aptargroup, Inc.

Healthcare
1.67K
New
$141.7 - $159.83 $236K - $267K
1.67K $247K
ADP
Automatic Data Processing Inc

Industrials
279
+ 2.4%
$286.85 - $318.64 $80K - $88.9K
11.9K $3.63M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.67K
+ 7.01%
$120.07 - $144.17 $201K - $241K
25.5K $3.17M
CBOE
Cboe Global Markets, Inc.

Financial Services
51
+ 0.74%
$190.84 - $226.29 $9.73K - $11.5K
6.94K $1.57M
BAX
Baxter International Inc

Healthcare
6.49K
New
$29.26 - $36.57 $190K - $237K
6.49K $222K
NOC
Northrop Grumman Corp

Industrials
157
+ 5.07%
$433.45 - $513.82 $68.1K - $80.7K
3.25K $1.66M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.88K
+ 70.39%
$25.35 - $27.46 $200K - $216K
19.1K $504K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
6.67K
New
$27.18 - $35.19 $181K - $235K
6.67K $204K
THG
Hanover Insurance Group, Inc.

Financial Services
1.16K
New
$147.13 - $174.61 $171K - $202K
1.16K $201K
PLD
Prologis, Inc.

Real Estate
1.8K
New
$103.59 - $124.04 $186K - $223K
1.8K $200K
SBUX
Starbucks Corp

Consumer Cyclical
2.04K
New
$91.75 - $115.81 $187K - $236K
2.04K $200K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
2.13K
New
$91.66 - $99.33 $196K - $212K
2.13K $200K
COST
Costco Wholesale Corp

Consumer Defensive
76
+ 1.82%
$890.62 - $1076.86 $67.7K - $81.8K
4.26K $4.03M
BP
Bp PLC

Energy
57
+ 0.14%
$29.93 - $35.31 $1.71K - $2.01K
41.9K $1.42M
ORCC
Owl Rock Capital Corp

Financial Services
13.2K
New
N/A
13.2K $176K
TMO
Thermo Fisher Scientific Inc.

Healthcare
390
+ 46.04%
$497.6 - $606.74 $194K - $237K
1.24K $615K
PFE
Pfizer Inc

Healthcare
13.3K
+ 9.22%
$25.01 - $27.13 $332K - $360K
157K $3.98M
SKY
Skyline Champion Corp

Consumer Cyclical
872
+ 7.12%
$85.72 - $108.14 $74.7K - $94.3K
13.1K $1.24M
DLX
Deluxe Corp

Communication Services
10.4K
New
$15.43 - $23.42 $160K - $243K
10.4K $163K
VTV
Vanguard Value ETF

ETFs
798
+ 24.49%
$167.73 - $179.21 $134K - $143K
4.06K $700K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.13K
+ 1.55%
$42.5 - $46.71 $48K - $52.7K
74K $3.35M
GLD
Spdr Gold Trust

ETFs
310
+ 28.49%
$243.19 - $288.14 $75.4K - $89.3K
1.4K $402K
SOFI
So Fi Technologies, Inc.

Financial Services
44.9K
+ 44.16%
$11.18 - $18.03 $502K - $810K
147K $1.7M
Activity Summary
Buys All Purchases 188 New Holdings 31 Increased Positions 157 Sells All Sells 326 Reductions 326 Sold out 0 Options Calls 0 Puts 0
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