Caldwell Trust CO Purchases in Q2 2025

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSA
Public Storage

Real Estate
50
New
$266.31 - $309.77 $13.3K - $15.5K
50 $14.7M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
1.4K
New
$9.89 - $10.9 $13.8K - $15.3K
1.4K $14.4M
DHS
Wisdomtree Tr U.S

ETFs
150
New
$87.71 - $98.37 $13.2K - $14.8K
150 $14.4M
YORW
York Water CO

Utilities
450
New
$31.6 - $36.28 $14.2K - $16.3K
450 $14.2M
TTC
Toro CO

Industrials
200
New
$63.51 - $77.8 $12.7K - $15.6K
200 $14.1M
CHTR
Charter Communications, Inc.

Communication Services
34
New
$321.68 - $427.25 $10.9K - $14.5K
34 $13.9M
DTM
Dt Midstream, Inc.

Energy
125
New
$87.23 - $109.91 $10.9K - $13.7K
125 $13.7M
PLTR
Palantir Technologies Inc.

Technology
100
New
$74.01 - $144.25 $7.4K - $14.4K
100 $13.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
336
New
$32.66 - $40.75 $11K - $13.7K
336 $13.6M
TTWO
Take Two Interactive Software Inc

Communication Services
56
New
$194.58 - $243.05 $10.9K - $13.6K
56 $13.6M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
256
New
$49.73 - $51.44 $12.7K - $13.2K
256 $13.2M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
300
New
$42.51 - $43.7 $12.8K - $13.1K
300 $13.1M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
976
New
$12.19 - $13.37 $11.9K - $13K
976 $13M
HOLX
Hologic Inc

Healthcare
194
New
$52.73 - $65.22 $10.2K - $12.7K
194 $12.6M
ROL
Rollins Inc

Consumer Cyclical
224
New
$50.65 - $58.58 $11.3K - $13.1K
224 $12.6M
MTB
M&T Bank Corp

Financial Services
65
New
$156.58 - $193.99 $10.2K - $12.6K
65 $12.6M
PFL
Pimco Income Strategy Fund

Financial Services
1.5K
New
$7.76 - $8.58 $11.6K - $12.9K
1.5K $12.5M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
269
New
N/A
269 $12.4M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
500
New
$23.32 - $24.45 $11.7K - $12.2K
500 $12.2M
Brookfield Corp
192
New
N/A
192 $11.9M
CME
Cme Group Inc.

Financial Services
43
New
$252.37 - $290.71 $10.9K - $12.5K
43 $11.9M
PYPL
Pay Pal Holdings, Inc.

Financial Services
159
New
$57.41 - $74.81 $9.13K - $11.9K
159 $11.8M
SU
Suncor Energy Inc

Energy
312
New
$31.54 - $41.04 $9.84K - $12.8K
312 $11.7M
GATX
Gatx Corp

Industrials
75
New
$141.27 - $159.24 $10.6K - $11.9K
75 $11.5M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
150
New
$60.34 - $74.89 $9.05K - $11.2K
150 $11.2M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
156
New
$40.51 - $71.03 $6.32K - $11.1K
156 $11M
ADC
Agree Realty Corp

Real Estate
150
New
$70.68 - $79.12 $10.6K - $11.9K
150 $11M
Bank America Corp
9
New
N/A
9 $10.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
120
New
$87.84 - $1441.89 $10.5K - $173K
120 $10.8M
DGRO
Ishares Core Dividend Growth E

ETFs
166
New
$55.22 - $63.94 $9.17K - $10.6K
166 $10.6M
ABM
Abm Industries Inc

Industrials
220
New
$42.24 - $52.72 $9.29K - $11.6K
220 $10.4M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
82
New
$101.91 - $134.83 $8.36K - $11.1K
82 $10.3M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
161
New
$61.03 - $67.59 $9.83K - $10.9K
161 $10.3M
CCI
Crown Castle International Corp

Real Estate
100
New
$94.83 - $107.06 $9.48K - $10.7K
100 $10.3M
PAGP
Plains Gp Holdings LP

Energy
500
New
$17.24 - $21.61 $8.62K - $10.8K
500 $9.72M
Kenvue Inc
464
New
N/A
464 $9.71M
AEE
Ameren Corp

Utilities
100
New
$94.23 - $101.68 $9.42K - $10.2K
100 $9.6M
NSA
National Storage Affiliates Trust

Real Estate
300
New
$31.82 - $39.04 $9.55K - $11.7K
300 $9.6M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
498
New
$18.11 - $18.97 $9.02K - $9.45K
498 $9.38M
ALB
Albemarle Corp

Basic Materials
145
New
$50.76 - $72.25 $7.36K - $10.5K
145 $9.09M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
111
New
$72.71 - $82.56 $8.07K - $9.16K
111 $9.05M
GVI
Ishares Tr

ETFs
83
New
$104.82 - $106.79 $8.7K - $8.86K
83 $8.86M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
109
New
$65.84 - $80.81 $7.18K - $8.81K
109 $8.73M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.09K
New
$7.05 - $8.02 $7.66K - $8.71K
1.09K $8.71M
BCE
Bce Inc

Communication Services
388
New
$20.87 - $22.95 $8.1K - $8.9K
388 $8.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
184
New
$45.12 - $46.23 $8.3K - $8.51K
184 $8.51M
BFA
Brown Forman Corp Cl A
305
New
N/A
305 $8.38M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
250
New
$32.56 - $35.71 $8.14K - $8.93K
250 $8.27M
Gsk PLC
213
New
N/A
213 $8.18M
Activity Summary
Buys All Purchases 745 New Holdings 745 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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