Caldwell Trust CO Purchases in Q2 2025

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WBD
Warner Bros. Discovery, Inc.

Communication Services
304
New
$7.69 - $11.46 $2.34K - $3.48K
304 $3.48M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
66
New
$50.56 - $59.57 $3.34K - $3.93K
66 $3.42M
Aegon LTD
469
New
N/A
469 $3.4M
SLB
Schlumberger Limited

Energy
100
New
$31.95 - $42.2 $3.2K - $4.22K
100 $3.38M
MLPX
Global X Mlp & Energy Infrastr

ETFs
53
New
$55.32 - $65.02 $2.93K - $3.45K
53 $3.32M
Everus Constr Group
52
New
N/A
52 $3.3M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
25
New
$105.8 - $131.55 $2.65K - $3.29K
25 $3.21M
BHF
Brighthouse Financial, Inc.

Financial Services
59
New
$47.29 - $61.15 $2.79K - $3.61K
59 $3.17M
BOND
Pimco Active Bond Exchange Tra

ETFs
34
New
$89.87 - $92.93 $3.06K - $3.16K
34 $3.13M
IVT
Inven Trust Properties Corp.

Real Estate
106
New
$25.97 - $29.73 $2.75K - $3.15K
106 $2.9M
VTRS
Viatris Inc

Healthcare
304
New
$7.26 - $9.12 $2.21K - $2.77K
304 $2.72M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
130
New
$20.16 - $20.49 $2.62K - $2.66K
130 $2.66M
THRM
Gentherm Inc

Consumer Cyclical
90
New
$23.32 - $28.7 $2.1K - $2.58K
90 $2.55M
IART
Integra Lifesciences Holdings Corp

Healthcare
200
New
$11.6 - $21.78 $2.32K - $4.36K
200 $2.45M
SPG
Simon Property Group Inc

Real Estate
15
New
$140.37 - $171.44 $2.11K - $2.57K
15 $2.41M
JBLU
Jetblue Airways Corp

Industrials
550
New
$3.43 - $5.42 $1.89K - $2.98K
550 $2.33M
OGN
Organon & Co.

Healthcare
204
New
$8.04 - $14.72 $1.64K - $3K
204 $1.98M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
41
New
$43.63 - $45.4 $1.79K - $1.86K
41 $1.83M
IFRA
Ishares Tr

ETFs
36
New
$40.97 - $49.19 $1.47K - $1.77K
36 $1.77M
ALC
Alcon Inc

Healthcare
20
New
$82.88 - $98.3 $1.66K - $1.97K
20 $1.77M
AA
Alcoa Corp

Basic Materials
58
New
$22.57 - $30.84 $1.31K - $1.79K
58 $1.71M
RF
Regions Financial Corp

Financial Services
71
New
$18.34 - $23.52 $1.3K - $1.67K
71 $1.67M
Ncr Atleos Corporation
57
New
N/A
57 $1.63M
STT
State Street Corp

Financial Services
14
New
$75.33 - $106.34 $1.05K - $1.49K
14 $1.49M
NCR
Ncr Corp

Technology
115
New
N/A
115 $1.35M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
24
New
$39.44 - $49.12 $947 - $1.18K
24 $1.16M
IBMP
Ishares Tr Ibonds December 202

ETFs
44
New
$24.98 - $25.35 $1.1K - $1.12K
44 $1.12M
CORP
Pimco Investment Grade Corp Bd

ETFs
11
New
$94.14 - $97.31 $1.04K - $1.07K
11 $1.07M
BNTX
Bio N Tech Se

Healthcare
10
New
$86.65 - $120.54 $867 - $1.21K
10 $1.07M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
14
New
$67.83 - $92.33 $950 - $1.29K
14 $1.02M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
40
New
$24.88 - $25.41 $995 - $1.02K
40 $1.02M
NWE
Northwestern Corp

Utilities
18
New
$50.8 - $59.51 $914 - $1.07K
18 $923K
Buzzfeed Inc
383
New
N/A
383 $766K
IBMO
Ishares Tr Ibonds December 202

ETFs
29
New
$25.32 - $25.63 $734 - $743
29 $743K
RRX
Regal Rexnord Corp

Industrials
5
New
$94.06 - $147.0 $470 - $735
5 $725K
IMAX
Imax Corp

Communication Services
25
New
$21.44 - $29.24 $536 - $731
25 $699K
Wk Kellogg CO
33
New
N/A
33 $526K
AIQ
Global X Funds Global X Artifi

ETFs
12
New
$31.5 - $43.69 $378 - $524
12 $524K
Tectonic Therapeutic Inc
20
New
N/A
20 $397K
CPB
Campbell Soup CO

Consumer Defensive
12
New
$30.65 - $39.9 $368 - $479
12 $368K
IRBT
Irobot Corp

Consumer Cyclical
100
New
$1.83 - $4.23 $183 - $423
100 $313K
Genelux Corporation
100
New
N/A
100 $287K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
100
New
$2.45 - $3.26 $245 - $326
100 $273K
AVNS
Avanos Medical, Inc.

Healthcare
12
New
$12.03 - $14.52 $144 - $174
12 $147K
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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