Capital Advisors Inc Purchases and Sells in Q1 2025

Capital Advisors Inc

$4.91 Billion
Q1 2025

Top Buys

Incresed Positions

167 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	368K + 6878.77%	$69.57 - $78.65 $25.6M - $28.9M	373K $28.2M
ACWI	232K + 33.54%	$115.16 - $124.13 $26.7M - $28.7M	922K $107M
VGSH	394K + 64.92%	$58.07 - $58.69 $22.9M - $23.1M	1M $58.7M
VZ	248K + 24.16%	$37.81 - $46.49 $9.36M - $11.5M	1.27M $57.7M
MDT	121K + 36.47%	$79.84 - $94.5 $9.68M - $11.5M	453K $40.7M
BRK-B	4.42K + 3.15%	$442.66 - $534.52 $1.96M - $2.36M	145K $77.1M

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
O	535K New	$51.67 - $58.49 $27.6M - $31.3M	535K $31M
BRK-A	8 New	$663000.0 - $801950.0 $5.3M - $6.42M	8 $6.39M
NSA	24.1K New	$35.92 - $39.59 $866K - $954K	24.1K $949K
MSI	1.43K New	$411.73 - $482.1 $588K - $689K	1.43K $625K
APP	2.27K New	$238.08 - $510.13 $541K - $1.16M	2.27K $602K
PSA	1.49K New	$288.99 - $313.98 $431K - $468K	1.49K $446K

Top Sells

Reduced Positions

88 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-69K - 64.06%	$551.42 - $612.93 $38.1M - $42.3M	38.7K $21.7M
IVW	-331K - 81.79%	$92.45 - $106.69 $30.6M - $35.3M	73.6K $6.83M
NVDA	-13.5K - 1.19%	$106.98 - $149.43 $1.45M - $2.02M	1.13M $122M
MSFT	-2.11K - 0.41%	$375.39 - $447.2 $791K - $942K	513K $193M
ACN	-32.4K - 11.65%	$300.91 - $398.25 $9.74M - $12.9M	245K $76.6M
LMT	-34.9K - 37.33%	$423.19 - $506.29 $14.8M - $17.7M	58.7K $26.2M

Activity Summary All Purchases 193 New Holdings 26 Increased Positions 167 All Sells 88 Reductions 88 Sold out 0 Calls 0 Puts 0

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