Capital Advisors Inc New Holdings in Q1 2025

Capital Advisors Inc

  • $4.91 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
535K
New
$51.67 - $58.49 $27.6M - $31.3M
535K $31M
BRK-A
Berkshire Hathaway Inc

Financial Services
8
New
$663000.0 - $801950.0 $5.3M - $6.42M
8 $6.39M
NSA
National Storage Affiliates Trust

Real Estate
24.1K
New
$35.92 - $39.59 $866K - $954K
24.1K $949K
MSI
Motorola Solutions, Inc.

Technology
1.43K
New
$411.73 - $482.1 $588K - $689K
1.43K $625K
APP
App Lovin Corp

Technology
2.27K
New
$238.08 - $510.13 $541K - $1.16M
2.27K $602K
PSA
Public Storage

Real Estate
1.49K
New
$288.99 - $313.98 $431K - $468K
1.49K $446K
HEES
H&E Equipment Services, Inc.

Industrials
4.7K
New
$43.93 - $100.57 $206K - $473K
4.7K $445K
AFRM
Affirm Holdings, Inc.

Technology
8.12K
New
$43.7 - $80.98 $355K - $658K
8.12K $367K
WPC
W. P. Carey Inc.

Real Estate
5.47K
New
$53.5 - $65.05 $293K - $356K
5.47K $345K
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.1K
New
$25.77 - $27.6 $311K - $333K
12.1K $320K
PEG
Public Service Enterprise Group Inc

Utilities
3.5K
New
$78.2 - $90.39 $274K - $317K
3.5K $288K
OKTA
Okta, Inc.

Technology
2.48K
New
$78.83 - $116.72 $195K - $289K
2.48K $260K
JBHT
Hunt J B Transport Services Inc

Industrials
1.6K
New
$146.12 - $186.55 $234K - $298K
1.6K $236K
GILD
Gilead Sciences, Inc.

Healthcare
2.08K
New
$89.14 - $117.41 $185K - $244K
2.08K $232K
NVS
Novartis Ag

Healthcare
2.07K
New
$97.14 - $115.57 $201K - $239K
2.07K $230K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
12K
New
$14.09 - $18.05 $169K - $217K
12K $214K
OGS
One Gas, Inc.

Utilities
2.8K
New
$67.77 - $76.05 $190K - $213K
2.8K $211K
MPLX
Mplx LP

Energy
3.94K
New
$47.88 - $54.65 $188K - $215K
3.94K $210K
CAH
Cardinal Health Inc

Healthcare
1.5K
New
$118.02 - $137.77 $178K - $207K
1.5K $207K
AR
Antero Resources Corp

Energy
5K
New
$33.64 - $41.42 $168K - $207K
5K $202K
BA
Boeing CO

Industrials
1.18K
New
$148.15 - $186.25 $175K - $221K
1.18K $201K
ATAI
Atai Life Sciences N.V.

Healthcare
70K
New
$1.33 - $2.55 $93.1K - $179K
70K $95K
VERI
Veritone, Inc.

Technology
30K
New
$2.33 - $3.74 $69.9K - $112K
30K $69K
Mind Medicine Mindmed Inc
50K
New
N/A
50K $0
Simpple LTD
30K
New
N/A
30K $0
Activity Summary
Buys All Purchases 193 New Holdings 26 Increased Positions 167 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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