Cerity Partners LLC Purchases in Q1 2025

Cerity Partners LLC

  • $48.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WSO
Watsco Inc

Industrials
103
+ 1.2%
$463.86 - $530.75 $47.8K - $54.7K
8.68K $4.41M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
16.2K
New
$18.17 - $22.43 $294K - $363K
16.2K $347K
BUR
Burford Capital LTD

Financial Services
26.2K
New
$12.5 - $15.6 $328K - $409K
26.2K $346K
BOCT
Innovator U.S. Equity Buffer E

ETFs
10.4K
+ 13.66%
$41.53 - $44.57 $431K - $463K
86.4K $3.63M
LEA
Lear Corp

Consumer Cyclical
3.92K
New
$87.96 - $99.36 $345K - $390K
3.92K $346K
BCE
Bce Inc

Communication Services
15.2K
+ 50.95%
$22.14 - $25.18 $337K - $384K
45.2K $1.04M
SIL
Global X Silver Miners ETF

ETFs
5.75K
+ 37.66%
$31.91 - $40.68 $184K - $234K
21K $829K
IYH
Ishares Tr

ETFs
5.13K
+ 44.74%
$58.32 - $62.76 $299K - $322K
16.6K $1.01M
UWMC
Uwm Holdings Corp

Financial Services
62.6K
New
$5.43 - $6.63 $340K - $415K
62.6K $341K
SIMO
Silicon Motion Technology Corp

Technology
8.3K
+ 35.9%
$49.58 - $59.71 $411K - $495K
31.4K $1.59M
AGI
Alamos Gold Inc

Basic Materials
4.62K
+ 18.18%
$18.69 - $26.74 $86.4K - $124K
30.1K $803K
LPL
Lg Display Co., Ltd.

Technology
107K
+ 498.57%
$3.08 - $3.49 $330K - $374K
129K $400K
AVPT
Ave Point, Inc.

Technology
29K
+ 70.1%
$13.5 - $19.8 $392K - $575K
70.5K $1.02M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
62.7K
New
$5.29 - $10.87 $332K - $681K
62.7K $331K
GTLB
Gitlab Inc.

Technology
18K
+ 32.68%
$47.0 - $73.14 $845K - $1.31M
73K $3.43M
ASR
Southeast Airport Group

Industrials
1.14K
+ 102.53%
$255.27 - $294.28 $290K - $334K
2.24K $613K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2.22K
+ 31.22%
$314.47 - $431.35 $699K - $958K
9.34K $3.42M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
8.03K
New
$39.61 - $42.65 $318K - $342K
8.03K $327K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
321
+ 0.32%
$39.43 - $44.62 $12.7K - $14.3K
100K $4.29M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
11K
New
$25.2 - $68.74 $277K - $757K
11K $325K
MAN
Manpower Group Inc.

Industrials
5.47K
+ 17.66%
$53.77 - $62.66 $294K - $343K
36.5K $2.11M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
9.61K
New
$32.96 - $44.43 $317K - $427K
9.61K $319K
PRI
Primerica, Inc.

Financial Services
927
+ 21.69%
$271.41 - $296.43 $252K - $275K
5.2K $1.48M
NLOK
Norton Life Lock Inc.

Technology
14.7K
+ 23.06%
N/A
78.5K $1.69M
PFF
Ishares Trust Ishares Pfd And

ETFs
23.9K
+ 4.06%
$30.73 - $32.26 $735K - $771K
613K $18.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
960
+ 8.45%
$4295.4 - $5141.88 $4.12M - $4.94M
12.3K $56.8M
EWBC
East West Bancorp Inc

Financial Services
4.27K
+ 35.93%
$84.35 - $103.91 $360K - $444K
16.2K $1.45M
TWLO
Twilio Inc

Communication Services
12.2K
+ 14.07%
$94.9 - $148.35 $1.16M - $1.81M
98.7K $9.66M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.25K
+ 9.39%
$76.77 - $82.22 $250K - $267K
37.9K $3.01M
SUI
Sun Communities Inc

Real Estate
1.21K
+ 4.43%
$120.53 - $136.43 $146K - $165K
28.6K $3.68M
IHF
Ishares Tr

ETFs
5.15K
+ 65.01%
$47.84 - $53.21 $246K - $274K
13.1K $689K
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.32K
+ 23.11%
$64.35 - $73.03 $214K - $243K
17.7K $1.24M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
10.3K
+ 35.7%
$25.34 - $26.96 $261K - $277K
39.1K $1.04M
SNV
Synovus Financial Corp

Financial Services
8.06K
+ 50.94%
$43.7 - $56.87 $352K - $458K
23.9K $1.12M
BNOV
Innovator U.S. Equity Buffer E

ETFs
9.11K
+ 22.77%
$37.74 - $40.44 $344K - $368K
49.1K $1.88M
IPGP
Ipg Photonics Corp

Technology
5.27K
+ 173.89%
$57.86 - $77.8 $305K - $410K
8.3K $523K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
19.4K
New
$11.4 - $17.29 $221K - $335K
19.4K $302K
CHE
Chemed Corp

Healthcare
359
+ 37.43%
$521.84 - $615.32 $187K - $221K
1.32K $810K
OPCH
Option Care Health, Inc.

Healthcare
8.67K
New
$22.7 - $35.2 $197K - $305K
8.67K $302K
ADC
Agree Realty Corp

Real Estate
536
+ 1.39%
$68.36 - $77.19 $36.6K - $41.4K
39.1K $3.02M
THRM
Gentherm Inc

Consumer Cyclical
24.9K
+ 89.91%
$26.74 - $40.76 $665K - $1.01M
52.5K $1.4M
IRBO
Ishares Robotics & Artificial

ETFs
9.33K
+ 74.17%
N/A
21.9K $703K
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.51K
+ 5.16%
$33.57 - $37.22 $151K - $168K
91.9K $3.3M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
24K
New
$12.29 - $16.38 $296K - $394K
24K $295K
CPRT
Copart Inc

Consumer Cyclical
9.42K
+ 3.16%
$52.3 - $59.83 $492K - $563K
307K $17.4M
ALX
Alexanders Inc

Real Estate
1.4K
New
$185.64 - $219.2 $260K - $307K
1.4K $293K
NEU
Newmarket Corp

Basic Materials
517
New
$482.93 - $570.11 $250K - $295K
517 $292K
BAP
Credicorp LTD

Financial Services
1.5K
+ 37.08%
$178.97 - $197.4 $268K - $296K
5.55K $1.03M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
4.73K
New
$59.15 - $62.71 $280K - $296K
4.73K $291K
Activity Summary
Buys All Purchases 1508 New Holdings 243 Increased Positions 1265 Sells All Sells 865 Reductions 865 Sold out 0 Options Calls 3 Puts 4
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