Cerity Partners LLC Purchases in Q1 2025

Cerity Partners LLC

  • $48.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.96K
+ 7.72%
$88.0 - $115.5 $349K - $458K
55.3K $6.31M
DG
Dollar General Corp

Consumer Defensive
14.5K
+ 40.93%
$68.44 - $87.93 $992K - $1.27M
49.9K $4.39M
GWRE
Guidewire Software, Inc.

Technology
6.79K
+ 30.19%
$166.74 - $218.22 $1.13M - $1.48M
29.3K $5.49M
BROS
Dutch Bros Inc.

Consumer Cyclical
27.3K
New
$55.77 - $85.37 $1.52M - $2.33M
27.3K $1.69M
BKR
Baker Hughes CO

Energy
27.9K
+ 17.95%
$41.16 - $48.85 $1.15M - $1.36M
184K $8.07M
RACE
Ferrari N.V.

Consumer Cyclical
3.74K
+ 14.12%
$413.73 - $508.15 $1.55M - $1.9M
30.2K $12.9M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
34.3K
+ 520.27%
$44.87 - $56.71 $1.54M - $1.94M
40.9K $1.99M
PLD
Prologis, Inc.

Real Estate
4.15K
+ 2.09%
$103.59 - $124.04 $430K - $515K
203K $22.7M
EEM
Ishares Msci Emerging Markets

ETFs
22.8K
+ 6.36%
$40.81 - $45.34 $930K - $1.03M
381K $16.7M
NTES
Net Ease, Inc.

Communication Services
15.3K
+ 262.1%
$87.72 - $109.14 $1.34M - $1.67M
21.1K $2.18M
EWY
Ishares Inc Msci South Korea E

ETFs
30.1K
New
$51.16 - $58.46 $1.54M - $1.76M
30.1K $1.63M
HSBC
Hsbc Holdings PLC

Financial Services
17.3K
+ 22.08%
$48.68 - $61.58 $843K - $1.07M
95.8K $5.5M
CHT
Chunghwa Telecom CO LTD

Communication Services
39.7K
+ 100.25%
$36.78 - $39.46 $1.46M - $1.57M
79.4K $3.11M
HSY
Hershey CO

Consumer Defensive
9.05K
+ 21.53%
$144.74 - $186.36 $1.31M - $1.69M
51.1K $8.74M
SUB
Ishares Short Term National Mu

ETFs
14.7K
+ 3.67%
$105.3 - $106.24 $1.55M - $1.57M
416K $43.9M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
19.9K
+ 40.82%
$92.51 - $102.81 $1.84M - $2.05M
68.7K $6.35M
UHS
Universal Health Services Inc

Healthcare
7.63K
+ 43.6%
$163.99 - $193.27 $1.25M - $1.47M
25.1K $4.72M
IDV
Ishares Tr

ETFs
47K
+ 160.69%
$27.0 - $31.7 $1.27M - $1.49M
76.3K $2.37M
DTE
Dte Energy CO

Utilities
7.63K
+ 26.42%
$117.6 - $138.27 $898K - $1.06M
36.5K $5.05M
CSGP
Costar Group, Inc.

Real Estate
15.7K
+ 37.65%
$69.29 - $80.37 $1.09M - $1.26M
57.3K $4.54M
GL
Globe Life Inc.

Financial Services
6.34K
+ 17.69%
$111.2 - $131.72 $705K - $835K
42.2K $5.56M
DINO
Hf Sinclair Corp

Energy
50.6K
+ 78.08%
$30.66 - $38.48 $1.55M - $1.95M
115K $3.79M
ITW
Illinois Tool Works Inc

Industrials
26.3K
+ 2.91%
$244.9 - $274.48 $6.45M - $7.23M
930K $231M
MDU
Mdu Resources Group Inc

Industrials
92.6K
+ 181.97%
$16.45 - $18.61 $1.52M - $1.72M
143K $2.43M
XRAY
Dentsply Sirona Inc.

Healthcare
117K
+ 177.79%
$14.93 - $20.31 $1.74M - $2.37M
182K $2.72M
ORCL
Oracle Corp

Technology
173K
+ 20.43%
$139.81 - $186.47 $24.2M - $32.3M
1.02M $143M
RL
Ralph Lauren Corp

Consumer Cyclical
7.32K
+ 52.93%
$215.68 - $286.74 $1.58M - $2.1M
21.2K $4.67M
FTLS
First Tr Long/Short Equity ETF

ETFs
23.3K
+ 198.6%
$63.42 - $68.17 $1.48M - $1.59M
35.1K $2.25M
IDEV
Ishares Core Msci Intl Develop

ETFs
17.3K
+ 26.94%
$63.77 - $71.36 $1.1M - $1.23M
81.4K $5.6M
SSNC
Ss&C Technologies Holdings Inc

Technology
10.5K
+ 13.77%
$74.75 - $89.13 $786K - $937K
86.9K $7.26M
HIG
Hartford Financial Services Group, Inc.

Financial Services
3.68K
+ 5.2%
$106.31 - $123.73 $391K - $455K
74.4K $9.21M
VNQ
Vanguard Specialized Funds Van

ETFs
2.28K
+ 0.26%
$85.55 - $94.34 $195K - $215K
864K $78.2M
EPD
Enterprise Products Partners L.P.

Energy
4.4K
+ 0.94%
$31.75 - $34.14 $140K - $150K
475K $16.2M
FNV
Franco Nevada Corp

Basic Materials
8.62K
+ 393.92%
$120.72 - $157.56 $1.04M - $1.36M
10.8K $1.7M
DFIS
Dimensional ETF Tr Dimensional

ETFs
33.1K
+ 7.26%
$23.92 - $26.89 $791K - $889K
489K $12.6M
TDG
Trans Digm Group Inc

Industrials
522
+ 8.6%
$1251.32 - $1394.11 $653K - $728K
6.59K $9.12M
WMB
Williams Companies, Inc.

Energy
6.23K
+ 3.4%
$54.02 - $61.09 $337K - $381K
190K $11.3M
GME
Game Stop Corp.

Consumer Cyclical
62.8K
New
$21.73 - $33.37 $1.36M - $2.1M
62.8K $1.4M
BHP
Bhp Group LTD

Basic Materials
29.3K
+ 40.83%
$48.18 - $52.11 $1.41M - $1.52M
101K $4.9M
SYY
Sysco Corp

Consumer Defensive
21.8K
+ 13.12%
$70.0 - $77.13 $1.52M - $1.68M
188K $14.1M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
14.5K
+ 31.11%
$119.87 - $145.05 $1.74M - $2.1M
61.2K $7.66M
BOX
Box Inc

Technology
45.2K
New
$30.22 - $35.39 $1.37M - $1.6M
45.2K $1.39M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
27.5K
+ 25.66%
$17.16 - $25.25 $472K - $695K
135K $3.21M
INFY
Infosys LTD

Technology
95.9K
+ 93.68%
$18.06 - $22.89 $1.73M - $2.19M
198K $3.62M
BCS
Barclays PLC

Financial Services
66.5K
+ 39.22%
$12.69 - $16.25 $844K - $1.08M
236K $3.63M
GIB
Cgi Inc

Technology
14.8K
+ 129.6%
$98.12 - $122.43 $1.45M - $1.81M
26.2K $2.62M
CRUS
Cirrus Logic, Inc.

Technology
13.7K
+ 435.12%
$97.89 - $111.4 $1.34M - $1.53M
16.9K $1.68M
WSM
Williams Sonoma Inc

Consumer Cyclical
14K
+ 44.8%
$158.1 - $217.71 $2.21M - $3.05M
45.2K $7.15M
JBL
Jabil Inc

Technology
14.3K
+ 18.99%
$130.51 - $173.33 $1.87M - $2.48M
89.7K $12.2M
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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