Cerity Partners LLC Sells in Q1 2025

Cerity Partners LLC

  • $48.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PRGS
Progress Software Corp

Technology
-1.01K
- 13.35%
$51.39 - $65.26 $51.7K - $65.7K
6.54K $336K
HSIC
Henry Schein Inc

Healthcare
-2.01K
- 7.98%
$68.49 - $81.91 $137K - $164K
23.1K $1.59M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-857
- 6.74%
$111.86 - $124.32 $95.9K - $107K
11.9K $1.35M
MLPA
Global X Mlp ETF

ETFs
-5.84K
- 14.18%
$49.83 - $54.53 $291K - $318K
35.3K $1.88M
JPEM
Jp Morgan Diversified Return

ETFs
-5.4K
- 3.44%
$50.81 - $54.04 $274K - $292K
152K $8M
FRT
Federal Realty Investment Trust

Real Estate
-586
- 8.67%
$94.7 - $111.82 $55.5K - $65.5K
6.18K $604K
DSGX
Descartes Systems Group Inc

Technology
-1.02K
- 29.28%
$96.4 - $122.5 $98.7K - $125K
2.47K $249K
FIP
Ftai Infrastructure LLC
-514
- 0.94%
$4.53 - $8.41 $2.33K - $4.32K
54.3K $246K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-1.03K
- 4.97%
$40.15 - $47.73 $41.2K - $48.9K
19.6K $796K
BCO
Brinks CO

Industrials
-616
- 4.49%
$83.39 - $96.29 $51.4K - $59.3K
13.1K $1.13M
PACK
Ranpak Holdings Corp.

Consumer Cyclical
-1.02K
- 1.09%
$5.39 - $8.43 $5.5K - $8.6K
92.3K $500K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-8.17K
- 7.71%
$7.72 - $9.45 $63K - $77.2K
97.7K $782K
KRG
Kite Realty Group Trust

Real Estate
-2.53K
- 8.81%
$21.24 - $25.05 $53.8K - $63.5K
26.2K $586K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-1.01K
- 9.93%
$120.5 - $145.97 $121K - $147K
9.15K $1.2M
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-9.34K
- 22.03%
$8.61 - $10.05 $80.4K - $93.8K
33K $286K
RLJ
Rlj Lodging Trust

Real Estate
-768
- 1.37%
$7.89 - $10.07 $6.06K - $7.73K
55.1K $434K
CLPR
Clipper Realty Inc.

Real Estate
-17.3K
- 19.13%
$3.7 - $4.9 $64K - $84.8K
73.1K $280K
RBCAA
Republic Bancorp Inc

Financial Services
-83
- 0.39%
$63.57 - $69.14 $5.28K - $5.74K
21.1K $1.35M
SMPL
Simply Good Foods CO

Consumer Defensive
-880
- 3.83%
$32.98 - $39.5 $29K - $34.8K
22.1K $761K
GMRE
Global Medical Reit Inc.

Real Estate
-19.4K
- 51.42%
$7.52 - $9.08 $146K - $176K
18.3K $160K
AMCX
Amc Networks Inc.

Communication Services
-9.28K
- 42.68%
$6.78 - $10.41 $62.9K - $96.6K
12.5K $85K
HLI
Houlihan Lokey, Inc.

Financial Services
-533
- 16.0%
$154.43 - $187.4 $82.3K - $99.9K
2.8K $451K
WDFC
Wd 40 CO

Basic Materials
-528
- 36.72%
$226.67 - $250.92 $120K - $132K
910 $222K
WK
Workiva Inc

Technology
-311
- 10.54%
$75.91 - $114.09 $23.6K - $35.5K
2.64K $200K
OXY
Occidental Petroleum Corp

Energy
-2.37K
- 2.93%
$45.45 - $52.7 $108K - $125K
78.5K $3.88M
GBIL
Goldman Sachs Access Treasury

ETFs
-1.22K
- 13.34%
$99.85 - $100.19 $122K - $123K
7.94K $795K
KOD
Kodiak Sciences Inc.

Healthcare
-246
- 1.47%
$2.81 - $9.57 $691 - $2.35K
16.5K $46K
MRCC
Monroe Capital Corp

Financial Services
-10.7K
- 20.5%
$7.61 - $8.81 $81.6K - $94.5K
41.6K $324K
SXT
Sensient Technologies Corp

Basic Materials
-1.84K
- 33.87%
$67.31 - $77.4 $124K - $142K
3.58K $266K
DOCS
Doximity, Inc.

Healthcare
-4.77K
- 13.91%
$49.71 - $83.14 $237K - $397K
29.5K $1.71M
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.05K
- 14.71%
$56.63 - $59.39 $116K - $122K
11.9K $685K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
-3.6K
- 9.7%
$16.3 - $17.47 $58.7K - $62.9K
33.5K $545K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-2.81K
- 14.36%
$36.56 - $38.35 $103K - $108K
16.8K $619K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-4.3K
- 4.84%
$44.68 - $46.49 $192K - $200K
84.4K $3.91M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1.2K
- 26.51%
$93.32 - $95.35 $112K - $114K
3.33K $311K
CRK
Comstock Resources Inc

Energy
-7.17K
- 40.46%
$16.92 - $21.52 $121K - $154K
10.5K $214K
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.31K
- 21.59%
$89.27 - $92.9 $116K - $121K
4.74K $438K
VOYA
Voya Financial, Inc.

Financial Services
-769
- 1.5%
$65.1 - $75.67 $50.1K - $58.2K
50.4K $3.42M
MGEE
Mge Energy Inc

Utilities
-1.08K
- 16.46%
$85.7 - $94.18 $92.4K - $102K
5.47K $508K
MVBF
Mvb Financial Corp

Financial Services
-19
- 0.06%
$16.91 - $20.73 $321 - $394
31.6K $546K
R
Ryder System Inc

Industrials
-401
- 10.6%
$136.38 - $170.92 $54.7K - $68.5K
3.38K $486K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-6.38K
- 8.56%
$32.74 - $36.2 $209K - $231K
68.1K $2.38M
SON
Sonoco Products CO

Consumer Cyclical
-1.5K
- 6.94%
$44.71 - $49.22 $67.2K - $73.9K
20.1K $951K
BOTZ
Global X Fds

ETFs
-1.79K
- 11.49%
$28.46 - $34.53 $51.1K - $61.9K
13.8K $393K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-784
- 3.62%
$72.01 - $79.94 $56.5K - $62.7K
20.9K $1.54M
CBSH
Commerce Bancshares Inc

Financial Services
-1.56K
- 2.44%
$58.85 - $68.59 $91.8K - $107K
62.3K $3.88M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-5.65K
- 4.52%
$11.22 - $11.8 $63.3K - $66.6K
119K $1.34M
VABK
Virginia National Bankshares Corp

Financial Services
-1
- -0.0%
$33.66 - $37.75 $33.7 - $37.8
48.2K $1.74M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-4.13K
- 3.72%
$26.64 - $27.14 $110K - $112K
107K $2.86M
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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