Circle Wealth Management, LLC Purchases and Sells in Q2 2025

Circle Wealth Management, LLC

  • $4.59 Billion
  • Q2 2025

Top Buys

Incresed Positions

76 operations
Stock Shares change Price Range Shares Held Trade History
95
+ 0.01%
$498.8 - $620.9 $47.4K - $59K
735K $456M
42.3K
+ 5052.81%
$470.37 - $663.28 $19.9M - $28.1M
43.1K $28.6M
4.65K
+ 4.57%
$354.56 - $497.45 $1.65M - $2.31M
106K $52.8M
16.3K
+ 20.95%
$94.31 - $157.99 $1.54M - $2.58M
94.4K $14.9M
2.53K
+ 0.46%
$53.27 - $72.04 $135K - $182K
556K $39.5M
5.54K
+ 9.15%
$179.73 - $253.23 $996K - $1.4M
66.1K $16.7M
View all

New Holdings

17 operations
Stock Shares change Price Range Shares Held Trade History
5.16K
New
$91.24 - $127.3 $471K - $657K
5.16K $516K
6.08K
New
$62.92 - $86.2 $383K - $524K
6.08K $490K
4.18K
New
$86.13 - $108.53 $360K - $454K
4.18K $453K
1.69K
New
$174.64 - $205.16 $295K - $347K
1.69K $334K
1.21K
New
$163.16 - $246.51 $198K - $299K
1.21K $299K
13.4K
New
$14.0 - $22.6 $188K - $303K
13.4K $294K
View all

Top Sells

Reduced Positions

93 operations
Stock Shares change Price Range Shares Held Trade History
-24.9K
- 0.38%
$172.42 - $223.89 $4.3M - $5.58M
6.54M $1.34B
-3
- 9.38%
$725400.0 - $809350.0 $2.18M - $2.43M
29 $21.1M
-14.7K
- 66.91%
$99.37 - $134.05 $1.46M - $1.98M
7.29K $826K
-346
- 0.12%
$79.69 - $99.41 $27.6K - $34.4K
294K $26.9M
-4.34K
- 19.72%
$236.71 - $261.92 $1.03M - $1.14M
17.6K $4.38M
-432
- 2.51%
$483.48 - $539.8 $209K - $233K
16.8K $8.15M
View all

Options

Puts

4 operations
Stock Shares change Price Range Shares Held Trade History
500K
New
$172.42 - $223.89 $86.2M - $112M
500K $103M
1.5K
New
$94.31 - $157.99 $141K - $237K
1.5K $236K
PALANTIR TECHNOLOGIES INC
29.3K
New
N/A
29.3K $0
SPDR S&P 500 ETF TR
28.4K
New
N/A
28.4K $0
Activity Summary
Buys All Purchases 93 New Holdings 17 Increased Positions 76 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 4
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