Congress Wealth Management LLC Purchases and Sells in Q1 2025

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

Top Buys

Incresed Positions

550 operations
Stock Shares change Price Range Shares Held Trade History
968K
+ 122.07%
$209.68 - $247.1 $203M - $239M
1.76M $391M
65.5K
+ 102.55%
$442.66 - $534.52 $29M - $35M
129K $68.9M
90.4K
+ 306.94%
$369.1 - $427.61 $33.4M - $38.7M
120K $44.4M
114K
+ 38.26%
$375.39 - $447.2 $42.8M - $51M
412K $155M
155K
+ 45.3%
$137.61 - $149.68 $21.3M - $23.2M
496K $72.5M
495K
+ 24.07%
$43.53 - $45.42 $21.6M - $22.5M
2.55M $115M
View all

New Holdings

266 operations
Stock Shares change Price Range Shares Held Trade History
775K
New
$46.15 - $69.77 $35.8M - $54.1M
775K $36.8M
24.1K
New
$1180.08 - $1431.01 $28.4M - $34.5M
24.1K $31.9M
588K
New
$24.48 - $26.59 $14.4M - $15.6M
588K $14.4M
106K
New
$110.9 - $132.93 $11.7M - $14M
106K $12M
481K
New
$23.03 - $25.01 $11.1M - $12M
481K $11.4M
305K
New
$32.9 - $37.45 $10M - $11.4M
305K $11M
View all

Top Sells

Reduced Positions

233 operations
Stock Shares change Price Range Shares Held Trade History
-506K
- 90.62%
$90.37 - $94.08 $45.8M - $47.6M
52.4K $4.92M
-647K
- 36.74%
$40.03 - $46.81 $25.9M - $30.3M
1.11M $45.4M
-89.8K
- 29.33%
$192.6 - $233.2 $17.3M - $20.9M
217K $42.8M
-294K
- 99.03%
$83.19 - $90.99 $24.4M - $26.7M
2.87K $246K
-529K
- 31.08%
$37.31 - $43.82 $19.8M - $23.2M
1.17M $44.3M
-104K
- 74.04%
$202.75 - $226.52 $21.2M - $23.7M
36.6K $7.76M
View all
Activity Summary
Buys All Purchases 816 New Holdings 266 Increased Positions 550 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 0 Puts 0
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