Cx Institutional Purchases in Q3 2025

Cx Institutional

  • $3.29 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UPW
Proshares Ultra Utilities

ETFs
266
New
$79.76 - $91.7 $21.2K - $24.4K
266 $24K
Msc Income Fund
2.04K
+ 348.38%
N/A
2.62K $34K
ES
Eversource Energy

Utilities
38
+ 1.31%
$62.86 - $71.14 $2.39K - $2.7K
2.93K $208K
TXT
Textron Inc

Industrials
162
+ 6.84%
$77.02 - $87.21 $12.5K - $14.1K
2.53K $214K
RACE
Ferrari N.V.

Consumer Cyclical
50
+ 227.27%
$436.24 - $517.65 $21.8K - $25.9K
72 $35K
CADE
Cadence Bank

Financial Services
35
+ 0.87%
$33.44 - $38.12 $1.17K - $1.33K
4.07K $153K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
363
+ 18.82%
$49.48 - $53.78 $18K - $19.5K
2.29K $120K
IBHE
Ishares Ibonds 2025 Term High

ETFs
998
New
$23.14 - $23.23 $23.1K - $23.2K
998 $23K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
1.93K
New
$11.04 - $11.83 $21.3K - $22.8K
1.93K $23K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
1.35K
New
$15.26 - $18.63 $20.5K - $25.1K
1.35K $23K
LII
Lennox International Inc

Industrials
41
New
$516.18 - $664.54 $21.2K - $27.2K
41 $22K
LNT
Alliant Energy Corp

Utilities
63
+ 2.55%
$60.76 - $67.41 $3.83K - $4.25K
2.53K $171K
OII
Oceaneering International Inc

Energy
870
New
$20.47 - $25.66 $17.8K - $22.3K
870 $22K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
2.07K
New
$9.87 - $10.65 $20.4K - $22K
2.07K $22K
VEGI
Ishares Inc Msci Global Agricu

ETFs
544
+ 126.51%
$39.23 - $41.26 $21.3K - $22.4K
974 $38K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
388
New
$52.39 - $53.11 $20.3K - $20.6K
388 $21K
IJS
Ishares S&P Smallcap 600 Value

ETFs
169
+ 84.92%
$98.99 - $112.2 $16.7K - $19K
368 $41K
TM
Toyota Motor Corp

Consumer Cyclical
110
+ 2200.0%
$167.86 - $202.79 $18.5K - $22.3K
115 $22K
PFN
Pimco Income Strategy Fund Ii

Financial Services
2.74K
New
$7.37 - $7.67 $20.2K - $21K
2.74K $21K
FFIV
F5, Inc.

Technology
13
+ 2.29%
$290.76 - $334.59 $3.78K - $4.35K
581 $188K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
899
New
$23.09 - $23.43 $20.8K - $21.1K
899 $21K
CHY
Calamos Convertible & High Income Fund

Financial Services
1.8K
New
$10.75 - $11.45 $19.3K - $20.6K
1.8K $20K
IBHG
Ishares Tr Ibonds 2027 Term Hi
901
New
$22.38 - $22.53 $20.2K - $20.3K
901 $20K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
772
New
$25.24 - $25.56 $19.5K - $19.7K
772 $20K
CMC
Commercial Metals CO

Basic Materials
342
New
$50.28 - $59.79 $17.2K - $20.4K
342 $20K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
230
New
$79.76 - $85.78 $18.3K - $19.7K
230 $20K
VTRS
Viatris Inc

Healthcare
953
+ 8.51%
$8.74 - $10.69 $8.33K - $10.2K
12.1K $120K
RYF
Invesco S&P 500 Equal Weight F

ETFs
257
+ 2570.0%
N/A
267 $21K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
495
New
$34.31 - $38.09 $17K - $18.9K
495 $19K
TECH
Bio Techne Corp

Healthcare
118
+ 3.84%
$49.87 - $58.78 $5.88K - $6.94K
3.19K $177K
BLDR
Builders First Source, Inc.

Industrials
131
+ 15.84%
$116.91 - $149.21 $15.3K - $19.5K
958 $116K
HST
Host Hotels & Resorts, Inc.

Real Estate
304
+ 3.42%
$15.27 - $17.68 $4.64K - $5.37K
9.19K $156K
TSCO
Tractor Supply CO

Consumer Cyclical
50
+ 1.3%
$54.08 - $62.65 $2.7K - $3.13K
3.9K $222K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
134
+ 58.52%
$122.57 - $132.57 $16.4K - $17.8K
363 $47K
IEX
Idex Corp

Industrials
147
+ 32.89%
$157.53 - $185.69 $23.2K - $27.3K
594 $97K
KMB
Kimberly Clark Corp

Consumer Defensive
394
+ 6.21%
$121.72 - $136.77 $48K - $53.9K
6.74K $837K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
552
New
$32.11 - $34.92 $17.7K - $19.3K
552 $19K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
18
+ 0.24%
$29.27 - $32.3 $527 - $581
7.39K $238K
OHI
Omega Healthcare Investors Inc

Real Estate
415
New
$36.29 - $43.34 $15.1K - $18K
415 $18K
FRT
Federal Realty Investment Trust

Real Estate
93
+ 7.65%
$90.61 - $102.67 $8.43K - $9.55K
1.31K $133K
Source Capital Funds/Closed En
378
New
N/A
378 $17K
USRT
Ishares Core U.S. Reit ETF

ETFs
272
+ 80.95%
$55.64 - $59.37 $15.1K - $16.1K
608 $36K
AVB
Avalonbay Communities Inc

Real Estate
139
+ 14.29%
$182.72 - $204.51 $25.4K - $28.4K
1.11K $215K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
115
+ 2.07%
$39.8 - $42.86 $4.58K - $4.93K
5.67K $242K
STE
Steris PLC

Healthcare
39
+ 4.05%
$221.21 - $252.43 $8.63K - $9.84K
1K $248K
FLO
Flowers Foods Inc

Consumer Defensive
1.29K
New
$12.68 - $16.76 $16.3K - $21.6K
1.29K $17K
BP
Bp PLC

Energy
6
+ 0.16%
$30.25 - $35.69 $182 - $214
3.75K $129K
MAA
Mid America Apartment Communities Inc.

Real Estate
167
+ 18.96%
$138.38 - $153.2 $23.1K - $25.6K
1.05K $146K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
343
New
$41.17 - $43.65 $14.1K - $15K
343 $15K
Activity Summary
Buys All Purchases 803 New Holdings 190 Increased Positions 613 Sells All Sells 342 Reductions 342 Sold out 0 Options Calls 0 Puts 0
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