Cx Institutional Incresed Positions in Q1 2025

Cx Institutional

  • $2.65 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NFRA
Flexshares Stoxx Global Broad

ETFs
281K
+ 465.19%
$53.37 - $57.8 $15M - $16.2M
341K $19.6M
SCHW
Schwab Charles Corp

Financial Services
172K
+ 1845.72%
$71.24 - $83.64 $12.2M - $14.4M
181K $14.2M
PAVE
Global X Fds Us Infrastructure

ETFs
336K
+ 265.53%
$37.31 - $43.82 $12.5M - $14.7M
462K $17.4M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
113K
+ 38.37%
$126.86 - $146.45 $14.3M - $16.5M
407K $51.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
40.5K
+ 39.64%
$360.07 - $417.26 $14.6M - $16.9M
143K $51.5M
IGF
Ishares Global Infrastructure

ETFs
184K
+ 255.74%
$51.96 - $54.84 $9.57M - $10.1M
256K $14M
MRK
Merck & Co., Inc.

Healthcare
106K
+ 555.74%
$83.01 - $101.02 $8.82M - $10.7M
125K $11.3M
IVE
Ishares S&P 500 Value ETF

ETFs
49.3K
+ 21.21%
$185.78 - $198.58 $9.16M - $9.79M
282K $53.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
62.9K
+ 13.51%
$85.29 - $92.57 $5.37M - $5.82M
528K $48.1M
FISV
Fiserv Inc

Technology
10.3K
+ 20.93%
N/A
59.7K $13.2M
VB
Vanguard Small Cap ETF

ETFs
46.3K
+ 25.76%
$217.89 - $252.64 $10.1M - $11.7M
226K $50.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
31.6K
+ 16.3%
$182.82 - $196.21 $5.77M - $6.19M
225K $42.4M
VO
Vanguard Mid Cap ETF

ETFs
27.4K
+ 13.88%
$251.87 - $277.95 $6.89M - $7.6M
224K $58.1M
GE
General Electric CO

Industrials
25.7K
+ 317.85%
$168.59 - $212.13 $4.34M - $5.46M
33.8K $6.77M
MUB
Ishares National Muni Bond ETF

ETFs
53.6K
+ 24.23%
$104.71 - $107.69 $5.61M - $5.77M
275K $29M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
113K
+ 24.47%
$49.25 - $50.66 $5.59M - $5.75M
577K $28.6M
MA
Mastercard Inc

Financial Services
9.46K
+ 98.2%
$504.67 - $576.31 $4.77M - $5.45M
19.1K $10.5M
CL
Colgate Palmolive CO

Consumer Defensive
54.7K
+ 1206.15%
$85.68 - $97.5 $4.69M - $5.34M
59.3K $5.56M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
50.4K
+ 221.95%
$95.85 - $99.25 $4.84M - $5.01M
73.2K $7.24M
DE
Deere & CO

Industrials
10.3K
+ 596.18%
$408.57 - $509.27 $4.2M - $5.24M
12K $5.64M
SPGI
S&P Global Inc.

Financial Services
9.39K
+ 519.37%
$478.26 - $543.77 $4.49M - $5.1M
11.2K $5.69M
INTU
Intuit Inc

Technology
7.69K
+ 432.34%
$555.63 - $630.23 $4.27M - $4.84M
9.47K $5.81M
EOG
Eog Resources Inc

Energy
35.1K
+ 279.61%
$120.54 - $138.05 $4.23M - $4.85M
47.7K $6.12M
V
Visa Inc.

Financial Services
7.82K
+ 15.05%
$306.92 - $362.71 $2.4M - $2.84M
59.8K $21M
FTC
First Tr Lge Cap Growth

ETFs
35.9K
+ 61.8%
$127.87 - $148.89 $4.59M - $5.34M
94K $12.3M
UNP
Union Pacific Corp

Industrials
16.9K
+ 41.34%
$225.21 - $254.42 $3.81M - $4.3M
57.8K $13.7M
AMP
Ameriprise Financial Inc

Financial Services
8.84K
+ 1311.57%
$472.29 - $575.13 $4.18M - $5.08M
9.51K $4.61M
LLY
Eli Lilly & CO

Healthcare
3.6K
+ 15.24%
$725.72 - $929.72 $2.61M - $3.35M
27.2K $22.5M
ADBE
Adobe Inc.

Technology
10.9K
+ 420.42%
$377.84 - $464.11 $4.12M - $5.07M
13.5K $5.18M
PEP
Pepsico Inc

Consumer Defensive
26.8K
+ 60.89%
$142.64 - $156.42 $3.82M - $4.19M
70.8K $10.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
61.8K
+ 773.72%
$65.15 - $91.81 $4.03M - $5.67M
69.8K $4.55M
VTI
Vanguard Total Stock Market Et

ETFs
15.1K
+ 68.16%
$271.18 - $303.12 $4.1M - $4.59M
37.3K $10.3M
HON
Honeywell International Inc

Industrials
21.1K
+ 46.12%
$202.75 - $226.52 $4.27M - $4.77M
66.7K $14.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
66.7K
+ 6.16%
$50.48 - $51.04 $3.37M - $3.4M
1.15M $58.3M
SPYG
Spdr Portfolio

ETFs
61.8K
+ 27.96%
$80.05 - $92.39 $4.95M - $5.71M
283K $22.7M
UNH
Unitedhealth Group Inc

Healthcare
5.71K
+ 52.63%
$461.52 - $548.18 $2.64M - $3.13M
16.6K $8.68M
META
Meta Platforms, Inc.

Communication Services
6.17K
+ 20.81%
$576.36 - $736.67 $3.55M - $4.54M
35.8K $20.6M
INGR
Ingredion Inc

Consumer Defensive
23.3K
+ 12078.24%
$125.6 - $137.36 $2.93M - $3.2M
23.5K $3.18M
Sirius Xm Holdin
139K
+ 288752.09%
N/A
139K $3.13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
136K
+ 307.09%
$21.23 - $23.75 $2.89M - $3.23M
181K $3.89M
IYF
Ishares Tr

ETFs
23.9K
+ 103.0%
$107.69 - $119.37 $2.57M - $2.85M
47.1K $5.31M
SCHV
Schwab Strategic Tr Us Large C

ETFs
66.1K
+ 3.59%
$25.77 - $27.6 $1.7M - $1.83M
1.91M $50.7M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
23.4K
+ 41.37%
$119.84 - $136.1 $2.8M - $3.18M
79.9K $9.66M
VTV
Vanguard Value ETF

ETFs
13.5K
+ 19.1%
$167.73 - $179.21 $2.27M - $2.42M
84.4K $14.6M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
55.8K
+ 1296.77%
$44.81 - $46.22 $2.5M - $2.58M
60.1K $2.71M
GII
Spdr S&P Global Infrasture ETF

ETFs
37.9K
+ 72.16%
$58.92 - $62.25 $2.23M - $2.36M
90.3K $5.6M
DXC
Dxc Technology CO

Technology
144K
+ 277642.31%
$16.43 - $22.61 $2.37M - $3.26M
144K $2.46M
HCA
Hca Healthcare, Inc.

Healthcare
5.02K
+ 31.95%
$296.7 - $345.55 $1.49M - $1.73M
20.7K $7.16M
ABC
Amerisourcebergen Corp

Healthcare
5.67K
+ 60.74%
N/A
15K $4.18M
Activity Summary
Buys All Purchases 954 New Holdings 672 Increased Positions 282 Sells All Sells 237 Reductions 237 Sold out 0 Options Calls 0 Puts 0
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