Cx Institutional Incresed Positions in Q3 2025

Cx Institutional

  • $3.29 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HOG
Harley Davidson, Inc.

Consumer Cyclical
5
+ 0.46%
$22.95 - $31.03 $115 - $155
1.1K $31K
TTD
Trade Desk, Inc.

Technology
191
+ 95.5%
$43.93 - $89.76 $8.39K - $17.1K
391 $19K
WMB
Williams Companies, Inc.

Energy
3
+ 0.03%
$56.52 - $64.01 $170 - $192
9.56K $606K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
66
+ 11.81%
$78.11 - $79.07 $5.16K - $5.22K
625 $49K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
86
+ 5.82%
$185.65 - $214.38 $16K - $18.4K
1.56K $314K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10
+ 0.19%
$76.16 - $78.59 $762 - $786
5.16K $403K
Smurfit Westrock
150
+ 5.54%
N/A
2.86K $122K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
193
+ 2.34%
$79.9 - $92.0 $15.4K - $17.8K
8.43K $674K
NWS
News Corp New Cl B Com Stk (De

Communication Services
84
+ 1.76%
$31.68 - $35.17 $2.66K - $2.95K
4.87K $168K
EQR
Equity Residential

Real Estate
189
+ 6.13%
$62.3 - $68.34 $11.8K - $12.9K
3.27K $212K
CPT
Camden Property Trust

Real Estate
94
+ 9.03%
$104.05 - $115.69 $9.78K - $10.9K
1.14K $121K
RXI
Ishares Tr

ETFs
11
+ 11.83%
$186.06 - $207.93 $2.05K - $2.29K
104 $22K
DVY
Ishares Tr

ETFs
1
+ 0.25%
$133.88 - $142.57 $134 - $143
399 $57K
NET
Cloudflare, Inc.

Technology
15
+ 53.57%
$181.39 - $228.28 $2.72K - $3.42K
43 $9K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2
+ 0.26%
$59.61 - $63.09 $119 - $126
759 $48K
CRWD
Crowd Strike Holdings, Inc.

Technology
37
+ 4.52%
$412.46 - $514.1 $15.3K - $19K
856 $420K
BR
Broadridge Financial Solutions, Inc.

Technology
44
+ 2.77%
$233.75 - $266.89 $10.3K - $11.7K
1.63K $389K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.43%
$126.64 - $135.65 $127 - $136
233 $32K
MSCI
Msci Inc.

Financial Services
14
+ 2.85%
$526.48 - $588.0 $7.37K - $8.23K
506 $287K
VRT
Vertiv Holdings CO

Industrials
14
+ 27.45%
N/A
65 $10K
GWW
W.W. Grainger, Inc.

Industrials
96
+ 9.39%
$932.44 - $1059.49 $89.5K - $102K
1.12K $1.07M
WAT
Waters Corp

Healthcare
57
+ 19.66%
$277.72 - $357.04 $15.8K - $20.4K
347 $104K
PNW
Pinnacle West Capital Corp

Utilities
36
+ 2.65%
$85.87 - $94.45 $3.09K - $3.4K
1.4K $125K
CRSP
Crispr Therapeutics Ag

Healthcare
10
+ 6.1%
$48.51 - $68.14 $485 - $681
174 $11K
RYU
Invesco S&P 500 Equal Weight U

ETFs
34
+ 56.67%
N/A
94 $7K
PSR
Invesco Actively

ETFs
20
+ 8.1%
$89.62 - $94.13 $1.79K - $1.88K
267 $25K
FV
First Trust Dorsey Wright Focu

ETFs
1
+ 0.16%
$59.23 - $62.14 $59.2 - $62.1
608 $38K
RYE
Invesco Exchange Traded Fd Tr

ETFs
14
+ 6.19%
N/A
240 $19K
IYC
Ishares U.S. Consumer Discreti

ETFs
10
+ 6.06%
$98.12 - $105.85 $981 - $1.06K
175 $18K
RTM
Invesco S&P 500 Equal Weight M

ETFs
56
+ 16.0%
N/A
406 $13K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
30
+ 15.38%
$67.48 - $71.55 $2.02K - $2.15K
225 $16K
HEI
Heico Corp

Industrials
20
+ 2.48%
$304.5 - $337.56 $6.09K - $6.75K
828 $267K
SU
Suncor Energy Inc

Energy
1
+ 0.28%
$37.83 - $43.02 $37.8 - $43
359 $15K
SNPS
Synopsys Inc

Technology
76
+ 4.14%
$387.78 - $645.35 $29.5K - $49K
1.91K $944K
TWLO
Twilio Inc

Communication Services
169
+ 28.99%
$92.44 - $132.7 $15.6K - $22.4K
752 $75K
LI
Li Auto Inc.

Consumer Cyclical
257
+ 9.61%
$22.6 - $31.8 $5.81K - $8.17K
2.93K $74K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.1%
$69.62 - $73.99 $69.6 - $74
1K $72K
FTGC
First Trust Global Tactical CO

ETFs
7
+ 0.62%
$24.67 - $26.32 $173 - $184
1.14K $30K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
19
+ 1.04%
$8.8 - $9.5 $167 - $181
1.85K $18K
AOK
Ishares Tr Core Conservative A

ETFs
31
+ 6.1%
$38.64 - $40.17 $1.2K - $1.25K
539 $22K
OGN
Organon & Co.

Healthcare
70
+ 17.95%
$8.4 - $10.85 $588 - $760
460 $5K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.43%
$32.02 - $36.34 $32 - $36.3
235 $8K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3
+ 0.34%
$45.6 - $46.92 $137 - $141
894 $42K
EMB
Ishares Tr

ETFs
2
+ 0.43%
$91.52 - $95.59 $183 - $191
472 $45K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2
+ 0.35%
$20.76 - $21.78 $41.5 - $43.6
580 $13K
LTC
Ltc Properties Inc

Real Estate
2
+ 0.48%
$34.04 - $36.86 $68.1 - $73.7
418 $15K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
3
+ 0.75%
$60.96 - $64.31 $183 - $193
402 $26K
REET
Ishares Global Reit ETF

ETFs
4
+ 0.7%
$24.45 - $25.91 $97.8 - $104
578 $15K
STC
Stewart Information Services Corp

Financial Services
1
+ 1.1%
$56.87 - $76.58 $56.9 - $76.6
92 $7K
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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