Cx Institutional Incresed Positions in Q3 2025

Cx Institutional

  • $3.29 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHY
Schwab Strategic Tr Intl Divid

ETFs
7
+ 0.88%
$26.92 - $28.6 $188 - $200
807 $23K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
8
+ 0.34%
$48.31 - $48.93 $386 - $391
2.39K $117K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
2
+ 0.63%
$44.66 - $47.89 $89.3 - $95.8
318 $15K
DRLL
Ea Ser Tr Strive U S Energy Et
1
+ 0.65%
N/A
154 $4K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.65%
$42.04 - $45.23 $42 - $45.2
156 $7K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1
+ 0.51%
$101.12 - $106.18 $101 - $106
198 $20K
Tortoise Capital Series Trust
2
+ 1.09%
N/A
185 $7K
KIM
Kimco Realty Corp

Real Estate
4
+ 0.94%
$20.74 - $22.79 $83 - $91.2
430 $9K
MFC
Manulife Financial Corp

Financial Services
1
+ 0.62%
$29.9 - $32.34 $29.9 - $32.3
162 $5K
PBA
Pembina Pipeline Corp

Energy
1
+ 0.81%
$35.5 - $40.58 $35.5 - $40.6
124 $5K
FAF
First American Financial Corp

Financial Services
1
+ 0.63%
$54.73 - $68.13 $54.7 - $68.1
161 $10K
EPR
Epr Properties

Real Estate
1
+ 0.6%
$52.58 - $61.21 $52.6 - $61.2
169 $10K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
9
+ 1.09%
$24.03 - $24.57 $216 - $221
836 $20K
ASH
Ashland Global Holdings Inc

Basic Materials
1
+ 0.7%
$47.62 - $56.6 $47.6 - $56.6
143 $7K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
4
+ 0.41%
$40.49 - $40.7 $162 - $163
976 $40K
SPTS
Spdr Portfolio Short Term Trea

ETFs
2
+ 0.1%
$29.12 - $29.34 $58.2 - $58.7
1.94K $57K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
5
+ 0.22%
$20.07 - $20.17 $100 - $101
2.3K $46K
PEG
Public Service Enterprise Group Inc

Utilities
39
+ 1.18%
$79.99 - $90.14 $3.12K - $3.52K
3.34K $278K
BAH
Booz Allen Hamilton Holding Corp

Industrials
19
+ 4.17%
$97.53 - $115.95 $1.85K - $2.2K
475 $47K
BEN
Franklin Resources Inc

Financial Services
103
+ 3.05%
$23.13 - $26.03 $2.38K - $2.68K
3.48K $81K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4
+ 0.56%
$42.56 - $49.08 $170 - $196
724 $31K
EW
Edwards Lifesciences Corp

Healthcare
6
+ 0.14%
$73.75 - $81.83 $443 - $491
4.32K $336K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
33
+ 0.66%
$8.41 - $8.94 $278 - $295
5.03K $44K
HDB
Hdfc Bank LTD

Financial Services
193
+ 100.0%
$34.14 - $78.94 $6.59K - $15.2K
386 $13K
Solventum
6
+ 0.25%
N/A
2.38K $174K
AJG
Arthur J. Gallagher & Co.

Financial Services
36
+ 2.06%
$284.17 - $319.49 $10.2K - $11.5K
1.78K $552K
JBHT
Hunt J B Transport Services Inc

Industrials
10
+ 0.94%
$130.65 - $154.66 $1.31K - $1.55K
1.07K $144K
KMPR
Kemper Corp

Financial Services
60
+ 6.97%
$48.42 - $64.74 $2.91K - $3.88K
921 $47K
SLGN
Silgan Holdings Inc

Consumer Cyclical
46
+ 4.41%
$41.5 - $56.76 $1.91K - $2.61K
1.09K $47K
PAYC
Paycom Software, Inc.

Technology
42
+ 5.07%
$208.14 - $238.8 $8.74K - $10K
871 $181K
CTRA
Coterra Energy Inc.

Energy
26
+ 0.26%
$23.09 - $25.45 $600 - $662
9.85K $233K
ABNB
Airbnb, Inc.

Consumer Cyclical
15
+ 0.73%
$118.3 - $142.16 $1.77K - $2.13K
2.06K $250K
NOW
Service Now, Inc.

Technology
114
+ 9.74%
$850.86 - $1044.69 $97K - $119K
1.29K $1.18M
CPRT
Copart Inc

Consumer Cyclical
399
+ 3.5%
$44.6 - $49.97 $17.8K - $19.9K
11.8K $530K
AMP
Ameriprise Financial Inc

Financial Services
9
+ 1.14%
$486.13 - $544.55 $4.38K - $4.9K
801 $393K
NLOK
Norton Life Lock Inc.

Technology
478
+ 0.86%
N/A
56K $1.59M
AIG
American International Group, Inc.

Financial Services
23
+ 0.36%
$76.34 - $85.87 $1.76K - $1.98K
6.4K $502K
FICO
Fair Isaac Corp

Technology
43
+ 12.15%
$1311.26 - $1869.83 $56.4K - $80.4K
397 $594K
ICE
Intercontinental Exchange, Inc.

Financial Services
4
+ 0.1%
$167.28 - $188.45 $669 - $754
4.12K $695K
SAP
Sap Se

Technology
38
+ 1.98%
$252.42 - $311.93 $9.59K - $11.9K
1.96K $524K
BSX
Boston Scientific Corp

Healthcare
219
+ 2.47%
$97.03 - $108.14 $21.2K - $23.7K
9.08K $886K
SLVM
Sylvamo Corp

Basic Materials
2.35K
+ 8.03%
$40.4 - $53.01 $94.9K - $125K
31.6K $1.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
52
+ 2.96%
$366.54 - $479.53 $19.1K - $24.9K
1.81K $707K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
250
+ 2.33%
$25.5 - $35.2 $6.38K - $8.8K
11K $280K
DOX
Amdocs LTD

Technology
80
+ 0.86%
$81.2 - $92.62 $6.5K - $7.41K
9.34K $767K
ISRG
Intuitive Surgical Inc

Healthcare
229
+ 11.86%
$433.66 - $544.47 $99.3K - $125K
2.16K $966K
PGR
Progressive Corp

Financial Services
70
+ 1.34%
$238.61 - $264.3 $16.7K - $18.5K
5.29K $1.31M
UPS
United Parcel Service Inc

Industrials
11.5K
+ 19.1%
$82.58 - $105.54 $949K - $1.21M
71.7K $5.99M
DOV
Dover Corp

Industrials
39
+ 0.67%
$165.59 - $190.9 $6.46K - $7.45K
5.89K $982K
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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