Cx Institutional Incresed Positions in Q3 2025

Cx Institutional

  • $3.29 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
1.26K
+ 15.1%
$244.75 - $305.63 $307K - $384K
9.57K $2.88M
GNR
Spdr S&P Global Natural Resour

ETFs
12.3K
+ 30078.05%
$54.23 - $59.34 $669K - $732K
12.4K $733K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.87K
+ 3.62%
$28.92 - $32.19 $199K - $221K
196K $6.27M
NFRA
Flexshares Stoxx Global Broad

ETFs
8.78K
+ 5.41%
$60.61 - $63.45 $532K - $557K
171K $10.8M
PANW
Palo Alto Networks Inc

Technology
3.54K
+ 175.97%
$167.06 - $208.19 $592K - $738K
5.56K $1.13M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
9.19K
+ 31.09%
$61.56 - $66.95 $566K - $615K
38.7K $2.59M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.28K
+ 2.84%
$164.63 - $174.58 $211K - $224K
46.5K $8.12M
REZ
Ishares Tr Residential And Mul

ETFs
7.7K
+ 95.98%
$81.06 - $85.23 $624K - $656K
15.7K $1.34M
QQQ
Invesco Qqq Trust, Series 1

ETFs
934
+ 44.73%
$546.99 - $602.2 $511K - $562K
3.02K $1.81M
AMD
Advanced Micro Devices Inc

Technology
2.04K
+ 12.19%
$134.8 - $184.42 $275K - $376K
18.7K $3.03M
HWM
Howmet Aerospace Inc.

Industrials
3.12K
+ 102.26%
$171.0 - $196.23 $534K - $612K
6.17K $1.21M
VIG
Vanguard Dividend Appreciation

ETFs
2.92K
+ 266.82%
N/A
4.01K $866K
KO
Coca Cola CO

Consumer Defensive
11.8K
+ 31.3%
$65.67 - $71.67 $775K - $845K
49.5K $3.28M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.51K
+ 23.97%
$87.29 - $93.61 $481K - $516K
28.5K $2.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
483
+ 2.38%
$459.11 - $506.91 $222K - $245K
20.8K $10.4M
FDX
Fedex Corp

Industrials
2.35K
+ 63.57%
$217.1 - $243.2 $509K - $570K
6.03K $1.42M
GLD
Spdr Gold Trust

ETFs
1.27K
+ 48.67%
$300.96 - $355.47 $381K - $450K
3.87K $1.38M
VZ
Verizon Communications Inc

Communication Services
12.8K
+ 50.54%
$40.84 - $45.06 $523K - $576K
38.1K $1.68M
NUE
Nucor Corp

Basic Materials
2.99K
+ 9.99%
$133.3 - $150.33 $398K - $449K
32.9K $4.45M
MCHP
Microchip Technology Inc

Technology
9.55K
+ 141.28%
$60.95 - $75.26 $582K - $718K
16.3K $1.05M
ENVA
Enova International, Inc.

Financial Services
2.81K
+ 4.17%
$100.56 - $127.32 $283K - $358K
70.4K $8.1M
IGF
Ishares Global Infrastructure

ETFs
5.94K
+ 6.01%
$58.29 - $61.43 $346K - $365K
105K $6.41M
WTRG
Essential Utilities, Inc.

Utilities
13.4K
+ 1261.77%
$36.73 - $39.9 $492K - $535K
14.5K $577K
MAR
Marriott International Inc

Consumer Cyclical
2.15K
+ 117.42%
$255.35 - $282.87 $549K - $608K
3.98K $1.04M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6
+ 0.0%
$36.93 - $40.55 $222 - $243
177K $7.13M
ABT
Abbott Laboratories

Healthcare
4.31K
+ 17.26%
$120.51 - $136.62 $519K - $589K
29.3K $3.92M
FAST
Fastenal CO

Industrials
9.3K
+ 97.01%
$42.47 - $50.39 $395K - $469K
18.9K $927K
FXO
First Tr Exchange Traded Fd Fi

ETFs
8.55K
+ 186.56%
$55.81 - $60.32 $477K - $516K
13.1K $780K
F
Ford Motor CO

Consumer Cyclical
37.5K
+ 70.94%
$10.82 - $12.09 $405K - $453K
90.3K $1.08M
OMC
Omnicom Group Inc.

Communication Services
5.61K
+ 330.24%
$70.41 - $81.53 $395K - $458K
7.31K $596K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
1.38K
+ 2.21%
$67.91 - $74.71 $93.4K - $103K
63.5K $4.68M
PRU
Prudential Financial Inc

Financial Services
4.67K
+ 126.5%
$100.68 - $109.89 $470K - $513K
8.36K $867K
PPL
Ppl Corp

Utilities
11.9K
+ 178.96%
$33.54 - $37.24 $398K - $442K
18.5K $688K
DTE
Dte Energy CO

Utilities
3.14K
+ 189.1%
$130.26 - $141.49 $409K - $444K
4.8K $679K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
84
+ 0.02%
$21.69 - $23.34 $1.82K - $1.96K
384K $8.95M
SLV
I Shares Silver Trust

ETFs
10.4K
+ 1340.62%
$32.73 - $42.5 $341K - $443K
11.2K $475K
CL
Colgate Palmolive CO

Consumer Defensive
14.1K
+ 22.75%
$79.36 - $93.33 $1.12M - $1.32M
76.3K $6.1M
AWK
American Water Works Company, Inc.

Utilities
3.23K
+ 215.12%
$135.05 - $147.0 $436K - $475K
4.73K $658K
BMY
Bristol Myers Squibb CO

Healthcare
14K
+ 9.2%
$43.31 - $48.98 $605K - $684K
166K $7.48M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.2K
+ 1477.07%
$42.43 - $45.05 $432K - $458K
10.9K $478K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.34K
+ 4.01%
$132.9 - $142.03 $178K - $191K
34.8K $4.91M
VMC
Vulcan Materials CO

Basic Materials
821
+ 21.48%
$260.62 - $307.62 $214K - $253K
4.64K $1.43M
FXG
First Tr Exchange Traded First

ETFs
6.87K
+ 1025.52%
$61.54 - $65.93 $423K - $453K
7.54K $473K
XYL
Xylem Inc.

Industrials
2.55K
+ 120.08%
$129.67 - $147.5 $330K - $376K
4.67K $689K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
13.8K
+ 1379.32%
N/A
14.8K $433K
MU
Micron Technology Inc

Technology
352
+ 4.54%
$104.88 - $168.89 $36.9K - $59.4K
8.11K $1.36M
CSL
Carlisle Companies Inc

Industrials
1.22K
+ 847.92%
$327.52 - $435.11 $400K - $531K
1.37K $449K
DPZ
Dominos Pizza Inc

Consumer Cyclical
917
+ 240.05%
$422.75 - $485.53 $388K - $445K
1.3K $561K
FDN
First Tr Fd Dow Jones

ETFs
1.38K
+ 627.27%
$264.06 - $287.34 $364K - $397K
1.6K $448K
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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