Cx Institutional Incresed Positions in Q3 2025

Cx Institutional

  • $3.29 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IQV
Iqvia Holdings Inc.

Healthcare
18
+ 1.16%
$157.68 - $200.82 $2.84K - $3.61K
1.57K $298K
PLD
Prologis, Inc.

Real Estate
104
+ 2.47%
$104.08 - $115.35 $10.8K - $12K
4.31K $494K
SWK
Stanley Black & Decker, Inc.

Industrials
501
+ 22.91%
$66.98 - $79.52 $33.6K - $39.8K
2.69K $200K
WST
West Pharmaceutical Services Inc

Healthcare
48
+ 5.39%
$210.08 - $279.1 $10.1K - $13.4K
939 $246K
MTCH
Match Group, Inc.

Communication Services
1.23K
+ 71.41%
$31.83 - $38.77 $39.1K - $47.6K
2.95K $104K
MARA
Marathon Digital Holdings, Inc.

Financial Services
1.87K
+ 27.84%
N/A
8.56K $156K
SPMD
Spdr Portfolio

ETFs
780
+ 38.81%
$54.43 - $58.29 $42.5K - $45.5K
2.79K $160K
ETN
Eaton Corp PLC

Industrials
12
+ 0.45%
$342.99 - $392.76 $4.12K - $4.71K
2.66K $997K
DASH
Door Dash, Inc.

Communication Services
183
+ 3660.0%
$234.5 - $272.5 $42.9K - $49.9K
188 $51K
IEF
Ishares Barclays

ETFs
504
+ 509.09%
$93.91 - $97.26 $47.3K - $49K
603 $58K
TRMB
Trimble Inc.

Technology
94
+ 1.33%
$76.46 - $85.24 $7.19K - $8.01K
7.15K $584K
SRE
Sempra Energy

Utilities
10
+ 0.3%
$74.14 - $89.98 $741 - $900
3.33K $300K
DVN
Devon Energy Corp

Energy
586
+ 7.13%
$31.75 - $36.99 $18.6K - $21.7K
8.81K $309K
BMO
Bank Of Montreal

Financial Services
302
+ 68.48%
$110.44 - $130.66 $33.4K - $39.5K
743 $97K
FXD
First Tr Exchange Traded Fd

ETFs
464
+ 15.07%
$63.72 - $70.29 $29.6K - $32.6K
3.54K $242K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
69
+ 2.85%
$301.44 - $365.84 $20.8K - $25.2K
2.49K $806K
SNA
Snap On Inc

Industrials
108
+ 44.63%
$313.01 - $346.53 $33.8K - $37.4K
350 $121K
GL
Globe Life Inc.

Financial Services
96
+ 5.62%
$117.6 - $146.55 $11.3K - $14.1K
1.81K $258K
PNC
Pnc Financial Services Group, Inc.

Financial Services
19
+ 0.66%
$185.88 - $207.44 $3.53K - $3.94K
2.88K $580K
CM
Canadian Imperial Bank Of Commerce

Financial Services
542
+ 301.11%
$71.11 - $81.68 $38.5K - $44.3K
722 $58K
LYV
Live Nation Entertainment, Inc.

Communication Services
37
+ 1.16%
$143.56 - $174.06 $5.31K - $6.44K
3.22K $526K
ZION
Zions Bancorporation, National Association

Financial Services
709
+ 68.37%
$51.2 - $59.15 $36.3K - $41.9K
1.75K $99K
IR
Ingersoll Rand Inc.

Industrials
550
+ 17.94%
$74.98 - $89.02 $41.2K - $49K
3.62K $299K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
354
+ 30.52%
$90.62 - $107.71 $32.1K - $38.1K
1.51K $149K
FLQH
Franklin Templeton Libertyq In

ETFs
116
+ 0.5%
N/A
23.4K $872K
DOCU
Docusign, Inc.

Technology
586
+ 5860.0%
$67.14 - $85.01 $39.3K - $49.8K
596 $43K
RLI
Rli Corp

Financial Services
976
+ 30.78%
$64.17 - $71.7 $62.6K - $70K
4.15K $270K
SQ
Block, Inc.

Technology
451
+ 26.36%
N/A
2.16K $156K
LEA
Lear Corp

Consumer Cyclical
375
+ 100.81%
$92.93 - $112.75 $34.8K - $42.3K
747 $75K
UL
Unilever PLC

Consumer Defensive
752
+ 33.04%
$58.43 - $65.01 $43.9K - $48.9K
3.03K $179K
STZ
Constellation Brands, Inc.

Consumer Defensive
371
+ 94.16%
$131.78 - $176.09 $48.9K - $65.3K
765 $103K
IT
Gartner Inc

Technology
397
+ 86.3%
$225.98 - $406.7 $89.7K - $161K
857 $225K
FDRR
Fidelity Covington Tr Divid Et

ETFs
614
+ 79.53%
$54.44 - $58.63 $33.4K - $36K
1.39K $81K
AON
Aon PLC

Financial Services
110
+ 1.17%
$350.91 - $375.27 $38.6K - $41.3K
9.54K $3.4M
IAI
Ishares Tr Us Broker Dealers &

ETFs
171
+ 16.46%
$168.93 - $178.7 $28.9K - $30.6K
1.21K $214K
AES
Aes Corp

Utilities
596
+ 5.19%
$10.77 - $13.94 $6.42K - $8.31K
12.1K $159K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
760
+ 16.0%
$46.67 - $49.54 $35.5K - $37.7K
5.51K $268K
AIZ
Assurant, Inc.

Financial Services
120
+ 18.02%
$184.56 - $218.69 $22.1K - $26.2K
786 $170K
RJF
Raymond James Financial Inc

Financial Services
2
+ 0.1%
$154.64 - $176.43 $309 - $353
1.94K $334K
YUM
Yum Brands Inc

Consumer Cyclical
171
+ 6.15%
$139.5 - $153.94 $23.9K - $26.3K
2.95K $449K
RL
Ralph Lauren Corp

Consumer Cyclical
26
+ 3.67%
$272.1 - $320.75 $7.07K - $8.34K
734 $230K
BDX
Becton Dickinson & CO

Healthcare
60
+ 3.59%
$172.41 - $199.66 $10.3K - $12K
1.73K $324K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
444
+ 175.49%
$78.96 - $80.04 $35.1K - $35.5K
697 $56K
SLB
Schlumberger Limited

Energy
874
+ 8.25%
$32.37 - $37.31 $28.3K - $32.6K
11.5K $394K
RDVY
First Trust Rising Dividend Ac

ETFs
520
+ 175.08%
$62.38 - $67.29 $32.4K - $35K
817 $55K
NTAP
Net App, Inc.

Technology
121
+ 6.89%
$101.1 - $126.36 $12.2K - $15.3K
1.88K $222K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8
+ 0.25%
$134.94 - $145.86 $1.08K - $1.17K
3.27K $476K
ACGL
Arch Capital Group Ltd.

Financial Services
401
+ 13.68%
$85.61 - $93.54 $34.3K - $37.5K
3.33K $302K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
452
+ 7.01%
$35.99 - $38.74 $16.3K - $17.5K
6.9K $267K
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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