Cx Institutional Incresed Positions in Q3 2025

Cx Institutional

  • $3.29 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EXI
Ishares Global Industrials ETF

ETFs
186
+ 57.23%
$164.53 - $172.75 $30.6K - $32.1K
511 $88K
APD
Air Products & Chemicals, Inc.

Basic Materials
180
+ 10.61%
$265.78 - $299.3 $47.8K - $53.9K
1.88K $512K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
375
+ 22.8%
$68.24 - $73.73 $25.6K - $27.6K
2.02K $148K
PWR
Quanta Services, Inc.

Industrials
12
+ 1.48%
$372.29 - $421.68 $4.47K - $5.06K
823 $341K
ADSK
Autodesk, Inc.

Technology
68
+ 4.83%
N/A
1.48K $469K
AEE
Ameren Corp

Utilities
173
+ 9.6%
$95.0 - $104.38 $16.4K - $18.1K
1.98K $206K
MNST
Monster Beverage Corp

Consumer Defensive
17
+ 0.25%
$58.65 - $67.31 $997 - $1.14K
6.79K $457K
VEU
Vanguard Ftse All World Ex Us

ETFs
246
+ 6.54%
$66.38 - $71.68 $16.3K - $17.6K
4.01K $286K
GPN
Global Payments Inc

Industrials
299
+ 11.57%
$77.61 - $90.01 $23.2K - $26.9K
2.88K $239K
BIIB
Biogen Inc.

Healthcare
83
+ 6.06%
$122.68 - $148.84 $10.2K - $12.4K
1.45K $204K
EVRG
Evergy, Inc.

Utilities
184
+ 7.88%
$67.73 - $76.02 $12.5K - $14K
2.52K $192K
HIG
Hartford Financial Services Group, Inc.

Financial Services
71
+ 2.21%
$119.73 - $134.7 $8.5K - $9.56K
3.29K $439K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
343
+ 56.98%
$86.07 - $90.74 $29.5K - $31.1K
945 $85K
GGG
Graco Inc

Industrials
361
+ 316.67%
$82.58 - $88.81 $29.8K - $32.1K
475 $40K
EQIX
Equinix Inc

Real Estate
42
+ 10.91%
$756.7 - $811.13 $31.8K - $34.1K
427 $335K
SCI
Service Corp International

Consumer Cyclical
134
+ 1.34%
$75.63 - $83.25 $10.1K - $11.2K
10.2K $845K
PTC
Ptc Inc.

Technology
23
+ 2.89%
$173.07 - $216.53 $3.98K - $4.98K
818 $166K
ETR
Entergy Corp

Utilities
21
+ 0.81%
$80.93 - $93.55 $1.7K - $1.96K
2.63K $245K
PATH
Ui Path, Inc.

Technology
1.87K
+ 37.38%
$10.44 - $13.38 $19.6K - $25.1K
6.89K $92K
HSIC
Henry Schein Inc

Healthcare
492
+ 75.58%
$64.83 - $74.67 $31.9K - $36.7K
1.14K $76K
EEM
Ishares Msci Emerging Markets

ETFs
125
+ 3.02%
$48.07 - $53.4 $6.01K - $6.68K
4.26K $227K
PEAK
Healthpeak Properties, Inc.

Real Estate
818
+ 11.99%
N/A
7.64K $146K
KEY
Keycorp

Financial Services
493
+ 3.72%
$17.37 - $19.39 $8.56K - $9.56K
13.8K $257K
PFG
Principal Financial Group Inc

Financial Services
195
+ 7.43%
$75.53 - $82.95 $14.7K - $16.2K
2.82K $234K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
123
+ 8.51%
$71.86 - $87.45 $8.84K - $10.8K
1.57K $131K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
75
+ 288.46%
$275.84 - $326.36 $20.7K - $24.5K
101 $33K
OKTA
Okta, Inc.

Technology
335
+ 50.68%
$88.51 - $101.1 $29.7K - $33.9K
996 $91K
RGI
Invesco S&P 500 Equal Weight I

ETFs
437
+ 291.33%
N/A
587 $33K
HBAN
Huntington Bancshares Inc

Financial Services
847
+ 4.38%
$15.87 - $17.88 $13.4K - $15.1K
20.2K $349K
NDSN
Nordson Corp

Industrials
62
+ 6.97%
$209.25 - $227.98 $13K - $14.1K
952 $216K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
801
+ 2.36%
$25.0 - $25.33 $20K - $20.3K
34.8K $880K
AME
Ametek Inc

Industrials
66
+ 3.66%
$176.44 - $192.03 $11.6K - $12.7K
1.87K $351K
EL
Estee Lauder Companies Inc

Consumer Defensive
2
+ 0.06%
$83.65 - $95.26 $167 - $191
3.31K $292K
Msc Income Fund
2.04K
+ 348.38%
N/A
2.62K $34K
RACE
Ferrari N.V.

Consumer Cyclical
50
+ 227.27%
$436.24 - $517.65 $21.8K - $25.9K
72 $35K
TXT
Textron Inc

Industrials
162
+ 6.84%
$77.02 - $87.21 $12.5K - $14.1K
2.53K $214K
CADE
Cadence Bank

Financial Services
35
+ 0.87%
$33.44 - $38.12 $1.17K - $1.33K
4.07K $153K
ES
Eversource Energy

Utilities
38
+ 1.31%
$62.86 - $71.14 $2.39K - $2.7K
2.93K $208K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
363
+ 18.82%
$49.48 - $53.78 $18K - $19.5K
2.29K $120K
WEC
Wec Energy Group, Inc.

Utilities
38
+ 2.16%
$103.66 - $114.59 $3.94K - $4.35K
1.8K $206K
LNT
Alliant Energy Corp

Utilities
63
+ 2.55%
$60.76 - $67.41 $3.83K - $4.25K
2.53K $171K
TM
Toyota Motor Corp

Consumer Cyclical
110
+ 2200.0%
$167.86 - $202.79 $18.5K - $22.3K
115 $22K
FFIV
F5, Inc.

Technology
13
+ 2.29%
$290.76 - $334.59 $3.78K - $4.35K
581 $188K
IJS
Ishares S&P Smallcap 600 Value

ETFs
169
+ 84.92%
$98.99 - $112.2 $16.7K - $19K
368 $41K
VEGI
Ishares Inc Msci Global Agricu

ETFs
544
+ 126.51%
$39.23 - $41.26 $21.3K - $22.4K
974 $38K
VTRS
Viatris Inc

Healthcare
953
+ 8.51%
$8.74 - $10.69 $8.33K - $10.2K
12.1K $120K
RYF
Invesco S&P 500 Equal Weight F

ETFs
257
+ 2570.0%
N/A
267 $21K
BLDR
Builders First Source, Inc.

Industrials
131
+ 15.84%
$116.91 - $149.21 $15.3K - $19.5K
958 $116K
IEX
Idex Corp

Industrials
147
+ 32.89%
$157.53 - $185.69 $23.2K - $27.3K
594 $97K
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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