Cx Institutional New Holdings in Q1 2025

Cx Institutional

  • $2.65 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LTC
Ltc Properties Inc

Real Estate
416
New
$33.46 - $36.14 $13.9K - $15K
416 $15K
EWH
Ishares Msci Hong Kong ETF

ETFs
866
New
$15.8 - $18.39 $13.7K - $15.9K
866 $15K
HLN
Haleon PLC

Healthcare
1.48K
New
$9.02 - $10.67 $13.4K - $15.8K
1.48K $15K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
1.84K
New
$8.38 - $8.86 $15.4K - $16.3K
1.84K $15K
Peakstone Realty Trust
1.23K
New
N/A
1.23K $15K
CVY
Invesco Exchange Traded Fd Tr

ETFs
539
New
$24.8 - $26.45 $13.4K - $14.3K
539 $14K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
41
New
$333.37 - $384.99 $13.7K - $15.8K
41 $14K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
195
New
$66.9 - $71.57 $13K - $14K
195 $14K
TRP
Tc Energy Corp

Energy
293
New
$44.29 - $49.27 $13K - $14.4K
293 $14K
QUAL
Ishares Msci Usa Quality Facto

ETFs
81
New
$168.16 - $186.21 $13.6K - $15.1K
81 $14K
REET
Ishares Global Reit ETF

ETFs
574
New
$23.24 - $25.16 $13.3K - $14.4K
574 $14K
MDIV
First Trust Multi Asset Divers

ETFs
853
New
$16.02 - $16.68 $13.7K - $14.2K
853 $14K
IJS
Ishares S&P Smallcap 600 Value

ETFs
146
New
$96.3 - $112.23 $14.1K - $16.4K
146 $14K
HDB
Hdfc Bank LTD

Financial Services
193
New
$58.06 - $66.85 $11.2K - $12.9K
193 $13K
Txo Partners LP
680
New
N/A
680 $13K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
970
New
$13.05 - $13.97 $12.7K - $13.6K
970 $13K
LNC
Lincoln National Corp

Financial Services
371
New
$30.06 - $39.23 $11.2K - $14.6K
371 $13K
THS
Tree House Foods, Inc.

Consumer Defensive
493
New
$26.2 - $35.54 $12.9K - $17.5K
493 $13K
SOFI
So Fi Technologies, Inc.

Financial Services
1.16K
New
$11.18 - $18.03 $12.9K - $20.9K
1.16K $13K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
155
New
$75.32 - $84.77 $11.7K - $13.1K
155 $13K
RWR
Spdr Dow Jones Reit ETF

ETFs
124
New
$95.15 - $104.06 $11.8K - $12.9K
124 $12K
FREL
Fidelity Covington Tr Msci Rea

ETFs
440
New
$25.98 - $28.59 $11.4K - $12.6K
440 $12K
SPSC
Sps Commerce Inc

Technology
90
New
$123.05 - $197.4 $11.1K - $17.8K
90 $12K
CHX
Champion X Corp

Energy
400
New
$27.3 - $31.27 $10.9K - $12.5K
400 $12K
HSBC
Hsbc Holdings PLC

Financial Services
205
New
$48.68 - $61.58 $9.98K - $12.6K
205 $12K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
581
New
$20.2 - $22.24 $11.7K - $12.9K
581 $12K
FAF
First American Financial Corp

Financial Services
160
New
$57.7 - $66.47 $9.23K - $10.6K
160 $11K
Capital Research And Managemen
340
New
N/A
340 $11K
TTD
Trade Desk, Inc.

Technology
200
New
$53.59 - $126.58 $10.7K - $25.3K
200 $11K
Wk Kellogg CO
551
New
N/A
551 $11K
CGUS
Capital Group Core Equity ETF
330
New
$33.08 - $36.62 $10.9K - $12.1K
330 $11K
Amentum Holdings
613
New
N/A
613 $11K
FEMY
Femasys Inc

Healthcare
9K
New
$1.05 - $1.69 $9.45K - $15.2K
9K $11K
CM
Canadian Imperial Bank Of Commerce

Financial Services
180
New
$55.05 - $64.52 $9.91K - $11.6K
180 $10K
NTRA
Natera, Inc.

Healthcare
72
New
$132.63 - $177.0 $9.55K - $12.7K
72 $10K
AOM
Ishares Tr Core Moderate Alloc

ETFs
234
New
$42.93 - $44.71 $10K - $10.5K
234 $10K
FNDE
Schwab Fundamental Emerging Mk

ETFs
334
New
$28.11 - $32.0 $9.39K - $10.7K
334 $10K
ICF
Ishares Tr

ETFs
156
New
$57.98 - $63.8 $9.04K - $9.95K
156 $10K
REXR
Rexford Industrial Realty, Inc.

Real Estate
243
New
$37.17 - $41.44 $9.03K - $10.1K
243 $10K
GGG
Graco Inc

Industrials
114
New
$80.53 - $87.54 $9.18K - $9.98K
114 $10K
JSML
Janus Detroit Str Tr Henderson

ETFs
157
New
$58.87 - $69.7 $9.24K - $10.9K
157 $10K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
500
New
$19.8 - $19.97 $9.9K - $9.99K
500 $10K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
49
New
$189.39 - $204.09 $9.28K - $10K
49 $9K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
500
New
$17.95 - $18.89 $8.98K - $9.45K
500 $9K
INDA
Ishares Msci India Index Fund

ETFs
168
New
$47.8 - $53.4 $8.03K - $8.97K
168 $9K
BGT
Blackrock Floating Rate Income Trust

Financial Services
700
New
$12.34 - $12.93 $8.64K - $9.05K
700 $9K
KIM
Kimco Realty Corp

Real Estate
426
New
$20.15 - $23.42 $8.58K - $9.98K
426 $9K
NTNX
Nutanix, Inc.

Technology
130
New
$61.28 - $77.44 $7.97K - $10.1K
130 $9K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
1.5K
New
$5.74 - $7.6 $8.6K - $11.4K
1.5K $9K
Activity Summary
Buys All Purchases 954 New Holdings 672 Increased Positions 282 Sells All Sells 237 Reductions 237 Sold out 0 Options Calls 0 Puts 0
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