Cx Institutional New Holdings in Q1 2025

Cx Institutional

  • $2.65 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEEV
Veeva Systems Inc

Healthcare
1.33K
New
$210.58 - $246.8 $280K - $328K
1.33K $308K
AIT
Applied Industrial Technologies Inc

Industrials
1.32K
New
$218.93 - $269.18 $289K - $355K
1.32K $297K
RTM
Invesco S&P 500 Equal Weight M

ETFs
9.29K
New
N/A
9.29K $295K
DGRO
Ishares Core Dividend Growth E

ETFs
4.67K
New
$60.46 - $64.42 $282K - $301K
4.67K $289K
FLTW
Franklin Templeton ETF Tr

ETFs
6.6K
New
$43.23 - $48.94 $285K - $323K
6.6K $285K
ERIE
Erie Indemnity CO

Financial Services
672
New
$377.62 - $450.61 $254K - $303K
672 $282K
RLI
Rli Corp

Financial Services
3.5K
New
$71.75 - $163.21 $251K - $571K
3.5K $281K
Aptiv PLC
4.66K
New
N/A
4.66K $277K
EXC
Exelon Corp

Utilities
5.99K
New
$37.3 - $46.08 $223K - $276K
5.99K $276K
ATEC
Alphatec Holdings, Inc.

Healthcare
27.1K
New
$9.06 - $12.53 $245K - $339K
27.1K $275K
UFPI
Ufp Industries Inc

Basic Materials
2.56K
New
$103.91 - $118.67 $266K - $304K
2.56K $274K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.03K
New
$80.53 - $147.57 $163K - $299K
2.03K $268K
TAP
Molson Coors Beverage CO

Consumer Defensive
4.36K
New
$52.44 - $62.91 $229K - $274K
4.36K $266K
O
Realty Income Corp

Real Estate
4.57K
New
$51.67 - $58.49 $236K - $267K
4.57K $265K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.4K
New
$57.44 - $59.4 $253K - $261K
4.4K $261K
CCI
Crown Castle International Corp

Real Estate
2.48K
New
$84.33 - $106.39 $209K - $263K
2.48K $258K
BUSE
First Busey Corp

Financial Services
11.9K
New
$21.26 - $25.35 $253K - $301K
11.9K $257K
VGLT
Vanguard Long Term Treasury Et

ETFs
4.45K
New
$53.99 - $58.43 $240K - $260K
4.45K $256K
CSGP
Costar Group, Inc.

Real Estate
3.22K
New
$69.29 - $80.37 $223K - $259K
3.22K $255K
VGSH
Vanguard

ETFs
4.26K
New
$58.07 - $58.69 $248K - $250K
4.26K $250K
XYL
Xylem Inc.

Industrials
2.06K
New
$114.02 - $132.04 $234K - $271K
2.06K $245K
KMX
Carmax Inc

Consumer Cyclical
3.14K
New
$69.25 - $89.19 $218K - $280K
3.14K $245K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.32K
New
$161.05 - $222.93 $212K - $294K
1.32K $242K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
19.5K
New
$12.18 - $12.91 $238K - $252K
19.5K $241K
VICI
Vici Properties Inc.

Real Estate
7.34K
New
$28.21 - $32.68 $207K - $240K
7.34K $240K
FOXA
Fox Corp

Communication Services
4.22K
New
$47.9 - $58.0 $202K - $245K
4.22K $239K
CINF
Cincinnati Financial Corp

Financial Services
1.6K
New
$133.67 - $147.81 $213K - $236K
1.6K $236K
PPL
Ppl Corp

Utilities
6.53K
New
$31.68 - $36.11 $207K - $236K
6.53K $236K
Viper Energy Inc
5.2K
New
N/A
5.2K $235K
BAX
Baxter International Inc

Healthcare
6.85K
New
$29.26 - $36.57 $200K - $250K
6.85K $234K
TDY
Teledyne Technologies Inc

Technology
463
New
$455.51 - $518.84 $211K - $240K
463 $230K
DINO
Hf Sinclair Corp

Energy
6.97K
New
$30.66 - $38.48 $214K - $268K
6.97K $229K
CASY
Caseys General Stores Inc

Consumer Cyclical
525
New
$378.71 - $442.54 $199K - $232K
525 $228K
DTE
Dte Energy CO

Utilities
1.65K
New
$117.6 - $138.27 $193K - $227K
1.65K $227K
POWL
Powell Industries Inc

Industrials
1.33K
New
$155.56 - $311.38 $207K - $415K
1.33K $227K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.56K
New
$40.03 - $46.81 $222K - $260K
5.56K $227K
INTF
Ishares Tr

ETFs
7.35K
New
$28.43 - $31.96 $209K - $235K
7.35K $227K
MOS
Mosaic CO

Basic Materials
8.37K
New
$23.08 - $28.8 $193K - $241K
8.37K $226K
WST
West Pharmaceutical Services Inc

Healthcare
1.01K
New
$199.11 - $347.87 $200K - $350K
1.01K $225K
MELI
Mercadolibre Inc

Consumer Cyclical
115
New
$1739.0 - $2260.0 $200K - $260K
115 $224K
VTR
Ventas, Inc.

Real Estate
3.26K
New
$56.9 - $70.47 $185K - $230K
3.26K $224K
RYU
Invesco S&P 500 Equal Weight U

ETFs
3.21K
New
N/A
3.21K $223K
SJM
J M Smucker CO

Consumer Defensive
1.88K
New
$100.41 - $118.41 $188K - $222K
1.88K $222K
HRL
Hormel Foods Corp

Consumer Defensive
7.14K
New
$28.29 - $31.52 $202K - $225K
7.14K $221K
FELE
Franklin Electric CO Inc

Industrials
2.33K
New
$93.38 - $106.03 $218K - $247K
2.33K $219K
SBAC
Sba Communications Corp

Real Estate
997
New
$192.76 - $224.91 $192K - $224K
997 $219K
AWK
American Water Works Company, Inc.

Utilities
1.48K
New
$121.01 - $149.31 $179K - $221K
1.48K $218K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.9K
New
$68.32 - $75.06 $198K - $218K
2.9K $217K
GL
Globe Life Inc.

Financial Services
1.64K
New
$111.2 - $131.72 $183K - $217K
1.64K $217K
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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