Cx Institutional Reduced Holdings in Q4 2024

Cx Institutional

  • $2.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GWW
W.W. Grainger, Inc.

Industrials
-152
- 12.76%
$1023.06 - $1220.93 $156K - $186K
1.04K $1.1M
AMT
American Tower Corp

Real Estate
-257
- 13.3%
$179.4 - $232.01 $46.1K - $59.6K
1.68K $307K
IQV
Iqvia Holdings Inc.

Healthcare
-395
- 25.14%
$190.97 - $236.63 $75.4K - $93.5K
1.18K $231K
FMC
Fmc Corp

Basic Materials
-487
- 7.41%
$47.86 - $66.62 $23.3K - $32.4K
6.09K $295K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-1.7K
- 8.48%
$63.23 - $66.65 $108K - $113K
18.4K $1.16M
AJG
Arthur J. Gallagher & Co.

Financial Services
-481
- 22.95%
$278.49 - $315.16 $134K - $152K
1.62K $458K
VMC
Vulcan Materials CO

Basic Materials
-631
- 13.68%
$237.95 - $292.31 $150K - $184K
3.98K $1.02M
IAT
Ishares Tr

ETFs
-5.92K
- 9.9%
$46.07 - $56.9 $273K - $337K
53.9K $2.71M
PLD
Prologis, Inc.

Real Estate
-509
- 15.21%
$101.4 - $126.96 $51.6K - $64.6K
2.84K $299K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-11
- 3.56%
$701.85 - $1046.91 $7.72K - $11.5K
298 $212K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.91K
- 30.67%
$45.38 - $46.88 $86.4K - $89.3K
4.31K $196K
OMC
Omnicom Group Inc.

Communication Services
-171
- 3.99%
$85.82 - $105.47 $14.7K - $18K
4.11K $353K
NEM
Newmont Corp

Basic Materials
-72
- 1.37%
$37.0 - $58.68 $2.66K - $4.22K
5.17K $192K
MDT
Medtronic PLC

Healthcare
-156
- 2.14%
$79.61 - $92.24 $12.4K - $14.4K
7.13K $569K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.62K
- 9.05%
$81.6 - $90.89 $132K - $148K
16.3K $1.4M
HAS
Hasbro, Inc.

Consumer Cyclical
-146
- 3.62%
$55.71 - $72.94 $8.13K - $10.6K
3.89K $217K
VT
Vanguard Total World Stk Index

ETFs
-296
- 1.75%
$117.09 - $123.07 $34.7K - $36.4K
16.7K $1.96M
AEP
American Electric Power CO Inc

Utilities
-256
- 6.71%
$90.91 - $102.21 $23.3K - $26.2K
3.56K $328K
BYD
Boyd Gaming Corp

Consumer Cyclical
-2.63K
- 16.27%
$62.5 - $75.64 $164K - $199K
13.5K $982K
CRL
Charles River Laboratories International, Inc.

Healthcare
-112
- 3.35%
$178.58 - $220.69 $20K - $24.7K
3.23K $596K
JCI
Johnson Controls International PLC

Industrials
-1.17K
- 4.73%
$74.23 - $86.6 $87.1K - $102K
23.6K $1.87M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-205
- 23.22%
$338.38 - $446.21 $69.4K - $91.5K
678 $294K
ICE
Intercontinental Exchange, Inc.

Financial Services
-24
- 0.63%
$148.29 - $166.93 $3.56K - $4.01K
3.77K $562K
SPGI
S&P Global Inc.

Financial Services
-19
- 1.04%
$480.36 - $529.17 $9.13K - $10.1K
1.81K $899K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-564
- 4.26%
$107.41 - $115.71 $60.6K - $65.3K
12.7K $1.4M
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.33K
- 14.64%
$155.96 - $188.66 $208K - $251K
7.77K $1.45M
ADSK
Autodesk, Inc.

Technology
-175
- 11.3%
N/A
1.37K $337K
NTAP
Net App, Inc.

Technology
-181
- 6.66%
$115.31 - $131.11 $20.9K - $23.7K
2.54K $294K
AXP
American Express CO

Financial Services
-3.53K
- 8.86%
$267.35 - $305.57 $943K - $1.08M
36.3K $10.8M
DVA
Davita Inc.

Healthcare
-28
- 1.9%
$139.81 - $167.96 $3.91K - $4.7K
1.45K $216K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-197
- 2.94%
$34.46 - $38.29 $6.79K - $7.54K
6.52K $226K
URTH
Ishares Msci World ETF

ETFs
-74
- 1.17%
$153.73 - $162.67 $11.4K - $12K
6.25K $972K
ITW
Illinois Tool Works Inc

Industrials
-1
- 0.05%
$253.56 - $278.5 $254 - $279
2.17K $548K
KEY
Keycorp

Financial Services
-1.26K
- 10.05%
$16.21 - $19.97 $20.4K - $25.2K
11.3K $193K
AON
Aon PLC

Financial Services
-430
- 4.12%
$344.14 - $393.31 $148K - $169K
10K $3.59M
TFC
Truist Financial Corp

Financial Services
-428
- 4.9%
$41.51 - $48.1 $17.8K - $20.6K
8.31K $360K
PEG
Public Service Enterprise Group Inc

Utilities
-3
- 0.11%
$81.87 - $94.51 $246 - $284
2.81K $237K
APD
Air Products & Chemicals, Inc.

Basic Materials
-7
- 0.52%
$285.5 - $335.62 $2K - $2.35K
1.34K $387K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-38
- 0.35%
$41.74 - $46.2 $1.59K - $1.76K
10.9K $458K
AIG
American International Group, Inc.

Financial Services
-99
- 1.82%
$70.0 - $79.22 $6.93K - $7.84K
5.33K $387K
CTSH
Cognizant Technology Solutions Corp

Technology
-102
- 2.51%
$74.37 - $82.32 $7.59K - $8.4K
3.96K $304K
TSN
Tyson Foods, Inc.

Consumer Defensive
-5
- 0.14%
$57.14 - $64.54 $286 - $323
3.66K $209K
CHTR
Charter Communications, Inc.

Communication Services
-64
- 5.97%
$315.38 - $408.02 $20.2K - $26.1K
1.01K $345K
Rb Global Inc
-480
- 2.73%
N/A
17.1K $0
Jacobs Solutions Inc
-953
- 11.89%
N/A
7.06K $0
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-248
- 4.81%
$44.28 - $51.47 $11K - $12.8K
4.91K $232K
ILMN
Illumina, Inc.

Healthcare
-35
- 2.1%
$128.99 - $155.15 $4.51K - $5.43K
1.63K $218K
CMA
Comerica Inc

Financial Services
-91
- 2.56%
$57.88 - $72.73 $5.27K - $6.62K
3.46K $214K
VRSK
Verisk Analytics, Inc.

Industrials
-19
- 1.69%
$262.86 - $294.75 $4.99K - $5.6K
1.11K $304K
Activity Summary
Buys All Purchases 393 New Holdings 48 Increased Positions 345 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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