Diversified Trust CO Purchases and Sells in Q1 2025

Diversified Trust CO

$3.23 Billion
Q1 2025

Top Buys

Incresed Positions

403 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEU	51.7K + 1.35%	$56.51 - $62.98 $2.92M - $3.26M	3.88M $236M
COKE	6 + 0.0%	$1227.6 - $1458.46 $7.37K - $8.75K	146K $197M
PM	65.5K + 209.16%	$117.15 - $158.79 $7.67M - $10.4M	96.8K $15.4M
BRK-B	6.82K + 11.74%	$442.66 - $534.52 $3.02M - $3.64M	64.9K $34.6M
KO	31.9K + 5.8%	$60.81 - $72.32 $1.94M - $2.3M	581K $41.6M
IEFA	41.5K + 5.5%	$69.57 - $78.65 $2.89M - $3.26M	796K $60.3M

New Holdings

119 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HWM	19.7K New	$110.79 - $139.39 $2.18M - $2.74M	19.7K $2.55M
IP	36.5K New	$49.38 - $60.09 $1.8M - $2.19M	36.5K $1.95M
SUB	13.5K New	$105.3 - $106.24 $1.42M - $1.43M	13.5K $1.42M
PFG	14.8K New	$76.34 - $89.04 $1.13M - $1.32M	14.8K $1.25M
SF	11.8K New	$91.62 - $117.6 $1.08M - $1.39M	11.8K $1.11M
RRC	26.4K New	$35.22 - $41.29 $930K - $1.09M	26.4K $1.05M

Top Sells

Reduced Positions

316 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-14.9K - 1.84%	$507.05 - $563.67 $7.57M - $8.42M	798K $410M
AAPL	-7.18K - 1.1%	$209.68 - $247.1 $1.51M - $1.77M	647K $144M
NVDA	-9.85K - 1.49%	$106.98 - $149.43 $1.05M - $1.47M	650K $70.4M
AVGO	-31.3K - 17.15%	$167.43 - $244.7 $5.23M - $7.65M	151K $25.3M
TSLA	-1.48K - 2.78%	$222.15 - $428.22 $330K - $635K	51.9K $13.4M
VXF	-284 - 0.07%	$170.36 - $201.04 $48.4K - $57.1K	433K $74.6M

Activity Summary All Purchases 522 New Holdings 119 Increased Positions 403 All Sells 316 Reductions 316 Sold out 0 Calls 0 Puts 0

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