Diversified Trust CO Purchases in Q2 2025

Diversified Trust CO

  • $3.55 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FRPT
Freshpet, Inc.

Consumer Defensive
6.6K
+ 49.08%
$67.88 - $89.64 $448K - $592K
20K $1.36M
EXAS
Exact Sciences Corp

Healthcare
2.24K
+ 17.97%
$40.31 - $58.08 $90.3K - $130K
14.7K $781K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
776
New
$177.93 - $313.14 $138K - $243K
776 $242K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
257
+ 0.89%
$73.02 - $90.22 $18.8K - $23.2K
29K $2.59M
ADSK
Autodesk, Inc.

Technology
969
+ 42.59%
N/A
3.24K $797K
WLDN
Willdan Group, Inc.

Industrials
3.8K
New
$36.9 - $62.51 $140K - $237K
3.8K $237K
NOVT
Novanta Inc

Technology
1.49K
+ 23.74%
N/A
7.79K $1.23M
XP
Xp Inc.

Financial Services
11.6K
New
$12.69 - $20.62 $147K - $240K
11.6K $234K
ESAB
Esab Corp

Industrials
1.41K
+ 9.29%
$104.48 - $130.25 $147K - $184K
16.6K $2M
AL
Air Lease Corp

Industrials
3.94K
New
$40.46 - $58.71 $159K - $231K
3.94K $230K
SYY
Sysco Corp

Consumer Defensive
2.97K
New
$68.0 - $75.91 $202K - $225K
2.97K $224K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.02K
+ 35.32%
$483.07 - $625.6 $490K - $635K
3.89K $2.04M
PPG
Ppg Industries Inc

Basic Materials
128
+ 0.28%
$91.66 - $115.04 $11.7K - $14.7K
46.3K $5.26M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.88K
New
$91.62 - $116.16 $172K - $219K
1.88K $218K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
5.08K
New
$34.17 - $42.88 $174K - $218K
5.08K $217K
USB
Us Bancorp \De\

Financial Services
4.81K
New
$36.4 - $45.76 $175K - $220K
4.81K $217K
LNN
Lindsay Corp

Industrials
1.5K
New
$116.32 - $144.25 $175K - $217K
1.5K $216K
NMIH
Nmi Holdings, Inc.

Financial Services
349
+ 1.07%
$32.79 - $42.24 $11.4K - $14.7K
33.1K $1.4M
AM
Antero Midstream Corp

Energy
9.98K
+ 36.31%
$15.88 - $18.99 $159K - $190K
37.5K $710K
CVS
Cvs Health Corp

Healthcare
3.02K
+ 69.35%
$60.04 - $70.18 $181K - $212K
7.37K $508K
SKYW
Skywest Inc

Industrials
440
+ 4.07%
$79.41 - $103.84 $34.9K - $45.7K
11.3K $1.16M
BJRI
B Js Restaurants Inc

Consumer Cyclical
4.76K
New
$29.82 - $45.99 $142K - $219K
4.76K $212K
PLTK
Playtika Holding Corp.

Communication Services
44.3K
New
$4.51 - $5.44 $200K - $241K
44.3K $209K
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.12K
New
$53.65 - $67.02 $167K - $209K
3.12K $208K
VVV
Valvoline Inc

Energy
4.47K
+ 35.35%
$31.48 - $38.2 $141K - $171K
17.1K $647K
EFX
Equifax Inc

Industrials
801
New
$205.5 - $280.54 $165K - $225K
801 $207K
PRO
Pros Holdings, Inc.

Technology
13.3K
New
$13.98 - $20.02 $186K - $266K
13.3K $207K
LMT
Lockheed Martin Corp

Industrials
141
+ 1.67%
$430.82 - $486.45 $60.7K - $68.6K
8.61K $3.99M
SNEX
Stone X Group Inc.

Financial Services
955
+ 12.87%
$69.59 - $94.15 $66.5K - $89.9K
8.38K $763K
ETSY
Etsy Inc

Consumer Cyclical
2.83K
+ 16.84%
$40.8 - $63.88 $116K - $181K
19.7K $986K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.29K
+ 30.19%
$139.81 - $165.8 $180K - $214K
5.56K $863K
MRNA
Moderna, Inc.

Healthcare
7.3K
+ 53.5%
$23.65 - $28.54 $173K - $208K
20.9K $577K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.07K
+ 47.82%
$137.62 - $174.44 $148K - $187K
3.32K $542K
QFIN
360 Digi Tech, Inc.

Financial Services
5.8K
+ 13.74%
$35.33 - $46.05 $205K - $267K
48K $2.08M
VCEL
Vericel Corp

Healthcare
4.59K
+ 70.8%
$37.92 - $45.7 $174K - $210K
11.1K $470K
CARR
Carrier Global Corp

Industrials
122
+ 0.71%
$55.55 - $75.83 $6.78K - $9.25K
17.3K $1.26M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
1.84K
+ 54.0%
$66.94 - $88.47 $123K - $163K
5.26K $435K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.01K
+ 8.07%
$105.8 - $131.55 $107K - $133K
13.5K $1.74M
HLN
Haleon PLC

Healthcare
16.1K
New
$9.27 - $11.41 $149K - $184K
16.1K $166K
HUBB
Hubbell Inc

Industrials
190
+ 16.73%
$315.94 - $408.41 $60K - $77.6K
1.33K $541K
BRP
Brp Group, Inc.

Financial Services
4.11K
+ 14.92%
N/A
31.7K $1.27M
EFG
Msci Eafe Growth ETF

ETFs
480
+ 5.24%
$89.8 - $112.0 $43.1K - $53.8K
9.63K $1.08M
FLS
Flowserve Corp

Industrials
29
+ 0.06%
$39.49 - $53.64 $1.15K - $1.56K
45.7K $2.39M
XYL
Xylem Inc.

Industrials
176
+ 1.31%
$102.86 - $129.5 $18.1K - $22.8K
13.6K $1.76M
MRVL
Marvell Technology, Inc.

Technology
81
+ 0.86%
$49.38 - $79.97 $4K - $6.48K
9.5K $735K
CCU
United Breweries CO Inc

Consumer Defensive
12K
New
$12.5 - $15.6 $150K - $187K
12K $155K
PJT
Pjt Partners Inc.

Financial Services
14
+ 0.25%
$125.44 - $166.41 $1.76K - $2.33K
5.54K $913K
ED
Consolidated Edison Inc

Utilities
4.99K
+ 14.59%
$98.05 - $113.3 $490K - $566K
39.2K $3.94M
SFBS
Servis First Bancshares, Inc.

Financial Services
3.1K
+ 16.31%
$68.48 - $82.21 $212K - $255K
22.1K $1.71M
Activity Summary
Buys All Purchases 476 New Holdings 102 Increased Positions 374 Sells All Sells 350 Reductions 350 Sold out 0 Options Calls 0 Puts 0
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