Diversified Trust CO Purchases in Q2 2025

Diversified Trust CO

  • $3.55 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UHS
Universal Health Services Inc

Healthcare
233
+ 19.3%
$157.05 - $197.94 $36.6K - $46.1K
1.44K $260K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
21
+ 1.98%
$376.48 - $440.65 $7.91K - $9.25K
1.08K $477K
OII
Oceaneering International Inc

Energy
2.26K
+ 16.48%
$15.95 - $22.55 $36.1K - $51K
16K $331K
WM
Waste Management Inc

Industrials
198
+ 3.55%
$216.47 - $242.1 $42.9K - $47.9K
5.78K $1.32M
MMS
Maximus, Inc.

Industrials
115
+ 1.06%
$65.54 - $76.8 $7.54K - $8.83K
11K $773K
CBRE
Cbre Group, Inc.

Real Estate
19
+ 0.66%
$113.94 - $140.12 $2.16K - $2.66K
2.89K $404K
SXI
Standex International Corp

Industrials
390
+ 6.27%
$130.91 - $162.93 $51.1K - $63.5K
6.61K $1.03M
S
Sentinel One, Inc.

Technology
1.19K
+ 2.21%
$16.17 - $20.34 $19.2K - $24.2K
55K $1.01M
SRE
Sempra Energy

Utilities
77
+ 1.56%
$63.78 - $78.91 $4.91K - $6.08K
5K $378K
EGHT
8 X8 Inc

Technology
14.3K
New
$1.58 - $2.07 $22.6K - $29.6K
14.3K $27K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
318
+ 2.71%
$11.9 - $15.57 $3.78K - $4.95K
12.1K $185K
TNDM
Tandem Diabetes Care Inc

Healthcare
1.73K
+ 11.8%
$16.35 - $23.52 $28.2K - $40.6K
16.3K $304K
CHRS
Coherus Bio Sciences, Inc.

Healthcare
28.2K
New
$0.72 - $1.12 $20.3K - $31.5K
28.2K $20K
GPC
Genuine Parts CO

Consumer Cyclical
83
+ 1.82%
$105.54 - $129.09 $8.76K - $10.7K
4.64K $562K
WFRD
Weatherford International PLC

Energy
850
+ 10.87%
$39.17 - $54.26 $33.3K - $46.1K
8.67K $436K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
35
+ 1.62%
$91.62 - $109.97 $3.21K - $3.85K
2.2K $241K
SCHO
Schwab Short Term Us Treasury

ETFs
566
+ 0.64%
$24.19 - $24.45 $13.7K - $13.8K
89.4K $2.18M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
1.09K
+ 3.95%
$7.79 - $9.98 $8.51K - $10.9K
28.8K $266K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
570
+ 1.88%
$2.75 - $4.79 $1.57K - $2.73K
31K $114K
ODFL
Old Dominion Freight Line, Inc.

Industrials
167
+ 4.19%
$146.74 - $176.07 $24.5K - $29.4K
4.16K $674K
VRT
Vertiv Holdings CO

Industrials
167
+ 3.21%
N/A
5.37K $465K
RGNX
Regenxbio Inc.

Healthcare
411
+ 3.97%
$5.31 - $10.4 $2.18K - $4.27K
10.8K $88K
BANR
Banner Corp

Financial Services
128
+ 1.13%
$56.51 - $65.42 $7.23K - $8.37K
11.5K $734K
CHD
Church & Dwight CO Inc

Consumer Defensive
510
+ 18.55%
$91.57 - $110.76 $46.7K - $56.5K
3.26K $313K
RSG
Republic Services, Inc.

Industrials
12
+ 0.71%
$227.2 - $258.07 $2.73K - $3.1K
1.7K $420K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
121
+ 3.85%
$94.78 - $95.97 $11.5K - $11.6K
3.27K $312K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
170
+ 5.16%
$97.38 - $108.84 $16.6K - $18.5K
3.47K $344K
SCHV
Schwab Strategic Tr Us Large C

ETFs
40
+ 0.46%
$23.55 - $27.67 $942 - $1.11K
8.64K $239K
VRNT
Verint Systems Inc

Technology
300
+ 2.27%
N/A
13.5K $440K
A
Agilent Technologies, Inc.

Healthcare
9
+ 0.13%
$99.29 - $120.52 $894 - $1.08K
6.84K $807K
AIG
American International Group, Inc.

Financial Services
138
+ 4.11%
$77.56 - $87.72 $10.7K - $12.1K
3.5K $299K
AUB
Atlantic Union Bankshares Corp

Financial Services
209
+ 2.72%
$23.85 - $32.24 $4.98K - $6.74K
7.9K $246K
TRVI
Trevi Therapeutics, Inc.

Healthcare
3.31K
+ 22.04%
$5.28 - $7.06 $17.5K - $23.3K
18.3K $100K
HSTM
Healthstream Inc

Healthcare
1.73K
+ 18.81%
$26.6 - $34.07 $45.9K - $58.8K
10.9K $301K
EXPE
Expedia Group, Inc.

Consumer Cyclical
10
+ 0.15%
$136.63 - $176.62 $1.37K - $1.77K
6.57K $1.11M
LANC
Lancaster Colony Corp

Consumer Defensive
75
+ 2.03%
$159.67 - $192.9 $12K - $14.5K
3.77K $651K
SAFT
Safety Insurance Group Inc

Financial Services
9
+ 0.17%
$73.02 - $83.49 $657 - $751
5.46K $433K
SSP
E.W. Scripps CO

Communication Services
968
+ 5.16%
$1.93 - $3.12 $1.87K - $3.02K
19.7K $58K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
41
+ 0.68%
$45.12 - $46.23 $1.85K - $1.9K
6.05K $279K
ITW
Illinois Tool Works Inc

Industrials
17
+ 1.04%
$218.41 - $252.43 $3.71K - $4.29K
1.66K $409K
PFE
Pfizer Inc

Healthcare
4.97K
+ 4.66%
$21.59 - $24.84 $107K - $124K
112K $2.71M
AFG
American Financial Group Inc

Financial Services
103
+ 4.57%
$116.9 - $132.12 $12K - $13.6K
2.36K $297K
Intl Vontobel Com
456K
+ 7.21%
N/A
6.78M $0
Linde PLC
17
+ 0.3%
N/A
5.72K $0
Fidelis Insurance Holdings L
1.54K
+ 1.13%
N/A
137K $0
Zhihu Inc
45.7K
New
N/A
45.7K $0
CRH.L
Crh PLC

Basic Materials
730
+ 5.82%
N/A
13.3K $0
Anglogold Ashanti PLC
8.03K
New
N/A
8.03K $0
Intl Causeway Com
940K
+ 7.96%
N/A
12.7M $0
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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