Dorsey & Whitney Trust CO LLC Purchases in Q1 2025

Dorsey & Whitney Trust CO LLC

  • $1.69 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
684
+ 26.88%
$124.46 - $147.4 $85.1K - $101K
3.23K $459K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
133
+ 0.21%
$11.66 - $14.98 $1.55K - $1.99K
64.6K $880K
BX
Blackstone Inc.

Financial Services
2.01K
+ 41.38%
$136.53 - $186.74 $274K - $375K
6.85K $958K
HSY
Hershey CO

Consumer Defensive
655
+ 14.85%
$144.74 - $186.36 $94.8K - $122K
5.07K $866K
KLAC
Kla Corp

Technology
70
+ 4.92%
$636.62 - $777.63 $44.6K - $54.4K
1.49K $1.01M
TRV
Travelers Companies, Inc.

Financial Services
14
+ 0.3%
$232.43 - $265.13 $3.25K - $3.71K
4.76K $1.26M
DUK
Duke Energy Corp

Utilities
274
+ 4.79%
$105.87 - $121.97 $29K - $33.4K
5.99K $730K
PFE
Pfizer Inc

Healthcare
7.81K
+ 10.68%
$25.01 - $27.13 $195K - $212K
81K $2.05M
CASY
Caseys General Stores Inc

Consumer Cyclical
19
+ 0.73%
$378.71 - $442.54 $7.2K - $8.41K
2.64K $1.14M
DVN
Devon Energy Corp

Energy
1.76K
+ 20.32%
$33.15 - $38.55 $58.5K - $68K
10.4K $390K
MKC
Mccormick & CO Inc

Consumer Defensive
870
+ 20.62%
$71.24 - $84.73 $62K - $73.7K
5.09K $418K
EXC
Exelon Corp

Utilities
983
+ 16.1%
$37.3 - $46.08 $36.7K - $45.3K
7.09K $326K
HCA
Hca Healthcare, Inc.

Healthcare
74
+ 4.73%
$296.7 - $345.55 $22K - $25.6K
1.64K $566K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
4.59K
+ 29.53%
$12.89 - $15.19 $59.2K - $69.7K
20.1K $299K
EQT
Eqt Corp

Energy
876
+ 13.67%
$46.16 - $54.25 $40.4K - $47.5K
7.28K $389K
VTI
Vanguard Total Stock Market Et

ETFs
3.56K
+ 6.02%
$271.18 - $303.12 $965K - $1.08M
62.7K $17.2M
DELL
Dell Technologies Inc.

Technology
2.31K
+ 45.31%
$90.34 - $124.66 $209K - $288K
7.41K $675K
WDAY
Workday, Inc.

Technology
573
+ 29.61%
$233.53 - $277.82 $134K - $159K
2.51K $585K
DFAE
Dimensional ETF Tr

ETFs
2.98K
+ 32.68%
$24.64 - $26.86 $73.4K - $80K
12.1K $313K
BCS
Barclays PLC

Financial Services
531
+ 1.51%
$12.69 - $16.25 $6.74K - $8.63K
35.6K $547K
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.51K
+ 36.53%
$32.57 - $35.82 $81.7K - $89.8K
9.37K $310K
CRWD
Crowd Strike Holdings, Inc.

Technology
158
+ 8.0%
$308.86 - $455.36 $48.8K - $71.9K
2.13K $751K
VRSK
Verisk Analytics, Inc.

Industrials
152
+ 12.53%
$268.63 - $301.33 $40.8K - $45.8K
1.37K $406K
NRG
Nrg Energy, Inc.

Utilities
558
+ 22.12%
$84.82 - $113.33 $47.3K - $63.2K
3.08K $294K
NSC
Norfolk Southern Corp

Industrials
228
+ 4.02%
$227.69 - $259.76 $51.9K - $59.2K
5.91K $1.4M
UNM
Unum Group

Financial Services
54
+ 0.77%
$71.8 - $83.34 $3.88K - $4.5K
7.03K $572K
NGG
National Grid PLC

Utilities
529
+ 12.43%
$56.13 - $65.61 $29.7K - $34.7K
4.79K $314K
WMB
Williams Companies, Inc.

Energy
327
+ 5.15%
$54.02 - $61.09 $17.7K - $20K
6.68K $399K
ALL
Allstate Corp

Financial Services
43
+ 1.35%
$180.99 - $210.18 $7.78K - $9.04K
3.24K $670K
DLR
Digital Realty Trust, Inc.

Real Estate
1.33K
+ 33.15%
$142.1 - $183.56 $189K - $245K
5.35K $766K
MPC
Marathon Petroleum Corp

Energy
181
+ 4.22%
$134.72 - $159.03 $24.4K - $28.8K
4.47K $651K
KR
Kroger CO

Consumer Defensive
60
+ 0.79%
$58.36 - $67.72 $3.5K - $4.06K
7.65K $517K
ORCC
Owl Rock Capital Corp

Financial Services
3.91K
+ 24.44%
N/A
19.9K $266K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
500
+ 4.0%
$76.94 - $78.28 $38.5K - $39.1K
13K $1.02M
OGN
Organon & Co.

Healthcare
3.22K
+ 20.39%
$14.29 - $16.41 $46K - $52.9K
19K $283K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
38
+ 2.31%
$132.75 - $177.12 $5.04K - $6.73K
1.69K $257K
CBOE
Cboe Global Markets, Inc.

Financial Services
18
+ 1.26%
$190.84 - $226.29 $3.44K - $4.07K
1.45K $328K
DRI
Darden Restaurants Inc

Consumer Cyclical
91
+ 7.09%
$180.02 - $208.56 $16.4K - $19K
1.37K $285K
VONV
Vanguard Russell 1000 Value Et

ETFs
477
+ 13.2%
$80.21 - $86.14 $38.3K - $41.1K
4.09K $337K
OXY
Occidental Petroleum Corp

Energy
873
+ 16.61%
$45.45 - $52.7 $39.7K - $46K
6.13K $302K
PSA
Public Storage

Real Estate
143
+ 14.09%
$288.99 - $313.98 $41.3K - $44.9K
1.16K $346K
HRB
H&R Block Inc

Consumer Cyclical
459
+ 5.58%
$49.96 - $55.97 $22.9K - $25.7K
8.69K $476K
CEG
Constellation Energy Corp

Utilities
402
+ 23.96%
$201.63 - $347.44 $81.1K - $140K
2.08K $419K
VLO
Valero Energy Corp

Energy
178
+ 9.4%
$121.76 - $142.99 $21.7K - $25.5K
2.07K $273K
QCOM
Qualcomm Inc

Technology
278
+ 0.22%
$151.94 - $175.86 $42.2K - $48.9K
128K $19.6M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
575
+ 6.11%
$30.38 - $34.94 $17.5K - $20.1K
9.99K $341K
BK
Bank Of New York Mellon Corp

Financial Services
45
+ 0.89%
$75.42 - $88.95 $3.39K - $4K
5.1K $427K
BKR
Baker Hughes CO

Energy
64
+ 0.52%
$41.16 - $48.85 $2.63K - $3.13K
12.3K $541K
ZS
Zscaler, Inc.

Technology
12
+ 0.66%
$181.66 - $216.87 $2.18K - $2.6K
1.82K $361K
Activity Summary
Buys All Purchases 275 New Holdings 26 Increased Positions 249 Sells All Sells 299 Reductions 299 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Dorsey & Whitney Trust CO LLC Portfolio

Follow Dorsey & Whitney Trust CO LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dorsey & Whitney Trust CO LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dorsey & Whitney Trust CO LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email