Dynamic Advisor Solutions LLC Purchases in Q1 2025

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
375
+ 4.07%
$555.63 - $630.23 $208K - $236K
9.59K $5.89M
BSX
Boston Scientific Corp

Healthcare
388
+ 8.13%
$89.38 - $106.18 $34.7K - $41.2K
5.16K $520K
JCI
Johnson Controls International PLC

Industrials
1.1K
+ 22.41%
$76.12 - $90.6 $83.4K - $99.3K
5.99K $479K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
4.54K
+ 6.4%
$15.0 - $15.91 $68.1K - $72.2K
75.5K $1.18M
WIT
Wipro LTD

Technology
29.4K
New
$3.0 - $3.77 $88.3K - $111K
29.4K $90K
BP
Bp PLC

Energy
457
+ 2.64%
$29.93 - $35.31 $13.7K - $16.1K
17.8K $600K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
842
+ 17.0%
$100.34 - $100.68 $84.5K - $84.8K
5.8K $583K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
29.9K
New
$2.86 - $9.78 $85.5K - $293K
29.9K $85K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
2K
+ 11.64%
$51.3 - $56.76 $103K - $114K
19.2K $1.02M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
104
+ 5.93%
$208.48 - $244.03 $21.7K - $25.4K
1.86K $453K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
1.17K
+ 16.67%
$50.99 - $55.74 $59.5K - $65K
8.17K $443K
TIP
Ishares Tr Tips Bd ETF

ETFs
333
+ 3.72%
$106.22 - $111.09 $35.4K - $37K
9.28K $1.03M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
1.24K
+ 5.65%
$17.67 - $20.85 $22K - $25.9K
23.3K $485K
CYBR
Cyber Ark Software Ltd.

Technology
212
+ 17.06%
$312.8 - $414.31 $66.3K - $87.8K
1.46K $491K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
8.04K
+ 22.96%
$7.63 - $8.31 $61.3K - $66.8K
43K $346K
ALL
Allstate Corp

Financial Services
99
+ 2.58%
$180.99 - $210.18 $17.9K - $20.8K
3.94K $816K
ICFI
Icf International, Inc.

Industrials
1.89K
+ 74.88%
$77.68 - $133.28 $147K - $252K
4.42K $375K
AVLV
American Centy ETF Tr Avantis
1.93K
+ 5.82%
$63.51 - $70.42 $123K - $136K
35.1K $2.29M
STE
Steris PLC

Healthcare
230
+ 23.64%
$202.46 - $232.74 $46.6K - $53.5K
1.2K $272K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.28K
+ 14.82%
$48.31 - $49.23 $61.9K - $63.1K
9.93K $488K
GUT
Gabelli Utility Trust

Financial Services
12.5K
New
$5.11 - $5.55 $63.9K - $69.4K
12.5K $66K
FANG
Diamondback Energy, Inc.

Energy
494
+ 13.97%
$139.9 - $180.18 $69.1K - $89K
4.03K $644K
BSCU
Invesco Exc Self Ind Tr

ETFs
3.52K
+ 15.76%
$16.2 - $16.64 $57.1K - $58.6K
25.9K $429K
NEE
Nextera Energy Inc

Utilities
1.26K
+ 3.93%
$66.96 - $76.16 $84.6K - $96.2K
33.4K $2.37M
AIG
American International Group, Inc.

Financial Services
81
+ 1.99%
$70.5 - $86.94 $5.71K - $7.04K
4.15K $360K
OTIS
Otis Worldwide Corp

Industrials
372
+ 16.0%
$90.77 - $104.01 $33.8K - $38.7K
2.7K $278K
WTW
Willis Towers Watson PLC

Financial Services
35
+ 1.77%
$306.61 - $340.78 $10.7K - $11.9K
2.02K $681K
BOND
Pimco Active Bond Exchange Tra

ETFs
576
+ 12.61%
$89.27 - $92.9 $51.4K - $53.5K
5.15K $475K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.83K
+ 16.9%
$20.05 - $20.4 $56.7K - $57.7K
19.6K $398K
ETR
Entergy Corp

Utilities
89
+ 1.68%
$75.26 - $87.89 $6.7K - $7.82K
5.4K $461K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
181
+ 0.81%
$26.47 - $29.92 $4.79K - $5.42K
22.5K $657K
HEFA
Ishares Currency Hedged Msci E

ETFs
9
+ 0.02%
$34.83 - $37.52 $313 - $338
37.6K $1.36M
MGF
Mfs Government Markets Income Trust

Financial Services
16.8K
+ 35.59%
$3.03 - $3.17 $50.9K - $53.3K
64.1K $203K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.25K
+ 12.59%
$22.42 - $23.22 $50.4K - $52.2K
20.1K $462K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
409
+ 0.55%
$7.5 - $8.48 $3.07K - $3.47K
75.3K $631K
HYG
Ishares Tr

ETFs
596
+ 2.1%
$78.51 - $80.11 $46.8K - $47.7K
28.9K $2.28M
AVTR
Avantor, Inc.

Basic Materials
10.4K
+ 43.92%
$15.5 - $22.57 $162K - $235K
34.2K $554K
DXCM
Dexcom Inc

Healthcare
1.33K
+ 34.16%
$67.74 - $90.75 $90.3K - $121K
5.24K $357K
IR
Ingersoll Rand Inc.

Industrials
1.95K
+ 19.73%
$79.44 - $94.23 $155K - $184K
11.8K $946K
PLD
Prologis, Inc.

Real Estate
167
+ 3.13%
$103.59 - $124.04 $17.3K - $20.7K
5.51K $615K
BTI
British American Tobacco P.L.C.

Consumer Defensive
81
+ 0.85%
$35.35 - $42.74 $2.86K - $3.46K
9.61K $397K
NXPI
Nxp Semiconductors N.V.

Technology
698
+ 15.23%
$189.99 - $245.86 $133K - $172K
5.28K $1M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
895
+ 6.33%
$62.72 - $71.92 $56.1K - $64.4K
15K $947K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
1.66K
+ 4.12%
$22.41 - $23.19 $37.2K - $38.4K
41.9K $956K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
1.01K
+ 2.79%
$30.59 - $33.02 $30.8K - $33.2K
37K $1.18M
MPLX
Mplx LP

Energy
4
+ 0.05%
$47.88 - $54.65 $192 - $219
8.04K $430K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
859
+ 10.88%
$50.87 - $51.09 $43.7K - $43.9K
8.76K $447K
LQD
Ishares Iboxx $ Investment Gra

ETFs
294
+ 3.52%
$105.1 - $109.61 $30.9K - $32.2K
8.65K $938K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.66K
+ 11.37%
$48.06 - $53.73 $80K - $89.4K
16.3K $794K
Activity Summary
Buys All Purchases 589 New Holdings 239 Increased Positions 350 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 2 Puts 1
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