Equitable Trust CO Purchases in Q1 2025

Equitable Trust CO

  • $1.74 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NSIT
Insight Enterprises Inc

Technology
1.76K
+ 33.66%
$149.36 - $174.13 $263K - $307K
7K $1.05M
ATRO
Astronics Corp

Industrials
10.4K
New
$15.6 - $26.5 $162K - $275K
10.4K $251K
ROAD
Construction Partners, Inc.

Industrials
3.38K
New
$67.61 - $93.18 $228K - $314K
3.38K $242K
NVS
Novartis Ag

Healthcare
1.99K
New
$97.14 - $115.57 $193K - $230K
1.99K $221K
WM
Waste Management Inc

Industrials
171
+ 2.88%
$200.54 - $233.78 $34.3K - $40K
6.12K $1.42M
VIG
Vanguard Dividend Appreciation

ETFs
1.15K
+ 7.74%
N/A
16K $2.91M
WEC
Wec Energy Group, Inc.

Utilities
1.89K
New
$92.12 - $108.98 $174K - $206K
1.89K $205K
DVY
Ishares Tr

ETFs
1.52K
New
$128.58 - $138.1 $195K - $210K
1.52K $204K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.5K
+ 123.94%
$62.43 - $84.12 $219K - $294K
6.32K $412K
MANH
Manhattan Associates Inc

Technology
1.17K
New
$163.5 - $295.1 $192K - $346K
1.17K $202K
MCK
Mckesson Corp

Healthcare
1
+ 0.05%
$566.21 - $672.99 $566 - $673
1.88K $1.26M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.56K
+ 21.01%
$114.9 - $139.6 $294K - $357K
14.7K $1.73M
WFC
Wells Fargo & Company

Financial Services
1.94K
+ 8.12%
$66.78 - $81.42 $130K - $158K
25.9K $1.86M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.5K
+ 1.14%
$51.52 - $52.37 $77.4K - $78.7K
133K $6.97M
RLI
Rli Corp

Financial Services
5.18K
+ 175.69%
$71.75 - $163.21 $372K - $846K
8.13K $653K
BDX
Becton Dickinson & CO

Healthcare
543
+ 6.52%
$222.79 - $249.08 $121K - $135K
8.87K $2.03M
III
Information Services Group Inc.

Technology
10.3K
+ 6.46%
$2.98 - $4.0 $30.6K - $41.1K
170K $663K
WTM
White Mountains Insurance Group LTD

Financial Services
72
+ 14.97%
$1818.58 - $1983.07 $131K - $143K
553 $1.06M
KMB
Kimberly Clark Corp

Consumer Defensive
137
+ 1.51%
$124.46 - $147.4 $17.1K - $20.2K
9.2K $1.31M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
953
+ 24.97%
$254.58 - $302.92 $243K - $289K
4.77K $1.22M
EOG
Eog Resources Inc

Energy
641
+ 10.09%
$120.54 - $138.05 $77.3K - $88.5K
6.99K $896K
MEDP
Medpace Holdings, Inc.

Healthcare
580
+ 25.08%
$304.69 - $360.97 $177K - $209K
2.89K $881K
BAC
Bank Of America Corp

Financial Services
17.8K
+ 6.21%
$39.61 - $47.74 $705K - $850K
304K $12.7M
IDXX
Idexx Laboratories Inc

Healthcare
214
+ 13.09%
$406.29 - $469.04 $86.9K - $100K
1.85K $776K
ASUR
Asure Software Inc

Technology
8.36K
+ 9.06%
$9.16 - $12.62 $76.6K - $106K
101K $960K
ADUS
Addus Home Care Corp

Healthcare
2.8K
+ 39.44%
$89.83 - $135.92 $251K - $380K
9.9K $978K
ZTS
Zoetis Inc.

Healthcare
274
+ 1.11%
$156.48 - $175.67 $42.9K - $48.1K
25K $4.11M
TREX
Trex CO Inc

Industrials
1.98K
+ 52.46%
$54.0 - $74.44 $107K - $148K
5.76K $334K
LGND
Ligand Pharmaceuticals Inc

Healthcare
755
+ 19.97%
$105.14 - $122.23 $79.4K - $92.3K
4.54K $476K
AAON
Aaon, Inc.

Industrials
1.98K
+ 90.02%
$73.52 - $136.95 $146K - $272K
4.19K $327K
UPS
United Parcel Service Inc

Industrials
1.33K
+ 26.97%
$109.66 - $136.26 $146K - $181K
6.26K $688K
UBER
Uber Technologies, Inc

Technology
257
+ 7.3%
$63.17 - $81.49 $16.2K - $20.9K
3.78K $275K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
902
+ 24.27%
$55.47 - $61.45 $50K - $55.4K
4.62K $272K
XEL
Xcel Energy Inc

Utilities
63
+ 0.37%
$63.37 - $72.1 $3.99K - $4.54K
17.2K $1.22M
LSTR
Landstar System Inc

Industrials
828
+ 25.05%
$146.63 - $177.82 $121K - $147K
4.13K $620K
ELAN
Elanco Animal Health Inc

Healthcare
24.1K
+ 19.18%
$10.04 - $12.47 $242K - $301K
150K $1.57M
RMBS
Rambus Inc

Technology
1.1K
+ 18.96%
$51.55 - $68.59 $56.4K - $75.1K
6.87K $355K
ABNB
Airbnb, Inc.

Consumer Cyclical
909
+ 17.75%
$119.38 - $161.42 $109K - $147K
6.03K $720K
EW
Edwards Lifesciences Corp

Healthcare
2.23K
+ 3.05%
$67.95 - $76.19 $152K - $170K
75.3K $5.46M
PRDO
Perdoceo Education Corp

Consumer Defensive
2.41K
+ 21.6%
$24.21 - $29.15 $58.4K - $70.3K
13.6K $341K
WSO
Watsco Inc

Industrials
10
+ 0.84%
$463.86 - $530.75 $4.64K - $5.31K
1.2K $607K
IWN
Ishares Russell2000 Val ETF

ETFs
410
+ 26.5%
$149.27 - $169.4 $61.2K - $69.5K
1.96K $295K
ISRG
Intuitive Surgical Inc

Healthcare
234
+ 8.01%
$476.63 - $610.45 $112K - $143K
3.15K $1.56M
FE
Firstenergy Corp

Utilities
266
+ 1.19%
$37.95 - $43.5 $10.1K - $11.6K
22.7K $916K
IWR
Ishares Russell Mid Cap ETF

ETFs
488
+ 9.83%
$82.81 - $92.93 $40.4K - $45.3K
5.45K $463K
AZEK
Azek CO Inc.

Industrials
89
+ 0.85%
$39.61 - $52.0 $3.53K - $4.63K
10.6K $518K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
942
+ 7.05%
$19.28 - $22.3 $18.2K - $21K
14.3K $275K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
95
+ 1.75%
$49.75 - $50.27 $4.73K - $4.78K
5.54K $277K
LANC
Lancaster Colony Corp

Consumer Defensive
5
+ 0.25%
$166.07 - $196.44 $830 - $982
2.01K $352K
Activity Summary
Buys All Purchases 166 New Holdings 18 Increased Positions 148 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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