Forum Financial Management, LP Purchases and Sells in Q1 2025

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025

Top Buys

Incresed Positions

369 operations
Stock Shares change Price Range Shares Held Trade History
135K
+ 1.79%
$97.25 - $104.79 $13.1M - $14.1M
7.65M $794M
253K
+ 1.55%
$25.35 - $27.46 $6.43M - $6.96M
16.6M $439M
64.3K
+ 94.18%
$156.06 - $207.71 $10M - $13.4M
133K $20.7M
56.8K
+ 71.74%
$154.33 - $206.19 $8.76M - $11.7M
136K $21M
504
+ 0.1%
$64.98 - $124.62 $32.7K - $62.8K
511K $43.1M
409
+ 0.7%
$169.2 - $216.66 $69.2K - $88.6K
59.2K $12.4M
View all

New Holdings

117 operations
Stock Shares change Price Range Shares Held Trade History
351K
New
$258.59 - $327.36 $90.7M - $115M
351K $109M
316K
New
$209.68 - $247.1 $66.3M - $78.2M
316K $70.3M
112K
New
$190.26 - $242.06 $21.4M - $27.2M
112K $21.4M
58.5K
New
$111.1 - $140.22 $6.5M - $8.21M
58.5K $7.76M
105K
New
$39.61 - $47.74 $4.14M - $4.99M
105K $4.36M
17.8K
New
$180.99 - $210.18 $3.21M - $3.73M
17.8K $3.68M
View all

Top Sells

Reduced Positions

277 operations
Stock Shares change Price Range Shares Held Trade History
-67.9K
- 0.76%
$50.44 - $58.1 $3.43M - $3.95M
8.88M $457M
-139K
- 25.31%
$50.79 - $52.53 $7.05M - $7.3M
410K $21M
-61.3K
- 36.67%
$104.71 - $107.69 $6.42M - $6.6M
106K $11.2M
-29K
- 2.3%
$59.61 - $66.71 $1.73M - $1.94M
1.23M $74.5M
-7.07K
- 25.39%
$222.15 - $428.22 $1.57M - $3.03M
20.8K $5.39M
-7.75K
- 4.08%
$106.98 - $149.43 $829K - $1.16M
182K $19.8M
View all
Activity Summary
Buys All Purchases 486 New Holdings 117 Increased Positions 369 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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