Forum Financial Management, LP Purchases in Q3 2025

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NDAQ
Nasdaq, Inc.

Financial Services
15
+ 0.23%
$86.73 - $96.94 $1.3K - $1.45K
6.6K $584K
RRC
Range Resources Corp

Energy
519
+ 6.43%
$32.79 - $39.33 $17K - $20.4K
8.59K $323K
MQ
Marqeta, Inc.

Technology
3
+ 0.03%
$5.28 - $6.83 $15.8 - $20.5
10.2K $53K
WSFS
Wsfs Financial Corp

Financial Services
1
+ 0.02%
$53.34 - $59.17 $53.3 - $59.2
5.73K $309K
AGO
Assured Guaranty LTD

Financial Services
1
+ 0.04%
$80.41 - $86.64 $80.4 - $86.6
2.57K $217K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1
+ 0.05%
$123.13 - $140.8 $123 - $141
2.14K $274K
ACN
Accenture PLC

Technology
1.07K
+ 20.62%
$232.56 - $304.78 $248K - $325K
6.23K $1.54M
PAYO
Payoneer Global Inc.

Technology
2
+ 0.02%
$6.05 - $7.42 $12.1 - $14.8
10K $60K
SPGI
S&P Global Inc.

Financial Services
240
+ 7.75%
$484.94 - $564.15 $116K - $135K
3.34K $1.62M
LUV
Southwest Airlines CO

Industrials
14
+ 0.08%
$29.06 - $37.7 $407 - $528
18K $572K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
1
+ 0.05%
$98.64 - $113.55 $98.6 - $114
2.03K $210K
GWW
W.W. Grainger, Inc.

Industrials
23
+ 6.32%
$932.44 - $1059.49 $21.4K - $24.4K
387 $368K
CALM
Cal Maine Foods Inc

Consumer Defensive
6
+ 0.27%
$94.1 - $119.16 $565 - $715
2.26K $212K
PB
Prosperity Bancshares Inc

Financial Services
21
+ 0.57%
$65.12 - $74.71 $1.37K - $1.57K
3.71K $246K
KMB
Kimberly Clark Corp

Consumer Defensive
268
+ 2.64%
$121.72 - $136.77 $32.6K - $36.7K
10.4K $1.3M
MAT
Mattel Inc

Consumer Cyclical
1.34K
+ 11.09%
$16.66 - $20.55 $22.3K - $27.5K
13.4K $225K
ABNB
Airbnb, Inc.

Consumer Cyclical
200
+ 5.77%
$118.3 - $142.16 $23.7K - $28.4K
3.66K $444K
SNV
Synovus Financial Corp

Financial Services
1
+ 0.02%
$46.55 - $59.6 $46.6 - $59.6
5.46K $267K
TGT
Target Corp

Consumer Defensive
223
+ 5.46%
$86.56 - $107.43 $19.3K - $24K
4.31K $386K
TRGP
Targa Resources Corp.

Energy
2
+ 0.07%
$160.52 - $174.4 $321 - $349
2.79K $467K
ARMK
Aramark

Industrials
1
+ 0.02%
$37.46 - $44.15 $37.5 - $44.2
5.52K $212K
MKC
Mccormick & CO Inc

Consumer Defensive
410
+ 7.9%
$64.3 - $77.17 $26.4K - $31.6K
5.6K $374K
ARES
Ares Management Corp

Financial Services
1
+ 0.07%
$159.89 - $192.76 $160 - $193
1.48K $236K
RS
Reliance Steel & Aluminum CO

Basic Materials
101
+ 6.49%
$277.33 - $343.66 $28K - $34.7K
1.66K $465K
FTV
Fortive Corp

Technology
195
+ 1.9%
$46.55 - $53.34 $9.08K - $10.4K
10.5K $512K
EQH
Equitable Holdings, Inc.

Financial Services
46
+ 0.92%
$50.09 - $55.88 $2.3K - $2.57K
5.02K $254K
LKQ
Lkq Corp

Consumer Cyclical
1.02K
+ 11.66%
$29.24 - $39.21 $29.9K - $40.1K
9.79K $298K
AXS
Axis Capital Holdings LTD

Financial Services
1
+ 0.03%
$93.33 - $102.44 $93.3 - $102
3.4K $325K
EXEL
Exelixis, Inc.

Healthcare
2
+ 0.02%
$36.22 - $46.25 $72.4 - $92.5
9.54K $393K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
2
+ 0.02%
$25.83 - $30.45 $51.7 - $60.9
10.6K $292K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.04%
$146.04 - $167.63 $146 - $168
2.63K $412K
HLN
Haleon PLC

Healthcare
1.53K
+ 4.99%
$8.72 - $10.35 $13.3K - $15.8K
32.2K $288K
APO
Apollo Global Management, Inc.

Financial Services
112
+ 2.18%
$131.55 - $156.05 $14.7K - $17.5K
5.25K $700K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
13
+ 0.2%
$39.13 - $48.22 $509 - $627
6.6K $260K
RELX
Relx PLC

Communication Services
592
+ 6.43%
$45.13 - $54.19 $26.7K - $32.1K
9.79K $467K
T
At&T Inc.

Communication Services
2.91K
+ 1.77%
$26.94 - $29.62 $78.4K - $86.2K
167K $4.71M
KR
Kroger CO

Consumer Defensive
67
+ 0.75%
$64.52 - $74.35 $4.32K - $4.98K
8.96K $603K
KO
Coca Cola CO

Consumer Defensive
2.28K
+ 5.44%
$65.67 - $71.67 $149K - $163K
44.1K $2.92M
EQT
Eqt Corp

Energy
225
+ 1.83%
$49.19 - $59.19 $11.1K - $13.3K
12.5K $681K
PINS
Pinterest, Inc.

Communication Services
863
+ 5.01%
$32.17 - $39.17 $27.8K - $33.8K
18.1K $581K
CL
Colgate Palmolive CO

Consumer Defensive
238
+ 4.71%
$79.36 - $93.33 $18.9K - $22.2K
5.29K $423K
DT
Dynatrace, Inc.

Technology
173
+ 2.65%
$46.04 - $56.64 $7.96K - $9.8K
6.71K $324K
NOK
Nokia Corp

Technology
6.74K
+ 3.58%
$4.05 - $5.23 $27.3K - $35.3K
195K $938K
WHR
Whirlpool Corp

Consumer Cyclical
247
+ 9.68%
$77.47 - $110.59 $19.1K - $27.3K
2.8K $219K
FLR
Fluor Corp

Industrials
472
+ 7.15%
$39.99 - $56.77 $18.9K - $26.8K
7.07K $297K
LPLA
Lpl Financial Holdings Inc.

Financial Services
3
+ 0.3%
$332.69 - $399.0 $998 - $1.2K
1.02K $339K
CME
Cme Group Inc.

Financial Services
1
+ 0.01%
$258.83 - $287.1 $259 - $287
8.03K $2.17M
CRS
Carpenter Technology Corp

Industrials
1
+ 0.07%
$232.4 - $287.42 $232 - $287
1.45K $357K
CTSH
Cognizant Technology Solutions Corp

Technology
829
+ 8.76%
$66.67 - $80.98 $55.3K - $67.1K
10.3K $690K
Activity Summary
Buys All Purchases 732 New Holdings 111 Increased Positions 621 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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