Forum Financial Management, LP Purchases in Q1 2025

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EPD
Enterprise Products Partners L.P.

Energy
195
+ 1.01%
$31.75 - $34.14 $6.19K - $6.66K
19.6K $667K
MELI
Mercadolibre Inc

Consumer Cyclical
6
+ 3.11%
$1739.0 - $2260.0 $10.4K - $13.6K
199 $388K
FDX
Fedex Corp

Industrials
771
+ 22.45%
$230.33 - $281.53 $178K - $217K
4.21K $1.03M
TTWO
Take Two Interactive Software Inc

Communication Services
6
+ 0.25%
$178.61 - $217.95 $1.07K - $1.31K
2.42K $502K
AM
Antero Midstream Corp

Energy
42
+ 0.22%
$15.47 - $18.04 $650 - $758
18.9K $339K
WBD
Warner Bros. Discovery, Inc.

Communication Services
4.65K
+ 10.76%
$9.47 - $11.46 $44K - $53.3K
47.9K $513K
AON
Aon PLC

Financial Services
40
+ 4.21%
$348.44 - $409.32 $13.9K - $16.4K
990 $395K
UNM
Unum Group

Financial Services
2
+ 0.03%
$71.8 - $83.34 $144 - $167
6.3K $512K
BKR
Baker Hughes CO

Energy
5
+ 0.03%
$41.16 - $48.85 $206 - $244
17K $748K
INTU
Intuit Inc

Technology
115
+ 7.93%
$555.63 - $630.23 $63.9K - $72.5K
1.57K $960K
LNG
Cheniere Energy, Inc.

Energy
5
+ 0.18%
$209.32 - $253.66 $1.05K - $1.27K
2.83K $654K
HSY
Hershey CO

Consumer Defensive
229
+ 5.01%
$144.74 - $186.36 $33.1K - $42.7K
4.8K $820K
EXPD
Expeditors International Of Washington Inc

Industrials
194
+ 8.02%
$109.09 - $126.48 $21.2K - $24.5K
2.61K $314K
VEEV
Veeva Systems Inc

Healthcare
1
+ 0.05%
$210.58 - $246.8 $211 - $247
2.15K $496K
ADT
Adt Inc.

Industrials
1.45K
+ 5.16%
$6.87 - $8.23 $9.93K - $11.9K
29.4K $239K
L
Loews Corp

Financial Services
2
+ 0.03%
$81.13 - $91.91 $162 - $184
6.12K $562K
PFG
Principal Financial Group Inc

Financial Services
2
+ 0.03%
$76.34 - $89.04 $153 - $178
6.45K $543K
KMX
Carmax Inc

Consumer Cyclical
763
+ 19.68%
$69.25 - $89.19 $52.8K - $68.1K
4.64K $361K
DT
Dynatrace, Inc.

Technology
1.66K
+ 34.87%
$47.15 - $62.42 $78.1K - $103K
6.41K $302K
DTM
Dt Midstream, Inc.

Energy
561
+ 16.54%
$86.95 - $113.75 $48.8K - $63.8K
3.95K $381K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
62
+ 0.52%
$58.01 - $64.46 $3.6K - $4K
11.9K $737K
CARR
Carrier Global Corp

Industrials
1.22K
+ 16.47%
$62.07 - $70.55 $75.5K - $85.9K
8.61K $545K
AXS
Axis Capital Holdings LTD

Financial Services
65
+ 2.26%
$85.54 - $100.24 $5.56K - $6.52K
2.94K $294K
RBLX
Roblox Corp

Communication Services
643
+ 16.65%
$53.77 - $75.47 $34.6K - $48.5K
4.5K $262K
SJM
J M Smucker CO

Consumer Defensive
116
+ 3.87%
$100.41 - $118.41 $11.6K - $13.7K
3.11K $368K
PL
Planet Labs Pbc

Industrials
11.5K
New
$3.38 - $6.49 $38.9K - $74.7K
11.5K $38K
OTIS
Otis Worldwide Corp

Industrials
62
+ 2.14%
$90.77 - $104.01 $5.63K - $6.45K
2.96K $304K
TAP
Molson Coors Beverage CO

Consumer Defensive
301
+ 5.78%
$52.44 - $62.91 $15.8K - $18.9K
5.51K $335K
SG
Sweetgreen, Inc.

Consumer Cyclical
3.79K
+ 46.73%
$21.47 - $34.94 $81.4K - $132K
11.9K $297K
ECL
Ecolab Inc.

Basic Materials
40
+ 2.84%
$229.72 - $269.82 $9.19K - $10.8K
1.45K $367K
LBRDK
Liberty Broadband Corp

Communication Services
2
+ 0.05%
$73.49 - $88.64 $147 - $177
3.68K $312K
KLAC
Kla Corp

Technology
1
+ 0.14%
$636.62 - $777.63 $637 - $778
730 $496K
CSGP
Costar Group, Inc.

Real Estate
75
+ 1.87%
$69.29 - $80.37 $5.2K - $6.03K
4.08K $323K
JKHY
Henry Jack & Associates Inc

Technology
137
+ 10.24%
$166.47 - $191.28 $22.8K - $26.2K
1.48K $269K
WSO
Watsco Inc

Industrials
35
+ 6.94%
$463.86 - $530.75 $16.2K - $18.6K
539 $273K
STX
Seagate Technology Holdings PLC

Technology
477
+ 11.3%
$84.92 - $108.42 $40.5K - $51.7K
4.7K $399K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2
+ 0.04%
$74.85 - $84.89 $150 - $170
5.61K $458K
CRWD
Crowd Strike Holdings, Inc.

Technology
59
+ 4.69%
$308.86 - $455.36 $18.2K - $26.9K
1.32K $464K
RS
Reliance Steel & Aluminum CO

Basic Materials
3
+ 0.19%
$266.61 - $302.66 $800 - $908
1.62K $468K
VRSK
Verisk Analytics, Inc.

Industrials
53
+ 6.57%
$268.63 - $301.33 $14.2K - $16K
860 $255K
TDY
Teledyne Technologies Inc

Technology
15
+ 1.99%
$455.51 - $518.84 $6.83K - $7.78K
768 $382K
RRC
Range Resources Corp

Energy
21
+ 0.26%
$35.22 - $41.29 $740 - $867
8.07K $322K
INGR
Ingredion Inc

Consumer Defensive
280
+ 12.71%
$125.6 - $137.36 $35.2K - $38.5K
2.48K $335K
CASY
Caseys General Stores Inc

Consumer Cyclical
1
+ 0.12%
$378.71 - $442.54 $379 - $443
802 $348K
FDS
Factset Research Systems Inc

Financial Services
97
+ 18.73%
$427.5 - $476.51 $41.5K - $46.2K
615 $279K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
236
+ 11.85%
$120.07 - $144.17 $28.3K - $34K
2.23K $276K
DUK
Duke Energy Corp

Utilities
2
+ 0.1%
$105.87 - $121.97 $212 - $244
2.06K $251K
FTI
Technip Fmc PLC

Energy
41
+ 0.38%
$25.3 - $32.57 $1.04K - $1.34K
10.8K $340K
EBAY
Ebay Inc

Consumer Cyclical
37
+ 0.79%
$61.61 - $70.93 $2.28K - $2.62K
4.72K $319K
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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