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
ONB
Old National Bancorp

Financial Services
345
+ 1.68%
$20.11 - $24.45 $6.94K - $8.44K
20.9K $442K
VOYA
Voya Financial, Inc.

Financial Services
12
+ 0.32%
$65.1 - $75.67 $781 - $908
3.71K $251K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
15
+ 0.35%
$58.09 - $67.05 $871 - $1.01K
4.29K $257K
BOKF
Bok Financial Corp

Financial Services
4
+ 0.17%
$98.85 - $114.26 $395 - $457
2.37K $246K
ALXO
Alx Oncology Holdings Inc

Healthcare
10.8K
+ 95.16%
$0.62 - $1.86 $6.67K - $20K
22.1K $13K
IP
International Paper CO

Consumer Cyclical
6
+ 0.05%
$49.38 - $60.09 $296 - $361
11.4K $610K
EMN
Eastman Chemical CO

Basic Materials
52
+ 1.54%
$87.05 - $103.47 $4.53K - $5.38K
3.44K $302K
JLL
Jones Lang Lasalle Inc

Real Estate
3
+ 0.19%
$238.0 - $284.76 $714 - $854
1.56K $386K
PLUG
Plug Power Inc

Industrials
3.98K
+ 24.74%
$1.34 - $3.15 $5.33K - $12.5K
20K $27K
IFF
International Flavors & Fragrances Inc

Basic Materials
247
+ 6.32%
$76.48 - $87.72 $18.9K - $21.7K
4.15K $322K
NDAQ
Nasdaq, Inc.

Financial Services
5
+ 0.09%
$72.17 - $83.76 $361 - $419
5.81K $441K
CG
Carlyle Group Inc.

Financial Services
844
+ 12.91%
$40.03 - $56.96 $33.8K - $48.1K
7.38K $321K
MHK
Mohawk Industries Inc

Consumer Cyclical
16
+ 0.7%
$110.92 - $130.83 $1.77K - $2.09K
2.31K $263K
CRL
Charles River Laboratories International, Inc.

Healthcare
285
+ 18.21%
$150.52 - $190.14 $42.9K - $54.2K
1.85K $278K
USFD
Us Foods Holding Corp.

Consumer Defensive
5
+ 0.1%
$63.38 - $72.02 $317 - $360
5.15K $337K
KEX
Kirby Corp

Industrials
2
+ 0.09%
$95.1 - $112.81 $190 - $226
2.2K $222K
LFST
Life Stance Health Group, Inc.

Healthcare
11
+ 0.07%
$6.6 - $8.17 $72.6 - $89.9
15K $99K
ATI
Allegheny Technologies Inc

Industrials
10
+ 0.26%
$50.0 - $65.86 $500 - $659
3.91K $203K
JXN
Jackson Financial Inc.

Financial Services
10
+ 0.29%
$79.36 - $97.88 $794 - $979
3.46K $289K
PH
Parker Hannifin Corp

Industrials
45
+ 3.3%
$591.65 - $707.05 $26.6K - $31.8K
1.41K $857K
CPB
Campbell Soup CO

Consumer Defensive
2
+ 0.03%
$37.29 - $42.04 $74.6 - $84.1
6.3K $251K
RNR
Renaissancere Holdings LTD

Financial Services
1
+ 0.07%
$226.55 - $263.22 $227 - $263
1.39K $334K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
776
+ 16.36%
$43.49 - $58.8 $33.7K - $45.6K
5.52K $239K
HQY
Healthequity, Inc.

Healthcare
59
+ 2.64%
$84.32 - $114.51 $4.97K - $6.76K
2.29K $202K
MLI
Mueller Industries Inc

Industrials
1
+ 0.03%
$76.14 - $82.67 $76.1 - $82.7
3.89K $296K
AIT
Applied Industrial Technologies Inc

Industrials
3
+ 0.31%
$218.93 - $269.18 $657 - $808
983 $221K
OMF
One Main Holdings, Inc.

Financial Services
13
+ 0.29%
$45.35 - $58.06 $590 - $755
4.54K $221K
PFGC
Performance Food Group CO

Consumer Defensive
54
+ 1.67%
$74.86 - $90.93 $4.04K - $4.91K
3.28K $258K
SWK
Stanley Black & Decker, Inc.

Industrials
17
+ 0.35%
$76.43 - $90.41 $1.3K - $1.54K
4.83K $371K
CMC
Commercial Metals CO

Basic Materials
12
+ 0.28%
$43.22 - $53.05 $519 - $637
4.36K $200K
UFPI
Ufp Industries Inc

Basic Materials
4
+ 0.14%
$103.91 - $118.67 $416 - $475
2.86K $306K
CADE
Cadence Bank

Financial Services
319
+ 5.08%
$29.1 - $35.93 $9.28K - $11.5K
6.6K $200K
MORN
Morningstar, Inc.

Financial Services
27
+ 4.08%
$282.49 - $334.73 $7.63K - $9.04K
689 $206K
CLF
Cleveland Cliffs Inc.

Basic Materials
45
+ 0.33%
$8.22 - $12.02 $370 - $541
13.8K $113K
EFX
Equifax Inc

Industrials
1
+ 0.07%
$235.63 - $278.34 $236 - $278
1.44K $351K
OMC
Omnicom Group Inc.

Communication Services
16
+ 0.3%
$79.43 - $88.34 $1.27K - $1.41K
5.31K $439K
FNB
Fnb Corp

Financial Services
29
+ 0.22%
$13.08 - $15.95 $379 - $463
13.3K $178K
MET
Metlife Inc

Financial Services
42
+ 0.31%
$77.7 - $87.0 $3.26K - $3.65K
13.5K $1.08M
GPI
Group 1 Automotive Inc

Consumer Cyclical
15
+ 2.51%
$375.96 - $484.08 $5.64K - $7.26K
612 $233K
FANG
Diamondback Energy, Inc.

Energy
2
+ 0.04%
$139.9 - $180.18 $280 - $360
4.96K $793K
RPM
Rpm International Inc

Basic Materials
5
+ 0.18%
$114.03 - $128.31 $570 - $642
2.72K $314K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1
+ 0.04%
$141.31 - $175.89 $141 - $176
2.33K $334K
KD
Kyndryl Holdings, Inc.

Technology
51
+ 0.72%
$31.32 - $43.45 $1.6K - $2.22K
7.17K $225K
TXT
Textron Inc

Industrials
30
+ 0.57%
$70.19 - $81.2 $2.11K - $2.44K
5.33K $384K
WBS
Webster Financial Corp

Financial Services
3
+ 0.05%
$47.55 - $61.41 $143 - $184
5.87K $302K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2
+ 0.05%
$68.37 - $87.97 $137 - $176
4.1K $281K
ZION
Zions Bancorporation, National Association

Financial Services
13
+ 0.25%
$47.0 - $59.03 $611 - $767
5.14K $256K
SNV
Synovus Financial Corp

Financial Services
5
+ 0.1%
$43.7 - $56.87 $219 - $284
4.97K $232K
WAL
Western Alliance Bancorporation

Financial Services
14
+ 0.39%
$72.65 - $94.0 $1.02K - $1.32K
3.62K $278K
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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