Global Financial Private Client, LLC Purchases in Q1 2025

Global Financial Private Client, LLC

  • $262 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WTW
Willis Towers Watson PLC

Financial Services
6
+ 200.0%
$306.61 - $340.78 $1.84K - $2.04K
9 $3.04M
ORI
Old Republic International Corp

Financial Services
52
+ 260.0%
$33.46 - $39.22 $1.74K - $2.04K
72 $2.82M
ITW
Illinois Tool Works Inc

Industrials
9
+ 36.0%
$244.9 - $274.48 $2.2K - $2.47K
34 $8.43M
SSNC
Ss&C Technologies Holdings Inc

Technology
24
+ 240.0%
$74.75 - $89.13 $1.79K - $2.14K
34 $2.84M
HCA
Hca Healthcare, Inc.

Healthcare
3
+ 13.04%
$296.7 - $345.55 $890 - $1.04K
26 $8.98M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
59
+ 268.18%
$30.38 - $34.94 $1.79K - $2.06K
81 $2.77M
TWLO
Twilio Inc

Communication Services
22
+ 244.44%
$94.9 - $148.35 $2.09K - $3.26K
31 $3.04M
NLOK
Norton Life Lock Inc.

Technology
78
+ 251.61%
N/A
109 $2.89M
DGX
Quest Diagnostics Inc

Healthcare
10
+ 52.63%
N/A
29 $4.91M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
121
New
$16.23 - $22.23 $1.96K - $2.69K
121 $2.02M
EXPD
Expeditors International Of Washington Inc

Industrials
16
+ 228.57%
$109.09 - $126.48 $1.75K - $2.02K
23 $2.77M
CTRA
Coterra Energy Inc.

Energy
65
+ 203.13%
$25.51 - $29.83 $1.66K - $1.94K
97 $2.8M
SNA
Snap On Inc

Industrials
6
+ 33.33%
$324.09 - $358.62 $1.94K - $2.15K
24 $8.09M
GL
Globe Life Inc.

Financial Services
14
+ 233.33%
$111.2 - $131.72 $1.56K - $1.84K
20 $2.63M
AR
Antero Resources Corp

Energy
46
+ 255.56%
$33.64 - $41.42 $1.55K - $1.91K
64 $2.59M
OKTA
Okta, Inc.

Technology
17
+ 283.33%
$78.83 - $116.72 $1.34K - $1.98K
23 $2.42M
AMCR
Amcor PLC

Consumer Cyclical
164
+ 14.04%
$9.33 - $10.39 $1.53K - $1.7K
1.33K $12.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
288
+ 10.1%
$92.45 - $106.69 $26.6K - $30.7K
3.14K $291M
AMAT
Applied Materials Inc

Technology
21
+ 32.31%
$145.06 - $195.51 $3.05K - $4.11K
86 $12.5M
FAST
Fastenal CO

Industrials
21
+ 43.75%
$71.11 - $79.98 $1.49K - $1.68K
69 $5.35M
RNR
Renaissancere Holdings LTD

Financial Services
8
+ 266.67%
$226.55 - $263.22 $1.81K - $2.11K
11 $2.64M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
21
+ 21.21%
$120.24 - $134.3 $2.53K - $2.82K
120 $14.6M
GPI
Group 1 Automotive Inc

Consumer Cyclical
5
+ 500.0%
$375.96 - $484.08 $1.88K - $2.42K
6 $2.29M
USFD
Us Foods Holding Corp.

Consumer Defensive
29
+ 207.14%
$63.38 - $72.02 $1.84K - $2.09K
43 $2.82M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
15
+ 250.0%
$88.0 - $115.5 $1.32K - $1.73K
21 $2.4M
YUM
Yum Brands Inc

Consumer Cyclical
11
+ 220.0%
$123.25 - $162.53 $1.36K - $1.79K
16 $2.52M
CRS
Carpenter Technology Corp

Industrials
10
+ 333.33%
$172.39 - $212.53 $1.72K - $2.13K
13 $2.36M
RE
Everest Re Group LTD

Financial Services
5
+ 62.5%
N/A
13 $4.72M
WK
Workiva Inc

Technology
24
New
$78.73 - $114.09 $1.89K - $2.74K
24 $1.82M
AVY
Avery Dennison Corp

Industrials
11
+ 64.71%
$174.58 - $195.91 $1.92K - $2.16K
28 $4.98M
ALLY
Ally Financial Inc.

Financial Services
48
+ 117.07%
$32.99 - $40.09 $1.58K - $1.92K
89 $3.25M
FDS
Factset Research Systems Inc

Financial Services
4
+ 200.0%
$427.5 - $476.51 $1.71K - $1.91K
6 $2.73M
FTI
Technip Fmc PLC

Energy
53
+ 176.67%
$25.3 - $32.57 $1.34K - $1.73K
83 $2.63M
UAL
United Airlines Holdings, Inc.

Industrials
38
+ 122.58%
$69.05 - $110.52 $2.62K - $4.2K
69 $4.76M
TYL
Tyler Technologies Inc

Technology
3
+ 300.0%
$553.41 - $646.74 $1.66K - $1.94K
4 $2.33M
COIN
Coinbase Global, Inc.

Technology
11
+ 550.0%
$172.23 - $301.3 $1.89K - $3.31K
13 $2.24M
CCK
Crown Holdings Inc

Consumer Cyclical
17
+ 50.0%
$78.77 - $91.74 $1.34K - $1.56K
51 $4.55M
NEU
Newmarket Corp

Basic Materials
3
+ 300.0%
$482.93 - $570.11 $1.45K - $1.71K
4 $2.27M
DOV
Dover Corp

Industrials
10
+ 250.0%
$174.65 - $206.43 $1.75K - $2.06K
14 $2.46M
DD
Du Pont De Nemours, Inc.

Basic Materials
24
+ 40.68%
$72.7 - $84.32 $1.74K - $2.02K
83 $6.2M
Liberty Media Corp Del Com Lbty One S C
19
+ 237.5%
N/A
27 $2.43M
AIZ
Assurant, Inc.

Financial Services
8
+ 200.0%
$198.92 - $218.67 $1.59K - $1.75K
12 $2.52M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
14
+ 140.0%
$98.98 - $113.18 $1.39K - $1.58K
24 $2.72M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
16
+ 266.67%
$96.18 - $109.82 $1.54K - $1.76K
22 $2.25M
AME
Ametek Inc

Industrials
10
+ 90.91%
$170.39 - $190.43 $1.7K - $1.9K
21 $3.62M
EXC
Exelon Corp

Utilities
33
+ 253.85%
$37.3 - $46.08 $1.23K - $1.52K
46 $2.12M
GDDY
Go Daddy Inc.

Technology
10
+ 100.0%
$172.13 - $214.35 $1.72K - $2.14K
20 $3.6M
OXY
Occidental Petroleum Corp

Energy
33
+ 206.25%
$45.45 - $52.7 $1.5K - $1.74K
49 $2.42M
OTIS
Otis Worldwide Corp

Industrials
15
+ 214.29%
$90.77 - $104.01 $1.36K - $1.56K
22 $2.27M
Activity Summary
Buys All Purchases 1303 New Holdings 52 Increased Positions 1251 Sells All Sells 147 Reductions 145 Sold out 2 Options Calls 0 Puts 0
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