Greenleaf Trust Purchases in Q3 2025

Greenleaf Trust

  • $10.9 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FIX
Comfort Systems Usa Inc

Industrials
97
+ 22.99%
$521.66 - $825.18 $50.6K - $80K
519 $428K
RFG
Invesco Exchange Traded Fd Tr

ETFs
3.98K
New
$48.87 - $51.69 $194K - $205K
3.98K $202K
CUBE
Cube Smart

Real Estate
4.96K
New
$38.71 - $43.34 $192K - $215K
4.96K $201K
PEGA
Pegasystems Inc

Technology
3.48K
New
$49.75 - $60.39 $173K - $210K
3.48K $200K
U
Unity Software Inc.

Technology
13
+ 0.1%
$24.01 - $46.53 $312 - $605
12.4K $496K
IDXX
Idexx Laboratories Inc

Healthcare
49
+ 3.06%
$514.61 - $682.78 $25.2K - $33.5K
1.65K $1.05M
SLB
Schlumberger Limited

Energy
5.27K
+ 26.73%
$32.37 - $37.31 $171K - $197K
25K $858K
VGT
Vanguard Information Technolog

ETFs
56
+ 3.15%
$656.44 - $753.15 $36.8K - $42.2K
1.83K $1.37M
DD
Du Pont De Nemours, Inc.

Basic Materials
793
+ 5.74%
$69.9 - $78.26 $55.4K - $62.1K
14.6K $1.14M
IDCC
Inter Digital, Inc.

Communication Services
15
+ 0.99%
$221.35 - $349.23 $3.32K - $5.24K
1.54K $529K
KKR
Kkr & Co. Inc.

Financial Services
1.57K
+ 23.38%
$129.95 - $152.16 $205K - $239K
8.31K $1.08M
VTR
Ventas, Inc.

Real Estate
819
+ 4.54%
$62.76 - $69.99 $51.4K - $57.3K
18.9K $1.32M
CIFR
Cipher Mining Inc.

Financial Services
84
+ 0.37%
$4.72 - $14.15 $396 - $1.19K
22.6K $284K
VZ
Verizon Communications Inc

Communication Services
2.6K
+ 3.3%
$40.84 - $45.06 $106K - $117K
81.6K $3.59M
WTFC
Wintrust Financial Corp

Financial Services
1.03K
+ 27.56%
$122.55 - $139.81 $127K - $145K
4.79K $633K
TDY
Teledyne Technologies Inc

Technology
2
+ 0.09%
$509.51 - $586.04 $1.02K - $1.17K
2.25K $1.32M
ING
Ing Groep Nv

Financial Services
109
+ 0.28%
$22.0 - $26.08 $2.4K - $2.84K
39.1K $1.02M
AFL
Aflac Inc

Financial Services
597
+ 3.75%
$98.09 - $111.7 $58.6K - $66.7K
16.5K $1.85M
STT
State Street Corp

Financial Services
5
+ 0.03%
$102.01 - $117.25 $510 - $586
17.1K $1.98M
XYL
Xylem Inc.

Industrials
212
+ 2.86%
$129.67 - $147.5 $27.5K - $31.3K
7.62K $1.12M
SO
Southern CO

Utilities
1.01K
+ 4.37%
$90.83 - $96.0 $91.8K - $97.1K
24.1K $2.29M
BTI
British American Tobacco P.L.C.

Consumer Defensive
493
+ 2.14%
$46.69 - $59.27 $23K - $29.2K
23.5K $1.25M
GHC
Graham Holdings CO

Consumer Defensive
2
+ 0.3%
$882.65 - $1184.8 $1.77K - $2.37K
668 $786K
VST
Vistra Corp.

Utilities
725
+ 12.97%
$182.0 - $217.92 $132K - $158K
6.31K $1.24M
SHOP
Shopify Inc.

Technology
100
+ 2.51%
$112.11 - $157.12 $11.2K - $15.7K
4.09K $607K
BIIB
Biogen Inc.

Healthcare
450
+ 7.94%
$122.68 - $148.84 $55.2K - $67K
6.12K $857K
NVS
Novartis Ag

Healthcare
382
+ 2.87%
$113.5 - $129.73 $43.4K - $49.6K
13.7K $1.76M
ROST
Ross Stores, Inc.

Consumer Cyclical
37
+ 0.67%
$127.59 - $152.81 $4.72K - $5.65K
5.57K $848K
IX
Orix Corp

Financial Services
402
+ 1.09%
$22.28 - $27.06 $8.96K - $10.9K
37.4K $977K
RUN
Sunrun Inc.

Technology
436
+ 2.96%
$8.99 - $18.18 $3.92K - $7.93K
15.2K $262K
AES
Aes Corp

Utilities
10.8K
New
$10.77 - $13.94 $117K - $151K
10.8K $142K
WULF
Terawulf Inc.

Financial Services
91
+ 0.48%
$4.63 - $11.7 $421 - $1.06K
19.2K $224K
CYBR
Cyber Ark Software Ltd.

Technology
2
+ 0.11%
$374.8 - $491.1 $750 - $982
1.84K $889K
UI
Ubiquiti Inc.

Technology
5
+ 0.91%
$388.83 - $660.58 $1.94K - $3.3K
557 $367K
IYW
Ishares Dj Us Tech ETF

ETFs
58
+ 1.03%
$171.38 - $197.01 $9.94K - $11.4K
5.72K $1.12M
AEP
American Electric Power CO Inc

Utilities
439
+ 4.31%
$103.26 - $115.0 $45.3K - $50.5K
10.6K $1.2M
ALB
Albemarle Corp

Basic Materials
240
+ 3.85%
$62.9 - $88.1 $15.1K - $21.1K
6.47K $524K
COIN
Coinbase Global, Inc.

Technology
468
+ 20.9%
$297.99 - $419.78 $139K - $196K
2.71K $913K
IQV
Iqvia Holdings Inc.

Healthcare
357
+ 18.8%
$157.68 - $200.82 $56.3K - $71.7K
2.26K $428K
TRV
Travelers Companies, Inc.

Financial Services
31
+ 0.31%
$250.62 - $279.43 $7.77K - $8.66K
10K $2.79M
USB
Us Bancorp \De\

Financial Services
306
+ 0.88%
$43.94 - $50.41 $13.4K - $15.4K
35K $1.69M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.08K
+ 4.08%
$24.02 - $27.91 $25.8K - $30K
27.4K $765K
DASH
Door Dash, Inc.

Communication Services
99
+ 2.76%
$234.5 - $272.5 $23.2K - $27K
3.69K $1M
ARGX
Argenx Se

Healthcare
6
+ 1.01%
$538.64 - $768.0 $3.23K - $4.61K
602 $444K
RIOT
Riot Blockchain, Inc.

Technology
60
+ 0.41%
$11.03 - $19.78 $662 - $1.19K
14.7K $279K
MLM
Martin Marietta Materials Inc

Basic Materials
39
+ 3.57%
$546.36 - $631.12 $21.3K - $24.6K
1.13K $713K
HUM
Humana Inc

Healthcare
294
+ 13.16%
$220.41 - $312.0 $64.8K - $91.7K
2.53K $657K
NVR
Nvr Inc

Consumer Cyclical
9
+ 15.79%
$7301.0 - $8543.0 $65.7K - $76.9K
66 $530K
LEN
Lennar Corp

Consumer Cyclical
295
+ 6.38%
$107.73 - $142.4 $31.8K - $42K
4.92K $620K
Activity Summary
Buys All Purchases 336 New Holdings 49 Increased Positions 287 Sells All Sells 420 Reductions 420 Sold out 0 Options Calls 0 Puts 0
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