Gw&K Investment Management, LLC Purchases in Q1 2025

Gw&K Investment Management, LLC

  • $10.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRL
Charles River Laboratories International, Inc.

Healthcare
25.7K
+ 41.08%
$150.52 - $190.14 $3.87M - $4.89M
88.4K $13.3M
Ferguson Enterprises Inc
25K
+ 14.44%
N/A
198K $31.7M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
176K
+ 14.6%
$31.17 - $40.0 $5.49M - $7.04M
1.38M $45.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
31.9K
+ 271.9%
$49.25 - $50.66 $1.57M - $1.62M
43.7K $2.17M
UTZ
Utz Brands, Inc.

Consumer Defensive
252K
+ 19.7%
$13.18 - $15.15 $3.32M - $3.82M
1.53M $21.6M
CSCO
Cisco Systems, Inc.

Technology
509
+ 0.09%
$58.74 - $64.87 $29.9K - $33K
596K $36.7M
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
134K
+ 19.62%
$29.3 - $35.9 $3.93M - $4.81M
818K $24M
NSA
National Storage Affiliates Trust

Real Estate
4.61K
+ 0.6%
$35.92 - $39.59 $166K - $182K
778K $30.7M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
6.54K
+ 1.41%
$120.07 - $144.17 $786K - $943K
471K $58.4M
IDEV
Ishares Core Msci Intl Develop

ETFs
17.9K
+ 334.85%
$63.77 - $71.36 $1.14M - $1.28M
23.2K $1.6M
ALLY
Ally Financial Inc.

Financial Services
23K
+ 3.61%
$32.99 - $40.09 $759K - $922K
661K $24.1M
CBZ
Cbiz, Inc.

Industrials
78.8K
+ 9.67%
$68.46 - $88.65 $5.4M - $6.99M
894K $67.8M
CHRD
Oasis Petroleum Inc.

Energy
17.6K
+ 8.39%
$101.34 - $127.78 $1.79M - $2.25M
228K $25.7M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
7.97K
+ 2.44%
N/A
334K $19.5M
POR
Portland General Electric CO

Utilities
2.85K
+ 0.31%
$40.56 - $45.24 $116K - $129K
914K $40.8M
Everus Construction Group
23.6K
New
N/A
23.6K $874K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.8K
+ 5.0%
$42.5 - $46.71 $460K - $506K
227K $10.3M
Corpay Inc
269
+ 0.45%
N/A
60.5K $21.1M
LEGH
Legacy Housing Corp

Consumer Cyclical
13.7K
+ 2.04%
$22.54 - $28.49 $309K - $391K
686K $17.3M
IDXX
Idexx Laboratories Inc

Healthcare
1.05K
+ 3.05%
$406.29 - $469.04 $426K - $492K
35.5K $14.9M
WSR
Whitestone Reit

Real Estate
15.2K
+ 2.52%
$13.25 - $14.58 $202K - $222K
619K $9.02M
PEAK
Healthpeak Properties, Inc.

Real Estate
25.2K
+ 1.48%
N/A
1.73M $35M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.37K
New
$58.01 - $64.46 $370K - $411K
6.37K $396K
VTI
Vanguard Total Stock Market Et

ETFs
1.45K
+ 273.67%
$271.18 - $303.12 $392K - $438K
1.97K $543K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.41K
+ 29.1%
$71.17 - $73.66 $243K - $251K
15.1K $1.11M
DCI
Donaldson CO Inc

Industrials
4.21K
+ 2.01%
$66.51 - $72.28 $280K - $304K
214K $14.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.52K
New
$114.9 - $139.6 $175K - $212K
1.52K $179K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.64K
+ 25.88%
$57.21 - $65.8 $208K - $240K
17.7K $1.03M
MLM
Martin Marietta Materials Inc

Basic Materials
3.14K
+ 8.76%
$460.39 - $552.64 $1.45M - $1.74M
39K $18.7M
MUB
Ishares National Muni Bond ETF

ETFs
1.03K
+ 449.57%
$104.71 - $107.69 $108K - $111K
1.26K $133K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 1.61%
$442.66 - $534.52 $8.41K - $10.2K
1.2K $639K
VB
Vanguard Small Cap ETF

ETFs
1K
+ 13.98%
$217.89 - $252.64 $218K - $253K
8.16K $1.81M
XOM
Exxon Mobil Corp

Energy
395
+ 11.61%
$105.44 - $118.93 $41.6K - $47K
3.8K $452K
PLTR
Palantir Technologies Inc.

Technology
915
+ 89.09%
$64.98 - $124.62 $59.5K - $114K
1.94K $164K
JNJ
Johnson & Johnson

Healthcare
137
+ 4.66%
$142.06 - $167.7 $19.5K - $23K
3.08K $510K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.81K
+ 17.79%
$102.49 - $119.96 $185K - $217K
12K $1.25M
IBM
International Business Machines Corp

Technology
194
+ 17.93%
$217.4 - $264.74 $42.2K - $51.4K
1.28K $317K
VEA
Vanguard Ftse Developed Market

ETFs
1.17K
+ 22.54%
$47.4 - $52.99 $55.5K - $62.1K
6.37K $324K
CVX
Chevron Corp

Energy
318
+ 33.76%
$146.71 - $167.97 $46.7K - $53.4K
1.26K $211K
V
Visa Inc.

Financial Services
63
+ 4.96%
$306.92 - $362.71 $19.3K - $22.9K
1.33K $467K
IWR
Ishares Russell Mid Cap ETF

ETFs
853
+ 19.93%
$82.81 - $92.93 $70.6K - $79.3K
5.13K $437K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
876
New
$64.88 - $72.1 $56.8K - $63.2K
876 $58K
T
At&T Inc.

Communication Services
315
+ 4.49%
$21.56 - $28.28 $6.79K - $8.91K
7.33K $207K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.27K
+ 14.87%
$36.63 - $37.45 $46.4K - $47.5K
9.79K $360K
APP
App Lovin Corp

Technology
168
New
$238.08 - $510.13 $40K - $85.7K
168 $45K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
422
+ 8.47%
$59.28 - $66.1 $25K - $27.9K
5.4K $343K
DUK
Duke Energy Corp

Utilities
267
+ 63.72%
$105.87 - $121.97 $28.3K - $32.6K
686 $84K
NVS
Novartis Ag

Healthcare
317
+ 118.73%
$97.14 - $115.57 $30.8K - $36.6K
584 $65K
UBER
Uber Technologies, Inc

Technology
298
+ 22.19%
$63.17 - $81.49 $18.8K - $24.3K
1.64K $120K
Activity Summary
Buys All Purchases 511 New Holdings 70 Increased Positions 441 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 Puts 0
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