Ieq Capital, LLC Purchases in Q2 2025

Ieq Capital, LLC

  • $15.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CMF
Ishares California Muni Bond E

ETFs
63
+ 0.29%
$54.52 - $56.7 $3.43K - $3.57K
21.9K $1.22M
REI
Ring Energy, Inc.

Energy
6.74K
+ 9.21%
$0.74 - $1.17 $4.99K - $7.88K
79.9K $63K
WTRG
Essential Utilities, Inc.

Utilities
64
+ 0.52%
$36.92 - $41.39 $2.36K - $2.65K
12.3K $458K
FFIC
Flushing Financial Corp

Financial Services
892
+ 2.01%
$10.9 - $13.17 $9.72K - $11.7K
45.4K $538K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.04%
$236.71 - $261.92 $237 - $262
2.59K $643K
SNY
Sanofi

Healthcare
869
+ 7.26%
$47.62 - $55.44 $41.4K - $48.2K
12.8K $619K
BGS
B&G Foods, Inc.

Consumer Defensive
4.35K
+ 17.89%
$4.02 - $7.07 $17.5K - $30.7K
28.6K $121K
EPD
Enterprise Products Partners L.P.

Energy
4.21K
+ 6.94%
$28.95 - $34.22 $122K - $144K
64.9K $2.01M
HAIN
Hain Celestial Group Inc

Consumer Defensive
32.1K
+ 76.54%
$1.45 - $4.16 $46.5K - $133K
74K $112K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
520
+ 2.21%
$14.1 - $17.13 $7.33K - $8.91K
24K $338K
DTE
Dte Energy CO

Utilities
1.17K
+ 2.99%
$127.39 - $139.49 $148K - $163K
40.1K $5.31M
ET
Energy Transfer LP

Energy
574
+ 0.3%
$15.65 - $18.93 $8.98K - $10.9K
193K $3.5M
OKE
Oneok Inc

Energy
211
+ 3.56%
$78.71 - $100.37 $16.6K - $21.2K
6.14K $501K
MKC
Mccormick & CO Inc

Consumer Defensive
1.18K
+ 3.26%
$71.11 - $82.25 $84.2K - $97.4K
37.5K $2.84M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
122
+ 0.23%
$110.23 - $131.5 $13.4K - $16K
52.4K $6.48M
XLE
Energy Sector Spdr

ETFs
3.1K
+ 6.08%
$76.44 - $94.13 $237K - $292K
54.1K $4.59M
TENB
Tenable Holdings, Inc.

Technology
7.77K
+ 2.03%
$30.45 - $35.17 $236K - $273K
389K $13.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.17K
+ 1.86%
$24.32 - $27.87 $101K - $116K
229K $6.06M
CORT
Corcept Therapeutics Inc

Healthcare
6.44K
+ 36.0%
$62.24 - $91.93 $401K - $592K
24.3K $1.79M
FAST
Fastenal CO

Industrials
5.14K
+ 38.3%
$40.65 - $83.16 $209K - $428K
18.6K $779K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
55.1K
+ 18.87%
$16.36 - $23.0 $901K - $1.27M
347K $6.01M
AMGN
Amgen Inc

Healthcare
2.61K
+ 5.07%
$262.28 - $309.85 $685K - $809K
54.2K $15.1M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
11.9K
+ 602.79%
$105.72 - $1416.0 $1.26M - $16.8M
13.9K $1.55M
WEN
Wendy'S CO

Consumer Cyclical
59.9K
+ 10.51%
$11.11 - $14.72 $666K - $882K
630K $7.19M
ABBV
Abb Vie Inc.

Healthcare
5.27K
+ 4.6%
$170.16 - $206.27 $897K - $1.09M
120K $22.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11.9K
+ 6.45%
$483.48 - $539.8 $5.75M - $6.42M
196K $95.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.02K
+ 82.49%
$87.84 - $1441.89 $441K - $7.24M
11.1K $1M
Activity Summary
Buys All Purchases 1278 New Holdings 425 Increased Positions 853 Sells All Sells 459 Reductions 459 Sold out 0 Options Calls 1 Puts 2
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