Jones Financial Companies Lllp Reduced Holdings in Q1 2025

Jones Financial Companies Lllp

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VLY
Valley National Bancorp

Financial Services
-21.4K
- 99.55%
$8.56 - $10.42 $183K - $223K
96 $0
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
-3.79K
- 60.45%
$49.52 - $50.2 $188K - $190K
2.48K $124K
FNDF
Schwab Fundamental Intl Large

ETFs
-5.22K
- 13.86%
$32.9 - $37.45 $172K - $195K
32.4K $1.17M
WHD
Cactus, Inc.

Energy
-4.08K
- 82.19%
$43.48 - $63.78 $178K - $260K
885 $40K
DRIV
Global X Fds Global X Autonomo

ETFs
-8.75K
- 66.78%
$21.14 - $24.23 $185K - $212K
4.35K $92K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-9.19K
- 32.18%
$19.7 - $20.61 $181K - $189K
19.4K $390K
VIST
Vista Energy, S.A.B. De C.V.

Energy
-3.94K
- 91.13%
$42.58 - $59.5 $168K - $235K
384 $17K
QURE
Uni Qure N.V.

Healthcare
-17.3K
- 99.42%
$10.6 - $18.08 $183K - $312K
100 $1K
BMRC
Bank Of Marin Bancorp

Financial Services
-8.24K
- 97.75%
$21.97 - $25.93 $181K - $214K
190 $4K
OLN
Olin Corp

Basic Materials
-7.46K
- 54.05%
$23.36 - $34.41 $174K - $257K
6.34K $153K
PLUS
Eplus Inc

Technology
-2.95K
- 96.25%
$61.03 - $82.23 $180K - $243K
115 $7K
ANIP
Ani Pharmaceuticals Inc

Healthcare
-2.66K
- 93.83%
$53.93 - $68.36 $144K - $182K
175 $11K
XRAY
Dentsply Sirona Inc.

Healthcare
-11.8K
- 98.43%
$14.93 - $20.31 $176K - $240K
188 $2K
ERIE
Erie Indemnity CO

Financial Services
-423
- 96.58%
$377.62 - $450.61 $160K - $191K
15 $6K
NFRA
Flexshares Stoxx Global Broad

ETFs
-3.04K
- 85.12%
$53.37 - $57.8 $162K - $176K
532 $30K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
-11.5K
- 94.85%
$13.04 - $17.59 $150K - $202K
624 $9K
WEX
Wex Inc.

Technology
-1.12K
- 84.85%
$148.29 - $186.78 $166K - $209K
200 $31K
HMY
Harmony Gold Mining CO LTD

Basic Materials
-11.8K
- 65.03%
$8.25 - $14.77 $97.5K - $174K
6.35K $93K
TW
Tradeweb Markets Inc.

Financial Services
-1.18K
- 78.47%
$123.42 - $148.46 $146K - $175K
324 $48K
RNA
Avidity Biosciences, Inc.

Healthcare
-5.9K
- 94.64%
$27.05 - $35.11 $160K - $207K
334 $9K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
-12K
- 98.35%
$14.31 - $15.69 $171K - $188K
200 $2K
MGNX
Macrogenics Inc

Healthcare
-137K
- 99.98%
$1.26 - $3.49 $172K - $478K
30 $0
MPLX
Mplx LP

Energy
-3.22K
- 36.35%
$47.88 - $54.65 $154K - $176K
5.63K $301K
UFPT
Ufp Technologies Inc

Healthcare
-846
- 98.95%
$198.85 - $285.04 $168K - $241K
9 $1K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-3.34K
- 79.74%
$45.62 - $51.12 $152K - $171K
848 $43K
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
-7.66K
- 80.18%
$22.05 - $23.0 $169K - $176K
1.89K $41K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-5.08K
- 64.92%
$31.92 - $38.83 $162K - $197K
2.75K $90K
HZO
Marinemax Inc

Consumer Cyclical
-7.82K
- 99.81%
$21.5 - $32.37 $168K - $253K
15 $0
RMD
Resmed Inc

Healthcare
-749
- 25.99%
$219.7 - $257.65 $165K - $193K
2.13K $477K
WOR
Worthington Industries Inc

Industrials
-3.35K
- 86.25%
$38.95 - $51.6 $131K - $173K
534 $26K
ED
Consolidated Edison Inc

Utilities
-1.51K
- 11.17%
$88.0 - $110.59 $132K - $166K
12K $1.32M
MDXG
Mimedx Group, Inc.

Healthcare
-21.9K
- 97.26%
$7.54 - $9.28 $165K - $203K
617 $4K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-10K
- 95.26%
$16.48 - $19.07 $165K - $192K
500 $8K
EGP
Eastgroup Properties Inc

Real Estate
-944
- 99.37%
$155.63 - $187.46 $147K - $177K
6 $1K
WHR
Whirlpool Corp

Consumer Cyclical
-1.83K
- 47.89%
$88.58 - $133.14 $162K - $244K
1.99K $179K
ISCB
International Speedway Corp

ETFs
-3.02K
- 62.86%
$53.73 - $61.7 $162K - $186K
1.78K $96K
BLFS
Biolife Solutions Inc

Healthcare
-7.15K
- 95.08%
$22.84 - $28.49 $163K - $204K
370 $8K
VNT
Vontier Corp

Technology
-4.96K
- 52.25%
$32.1 - $40.32 $159K - $200K
4.54K $148K
FLR
Fluor Corp

Industrials
-4.52K
- 27.58%
$34.29 - $55.28 $155K - $250K
11.9K $425K
FULT
Fulton Financial Corp

Financial Services
-8.95K
- 87.32%
$17.24 - $21.11 $154K - $189K
1.3K $23K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-2.58K
- 38.84%
$60.05 - $72.21 $155K - $186K
4.06K $254K
PCG
Pg&E Corp

Utilities
-9.43K
- 32.7%
$15.16 - $20.4 $143K - $192K
19.4K $333K
CIEN
Ciena Corp

Technology
-2.67K
- 50.79%
$60.43 - $98.18 $161K - $262K
2.59K $156K
FOX
Fox Corp Cl B (De)

Communication Services
-3.05K
- 90.04%
$45.64 - $54.23 $139K - $165K
337 $17K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-3.69K
- 23.34%
$41.0 - $48.93 $151K - $180K
12.1K $523K
NOMD
Nomad Foods LTD

Consumer Defensive
-8K
- 97.55%
$15.61 - $20.54 $125K - $164K
201 $3K
AIZ
Assurant, Inc.

Financial Services
-752
- 70.94%
$198.92 - $218.67 $150K - $164K
308 $64K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-1.47K
- 81.61%
$100.91 - $174.52 $148K - $256K
331 $35K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-1.64K
- 42.51%
$95.35 - $107.82 $157K - $177K
2.22K $212K
Activity Summary
Buys All Purchases 1844 New Holdings 11 Increased Positions 1833 Sells All Sells 1827 Reductions 1827 Sold out 0 Options Calls 0 Puts 0
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