Krilogy Financial LLC Purchases and Sells in Q1 2025

Krilogy Financial LLC

$1.39 Billion
Q1 2025

Top Buys

Incresed Positions

127 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBTM	359K + 22.14%	$21.92 - $22.89 $7.87M - $8.22M	1.98M $45.2M
TLT	44.8K + 19.93%	$85.29 - $92.57 $3.82M - $4.14M	269K $24.5M
SCHE	93.7K + 7.15%	$25.81 - $28.52 $2.42M - $2.67M	1.4M $38.8M
DFIC	49.9K + 6.58%	$25.54 - $28.79 $1.27M - $1.44M	808K $22.4M
ZROZ	34.3K + 23.84%	$65.49 - $74.67 $2.24M - $2.56M	178K $12.5M
XLC	28.9K + 21.07%	$94.84 - $105.31 $2.74M - $3.04M	166K $15.9M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COPX	116K New	$37.72 - $43.32 $4.38M - $5.02M	116K $4.53M
ECH	145K New	$24.56 - $30.94 $3.55M - $4.48M	145K $4.31M
JPIE	59.8K New	$45.46 - $46.18 $2.72M - $2.76M	59.8K $2.75M
VBK	10.6K New	$247.97 - $296.33 $2.64M - $3.15M	10.6K $2.69M
NVT	48.7K New	$52.42 - $75.4 $2.55M - $3.67M	48.7K $2.55M
DD	26.8K New	$72.7 - $84.32 $1.95M - $2.26M	26.8K $2M

Top Sells

Reduced Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	-149K - 38.87%	$50.39 - $50.66 $7.52M - $7.56M	235K $11.9M
AAPL	-2.79K - 1.24%	$209.68 - $247.1 $585K - $689K	222K $49.2M
HON	-13.4K - 42.14%	$202.75 - $226.52 $2.73M - $3.04M	18.5K $3.91M
MINT	-33.9K - 6.34%	$100.32 - $100.76 $3.4M - $3.42M	501K $50.4M
XLY	-748 - 0.97%	$192.6 - $233.2 $144K - $174K	76.5K $15.1M
GOOGL	-663 - 1.17%	$154.33 - $206.19 $102K - $137K	56.2K $8.7M

Activity Summary All Purchases 149 New Holdings 22 Increased Positions 127 All Sells 63 Reductions 63 Sold out 0 Calls 0 Puts 0

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