Legacy Private Trust Co. Purchases in Q3 2025

Legacy Private Trust Co.

  • $1.65 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
328K
+ 744.61%
$72.57 - $74.72 $23.8M - $24.5M
372K $27.7M
IVV
Ishares Core S&P 500 ETF

ETFs
61
+ 0.02%
$620.67 - $670.08 $37.9K - $40.9K
329K $220M
AAPL
Apple Inc.

Technology
14K
+ 7.71%
$202.38 - $256.87 $2.83M - $3.6M
196K $49.8M
GOOGL
Alphabet Inc.

Communication Services
538
+ 0.43%
$174.36 - $254.72 $93.8K - $137K
124K $30.2M
AVGO
Broadcom Inc.

Technology
3.35K
+ 3.7%
$264.74 - $369.57 $886K - $1.24M
93.7K $30.9M
VEA
Vanguard Ftse Developed Market

ETFs
37.1K
+ 3.37%
$56.02 - $60.3 $2.08M - $2.24M
1.14M $68.2M
JPM
Jpmorgan Chase & CO

Financial Services
9.7K
+ 14.96%
$282.78 - $316.06 $2.74M - $3.07M
74.5K $23.5M
TSLA
Tesla, Inc.

Consumer Cyclical
3.16K
+ 25.87%
$293.94 - $444.72 $929K - $1.41M
15.4K $6.84M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
22.4K
+ 8.35%
$97.75 - $100.75 $2.19M - $2.26M
291K $29.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
22.5K
+ 10.4%
$90.83 - $93.81 $2.04M - $2.11M
239K $22.3M
MSFT
Microsoft Corp

Technology
1.73K
+ 2.5%
$491.09 - $535.64 $849K - $926K
70.9K $36.7M
MUB
Ishares National Muni Bond ETF

ETFs
16.3K
+ 25.24%
$103.24 - $106.68 $1.68M - $1.74M
81K $8.62M
UNH
Unitedhealth Group Inc

Healthcare
4.03K
+ 37.37%
$237.77 - $353.61 $959K - $1.43M
14.8K $5.12M
ABBV
Abb Vie Inc.

Healthcare
824
+ 2.72%
$184.85 - $231.54 $152K - $191K
31.1K $7.19M
PANW
Palo Alto Networks Inc

Technology
7.5K
+ 42.39%
$167.06 - $208.19 $1.25M - $1.56M
25.2K $5.13M
GOOG
Alphabet Inc.

Communication Services
3.46K
+ 34.77%
$175.16 - $255.24 $606K - $884K
13.4K $3.27M
JNJ
Johnson & Johnson

Healthcare
386
+ 0.93%
$155.17 - $185.42 $59.9K - $71.6K
42K $7.78M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
27.7K
+ 22.36%
$50.81 - $51.07 $1.41M - $1.41M
151K $7.73M
GE
General Electric CO

Industrials
184
+ 0.64%
$244.75 - $305.63 $45K - $56.2K
28.9K $8.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.62K
+ 12.54%
$108.46 - $120.63 $718K - $799K
59.5K $7.06M
WMT
Walmart Inc.

Consumer Defensive
5.69K
+ 5.06%
$94.4 - $104.27 $537K - $593K
118K $12.2M
CAT
Caterpillar Inc

Industrials
2.25K
New
$390.92 - $477.15 $878K - $1.07M
2.25K $1.07M
QCOM
Qualcomm Inc

Technology
5.82K
+ 94.93%
$145.84 - $173.55 $849K - $1.01M
12K $1.99M
FISV
Fiserv Inc

Technology
7.73K
+ 12.62%
N/A
69K $8.63M
USB
Us Bancorp \De\

Financial Services
15K
+ 30.83%
$43.94 - $50.41 $661K - $759K
63.9K $3.09M
HD
Home Depot, Inc.

Consumer Cyclical
1.34K
+ 16.7%
$357.4 - $423.42 $477K - $566K
9.34K $3.78M
UBER
Uber Technologies, Inc

Technology
5.42K
+ 10.67%
$86.91 - $99.57 $471K - $540K
56.2K $5.51M
WFC
Wells Fargo & Company

Financial Services
2.8K
+ 2.21%
$77.05 - $85.16 $216K - $238K
130K $10.9M
CVX
Chevron Corp

Energy
239
+ 0.5%
$145.57 - $161.83 $34.8K - $38.7K
48.1K $7.47M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
24.6K
+ 5.08%
$22.36 - $22.52 $551K - $555K
510K $11.5M
SHW
Sherwin Williams CO

Basic Materials
1.52K
New
$330.88 - $375.23 $504K - $571K
1.52K $527K
COST
Costco Wholesale Corp

Consumer Defensive
1.12K
+ 13.97%
$915.95 - $994.57 $1.02M - $1.11M
9.12K $8.44M
CB
Chubb LTD

Financial Services
1.9K
+ 45.19%
$265.99 - $289.59 $506K - $551K
6.11K $1.72M
V
Visa Inc.

Financial Services
1.99K
+ 15.61%
$332.09 - $358.86 $661K - $714K
14.7K $5.03M
SUB
Ishares Short Term National Mu

ETFs
4.65K
+ 27.78%
$106.17 - $107.3 $494K - $499K
21.4K $2.28M
EDV
Vanguard Extended Duration Tre

ETFs
4.28K
+ 2.57%
$63.28 - $69.5 $271K - $297K
171K $11.7M
BAC
Bank Of America Corp

Financial Services
333
+ 0.3%
$44.92 - $52.42 $15K - $17.5K
110K $5.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
692
+ 8.73%
$459.11 - $506.91 $318K - $351K
8.62K $4.33M
ABT
Abbott Laboratories

Healthcare
3.8K
+ 22.48%
$120.51 - $136.62 $457K - $518K
20.7K $2.77M
MCD
Mcdonalds Corp

Consumer Cyclical
1.12K
+ 12.94%
$291.67 - $316.99 $326K - $354K
9.75K $2.96M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
19.1K
+ 4.62%
$21.68 - $22.04 $414K - $421K
433K $9.51M
CSCO
Cisco Systems, Inc.

Technology
6.74K
+ 22.92%
$66.2 - $71.79 $446K - $484K
36.2K $2.47M
CRM
Salesforce, Inc.

Technology
2.19K
+ 85.78%
$231.66 - $273.65 $507K - $599K
4.74K $1.12M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
20K
+ 3.88%
$19.57 - $19.98 $391K - $399K
534K $10.6M
ORCL
Oracle Corp

Technology
840
+ 29.39%
$218.96 - $328.33 $184K - $276K
3.7K $1.04M
JMBS
Janus Detroit Str Tr Henderson

ETFs
2.63K
+ 0.56%
$44.34 - $45.94 $117K - $121K
475K $21.7M
GWW
W.W. Grainger, Inc.

Industrials
420
New
$932.44 - $1059.49 $392K - $445K
420 $400K
ECL
Ecolab Inc.

Basic Materials
1.35K
+ 24.19%
$259.39 - $285.47 $351K - $387K
6.95K $1.9M
RE
Everest Re Group LTD

Financial Services
1.05K
New
N/A
1.05K $389K
Activity Summary
Buys All Purchases 90 New Holdings 10 Increased Positions 80 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 1
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