Legacy Private Trust Co. Purchases in Q1 2025

Legacy Private Trust Co.

  • $1.42 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
2.23K
+ 21.89%
$105.3 - $106.24 $234K - $236K
12.4K $1.31M
ADBE
Adobe Inc.

Technology
1.54K
+ 26.39%
$377.84 - $464.11 $582K - $715K
7.38K $2.83M
SHEL
Shell PLC

Energy
3.17K
New
$62.84 - $73.29 $199K - $233K
3.17K $230K
IDV
Ishares Tr

ETFs
7.28K
New
$27.0 - $31.7 $196K - $231K
7.28K $226K
MGK
Vanguard Mega Cap Growth ETF

ETFs
730
New
$307.43 - $357.48 $224K - $261K
730 $225K
XLU
Utilities Sector Spdr

ETFs
1.21K
+ 2.23%
$74.7 - $80.27 $90.2K - $97K
55.3K $4.31M
FAST
Fastenal CO

Industrials
2.66K
New
$71.11 - $79.98 $189K - $213K
2.66K $206K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.22K
+ 7.03%
$114.57 - $117.99 $140K - $144K
18.6K $2.2M
DIS
Walt Disney CO

Communication Services
3.61K
+ 24.53%
$96.87 - $114.0 $350K - $411K
18.3K $1.81M
XLB
Select Sector Spdr Fd Material

ETFs
1.44K
+ 4.02%
$83.19 - $90.99 $120K - $131K
37.2K $3.16M
NEE
Nextera Energy Inc

Utilities
1.68K
+ 11.37%
$66.96 - $76.16 $112K - $128K
16.4K $1.16M
ACN
Accenture PLC

Technology
1.6K
+ 16.01%
$300.91 - $398.25 $481K - $636K
11.6K $3.61M
BAC
Bank Of America Corp

Financial Services
7.82K
+ 6.5%
$39.61 - $47.74 $310K - $373K
128K $5.35M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
2.42K
+ 3.89%
$23.55 - $23.74 $56.9K - $57.3K
64.5K $1.52M
BSMU
Invesco Exchange Self Ind Tr

ETFs
2.65K
+ 2.99%
$21.49 - $22.03 $56.8K - $58.3K
91K $1.96M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.5K
+ 14.72%
$26.63 - $26.75 $39.9K - $40.1K
11.7K $312K
PSX
Phillips 66

Energy
100
+ 3.56%
$113.93 - $131.55 $11.4K - $13.2K
2.91K $359K
CMCSA
Comcast Corp

Communication Services
1.36K
+ 4.16%
$33.19 - $38.23 $45K - $51.8K
34K $1.25M
ORCL
Oracle Corp

Technology
525
+ 31.47%
$139.81 - $186.47 $73.4K - $97.9K
2.19K $306K
RYT
Invesco S&P 500 Equal Weight T

ETFs
18.2K
+ 14.67%
N/A
142K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
1.67K
+ 37.41%
N/A
6.15K $0
OVL
Listed Fds Tr Overlay Shs Larg
35.5K
+ 30.04%
N/A
154K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
8.73K
+ 32.82%
N/A
35.3K $0
Neumora Therapeutics Inc.
2K
+ 20.0%
N/A
12K $0
Blackrock Inc
100
+ 5.21%
N/A
2.02K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
5.7K
+ 17.31%
N/A
38.6K $0
PFE
Pfizer Inc

Healthcare
600
+ 4.36%
$25.01 - $27.13 $15K - $16.3K
14.4K $364K
EMR
Emerson Electric CO

Industrials
2.25K
+ 11.88%
$108.64 - $131.17 $244K - $294K
21.1K $2.32M
VB
Vanguard Small Cap ETF

ETFs
29
+ 1.66%
$217.89 - $252.64 $6.32K - $7.33K
1.78K $394K
HST
Host Hotels & Resorts, Inc.

Real Estate
107
+ 0.43%
$14.21 - $17.45 $1.52K - $1.87K
24.7K $351K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.39K
+ 5.8%
$40.03 - $46.81 $136K - $158K
61.8K $2.51M
USB
Us Bancorp \De\

Financial Services
3.05K
+ 6.66%
$40.92 - $50.9 $125K - $155K
48.8K $2.06M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.42K
+ 13.48%
$47.79 - $59.89 $259K - $324K
45.6K $2.29M
GS
Goldman Sachs Group Inc

Financial Services
228
+ 2.1%
$524.81 - $672.19 $120K - $153K
11.1K $6.06M
GOOG
Alphabet Inc.

Communication Services
358
+ 3.75%
$156.06 - $207.71 $55.9K - $74.4K
9.9K $1.55M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
298
+ 1.48%
$507.05 - $563.67 $151K - $168K
20.5K $10.5M
TSLA
Tesla, Inc.

Consumer Cyclical
610
+ 10.4%
$222.15 - $428.22 $136K - $261K
6.48K $1.68M
Activity Summary
Buys All Purchases 88 New Holdings 17 Increased Positions 71 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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