Loring Wolcott & Coolidge Fiduciary Advisors LLP Purchases in Q1 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
154
New
$27.98 - $33.9 $4.31K - $5.22K
154 $4K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
150
New
$23.71 - $27.77 $3.56K - $4.17K
150 $3K
GEVO
Gevo, Inc.

Basic Materials
1.81K
New
$1.14 - $2.85 $2.07K - $5.17K
1.81K $2K
ARCC
Ares Capital Corp

Financial Services
100
New
$21.28 - $23.81 $2.13K - $2.38K
100 $2K
MET
Metlife Inc

Financial Services
26
New
$77.7 - $87.0 $2.02K - $2.26K
26 $2K
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.49%
$85.92 - $101.48 $172 - $203
410 $38K
Brookfield Asset Management LTD
124
New
N/A
124 $0
VVX
V2 X, Inc.

Industrials
17
New
$42.05 - $55.16 $715 - $938
17 $0
Brookfield Corporation
500
New
N/A
500 $0
ABUS
Arbutus Biopharma Corp

Healthcare
200
New
$3.06 - $3.59 $612 - $718
200 $0
QTUM
ETF Ser Solutions Defiance Qua
120
New
N/A
120 $0
Ge Vernova Inc
116
+ 4.96%
N/A
2.46K $0
LSTA
Lisata Therapeutics, Inc. Comm
2
New
N/A
2 $0
Super Micro Computer
400
New
N/A
400 $0
Brookfield
3
New
N/A
3 $0
Solventum Corporation
804
+ 1101.37%
N/A
877 $0
DECK
Deckers Outdoor Corp

Consumer Cyclical
40
+ 19.05%
$111.56 - $223.11 $4.46K - $8.92K
250 $27K
NEP
Nextera Energy Partners, LP

Utilities
466
+ 11.95%
$8.38 - $18.87 $3.91K - $8.79K
4.37K $39K
CDNS
Cadence Design Systems Inc

Technology
40
+ 3.88%
$233.96 - $324.52 $9.36K - $13K
1.07K $272K
ORCL
Oracle Corp

Technology
333
+ 10.39%
$139.81 - $186.47 $46.6K - $62.1K
3.54K $494K
MRVL
Marvell Technology, Inc.

Technology
355
+ 14.55%
$61.57 - $126.06 $21.9K - $44.8K
2.8K $172K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
3.95K
+ 6.97%
$9.27 - $13.2 $36.6K - $52.1K
60.6K $561K
AMAT
Applied Materials Inc

Technology
633
+ 2.22%
$145.06 - $195.51 $91.8K - $124K
29.2K $4.24M
ADI
Analog Devices Inc

Technology
6.57K
+ 3.56%
$201.56 - $243.82 $1.32M - $1.6M
191K $38.5M
NVO
Novo Nordisk A S

Healthcare
7.34K
+ 6.46%
$69.3 - $90.95 $509K - $668K
121K $8.4M
AVGO
Broadcom Inc.

Technology
160
+ 0.73%
$167.43 - $244.7 $26.8K - $39.2K
22K $3.69M
META
Meta Platforms, Inc.

Communication Services
2.23K
+ 1.01%
$576.36 - $736.67 $1.28M - $1.64M
222K $128M
CBT
Cabot Corp

Basic Materials
405
+ 0.14%
$81.12 - $92.51 $32.9K - $37.5K
287K $23.8M
HD
Home Depot, Inc.

Consumer Cyclical
586
+ 0.23%
$347.25 - $424.87 $203K - $249K
254K $93.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
710
+ 0.14%
$497.6 - $606.74 $353K - $431K
523K $260M
INTU
Intuit Inc

Technology
2.86K
+ 0.31%
$555.63 - $630.23 $1.59M - $1.8M
934K $574M
NVDA
Nvidia Corp

Technology
209K
+ 15.5%
$106.98 - $149.43 $22.4M - $31.2M
1.56M $169M
NXPI
Nxp Semiconductors N.V.

Technology
1.97K
+ 0.2%
$189.99 - $245.86 $374K - $484K
966K $184M
NOW
Service Now, Inc.

Technology
4.02K
+ 1.34%
$783.83 - $1170.39 $3.15M - $4.71M
304K $242M
GOOGL
Alphabet Inc.

Communication Services
4.57K
+ 0.15%
$154.33 - $206.19 $705K - $941K
3.06M $474M
Activity Summary
Buys All Purchases 86 New Holdings 27 Increased Positions 59 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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