Marcum Wealth, LLC Purchases and Sells in Q1 2025

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

Top Buys

Incresed Positions

156 operations
Stock Shares change Price Range Shares Held Trade History
123K
+ 357.71%
$46.03 - $49.45 $5.66M - $6.08M
157K $7.31M
6.43K
+ 13.54%
$235.61 - $291.22 $1.51M - $1.87M
53.9K $15.3M
9.75K
+ 97.57%
$114.1 - $135.66 $1.11M - $1.32M
19.7K $2.61M
7.3K
+ 3.19%
$95.85 - $99.25 $700K - $724K
236K $23.3M
48
+ 0.53%
$442.66 - $534.52 $21.2K - $25.7K
9.1K $4.78M
8.65K
+ 104.67%
$64.88 - $72.1 $561K - $624K
16.9K $1.11M
View all

New Holdings

29 operations
Stock Shares change Price Range Shares Held Trade History
1.23M
New
$50.48 - $51.04 $62.2M - $62.9M
1.23M $62.4M
227K
New
$21.23 - $23.75 $4.83M - $5.4M
227K $4.88M
30.8K
New
$22.46 - $23.26 $691K - $716K
30.8K $711K
31.9K
New
$18.36 - $20.51 $586K - $654K
31.9K $636K
5.54K
New
$88.3 - $107.83 $489K - $597K
5.54K $497K
6.66K
New
$46.0 - $59.88 $307K - $399K
6.66K $360K
View all

Top Sells

Reduced Positions

187 operations
Stock Shares change Price Range Shares Held Trade History
-924K
- 97.57%
$21.43 - $22.4 $19.8M - $20.7M
23K $494K
-166K
- 96.18%
$53.99 - $58.43 $8.96M - $9.7M
6.6K $377K
-226K
- 20.29%
$42.5 - $46.71 $9.59M - $10.5M
886K $40.2M
-105K
- 2.83%
$21.75 - $24.28 $2.29M - $2.56M
3.62M $79.5M
-132K
- 84.64%
$42.65 - $46.09 $5.63M - $6.09M
24K $1.03M
-20.4K
- 0.98%
$23.16 - $27.04 $473K - $552K
2.07M $48.7M
View all
Activity Summary
Buys All Purchases 185 New Holdings 29 Increased Positions 156 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email