Modera Wealth Management, LLC Purchases and Sells in Q1 2025

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025

Top Buys

Incresed Positions

179 operations
Stock Shares change Price Range Shares Held Trade History
1.51M
+ 979.75%
$63.74 - $71.96 $96M - $108M
1.66M $116M
138K
+ 4.1%
$69.57 - $78.65 $9.6M - $10.9M
3.5M $265M
680K
+ 951.57%
$25.1 - $27.85 $17.1M - $18.9M
751K $20.2M
86K
+ 6.18%
N/A
1.48M $269M
63.2K
+ 3.34%
$100.59 - $103.47 $6.36M - $6.54M
1.96M $203M
31.7K
+ 1.94%
$167.73 - $179.21 $5.31M - $5.68M
1.66M $287M
View all

New Holdings

29 operations
Stock Shares change Price Range Shares Held Trade History
44.8K
New
$29.3 - $36.3 $1.31M - $1.63M
44.8K $1.4M
78.7K
New
$10.01 - $13.27 $787K - $1.04M
78.7K $831K
7.22K
New
$56.17 - $59.71 $406K - $431K
7.22K $412K
7.79K
New
$51.45 - $58.51 $401K - $456K
7.79K $403K
8.78K
New
$34.58 - $45.97 $304K - $404K
8.78K $403K
3.68K
New
$95.46 - $106.79 $351K - $393K
3.68K $358K
View all

Top Sells

Reduced Positions

349 operations
Stock Shares change Price Range Shares Held Trade History
-1.22M
- 50.54%
$59.28 - $66.1 $72.6M - $80.9M
1.2M $76.1M
-21.9K
- 5.12%
$167.43 - $244.7 $3.67M - $5.36M
406K $68M
-22.6K
- 2.55%
$209.68 - $247.1 $4.73M - $5.57M
861K $191M
-68.6K
- 4.0%
$102.49 - $119.96 $7.03M - $8.22M
1.65M $172M
-8.09K
- 1.94%
$375.39 - $447.2 $3.04M - $3.62M
408K $153M
-3.67K
- 0.99%
$156.06 - $207.71 $572K - $762K
367K $57.3M
View all
Activity Summary
Buys All Purchases 208 New Holdings 29 Increased Positions 179 Sells All Sells 349 Reductions 349 Sold out 0 Options Calls 0 Puts 0
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