Moller Financial Services Purchases and Sells in Q1 2025

Moller Financial Services

$404 Million
Q1 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GUNR	48.1K + 4.7%	$36.6 - $39.56 $1.76M - $1.9M	1.07M $41.5M
VTIP	36.5K + 6.05%	$48.43 - $49.86 $1.77M - $1.82M	640K $31.9M
VGK	18.8K + 16.77%	$63.07 - $73.5 $1.19M - $1.38M	131K $9.3M
VPL	23.7K + 23.25%	$69.87 - $75.62 $1.65M - $1.79M	125K $9.16M
VNQI	33.3K + 8.99%	$38.22 - $41.19 $1.27M - $1.37M	404K $16.4M
DFCF	33K + 9.62%	$40.79 - $42.32 $1.35M - $1.4M	376K $15.8M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPHY	25.3K New	$23.32 - $23.84 $591K - $604K	25.3K $592K
EWG	9.8K New	$31.57 - $39.31 $309K - $385K	9.8K $366K
ITW	1.46K New	$244.9 - $274.48 $358K - $401K	1.46K $362K
FLOT	5.35K New	$50.87 - $51.09 $272K - $273K	5.35K $273K
T	8.71K New	$21.56 - $28.28 $188K - $246K	8.71K $246K
SJM	1.78K New	$100.41 - $118.41 $179K - $211K	1.78K $210K

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VV	-2.74K - 3.1%	$253.32 - $282.66 $694K - $774K	85.5K $21.8M
IWM	-88 - 0.22%	$198.1 - $229.79 $17.4K - $20.2K	39.6K $7.94M
BSV	-3.68K - 7.12%	$76.94 - $78.24 $283K - $288K	47.9K $3.75M
MUB	-1.1K - 1.6%	$104.71 - $107.69 $115K - $118K	67.6K $7.11M
SCHA	-1K - 1.32%	$23.16 - $27.04 $23.2K - $27.1K	75.1K $1.76M
ICLN	-17.4K - 17.69%	$10.94 - $11.86 $190K - $206K	80.9K $933K

Activity Summary All Purchases 37 New Holdings 6 Increased Positions 31 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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