New York Life Investment Management LLC Purchases in Q1 2025

New York Life Investment Management LLC

  • $9.26 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
1.02M
+ 242.7%
$58.07 - $58.69 $59.3M - $59.9M
1.44M $84.6M
IEFA
Ishares Tr

ETFs
506K
+ 65.42%
$69.57 - $78.65 $35.2M - $39.8M
1.28M $96.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
426K
+ 327.2%
$57.44 - $59.4 $24.5M - $25.3M
557K $33.1M
IWLG
Indexiq Active ETF Tr Iq Winsl
502K
+ 27.79%
$42.87 - $49.78 $21.5M - $25M
2.31M $99.4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
204K
New
$59.28 - $66.1 $12.1M - $13.5M
204K $13M
GVI
Ishares Tr

ETFs
118K
+ 69.66%
$103.49 - $106.02 $12.2M - $12.5M
286K $30.4M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
71.8K
New
$81.78 - $131.92 $5.87M - $9.47M
71.8K $9.47M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
336K
+ 365.84%
$25.93 - $29.28 $8.72M - $9.85M
428K $11.6M
PTVE
Pactiv Evergreen Inc.

Consumer Cyclical
462K
New
$17.43 - $18.01 $8.05M - $8.32M
462K $8.32M
DASH
Door Dash, Inc.

Communication Services
44.3K
+ 790.96%
$168.37 - $213.38 $7.47M - $9.46M
50K $9.13M
SWI
Solar Winds Corp

Technology
418K
New
$13.53 - $18.46 $5.66M - $7.72M
418K $7.71M
PYCR
Paycor Hcm, Inc.

Technology
323K
New
$18.34 - $22.86 $5.93M - $7.39M
323K $7.25M
HEES
H&E Equipment Services, Inc.

Industrials
74.5K
New
$43.93 - $100.57 $3.27M - $7.49M
74.5K $7.06M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
106K
New
N/A
106K $6.63M
PDCO
Patterson Companies, Inc.

Healthcare
204K
New
$30.8 - $31.25 $6.28M - $6.38M
204K $6.37M
TGI
Triumph Group Inc

Industrials
231K
New
$18.35 - $25.5 $4.24M - $5.9M
231K $5.86M
VEA
Vanguard Ftse Developed Market

ETFs
68.7K
+ 11.04%
$47.4 - $52.99 $3.26M - $3.64M
691K $35.1M
IEMG
Ishares Inc

ETFs
96.8K
+ 14.85%
N/A
749K $40.2M
PLYA
Playa Hotels & Resorts N.V.

Consumer Cyclical
363K
New
$12.14 - $13.37 $4.41M - $4.86M
363K $4.84M
CSCO
Cisco Systems, Inc.

Technology
54.3K
+ 10.11%
$58.74 - $64.87 $3.19M - $3.52M
592K $36.5M
SCHW
Schwab Charles Corp

Financial Services
48K
+ 23.88%
$71.24 - $83.64 $3.42M - $4.01M
249K $19.5M
AMPS
Altus Power, Inc.

Utilities
930K
New
$3.31 - $4.96 $3.08M - $4.61M
930K $4.6M
GB
Global Blue Group Holding Ag

Technology
557K
New
$6.23 - $7.95 $3.47M - $4.43M
557K $4.1M
ENFN
Enfusion, Inc.

Technology
329K
New
$9.85 - $11.5 $3.24M - $3.78M
329K $3.67M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
199K
+ 13.48%
$20.7 - $21.15 $4.12M - $4.21M
1.67M $34.6M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
134K
New
$25.58 - $29.24 $3.42M - $3.9M
134K $3.5M
MCHI
Ishares Msci China ETF

ETFs
60.4K
New
$43.71 - $58.65 $2.64M - $3.54M
60.4K $3.28M
XLC
Select Sector Spdr Tr Communic

ETFs
31.6K
New
$94.84 - $105.31 $2.99M - $3.32M
31.6K $3.05M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
130K
+ 48.3%
$24.88 - $26.85 $3.23M - $3.49M
399K $10.1M
K
Kellogg CO

Consumer Defensive
33.7K
+ 26.67%
$81.06 - $82.9 $2.73M - $2.79M
160K $13.2M
FNA
Paragon 28, Inc.

Healthcare
223K
New
$10.25 - $13.09 $2.28M - $2.91M
223K $2.91M
WELL
Welltower Inc.

Real Estate
2.14K
+ 2.43%
$124.05 - $156.86 $266K - $336K
90.2K $13.8M
AJG
Arthur J. Gallagher & Co.

Financial Services
900
+ 2.46%
$275.89 - $345.24 $248K - $311K
37.5K $12.9M
UNH
Unitedhealth Group Inc

Healthcare
590
+ 0.48%
$461.52 - $548.18 $272K - $323K
124K $65M
SRLN
Ssga Active Trust

ETFs
67.6K
+ 14.91%
$41.02 - $41.99 $2.77M - $2.84M
521K $21.4M
WSM
Williams Sonoma Inc

Consumer Cyclical
15.1K
New
$158.1 - $217.71 $2.38M - $3.28M
15.1K $2.38M
SYK
Stryker Corp

Healthcare
4.68K
+ 10.14%
$355.18 - $399.9 $1.66M - $1.87M
50.8K $18.9M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
64.4K
+ 35.72%
$32.17 - $35.61 $2.07M - $2.29M
245K $8.43M
CHK
Chesapeake Energy Corp

Energy
24.8K
New
N/A
24.8K $2.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
33K
+ 7.2%
$42.5 - $46.71 $1.4M - $1.54M
492K $22.3M
BRKL
Brookline Bancorp Inc

Financial Services
188K
New
$10.72 - $12.69 $2.01M - $2.38M
188K $2.05M
JEPI
J P Morgan Exchange Traded Fd

ETFs
34.5K
+ 38.65%
$56.17 - $59.71 $1.94M - $2.06M
124K $7.07M
MO
Altria Group, Inc.

Consumer Defensive
1.39K
+ 0.63%
$50.81 - $60.02 $70.7K - $83.5K
223K $13.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
74K
+ 9.79%
$30.73 - $32.26 $2.27M - $2.39M
829K $25.5M
ALE
Allete Inc

Utilities
22.9K
+ 23.79%
$64.9 - $65.91 $1.49M - $1.51M
119K $7.84M
CTA
Simplify Exch Traded Fds Simpl

ETFs
47.5K
+ 56.02%
$27.81 - $30.21 $1.32M - $1.44M
132K $3.92M
WPC
W. P. Carey Inc.

Real Estate
23.7K
New
$53.5 - $65.05 $1.27M - $1.54M
23.7K $1.5M
DUK
Duke Energy Corp

Utilities
146
+ 0.14%
$105.87 - $121.97 $15.5K - $17.8K
104K $12.6M
FYBR
Frontier Communications Parent, Inc.

Communication Services
32.1K
+ 12.18%
$34.83 - $36.05 $1.12M - $1.16M
296K $10.6M
Activity Summary
Buys All Purchases 289 New Holdings 55 Increased Positions 234 Sells All Sells 521 Reductions 521 Sold out 0 Options Calls 0 Puts 0
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