Newbridge Financial Services Group, Inc. Purchases in Q2 2025

Newbridge Financial Services Group, Inc.

  • $575 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IDA
Idacorp Inc

Utilities
40
New
$111.01 - $119.72 $4.44K - $4.79K
40 $4K
DMLP
Dorchester Minerals, L.P.

Energy
250
+ 25.0%
$26.77 - $30.37 $6.69K - $7.59K
1.25K $34K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.77%
$55.54 - $69.09 $222 - $276
523 $36K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
1.24K
New
$3.55 - $4.0 $4.39K - $4.95K
1.24K $4K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
1.1K
New
$3.75 - $4.3 $4.13K - $4.73K
1.1K $4K
MS
Morgan Stanley

Financial Services
14
+ 15.73%
$99.83 - $140.86 $1.4K - $1.97K
103 $14K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
395
New
$9.83 - $10.92 $3.88K - $4.31K
395 $4K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
54
+ 5.83%
$72.12 - $76.23 $3.89K - $4.12K
981 $74K
PULS
Pgim ETF Tr

ETFs
62
New
$49.39 - $49.76 $3.06K - $3.09K
62 $3K
TECL
Direxion Daily Technology Bull

ETFs
33
New
$37.33 - $93.58 $1.23K - $3.09K
33 $3K
LUV
Southwest Airlines CO

Industrials
80
+ 320.0%
$24.04 - $34.36 $1.92K - $2.75K
105 $3K
PNF
Pimco New York Municipal Income Fund

Financial Services
432
New
$6.73 - $7.6 $2.91K - $3.28K
432 $3K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
291
New
$9.13 - $10.58 $2.66K - $3.08K
291 $3K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
200
New
$13.19 - $15.44 $2.64K - $3.09K
200 $3K
BOTZ
Global X Fds

ETFs
49
+ 12.25%
$24.51 - $32.65 $1.2K - $1.6K
449 $14K
EFG
Msci Eafe Growth ETF

ETFs
30
+ 272.73%
$89.8 - $112.0 $2.69K - $3.36K
41 $4K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
353
New
$9.4 - $10.12 $3.32K - $3.57K
353 $3K
VMO
Invesco Municipal Opportunity Trust

Financial Services
357
New
$9.0 - $9.58 $3.21K - $3.42K
357 $3K
CXE
Mfs High Income Municipal Trust

Financial Services
978
New
$3.41 - $3.71 $3.33K - $3.63K
978 $3K
AINV
Apollo Investment Corp

Financial Services
276
New
N/A
276 $3K
NTR
Nutrien Ltd.

Basic Materials
59
New
$46.88 - $62.89 $2.77K - $3.71K
59 $3K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
60
New
$49.79 - $50.75 $2.99K - $3.05K
60 $3K
OHI
Omega Healthcare Investors Inc

Real Estate
114
+ 22.8%
$35.55 - $39.05 $4.05K - $4.45K
614 $22K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.6%
$206.34 - $257.46 $206 - $257
167 $42K
MODD
Modular Medical, Inc.

Healthcare
4.5K
New
$0.65 - $1.08 $2.93K - $4.86K
4.5K $3K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.45%
$86.93 - $109.64 $86.9 - $110
221 $24K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4
+ 1.35%
$65.84 - $80.81 $263 - $323
300 $24K
CVS
Cvs Health Corp

Healthcare
11
+ 0.63%
$60.04 - $70.18 $660 - $772
1.75K $120K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
410
New
$8.05 - $8.68 $3.3K - $3.56K
410 $3K
MLSS
Milestone Scientific Inc.

Healthcare
7.5K
+ 83.33%
$0.64 - $1.09 $4.8K - $8.18K
16.5K $10K
RKT
Rocket Companies, Inc.

Financial Services
200
New
$11.11 - $15.4 $2.22K - $3.08K
200 $2K
PPG
Ppg Industries Inc

Basic Materials
6
+ 2.88%
$91.66 - $115.04 $550 - $690
214 $24K
GPC
Genuine Parts CO

Consumer Cyclical
9
+ 5.45%
$105.54 - $129.09 $950 - $1.16K
174 $21K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
8
New
$224.16 - $285.86 $1.79K - $2.29K
8 $2K
TALK
Talkspace, Inc.

Healthcare
1K
New
$2.58 - $3.35 $2.58K - $3.35K
1K $2K
UTHR
United Therapeutics Corp

Healthcare
10
New
$276.47 - $328.4 $2.76K - $3.28K
10 $2K
FIS
Fidelity National Information Services, Inc.

Technology
30
New
$68.14 - $82.13 $2.04K - $2.46K
30 $2K
CHTR
Charter Communications, Inc.

Communication Services
7
New
$321.68 - $427.25 $2.25K - $2.99K
7 $2K
ORMP
Oramed Pharmaceuticals Inc.

Healthcare
1K
New
$2.03 - $2.38 $2.03K - $2.38K
1K $2K
TXN
Texas Instruments Inc

Technology
12
+ 1.67%
N/A
732 $142K
BND
Vanguard Bd Index Fd Inc Total

ETFs
32
New
$72.02 - $73.82 $2.3K - $2.36K
32 $2K
WRBY
Warby Parker Inc.

Healthcare
100
New
$14.0 - $22.6 $1.4K - $2.26K
100 $2K
OTIS
Otis Worldwide Corp

Industrials
38
+ 13.92%
$90.88 - $104.3 $3.45K - $3.96K
311 $30K
CFG
Citizens Financial Group Inc

Financial Services
21
+ 17.36%
$34.27 - $44.75 $720 - $940
142 $6K
MBB
Ishares Tr

ETFs
20
+ 45.45%
$91.41 - $94.22 $1.83K - $1.88K
64 $6K
TDIV
First Trust Nasdaq Technology

ETFs
3
+ 25.0%
$64.41 - $90.17 $193 - $271
15 $1K
CINF
Cincinnati Financial Corp

Financial Services
5
+ 4.5%
$126.6 - $151.6 $633 - $758
116 $17K
ING
Ing Groep Nv

Financial Services
12
+ 3.3%
$16.62 - $21.98 $199 - $264
376 $8K
ROK
Rockwell Automation, Inc

Industrials
4
New
$218.97 - $332.17 $876 - $1.33K
4 $1K
Activity Summary
Buys All Purchases 685 New Holdings 348 Increased Positions 337 Sells All Sells 210 Reductions 209 Sold out 1 Options Calls 0 Puts 0
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