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
HDV
Ishares Core High Dividend ETF

ETFs
3.75K
+ 1550.0%
$108.41 - $120.51 $407K - $452K
3.99K $467K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
30.5K
New
$12.34 - $14.3 $377K - $437K
30.5K $434K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.21K
+ 867.34%
$41.45 - $54.46 $340K - $447K
9.15K $476K
SPY
Spdr S&P 500 ETF Trust

ETFs
306
+ 7.32%
$496.48 - $617.85 $152K - $189K
4.49K $2.77M
MAG
Mag Silver Corp

Basic Materials
20.5K
New
$12.56 - $21.63 $258K - $444K
20.5K $433K
AG
First Majestic Silver Corp

Basic Materials
51.4K
New
$5.24 - $8.55 $269K - $440K
51.4K $425K
XLU
Utilities Sector Spdr

ETFs
5.09K
+ 222.42%
$73.09 - $82.77 $372K - $421K
7.38K $602K
BXSL
Blackstone Secured Lending Fund

Financial Services
14K
+ 210.6%
$26.88 - $32.74 $376K - $457K
20.6K $633K
GOOGL
Alphabet Inc.

Communication Services
744
+ 5.67%
$144.7 - $178.6 $108K - $133K
13.9K $2.44M
PPL
Ppl Corp

Utilities
12.3K
+ 410.37%
$33.45 - $36.5 $413K - $451K
15.4K $520K
DGRO
Ishares Core Dividend Growth E

ETFs
5.33K
+ 26.55%
$55.22 - $63.94 $294K - $341K
25.4K $1.63M
APH
Amphenol Corp

Technology
2.12K
+ 40.69%
$59.09 - $98.75 $125K - $209K
7.32K $722K
PEGA
Pegasystems Inc

Technology
7.02K
New
$49.95 - $103.29 $351K - $725K
7.02K $379K
PDT
John Hancock Premium Dividend Fund

Financial Services
27.9K
New
$11.7 - $13.23 $327K - $369K
27.9K $367K
CAT
Caterpillar Inc

Industrials
296
+ 6.84%
$273.94 - $388.21 $81.1K - $115K
4.63K $1.8M
ZS
Zscaler, Inc.

Technology
515
+ 29.6%
$174.67 - $315.32 $90K - $162K
2.26K $707K
BYRN
Byrna Technologies Inc.

Industrials
11.7K
New
$14.96 - $33.14 $174K - $386K
11.7K $359K
TWLO
Twilio Inc

Communication Services
1.58K
+ 26.44%
$81.34 - $124.36 $128K - $196K
7.53K $936K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
17.4K
New
$19.2 - $22.42 $335K - $391K
17.4K $351K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
3.76K
New
$82.14 - $94.68 $309K - $356K
3.76K $346K
PSEC
Prospect Capital Corp

Financial Services
108K
New
$3.14 - $4.06 $339K - $439K
108K $343K
EMLP
First Tr Exchange Traded Iv

ETFs
9.14K
New
$33.62 - $37.89 $307K - $346K
9.14K $342K
LLY
Eli Lilly & CO

Healthcare
804
+ 13.08%
$713.71 - $898.95 $574K - $723K
6.95K $5.42M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.1K
New
$43.53 - $54.46 $266K - $332K
6.1K $332K
RING
Ishares Inc Msci Global Gold M

ETFs
7.45K
New
$34.72 - $45.62 $259K - $340K
7.45K $326K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.81K
New
$50.5 - $71.23 $243K - $343K
4.81K $325K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.74K
+ 542.19%
$152.42 - $182.82 $264K - $317K
2.06K $375K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.54K
+ 166.06%
$83.97 - $92.85 $297K - $328K
5.67K $500K
ADSK
Autodesk, Inc.

Technology
1.25K
New
N/A
1.25K $307K
FSK
Fs Kkr Capital Corp

Financial Services
14.9K
+ 78.76%
$17.95 - $21.5 $267K - $320K
33.8K $700K
IBM
International Business Machines Corp

Technology
683
+ 32.49%
$221.03 - $294.78 $151K - $201K
2.79K $820K
AVK
Advent Convertible & Income Fund

Financial Services
24.4K
New
$10.01 - $12.11 $245K - $296K
24.4K $296K
CHY
Calamos Convertible & High Income Fund

Financial Services
25.8K
New
$9.18 - $10.99 $237K - $284K
25.8K $283K
OMER
Omeros Corp

Healthcare
93.4K
New
$3.0 - $8.01 $280K - $748K
93.4K $280K
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.84K
+ 130.62%
$46.79 - $48.56 $273K - $283K
10.3K $496K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
15.2K
New
$17.7 - $20.39 $269K - $310K
15.2K $279K
V
Visa Inc.

Financial Services
718
+ 42.66%
$308.27 - $373.31 $221K - $268K
2.4K $852K
UPST
Upstart Holdings, Inc.

Financial Services
1.45K
+ 16.77%
$34.8 - $64.85 $50.3K - $93.7K
10.1K $650K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
57.4K
New
$3.84 - $4.48 $221K - $257K
57.4K $252K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
11.2K
New
$19.33 - $22.25 $216K - $249K
11.2K $248K
BAC
Bank Of America Corp

Financial Services
4.39K
+ 77.88%
$34.39 - $47.46 $151K - $208K
10K $474K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
21.7K
New
$8.65 - $10.52 $188K - $228K
21.7K $228K
RDVY
First Trust Rising Dividend Ac

ETFs
3.46K
+ 346.0%
$51.6 - $62.74 $179K - $217K
4.46K $279K
CYBR
Cyber Ark Software Ltd.

Technology
542
New
$305.98 - $406.88 $166K - $221K
542 $220K
APP
App Lovin Corp

Technology
626
New
$219.37 - $417.89 $137K - $262K
626 $219K
FDD
First Trust Stoxx European Sel

ETFs
13.9K
New
$12.08 - $15.54 $168K - $216K
13.9K $215K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
13.2K
New
$14.62 - $16.23 $193K - $215K
13.2K $214K
CSQ
Calamos Strategic Total Return Fund

Financial Services
11.7K
New
$13.86 - $18.24 $163K - $214K
11.7K $213K
FTA
First Tr Large Cap Value

ETFs
2.7K
New
$67.12 - $78.63 $181K - $212K
2.7K $211K
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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