Newman Dignan & Sheerar, Inc. Purchases and Sells in Q3 2025

Newman Dignan & Sheerar, Inc.

$457 Million
Q3 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUNI	40.9K + 60.77%	$50.9 - $52.37 $2.08M - $2.14M	108K $5.66M
SCHD	18.5K + 2.04%	$26.38 - $27.95 $487K - $516K	922K $25.2M
UITB	17.8K + 4.02%	$46.38 - $47.74 $828K - $852K	461K $21.9M
DFAE	3.87K + 1.12%	$28.84 - $31.84 $112K - $123K	351K $11.1M
JMUB	16.3K + 16.24%	$49.09 - $50.58 $802K - $826K	117K $5.9M
FPE	23.4K + 6.11%	$17.81 - $18.39 $416K - $430K	406K $7.4M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRWD	760 New	$412.46 - $514.1 $313K - $391K	760 $372K
JEPI	4.61K New	$55.61 - $57.37 $256K - $265K	4.61K $263K
PSX	1.66K New	$118.37 - $139.46 $196K - $231K	1.66K $225K
IBDX	8.46K New	$24.97 - $25.78 $211K - $218K	8.46K $216K
BK	1.96K New	$90.65 - $109.75 $178K - $215K	1.96K $213K

Top Sells

Reduced Positions

88 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-19.6K - 24.6%	$48.5 - $50.19 $950K - $983K	60K $3.01M
IBM	-726 - 7.56%	$234.77 - $292.47 $170K - $212K	8.88K $2.5M
PG	-1.16K - 6.13%	$150.47 - $161.22 $175K - $187K	17.8K $2.73M
ROP	-257 - 11.41%	$495.03 - $573.0 $127K - $147K	2K $994K
IBMO	-9.88K - 9.33%	$25.58 - $25.72 $253K - $254K	96.1K $2.46M
META	-285 - 5.33%	$695.21 - $791.73 $198K - $226K	5.07K $3.72M

Activity Summary All Purchases 58 New Holdings 5 Increased Positions 53 All Sells 88 Reductions 88 Sold out 0 Calls 0 Puts 0

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