Operose Advisors LLC Purchases and Sells in Q2 2025

Operose Advisors LLC

$353 Million
Q2 2025

Top Buys

Incresed Positions

92 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	26.6K + 250.92%	$456.74 - $568.03 $12.1M - $15.1M	37.2K $21.1M
VO	27.8K + 170.49%	$228.54 - $279.83 $6.36M - $7.79M	44.2K $12.4M
VTI	3.08K + 1.4%	$243.75 - $303.93 $751K - $937K	223K $67.9M
VEA	20K + 4.97%	$45.65 - $57.01 $913K - $1.14M	423K $24.1M
SCHF	28.1K + 3.12%	$17.76 - $22.1 $500K - $622K	929K $20.5M
AVGO	129 + 1.06%	$146.29 - $275.65 $18.9K - $35.6K	12.3K $3.38M

New Holdings

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRC	8.38K New	$64.32 - $76.24 $539K - $639K	8.38K $569K
DE	500 New	$412.99 - $531.48 $206K - $266K	500 $254K
OC	1.85K New	$126.32 - $147.75 $234K - $274K	1.85K $254K
LULU	993 New	$225.56 - $335.19 $224K - $333K	993 $235K
LNC	5K New	$28.95 - $37.27 $145K - $186K	5K $173K
DECK	1.27K New	$100.44 - $129.37 $128K - $164K	1.27K $130K

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-5.62K - 30.38%	$496.48 - $617.85 $2.79M - $3.47M	12.9K $7.95M
TGT	-5.53K - 97.87%	$88.76 - $105.77 $490K - $584K	120 $11K
MUB	-3.95K - 46.8%	$102.31 - $105.8 $404K - $418K	4.49K $468K
PFE	-15K - 98.22%	$21.59 - $24.84 $324K - $373K	272 $6K
APAM	-15K - 25.92%	$33.85 - $44.55 $508K - $668K	42.9K $1.9M
VB	-1.39K - 25.97%	$193.73 - $237.37 $270K - $330K	3.97K $940K

Activity Summary All Purchases 131 New Holdings 39 Increased Positions 92 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Operose Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Operose Advisors LLC with notifications on news.