Operose Advisors LLC Purchases and Sells in Q3 2025

Operose Advisors LLC

$398 Million
Q3 2025

Top Buys

Incresed Positions

92 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	16.6K + 7.41%	$303.93 - $329.86 $5.03M - $5.46M	240K $78.7M
VOO	4.94K + 13.29%	$567.77 - $614.76 $2.8M - $3.04M	42.1K $25.8M
IJR	18K + 19.54%	$108.46 - $120.63 $1.95M - $2.17M	110K $13.1M
SCHF	71.8K + 7.73%	$21.69 - $23.34 $1.56M - $1.68M	1M $23.3M
VO	5.79K + 13.1%	$279.83 - $293.74 $1.62M - $1.7M	49.9K $14.7M
VEA	13K + 3.08%	$56.02 - $60.3 $728K - $784K	436K $26.1M

New Holdings

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ONB	26.2K New	$20.4 - $23.47 $535K - $616K	26.2K $576K
MFDX	7.21K New	$34.97 - $37.43 $252K - $270K	7.21K $268K
SNPS	502 New	$387.78 - $645.35 $195K - $324K	502 $247K
LNG	917 New	$222.68 - $244.28 $204K - $224K	917 $215K
IUSB	4.52K New	$45.6 - $46.92 $206K - $212K	4.52K $211K
CAH	1.3K New	$146.04 - $167.63 $190K - $218K	1.3K $204K

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-1.44K - 61.35%	$237.77 - $353.61 $342K - $509K	907 $313K
LMT	-838 - 95.23%	$410.74 - $499.21 $344K - $418K	42 $20K
IDV	-19.1K - 11.95%	$34.54 - $37.28 $660K - $712K	141K $5.15M
QCOM	-1.9K - 92.44%	$145.84 - $173.55 $276K - $329K	155 $25K
IWY	-995 - 99.4%	$243.93 - $275.62 $243K - $274K	6 $1K
FIS	-1.24K - 20.06%	$63.37 - $82.35 $78.4K - $102K	4.93K $325K

Activity Summary All Purchases 154 New Holdings 62 Increased Positions 92 All Sells 53 Reductions 53 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.