Org Partners LLC Sells in Q3 2025

Org Partners LLC

  • $450 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-742
- 8.15%
$108.46 - $120.63 $80.5K - $89.5K
8.37K $994K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-115
- 4.96%
$11.84 - $13.45 $1.36K - $1.55K
2.2K $27K
IP
International Paper CO

Consumer Cyclical
-19
- 15.97%
$45.32 - $55.68 $861 - $1.06K
100 $4K
STZ
Constellation Brands, Inc.

Consumer Defensive
-7
- 46.67%
$131.78 - $176.09 $922 - $1.23K
8 $1K
SNA
Snap On Inc

Industrials
-16
- 12.4%
$313.01 - $346.53 $5.01K - $5.54K
113 $39K
INVH
Invitation Homes Inc.

Real Estate
-27
- 65.85%
$28.9 - $32.78 $780 - $885
14 $0
PKI
Perkinelmer Inc

Healthcare
-12
- 3.76%
N/A
307 $37K
PEP
Pepsico Inc

Consumer Defensive
-98
- 6.36%
$133.81 - $152.16 $13.1K - $14.9K
1.44K $202K
BMY
Bristol Myers Squibb CO

Healthcare
-15
- 1.62%
$43.31 - $48.98 $650 - $735
912 $41K
PWR
Quanta Services, Inc.

Industrials
-16
- 10.39%
$372.29 - $421.68 $5.96K - $6.75K
138 $57K
PNW
Pinnacle West Capital Corp

Utilities
-11
- 27.5%
$85.87 - $94.45 $945 - $1.04K
29 $2K
AKAM
Akamai Technologies Inc

Technology
-12
- 1.9%
N/A
619 $56K
STLD
Steel Dynamics Inc

Basic Materials
-4
- 16.67%
N/A
20 $1K
SUB
Ishares Short Term National Mu

ETFs
-39
- 0.42%
$106.17 - $107.3 $4.14K - $4.18K
9.15K $976K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2
- 5.0%
$534.91 - $598.71 $1.07K - $1.2K
38 $21K
Ntnl Storage Aff 6 Pfd
-1.42K
- 6.96%
N/A
19K $0
Aptiv PLC New F
-11
- 22.92%
N/A
37 $0
WFCPRC
Wells Fargo & CO New Dep Shs R
-1K
- 63.13%
N/A
584 $0
ET
Energy Transfer LP

Energy
-30
Closed
$17.11 - $18.16 $513 - $545
0 $0
Return Stacked Us Stk
-1.7K
- 9.03%
N/A
17.1K $0
Talisker Res LTD F
-48.6K
- 63.13%
N/A
28.4K $0
CDAY
Ceridian Hcm Holding Inc.

Technology
-4
- 33.33%
N/A
8 $0
HSIC
Henry Schein Inc

Healthcare
-3
- 25.0%
$64.83 - $74.67 $194 - $224
9 $0
Barrick Mng Corp F
-22.1K
- 93.09%
N/A
1.64K $0
WFCPRZ
Wells Fargo& CO New
-5K
- 29.85%
N/A
11.8K $0
Grail Inc Equity
-148
- 99.33%
N/A
1 $0
DRLL
Ea Ser Tr Strive U S Energy Et
-5
- 2.5%
N/A
195 $0
Kenvue Inc
-61
- 0.73%
N/A
8.31K $0
BXP
Boston Properties Inc

Real Estate
-1
- 2.22%
$62.11 - $78.93 $62.1 - $78.9
44 $3K
TIP
Ishares Tr Tips Bd ETF

ETFs
-30
- 1.34%
$109.11 - $111.88 $3.27K - $3.36K
2.2K $245K
KEYPRJ
Keycorp New Dep Shs Repstg 1/4
-14.3K
- 8.96%
N/A
145K $0
Veralto Corp
-859
- 49.97%
N/A
860 $0
Pro Dex Inc Colo
-20
- 17.86%
N/A
92 $0
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1
- 1.27%
$39.06 - $43.42 $39.1 - $43.4
78 $3K
Corpay Inc
-1
- 5.88%
N/A
16 $0
BACPRE
Bank Of America Corp Dep Sh Re
-400
- 3.51%
N/A
11K $0
Coherent Corp
-19
- 10.16%
N/A
168 $0
JPMPRD
Jpmorgan Chase& CO Dep Shs Rep
-4K
- 8.89%
N/A
41K $0
ENPH
Enphase Energy, Inc.

Technology
-1
- 10.0%
$30.11 - $42.97 $30.1 - $43
9 $0
MSPRE
Morgan Stanley Dep Shs Rep 1/1
-2K
- 43.99%
N/A
2.55K $0
Ft Vest Us Eqty Mod Bufr
-3.5K
- 77.78%
N/A
1K $0
Eaton Vance Total Return
-475
- 0.9%
N/A
52.2K $0
Ucore Rare Metals Inc F
-1.62K
- 23.74%
N/A
5.2K $0
Ralliant Corp
-1.09K
- 74.27%
N/A
377 $0
LKQ
Lkq Corp

Consumer Cyclical
-4
- 36.36%
$29.24 - $39.21 $117 - $157
7 $0
CUBIPRF
Customers Bancorp Inc Per Pfd
-1.25K
- 7.2%
N/A
16.1K $0
Jpmorgan Global Select
-256
- 4.12%
N/A
5.96K $0
Cambria Fixed Income
-935
- 1.1%
N/A
84.3K $0
FSCO
Fs Cr Opportunities Corp Com
-5.29K
- 13.17%
N/A
34.8K $0
Activity Summary
Buys All Purchases 828 New Holdings 194 Increased Positions 634 Sells All Sells 327 Reductions 324 Sold out 3 Options Calls 0 Puts 0
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