Orion Portfolio Solutions, LLC Purchases in Q1 2025

Orion Portfolio Solutions, LLC

  • $9.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BTBT
Bit Digital, Inc

Financial Services
1.34K
+ 10.48%
$2.02 - $3.88 $2.71K - $5.21K
14.2K $28K
FCOM
Fidelity Covington Tr Msci Com

ETFs
66
+ 0.14%
$55.97 - $64.13 $3.69K - $4.23K
46.5K $2.61M
MVIS
Microvision, Inc.

Technology
3.07K
+ 25.7%
N/A
15K $15K
NIO
Nio Inc.

Consumer Cyclical
686
+ 3.23%
$3.75 - $5.22 $2.57K - $3.58K
21.9K $83K
SASR
Sandy Spring Bancorp Inc

Financial Services
128
+ 1.34%
$27.6 - $35.08 $3.53K - $4.49K
9.69K $270K
ARDX
Ardelyx, Inc.

Healthcare
235
+ 1.43%
$4.91 - $6.36 $1.15K - $1.49K
16.7K $82K
SGOL
Abrdn Gold ETF Trust

ETFs
90
+ 1.02%
$25.14 - $29.82 $2.26K - $2.68K
8.91K $265K
GB
Global Blue Group Holding Ag

Technology
233
+ 2.2%
$6.23 - $7.95 $1.45K - $1.85K
10.8K $79K
LQD
Ishares Iboxx $ Investment Gra

ETFs
18
+ 0.06%
$105.1 - $109.61 $1.89K - $1.97K
28.2K $3.06M
AOK
Ishares Tr Core Conservative A

ETFs
54
+ 0.79%
$36.86 - $38.15 $1.99K - $2.06K
6.89K $259K
NI
Nisource Inc.

Utilities
50
+ 0.17%
$35.57 - $41.23 $1.78K - $2.06K
30.3K $1.21M
TRP
Tc Energy Corp

Energy
42
+ 0.54%
$44.29 - $49.27 $1.86K - $2.07K
7.81K $368K
VFVA
Vanguard Wellington Fd U S Val

ETFs
22
+ 0.61%
$111.86 - $124.32 $2.46K - $2.74K
3.63K $413K
GIB
Cgi Inc

Technology
17
+ 0.17%
$98.12 - $122.43 $1.67K - $2.08K
9.92K $989K
DVA
Davita Inc.

Healthcare
5
+ 0.11%
$140.0 - $177.35 $700 - $887
4.55K $695K
DNP
Dnp Select Income Fund Inc

Financial Services
170
+ 1.07%
$8.93 - $9.92 $1.52K - $1.69K
16.1K $158K
LXU
Lsb Industries, Inc.

Basic Materials
211
+ 1.8%
$6.59 - $9.31 $1.39K - $1.96K
11.9K $78K
PFS
Provident Financial Services Inc

Financial Services
76
+ 0.36%
$16.35 - $19.59 $1.24K - $1.49K
21.3K $366K
SEM
Select Medical Holdings Corp

Healthcare
51
+ 0.49%
$16.56 - $20.38 $845 - $1.04K
10.5K $174K
Advisors Inner Circle Fd Ii
1.15M
New
N/A
1.15M $0
Advisors Inner Circle Fd Ii
436K
New
N/A
436K $0
Advisors Inner Circle Fd Ii
1.66M
New
N/A
1.66M $0
Advisors Inner Circle Fd Ii
4.25M
New
N/A
4.25M $0
Aim ETF Products Trust
6.2K
New
N/A
6.2K $0
AFG
American Financial Group Inc

Financial Services
6
+ 0.35%
$119.82 - $138.45 $719 - $831
1.73K $226K
Amplify ETF Tr
2.67K
+ 13.93%
N/A
21.8K $0
Anglogold Ashanti PLC
6.04K
New
N/A
6.04K $0
Annaly Capital Management In
9.85K
New
N/A
9.85K $0
Aptiv PLC
26.4K
New
N/A
26.4K $0
Arista Networks Inc
57.7K
New
N/A
57.7K $0
Atlassian Corporation
982
+ 38.89%
N/A
3.51K $0
Bbb Foods Inc
21.4K
New
N/A
21.4K $0
Biohaven LTD
18.2K
New
N/A
18.2K $0
LCTD
Blackrock ETF World Ex Us Carb
378
+ 4.85%
N/A
8.18K $0
Blackrock ETF Trust
42.3K
New
N/A
42.3K $0
Blackrock ETF Trust
22.3K
New
N/A
22.3K $0
Blackrock ETF Trust
7.72K
+ 115.48%
N/A
14.4K $0
Blackrock ETF Trust Ii
7.41K
+ 7.75%
N/A
103K $0
Blackrock Inc
13.3K
New
N/A
13.3K $0
Bny Mellon ETF Trust
18.8K
New
N/A
18.8K $0
Bondbloxx ETF Trust
66.2K
New
N/A
66.2K $0
Bondbloxx ETF Trust
1.72K
+ 18.66%
N/A
10.9K $0
Bondbloxx ETF Trust
25.2K
New
N/A
25.2K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
11.2K
+ 6.17%
N/A
192K $0
Brookfield Corp
3.97K
+ 23.91%
N/A
20.6K $0
BFB
Brown Forman Corp Cl B
7K
+ 25.19%
N/A
34.8K $0
Bunge Global Sa
483
+ 6.69%
N/A
7.7K $0
Capital Group Conservative E
7.64K
New
N/A
7.64K $0
Capital Group Dividend Growe
15.6K
+ 12.82%
N/A
137K $0
Activity Summary
Buys All Purchases 1165 New Holdings 193 Increased Positions 972 Sells All Sells 702 Reductions 702 Sold out 0 Options Calls 0 Puts 0
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