Oxford Financial Group LTD Purchases and Sells in Q1 2025

Oxford Financial Group LTD

$1.42 Billion
Q1 2025

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INFL	66.5K + 1.69%	$38.54 - $41.5 $2.56M - $2.76M	4M $162M
VTI	79.3K + 10.89%	$271.18 - $303.12 $21.5M - $24M	807K $222M
GNR	79.7K + 113.06%	$50.12 - $54.48 $3.99M - $4.34M	150K $7.99M
MCD	255 + 0.32%	$279.74 - $321.29 $71.3K - $81.9K	79.5K $24.8M
KKR	2.16K + 117.05%	$108.17 - $167.07 $233K - $360K	4K $462K
AON	17 + 0.41%	$348.44 - $409.32 $5.92K - $6.96K	4.21K $1.68M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNEX	4.12K New	$76.12 - $126.89 $314K - $523K	4.12K $314K
ORCC	20.5K New	N/A	20.5K $274K
TSM	1.63K New	$165.25 - $224.62 $269K - $365K	1.63K $269K
T	8.32K New	$21.56 - $28.28 $179K - $235K	8.32K $235K
WELL	1.42K New	$124.05 - $156.86 $176K - $223K	1.42K $217K
ICE	1.25K New	$142.8 - $176.36 $179K - $221K	1.25K $216K

Top Sells

Reduced Positions

115 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-98.9K - 40.83%	$725.72 - $929.72 $71.8M - $91.9M	143K $118M
ISRG	-14.2K - 6.93%	$476.63 - $610.45 $6.79M - $8.69M	191K $94.8M
NVDA	-21.5K - 14.24%	$106.98 - $149.43 $2.3M - $3.22M	130K $14M
IVV	-1.86K - 1.99%	$554.06 - $615.85 $1.03M - $1.15M	91.7K $51.5M
MSFT	-2.6K - 5.5%	$375.39 - $447.2 $977K - $1.16M	44.7K $16.8M
NKE	-29.8K - 87.48%	$63.29 - $81.72 $1.89M - $2.44M	4.27K $270K

Activity Summary All Purchases 67 New Holdings 9 Increased Positions 58 All Sells 115 Reductions 115 Sold out 0 Calls 0 Puts 0

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