Parkside Financial Bank & Trust Purchases in Q1 2025

Parkside Financial Bank & Trust

  • $772 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
8
+ 266.67%
$663000.0 - $801950.0 $5.3M - $6.42M
11 $8.78M
ROIV
Roivant Sciences Ltd.

Healthcare
614K
+ 297922.34%
$10.09 - $12.08 $6.19M - $7.41M
614K $6.19M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
58.3K
+ 116556.0%
$91.45 - $91.75 $5.33M - $5.35M
58.3K $5.35M
TPYP
Managed Portfolio Ser Tortoise

ETFs
65.1K
+ 44.46%
$34.32 - $37.26 $2.24M - $2.43M
212K $7.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
30.2K
+ 215.36%
$77.7 - $78.94 $2.34M - $2.38M
44.2K $3.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.01K
+ 25.54%
$551.42 - $612.93 $2.76M - $3.07M
24.6K $13.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.9K
+ 6.64%
$74.85 - $84.89 $817K - $927K
175K $14.3M
IAU
Ishares Gold Trust

ETFs
22.8K
+ 437.67%
$49.74 - $58.96 $1.14M - $1.35M
28.1K $1.65M
IVV
Ishares Core S&P 500 ETF

ETFs
2.73K
+ 36.81%
$554.06 - $615.85 $1.51M - $1.68M
10.2K $5.71M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
495
+ 3.81%
$442.66 - $534.52 $219K - $265K
13.5K $7.19M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
11.9K
+ 5.8%
$73.78 - $76.59 $879K - $912K
217K $16.6M
WES
Western Midstream Partners, LP

Energy
25K
+ 63.92%
$37.87 - $42.89 $947K - $1.07M
64.1K $2.63M
ABBV
Abb Vie Inc.

Healthcare
2.06K
+ 11.9%
$169.2 - $216.66 $349K - $447K
19.4K $4.06M
MPLX
Mplx LP

Energy
15K
+ 53.09%
$47.88 - $54.65 $718K - $820K
43.3K $2.31M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.77K
+ 4.25%
$76.94 - $78.28 $675K - $687K
215K $16.8M
EOG
Eog Resources Inc

Energy
6.59K
+ 133.12%
$120.54 - $138.05 $794K - $909K
11.5K $1.48M
V
Visa Inc.

Financial Services
863
+ 6.44%
$306.92 - $362.71 $265K - $313K
14.3K $5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
15.4K
+ 381.04%
$49.25 - $50.66 $758K - $780K
19.4K $964K
VEA
Vanguard Ftse Developed Market

ETFs
12.5K
+ 34.18%
$47.4 - $52.99 $594K - $664K
49.2K $2.5M
XOM
Exxon Mobil Corp

Energy
2.62K
+ 8.69%
$105.44 - $118.93 $277K - $312K
32.8K $3.9M
AR
Antero Resources Corp

Energy
15.5K
+ 575.97%
$33.64 - $41.42 $522K - $642K
18.2K $735K
CF
Cf Industries Holdings, Inc.

Basic Materials
8.5K
+ 244.97%
$75.03 - $97.25 $638K - $827K
12K $935K
IEFA
Ishares Tr

ETFs
3.4K
+ 5.51%
$69.57 - $78.65 $237K - $268K
65.1K $4.93M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5.72K
+ 10.84%
$59.28 - $66.1 $339K - $378K
58.5K $3.71M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.06K
+ 135.62%
$82.81 - $92.93 $502K - $563K
10.5K $895K
ABT
Abbott Laboratories

Healthcare
1.27K
+ 7.58%
$111.1 - $140.22 $141K - $178K
18K $2.38M
CTRA
Coterra Energy Inc.

Energy
16.3K
+ 646.14%
$25.51 - $29.83 $416K - $487K
18.8K $544K
LLY
Eli Lilly & CO

Healthcare
156
+ 2.42%
$725.72 - $929.72 $113K - $145K
6.6K $5.45M
JNJ
Johnson & Johnson

Healthcare
621
+ 3.55%
$142.06 - $167.7 $88.2K - $104K
18.1K $3.01M
SCHR
Schwab Intermediate Term Us Tr

ETFs
17.9K
+ 360.85%
$24.05 - $24.86 $431K - $445K
22.9K $568K
MA
Mastercard Inc

Financial Services
607
+ 11.66%
$504.67 - $576.31 $306K - $350K
5.81K $3.19M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.63K
+ 5.63%
$42.5 - $46.71 $282K - $310K
124K $5.63M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
21.1K
+ 21.06%
$40.03 - $46.81 $843K - $985K
121K $4.93M
KO
Coca Cola CO

Consumer Defensive
2.6K
+ 10.21%
$60.81 - $72.32 $158K - $188K
28.1K $2.01M
VONE
Vanguard Russell 1000 ETF

ETFs
4.07K
+ 8.47%
$250.16 - $278.79 $1.02M - $1.13M
52.1K $13.2M
INDA
Ishares Msci India Index Fund

ETFs
8K
+ 1457.19%
$47.8 - $53.4 $382K - $427K
8.55K $440K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.9K
+ 49.38%
$27.01 - $28.54 $349K - $369K
39.1K $1.09M
T
At&T Inc.

Communication Services
2.11K
+ 4.21%
$21.56 - $28.28 $45.4K - $59.5K
52.1K $1.47M
RTX
Raytheon Technologies Corp

Industrials
712
+ 5.23%
$114.1 - $135.66 $81.2K - $96.6K
14.3K $1.9M
PG
Procter & Gamble CO

Consumer Defensive
1.58K
+ 8.45%
$158.56 - $176.26 $251K - $278K
20.3K $3.46M
UAN
Cvr Partners, LP

Basic Materials
4K
+ 133.33%
$72.23 - $83.94 $289K - $336K
7K $526K
META
Meta Platforms, Inc.

Communication Services
638
+ 10.95%
$576.36 - $736.67 $368K - $470K
6.46K $3.73M
IBM
International Business Machines Corp

Technology
335
+ 5.0%
$217.4 - $264.74 $72.8K - $88.7K
7.03K $1.75M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.1K
+ 170.86%
$21.23 - $23.75 $278K - $311K
20.7K $446K
VTV
Vanguard Value ETF

ETFs
1.45K
+ 22.07%
$167.73 - $179.21 $243K - $259K
8.01K $1.38M
HCA
Hca Healthcare, Inc.

Healthcare
677
+ 139.01%
$296.7 - $345.55 $201K - $234K
1.16K $402K
APP
App Lovin Corp

Technology
961
+ 331.38%
$238.08 - $510.13 $229K - $490K
1.25K $331K
PGR
Progressive Corp

Financial Services
69
+ 1.38%
$235.61 - $291.22 $16.3K - $20.1K
5.08K $1.44M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.37K
+ 3.01%
$58.01 - $64.46 $79.4K - $88.2K
46.7K $2.9M
Activity Summary
Buys All Purchases 2025 New Holdings 644 Increased Positions 1381 Sells All Sells 388 Reductions 388 Sold out 0 Options Calls 0 Puts 1
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