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
AMGN
Amgen Inc

Healthcare
116
+ 3.11%
$258.59 - $327.36 $30K - $38K
3.85K $1.2M
ICF
Ishares Tr

ETFs
3.28K
+ 18.55%
$57.98 - $63.8 $190K - $209K
21K $1.29M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.96K
+ 35.54%
$102.49 - $119.96 $304K - $356K
11.3K $1.18M
MCD
Mcdonalds Corp

Consumer Cyclical
377
+ 9.98%
$279.74 - $321.29 $105K - $121K
4.16K $1.3M
VTWV
Vanguard Russell 2000 Value Et

ETFs
2.19K
+ 27.04%
$131.51 - $149.24 $288K - $326K
10.3K $1.37M
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.12K
New
$25.54 - $28.79 $182K - $205K
7.12K $197K
GE
General Electric CO

Industrials
59
+ 1.09%
$168.59 - $212.13 $9.95K - $12.5K
5.48K $1.1M
UNH
Unitedhealth Group Inc

Healthcare
141
+ 2.36%
$461.52 - $548.18 $65.1K - $77.3K
6.11K $3.2M
COST
Costco Wholesale Corp

Consumer Defensive
123
+ 5.75%
$890.62 - $1076.86 $110K - $132K
2.26K $2.14M
HALO
Halozyme Therapeutics, Inc.

Healthcare
2.36K
+ 131.06%
$47.74 - $65.16 $113K - $154K
4.16K $265K
EFG
Msci Eafe Growth ETF

ETFs
561
+ 1.54%
$96.1 - $106.37 $53.9K - $59.7K
36.9K $3.69M
KMB
Kimberly Clark Corp

Consumer Defensive
1.04K
+ 75.65%
$124.46 - $147.4 $130K - $154K
2.42K $344K
PSX
Phillips 66

Energy
1.14K
+ 47.61%
$113.93 - $131.55 $129K - $149K
3.52K $434K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.64K
+ 388.37%
$56.51 - $62.98 $149K - $166K
3.32K $201K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
7.02K
+ 28.62%
$20.2 - $22.24 $142K - $156K
31.6K $678K
IXC
Ishares Tr Global Energy ETF

ETFs
3.7K
New
$38.48 - $42.16 $142K - $156K
3.7K $155K
CI
Cigna Corp

Healthcare
78
+ 3.21%
$274.49 - $329.0 $21.4K - $25.7K
2.51K $824K
MCK
Mckesson Corp

Healthcare
154
+ 34.45%
$566.21 - $672.99 $87.2K - $104K
601 $404K
URI
United Rentals, Inc.

Industrials
368
+ 34.98%
$594.17 - $789.56 $219K - $291K
1.42K $889K
VNQ
Vanguard Specialized Funds Van

ETFs
1.44K
+ 12.52%
$85.55 - $94.34 $123K - $136K
12.9K $1.17M
MDLZ
Mondelez International, Inc.

Consumer Defensive
886
+ 8.45%
$56.12 - $68.15 $49.7K - $60.4K
11.4K $771K
FICO
Fair Isaac Corp

Technology
81
+ 158.82%
$1695.35 - $2030.47 $137K - $164K
132 $243K
TIP
Ishares Tr Tips Bd ETF

ETFs
940
+ 12.69%
$106.22 - $111.09 $99.8K - $104K
8.35K $927K
NVS
Novartis Ag

Healthcare
742
+ 19.97%
$97.14 - $115.57 $72.1K - $85.8K
4.46K $496K
BLDR
Builders First Source, Inc.

Industrials
1.08K
+ 866.94%
$122.8 - $173.51 $132K - $187K
1.2K $149K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.23K
+ 95.8%
$114.9 - $139.6 $142K - $172K
2.52K $295K
ITM
Vaneck Intermediate Muni ETF

ETFs
3.79K
+ 5.57%
$45.21 - $46.67 $171K - $177K
71.8K $3.27M
MO
Altria Group, Inc.

Consumer Defensive
525
+ 4.15%
$50.81 - $60.02 $26.7K - $31.5K
13.2K $789K
OMC
Omnicom Group Inc.

Communication Services
1.58K
+ 151.2%
$79.43 - $88.34 $125K - $140K
2.63K $217K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.9K
+ 26.01%
$77.33 - $90.16 $224K - $261K
14K $1.1M
EQH
Equitable Holdings, Inc.

Financial Services
2.43K
+ 3281.08%
$47.64 - $55.68 $116K - $135K
2.5K $130K
CVS
Cvs Health Corp

Healthcare
35
+ 0.69%
$44.22 - $68.64 $1.55K - $2.4K
5.1K $345K
SHEL
Shell PLC

Energy
788
+ 13.9%
$62.84 - $73.29 $49.5K - $57.8K
6.46K $473K
CSCO
Cisco Systems, Inc.

Technology
580
+ 1.8%
$58.74 - $64.87 $34.1K - $37.6K
32.9K $2.03M
ADP
Automatic Data Processing Inc

Industrials
163
+ 3.19%
$286.85 - $318.64 $46.8K - $51.9K
5.27K $1.61M
BMY
Bristol Myers Squibb CO

Healthcare
624
+ 3.56%
$53.9 - $63.11 $33.6K - $39.4K
18.1K $1.11M
NFLX
Netflix Inc

Communication Services
54
+ 3.47%
$828.4 - $1058.6 $44.7K - $57.2K
1.61K $1.5M
PLTR
Palantir Technologies Inc.

Technology
623
+ 8.84%
$64.98 - $124.62 $40.5K - $77.6K
7.67K $647K
VOE
Vanguard Mid Cap Value Index F

ETFs
725
+ 22.59%
$156.61 - $168.02 $114K - $122K
3.94K $631K
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.14K
New
$25.1 - $27.85 $104K - $115K
4.14K $111K
SBUX
Starbucks Corp

Consumer Cyclical
646
+ 9.33%
$91.75 - $115.81 $59.3K - $74.8K
7.57K $742K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.31K
+ 7.06%
$39.96 - $43.3 $92.4K - $100K
35.1K $1.45M
IGE
Ishares Tr North Amern Nat Res

ETFs
1.01K
+ 4.87%
$42.6 - $46.27 $43.2K - $46.9K
21.8K $992K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
258
+ 20.19%
$208.48 - $244.03 $53.8K - $63K
1.54K $374K
MDT
Medtronic PLC

Healthcare
422
+ 6.52%
$79.84 - $94.5 $33.7K - $39.9K
6.89K $619K
TMUS
T Mobile Us, Inc.

Communication Services
132
+ 9.19%
$211.3 - $272.83 $27.9K - $36K
1.57K $418K
BCE
Bce Inc

Communication Services
4.39K
+ 291.19%
$22.14 - $25.18 $97.3K - $111K
5.9K $135K
TXN
Texas Instruments Inc

Technology
512
+ 14.71%
N/A
3.99K $776K
AEP
American Electric Power CO Inc

Utilities
195
+ 4.34%
$90.32 - $109.27 $17.6K - $21.3K
4.68K $511K
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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