Patten Group, Inc. Purchases in Q1 2025

Patten Group, Inc.

  • $426 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
11K
+ 527.95%
$106.22 - $111.09 $1.16M - $1.22M
13K $1.45M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.9K
+ 25.95%
$77.7 - $78.94 $999K - $1.02M
62.4K $4.93M
UBER
Uber Technologies, Inc

Technology
12.3K
New
$63.17 - $81.49 $775K - $1M
12.3K $894K
GLDM
World Gold Trust

ETFs
10.8K
+ 77.22%
$52.19 - $61.89 $565K - $670K
24.9K $1.54M
SUB
Ishares Short Term National Mu

ETFs
7.08K
+ 16.17%
$105.3 - $106.24 $746K - $752K
50.9K $5.37M
PVAL
Putnam ETF Tr Putnam Focused L
17K
New
$36.8 - $39.59 $625K - $673K
17K $647K
NEM
Newmont Corp

Basic Materials
1.73K
+ 3.91%
$37.79 - $48.39 $65.5K - $83.8K
46K $2.22M
MUB
Ishares National Muni Bond ETF

ETFs
5.59K
+ 30.59%
$104.71 - $107.69 $585K - $602K
23.9K $2.51M
EFV
Msci Eafe Value ETF

ETFs
7.1K
+ 32.0%
$51.88 - $60.73 $368K - $431K
29.3K $1.73M
T
At&T Inc.

Communication Services
320
+ 0.34%
$21.56 - $28.28 $6.9K - $9.05K
93.1K $2.63M
AZN
Astrazeneca PLC

Healthcare
692
+ 1.35%
$65.37 - $77.96 $45.2K - $53.9K
52K $3.82M
AZO
Autozone Inc

Consumer Cyclical
83
+ 37.22%
$3193.96 - $3828.11 $265K - $318K
306 $1.17M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.04K
+ 49.96%
$100.59 - $103.47 $406K - $418K
12.1K $1.25M
MBB
Ishares Tr

ETFs
3.23K
+ 101.35%
$90.37 - $94.08 $292K - $304K
6.41K $601K
EWP
Ishares Inc Msci Spain ETF

ETFs
8.03K
New
$30.96 - $38.87 $249K - $312K
8.03K $305K
NVS
Novartis Ag

Healthcare
629
+ 3.85%
$97.14 - $115.57 $61.1K - $72.7K
17K $1.89M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.02K
New
$67.08 - $76.14 $270K - $306K
4.02K $296K
DTH
Wisdomtree Tr

ETFs
5.32K
+ 37.69%
$37.33 - $43.33 $199K - $230K
19.4K $824K
IEFA
Ishares Tr

ETFs
1.24K
+ 3.41%
$69.57 - $78.65 $86.3K - $97.5K
37.6K $2.84M
VTV
Vanguard Value ETF

ETFs
1.56K
+ 61.76%
$167.73 - $179.21 $262K - $280K
4.09K $705K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.89K
+ 10.03%
$56.51 - $62.98 $163K - $182K
31.7K $1.92M
CSM
Proshares Large Cap Core Plus

ETFs
4.42K
+ 51.77%
$63.0 - $69.13 $279K - $306K
13K $826K
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.76K
+ 12.36%
$45.56 - $47.23 $217K - $225K
43.3K $2.04M
GVI
Ishares Tr

ETFs
2.05K
+ 13.03%
$103.49 - $106.02 $212K - $217K
17.8K $1.88M
SLV
I Shares Silver Trust

ETFs
3.47K
+ 13.36%
$26.93 - $31.32 $93.3K - $109K
29.4K $910K
NEAR
Blackrock Short Maturity Bond

ETFs
4.04K
+ 7.94%
$50.4 - $50.89 $204K - $206K
54.9K $2.79M
RSG
Republic Services, Inc.

Industrials
44
+ 1.06%
$200.09 - $242.16 $8.8K - $10.7K
4.18K $1.01M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.59K
+ 10.92%
$51.26 - $52.53 $184K - $189K
36.5K $1.88M
VZ
Verizon Communications Inc

Communication Services
1.1K
+ 4.68%
$37.81 - $46.49 $41.7K - $51.3K
24.7K $1.12M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3K
+ 4.15%
$50.39 - $50.66 $151K - $152K
75.3K $3.81M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.05K
+ 8.4%
$48.31 - $49.23 $147K - $150K
39.4K $1.94M
MAA
Mid America Apartment Communities Inc.

Real Estate
466
+ 7.1%
$146.9 - $170.92 $68.5K - $79.6K
7.03K $1.18M
BHK
Blackrock Core Bond Trust

Financial Services
12.7K
+ 20.91%
$10.15 - $10.86 $129K - $138K
73.4K $796K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.44K
+ 10.38%
$89.27 - $92.9 $128K - $133K
15.3K $1.41M
CHD
Church & Dwight CO Inc

Consumer Defensive
1.19K
+ 23.33%
$101.42 - $113.2 $121K - $135K
6.29K $692K
EFG
Msci Eafe Growth ETF

ETFs
508
+ 1.72%
$96.1 - $106.37 $48.8K - $54K
30K $3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
937
+ 3.99%
$73.78 - $76.59 $69.1K - $71.8K
24.4K $1.87M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.07K
+ 18.94%
$50.87 - $51.09 $105K - $106K
13K $662K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
665
+ 5.33%
$126.11 - $135.06 $83.9K - $89.8K
13.1K $1.69M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
726
+ 1.73%
$76.94 - $78.28 $55.9K - $56.8K
42.6K $3.33M
C
Citigroup Inc

Financial Services
1.35K
+ 45.39%
$67.23 - $84.63 $91K - $115K
4.33K $307K
PM
Philip Morris International Inc.

Consumer Defensive
93
+ 4.38%
$117.15 - $158.79 $10.9K - $14.8K
2.22K $352K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
265
+ 9.73%
$88.0 - $115.5 $23.3K - $30.6K
2.99K $340K
EFA
Ishares Tr Msci Eafe ETF

ETFs
213
+ 1.76%
$74.85 - $84.89 $15.9K - $18.1K
12.3K $1.01M
HDV
Ishares Core High Dividend ETF

ETFs
47
+ 0.49%
$110.86 - $121.12 $5.21K - $5.69K
9.72K $1.18M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
666
+ 5.61%
$78.97 - $85.82 $52.6K - $57.2K
12.5K $1.04M
SRE
Sempra Energy

Utilities
1.88K
+ 70.75%
$67.85 - $87.67 $127K - $164K
4.53K $322K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
777
+ 1.7%
$91.45 - $91.75 $71.1K - $71.3K
46.4K $4.26M
PG
Procter & Gamble CO

Consumer Defensive
298
+ 2.46%
$158.56 - $176.26 $47.3K - $52.5K
12.4K $2.12M
Activity Summary
Buys All Purchases 80 New Holdings 5 Increased Positions 75 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 0 Puts 0
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