Private Trust CO Na Purchases in Q1 2025

Private Trust CO Na

  • $938 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LNT
Alliant Energy Corp

Utilities
784
+ 22.78%
$56.66 - $66.04 $44.4K - $51.8K
4.23K $271K
SHV
Ishares Tr

ETFs
600
+ 14.73%
$110.11 - $110.51 $66.1K - $66.3K
4.67K $516K
BHK
Blackrock Core Bond Trust

Financial Services
1.94K
+ 1.63%
$10.15 - $10.86 $19.7K - $21K
120K $1.31M
PSX
Phillips 66

Energy
7
+ 0.1%
$113.93 - $131.55 $798 - $921
6.9K $852K
MINO
Pimco ETF Tr Municipal Income

ETFs
1.52K
New
$44.44 - $45.83 $67.3K - $69.4K
1.52K $67K
BK
Bank Of New York Mellon Corp

Financial Services
199
+ 2.81%
$75.42 - $88.95 $15K - $17.7K
7.27K $609K
RY
Royal Bank Of Canada

Financial Services
608
+ 178.82%
$108.81 - $123.4 $66.2K - $75K
948 $106K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
363
+ 2.52%
$126.11 - $135.06 $45.8K - $49K
14.8K $1.9M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
2.83K
+ 77.4%
$23.1 - $23.56 $65.3K - $66.6K
6.48K $150K
MPLX
Mplx LP

Energy
1.22K
New
$47.88 - $54.65 $58.3K - $66.6K
1.22K $65K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
3.01K
+ 2.49%
$10.47 - $10.92 $31.5K - $32.8K
124K $1.33M
CLF
Cleveland Cliffs Inc.

Basic Materials
13.5K
+ 33.72%
$8.22 - $12.02 $111K - $162K
53.5K $440K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
1.81K
New
$34.14 - $37.91 $61.8K - $68.6K
1.81K $64K
WPC
W. P. Carey Inc.

Real Estate
609
+ 22.42%
$53.5 - $65.05 $32.6K - $39.6K
3.33K $209K
IOO
Ishares Tr Global 100 ETF

ETFs
636
New
$96.2 - $105.12 $61.2K - $66.9K
636 $61K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.53K
+ 32.13%
$36.64 - $45.76 $129K - $161K
14.5K $544K
BSX
Boston Scientific Corp

Healthcare
299
+ 11.41%
$89.38 - $106.18 $26.7K - $31.7K
2.92K $294K
XEL
Xcel Energy Inc

Utilities
634
+ 13.24%
$63.37 - $72.1 $40.2K - $45.7K
5.42K $383K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
30
+ 0.17%
$58.01 - $64.46 $1.74K - $1.93K
18.1K $1.12M
MGC
Vanguard Mega Cap ETF

ETFs
476
+ 14.79%
$199.2 - $222.69 $94.8K - $106K
3.69K $743K
PEAK
Healthpeak Properties, Inc.

Real Estate
3.08K
+ 44.38%
N/A
10K $189K
LHX
L3 Harris Technologies, Inc.

Industrials
283
+ 29.15%
$194.65 - $222.86 $55.1K - $63.1K
1.25K $262K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
1.54K
+ 19.9%
$27.51 - $30.68 $42.4K - $47.3K
9.28K $272K
TMO
Thermo Fisher Scientific Inc.

Healthcare
324
+ 7.11%
$497.6 - $606.74 $161K - $197K
4.88K $2.43M
WFC
Wells Fargo & Company

Financial Services
249
+ 0.95%
$66.78 - $81.42 $16.6K - $20.3K
26.4K $1.89M
VOT
Vanguard Mid Cap Growth Index

ETFs
272
+ 25.59%
$237.72 - $276.98 $64.7K - $75.3K
1.34K $326K
HIG
Hartford Financial Services Group, Inc.

Financial Services
377
+ 53.4%
$106.31 - $123.73 $40.1K - $46.6K
1.08K $133K
PUI
Invesco Exchange Traded Fd Tr

ETFs
1.38K
New
$38.44 - $41.5 $52.9K - $57.1K
1.38K $56K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
886
+ 323.36%
$55.23 - $64.6 $48.9K - $57.2K
1.16K $71K
SPTL
Spdr Portfolio Long Term Treas

ETFs
914
+ 3.1%
$25.54 - $27.64 $23.3K - $25.3K
30.4K $828K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
2.86K
New
$19.17 - $21.07 $54.7K - $60.2K
2.86K $55K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.37K
+ 38.66%
$34.83 - $37.52 $47.8K - $51.4K
4.92K $178K
PRU
Prudential Financial Inc

Financial Services
761
+ 17.27%
$105.04 - $122.33 $79.9K - $93.1K
5.17K $577K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
4.03K
+ 651.05%
$13.63 - $15.28 $54.9K - $61.6K
4.65K $63K
NGG
National Grid PLC

Utilities
656
+ 36.69%
$56.13 - $65.61 $36.8K - $43K
2.44K $160K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
3.24K
New
$16.84 - $18.41 $54.6K - $59.6K
3.24K $54K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
160
+ 0.2%
$27.01 - $28.54 $4.32K - $4.57K
78.8K $2.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
496
+ 14.05%
$89.27 - $92.9 $44.3K - $46.1K
4.03K $372K
TXN
Texas Instruments Inc

Technology
274
+ 4.07%
N/A
7K $1.36M
EWG
Ishares Msci Germany ETF

ETFs
1.34K
+ 440.66%
$31.57 - $39.31 $42.4K - $52.8K
1.65K $61K
BBAX
J P Morgan Betabuilders Develo

ETFs
1.06K
+ 378.21%
$48.21 - $51.59 $51.1K - $54.6K
1.34K $65K
NSC
Norfolk Southern Corp

Industrials
172
+ 3.35%
$227.69 - $259.76 $39.2K - $44.7K
5.31K $1.26M
TU
Telus Corp

Communication Services
2.74K
+ 16.18%
$13.63 - $16.07 $37.3K - $44K
19.6K $281K
IDV
Ishares Tr

ETFs
1.23K
+ 33.61%
$27.0 - $31.7 $33.2K - $39K
4.89K $151K
SJM
J M Smucker CO

Consumer Defensive
366
+ 43.47%
$100.41 - $118.41 $36.8K - $43.3K
1.21K $143K
BCAT
Black Rock Capital Allocation Trust

ETFs
3.5K
New
$14.35 - $15.88 $50.2K - $55.6K
3.5K $50K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.5K
+ 53.15%
$20.7 - $21.15 $51.8K - $52.9K
7.2K $149K
CINF
Cincinnati Financial Corp

Financial Services
103
+ 1.23%
$133.67 - $147.81 $13.8K - $15.2K
8.46K $1.25M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
2.15K
New
$23.13 - $23.41 $49.7K - $50.3K
2.15K $49K
Activity Summary
Buys All Purchases 1147 New Holdings 253 Increased Positions 894 Sells All Sells 650 Reductions 650 Sold out 0 Options Calls 0 Puts 0
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