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
SPG
Simon Property Group Inc

Real Estate
404
+ 13.57%
$159.48 - $187.78 $64.4K - $75.9K
3.38K $561K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
839
New
$58.38 - $64.16 $49K - $53.8K
839 $49K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.13K
+ 12.61%
$42.38 - $43.28 $48K - $49K
10.1K $430K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
699
New
$68.32 - $78.49 $47.8K - $54.9K
699 $48K
PPL
Ppl Corp

Utilities
204
+ 1.85%
$31.68 - $36.11 $6.46K - $7.37K
11.2K $405K
AWK
American Water Works Company, Inc.

Utilities
74
+ 4.83%
$121.01 - $149.31 $8.95K - $11K
1.61K $237K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1K
+ 78.0%
$46.82 - $47.8 $46.8K - $47.8K
2.28K $107K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
672
+ 56.71%
$56.44 - $64.13 $37.9K - $43.1K
1.86K $114K
NFG
National Fuel Gas CO

Energy
100
+ 4.66%
$60.71 - $79.19 $6.07K - $7.92K
2.25K $177K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.01K
New
$46.12 - $52.9 $46.7K - $53.6K
1.01K $47K
FNDX
Schwab Fundamental U S Large C

ETFs
1.97K
New
$23.03 - $25.01 $45.4K - $49.3K
1.97K $46K
BP
Bp PLC

Energy
210
+ 2.34%
$29.93 - $35.31 $6.29K - $7.42K
9.18K $310K
FDVV
Fidelity High Dividend ETF

ETFs
917
New
$48.86 - $52.28 $44.8K - $47.9K
917 $45K
JPEM
Jp Morgan Diversified Return

ETFs
836
+ 106.23%
$50.81 - $54.04 $42.5K - $45.2K
1.62K $85K
LYB
Lyondell Basell Industries N.V.

Basic Materials
855
+ 21.71%
$69.82 - $78.67 $59.7K - $67.3K
4.79K $337K
CW
Curtiss Wright Corp

Industrials
138
+ 13800.0%
$304.82 - $384.07 $42.1K - $53K
139 $44K
FISV
Fiserv Inc

Technology
348
+ 15.51%
N/A
2.59K $324K
ILF
Ishares Latin America 40 ETF

ETFs
1.9K
New
$20.87 - $24.43 $39.6K - $46.3K
1.9K $44K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
657
+ 7.46%
$50.82 - $52.7 $33.4K - $34.6K
9.46K $497K
LVHI
Franklin International Low Vol

ETFs
1.03K
+ 16.89%
$30.53 - $32.85 $31.3K - $33.7K
7.09K $229K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
3.93K
+ 117.11%
$11.4 - $11.96 $44.8K - $47K
7.28K $83K
TROW
Price T Rowe Group Inc

Financial Services
933
+ 47.36%
$91.57 - $116.93 $85.4K - $109K
2.9K $266K
ASML
Asml Holding Nv

Technology
100
+ 13.74%
$662.63 - $776.99 $66.3K - $77.7K
828 $548K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.04K
+ 8.93%
$48.06 - $53.73 $98.1K - $110K
24.9K $1.21M
BR
Broadridge Financial Solutions, Inc.

Technology
72
+ 4.68%
$221.46 - $244.83 $15.9K - $17.6K
1.61K $390K
HWM
Howmet Aerospace Inc.

Industrials
266
+ 65.36%
$110.79 - $139.39 $29.5K - $37.1K
673 $87K
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.97K
+ 86.08%
$20.82 - $22.08 $40.9K - $43.4K
4.25K $91K
MLPX
Global X Mlp & Energy Infrastr

ETFs
539
+ 25.27%
$59.6 - $67.2 $32.1K - $36.2K
2.67K $170K
AXS
Axis Capital Holdings LTD

Financial Services
319
+ 36.88%
$85.54 - $100.24 $27.3K - $32K
1.18K $118K
BDX
Becton Dickinson & CO

Healthcare
145
+ 3.9%
$222.79 - $249.08 $32.3K - $36.1K
3.87K $885K
FTQI
First Trust ETF Vi First Trust

ETFs
5.88K
+ 16.47%
$18.72 - $21.32 $110K - $125K
41.6K $783K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
450
New
$89.89 - $100.28 $40.5K - $45.1K
450 $41K
GLDM
World Gold Trust

ETFs
43
+ 1.1%
$52.19 - $61.89 $2.24K - $2.66K
3.96K $244K
KNSL
Kinsale Capital Group, Inc.

Financial Services
27
+ 2.14%
$416.48 - $494.72 $11.2K - $13.4K
1.29K $626K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
980
+ 98.0%
$33.63 - $37.64 $33K - $36.9K
1.98K $73K
PATK
Patrick Industries Inc

Consumer Cyclical
480
+ 432.43%
$82.13 - $97.92 $39.4K - $47K
591 $49K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
799
+ 399.5%
$49.85 - $56.22 $39.8K - $44.9K
999 $50K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
791
+ 21.04%
$44.68 - $46.49 $35.3K - $36.8K
4.55K $210K
HSY
Hershey CO

Consumer Defensive
171
+ 3.14%
$144.74 - $186.36 $24.8K - $31.9K
5.61K $959K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
3.63K
+ 18.87%
$11.13 - $11.61 $40.3K - $42.1K
22.8K $255K
BOH
Bank Of Hawaii Corp

Financial Services
550
+ 18333.33%
$65.97 - $75.81 $36.3K - $41.7K
553 $38K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
1.5K
New
$25.06 - $25.98 $37.5K - $38.9K
1.5K $38K
SNPS
Synopsys Inc

Technology
126
+ 47.01%
$428.58 - $551.54 $54K - $69.5K
394 $168K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
350
+ 58.33%
$106.46 - $114.75 $37.3K - $40.2K
950 $104K
FAST
Fastenal CO

Industrials
291
+ 11.15%
$71.11 - $79.98 $20.7K - $23.3K
2.9K $224K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
621
+ 33.68%
$53.35 - $58.68 $33.1K - $36.4K
2.47K $138K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
2.8K
+ 11.93%
$12.18 - $12.91 $34.2K - $36.2K
26.3K $325K
UNM
Unum Group

Financial Services
187
+ 7.28%
$71.8 - $83.34 $13.4K - $15.6K
2.76K $224K
BAX
Baxter International Inc

Healthcare
565
+ 17.35%
$29.26 - $36.57 $16.5K - $20.7K
3.82K $130K
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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