Private Trust CO Na Incresed Positions in Q3 2025

Private Trust CO Na

  • $1.07 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.5K
+ 172.38%
$44.22 - $45.74 $66.2K - $68.5K
2.37K $107K
NVS
Novartis Ag

Healthcare
189
+ 3.21%
$113.5 - $129.73 $21.5K - $24.5K
6.08K $779K
BA
Boeing CO

Industrials
179
+ 4.0%
$209.79 - $237.38 $37.6K - $42.5K
4.65K $1M
HIG
Hartford Financial Services Group, Inc.

Financial Services
464
+ 67.64%
$119.73 - $134.7 $55.6K - $62.5K
1.15K $153K
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.47K
+ 112.41%
$10.78 - $19.82 $26.6K - $49K
4.67K $91K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
398
+ 79.6%
$138.08 - $151.2 $55K - $60.2K
898 $135K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
517
+ 101.97%
$113.73 - $121.28 $58.8K - $62.7K
1.02K $122K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
1.78K
+ 23.81%
$28.32 - $30.69 $50.5K - $54.7K
9.27K $282K
ADI
Analog Devices Inc

Technology
157
+ 4.63%
$220.68 - $255.63 $34.6K - $40.1K
3.55K $872K
BTI
British American Tobacco P.L.C.

Consumer Defensive
752
+ 18.4%
$46.69 - $59.27 $35.1K - $44.6K
4.84K $256K
SCHW
Schwab Charles Corp

Financial Services
422
+ 8.17%
$91.03 - $98.69 $38.4K - $41.6K
5.59K $533K
KIM
Kimco Realty Corp

Real Estate
2.83K
+ 5450.0%
$20.74 - $22.79 $58.8K - $64.6K
2.89K $63K
PKB
Invesco Exchange Traded Fd Tr

ETFs
542
+ 92.49%
$81.29 - $95.6 $44.1K - $51.8K
1.13K $107K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
762
+ 12.82%
$72.01 - $74.44 $54.9K - $56.7K
6.71K $492K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
5.1K
+ 227.88%
$10.62 - $11.43 $54.2K - $58.3K
7.34K $83K
VTR
Ventas, Inc.

Real Estate
767
+ 115.34%
$62.76 - $69.99 $48.1K - $53.7K
1.43K $100K
TFLO
Ishares Treasury Floating Rate

ETFs
1.16K
+ 8.96%
$50.45 - $50.65 $58.6K - $58.9K
14.1K $714K
SLB
Schlumberger Limited

Energy
1.67K
+ 125.23%
$32.37 - $37.31 $54K - $62.2K
3K $103K
FDN
First Tr Fd Dow Jones

ETFs
183
+ 27.94%
$264.06 - $287.34 $48.3K - $52.6K
838 $234K
OKTA
Okta, Inc.

Technology
642
+ 352.75%
$88.51 - $101.1 $56.8K - $64.9K
824 $75K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
572
+ 13.55%
$62.54 - $68.42 $35.8K - $39.1K
4.79K $323K
TRP
Tc Energy Corp

Energy
485
+ 8.81%
$46.58 - $54.41 $22.6K - $26.4K
5.99K $325K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
462
+ 1100.0%
$104.48 - $122.3 $48.3K - $56.5K
504 $61K
VXF
Vanguard Extended Market ETF

ETFs
45
+ 1.61%
$193.58 - $213.07 $8.71K - $9.59K
2.84K $594K
XAR
Spdr S&P Aerospace & Defense E

ETFs
144
+ 15.11%
$205.52 - $234.96 $29.6K - $33.8K
1.1K $257K
TOL
Toll Brothers, Inc.

Consumer Cyclical
3
+ 0.13%
$113.78 - $148.0 $341 - $444
2.31K $318K
TTE
Total Energies Se

Energy
797
+ 19.92%
N/A
4.8K $329K
TFC
Truist Financial Corp

Financial Services
79
+ 0.43%
$42.83 - $47.07 $3.38K - $3.72K
18.6K $848K
MSI
Motorola Solutions, Inc.

Technology
71
+ 12.75%
$408.73 - $490.3 $29K - $34.8K
628 $287K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
509
+ 10.13%
$60.01 - $65.01 $30.5K - $33.1K
5.53K $359K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
167
+ 4.99%
$131.47 - $143.64 $22K - $24K
3.51K $497K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
924
+ 30.98%
$43.65 - $46.42 $40.3K - $42.9K
3.91K $181K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
993
+ 3.93%
$50.47 - $50.74 $50.1K - $50.4K
26.3K $1.33M
PLD
Prologis, Inc.

Real Estate
119
+ 3.01%
$104.08 - $115.35 $12.4K - $13.7K
4.08K $467K
IJK
Ishares S&P Midcap 400 Growth

ETFs
21
+ 0.21%
$91.28 - $97.59 $1.92K - $2.05K
9.83K $942K
DAL
Delta Air Lines, Inc.

Industrials
174
+ 3.27%
$49.0 - $61.97 $8.53K - $10.8K
5.49K $311K
JBBB
Janus Detroit Str Tr Henderson

ETFs
1K
+ 24.9%
$48.04 - $48.61 $48.1K - $48.7K
5.02K $241K
SYY
Sysco Corp

Consumer Defensive
59
+ 0.93%
$76.33 - $82.51 $4.5K - $4.87K
6.38K $524K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
934
+ 5.62%
$39.58 - $40.74 $37K - $38.1K
17.6K $712K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
465
+ 7.92%
$73.94 - $78.51 $34.4K - $36.5K
6.33K $491K
JCI
Johnson Controls International PLC

Industrials
326
+ 14.11%
$103.24 - $111.73 $33.7K - $36.4K
2.64K $289K
RY
Royal Bank Of Canada

Financial Services
211
+ 23.31%
$128.46 - $148.6 $27.1K - $31.4K
1.12K $164K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
730
+ 18.81%
$49.55 - $52.25 $36.2K - $38.1K
4.61K $240K
MLM
Martin Marietta Materials Inc

Basic Materials
32
+ 10.42%
$546.36 - $631.12 $17.5K - $20.2K
339 $213K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
1.95K
+ 90.06%
$21.91 - $22.57 $42.7K - $43.9K
4.11K $92K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
249
+ 2.99%
$39.37 - $44.24 $9.8K - $11K
8.58K $375K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.77K
+ 18.1%
$24.14 - $24.34 $42.8K - $43.2K
11.6K $281K
DFAT
Dimensional ETF Tr U S Target

ETFs
215
+ 2.93%
$53.36 - $59.69 $11.5K - $12.8K
7.55K $439K
AIQ
Global X Funds Global X Artifi

ETFs
844
+ 301.43%
$43.2 - $49.66 $36.5K - $41.9K
1.12K $55K
Activity Summary
Buys All Purchases 1027 New Holdings 232 Increased Positions 795 Sells All Sells 790 Reductions 790 Sold out 0 Options Calls 0 Puts 0
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