Richard Bernstein Advisors LLC Purchases in Q1 2025

Richard Bernstein Advisors LLC

  • $4.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.76M
+ 211.86%
$36.91 - $41.03 $176M - $195M
7M $278M
XLF
Financial Sector Spdr

ETFs
1.85M
+ 144.28%
$47.32 - $52.19 $87.4M - $96.3M
3.13M $156M
XLC
Select Sector Spdr Tr Communic

ETFs
686K
New
$94.84 - $105.31 $65M - $72.2M
686K $66.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
105K
+ 6.32%
$97.25 - $104.79 $10.2M - $11M
1.77M $183M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
339K
+ 11.61%
$17.61 - $18.7 $5.97M - $6.34M
3.26M $60.9M
SPGI
S&P Global Inc.

Financial Services
16.7K
New
$478.26 - $543.77 $8.01M - $9.11M
16.7K $8.51M
JPM
Jpmorgan Chase & CO

Financial Services
29.5K
+ 109.39%
$225.19 - $279.95 $6.65M - $8.27M
56.5K $13.9M
AXS
Axis Capital Holdings LTD

Financial Services
42.3K
New
$85.54 - $100.24 $3.61M - $4.24M
42.3K $4.24M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
52.8K
New
$60.74 - $73.87 $3.21M - $3.9M
52.8K $3.9M
PJT
Pjt Partners Inc.

Financial Services
24.5K
New
$135.97 - $177.59 $3.33M - $4.34M
24.5K $3.37M
FIS
Fidelity National Information Services, Inc.

Technology
44.4K
New
$68.12 - $83.42 $3.02M - $3.7M
44.4K $3.32M
VIRT
Virtu Financial, Inc.

Financial Services
84.3K
New
$34.19 - $40.96 $2.88M - $3.45M
84.3K $3.21M
JXN
Jackson Financial Inc.

Financial Services
36.6K
New
$79.36 - $97.88 $2.91M - $3.59M
36.6K $3.07M
TPG
Tpg Inc.

Financial Services
61.5K
New
$46.15 - $69.77 $2.84M - $4.29M
61.5K $2.91M
ACT
Enact Holdings, Inc.

Financial Services
76.3K
+ 75.74%
$31.15 - $35.03 $2.38M - $2.67M
177K $6.15M
OWL
Blue Owl Capital Inc.

Financial Services
136K
New
$18.49 - $26.68 $2.51M - $3.62M
136K $2.72M
COF
Capital One Financial Corp

Financial Services
15.2K
New
$163.87 - $209.82 $2.49M - $3.18M
15.2K $2.72M
GS
Goldman Sachs Group Inc

Financial Services
4.89K
New
$524.81 - $672.19 $2.57M - $3.29M
4.89K $2.67M
TOST
Toast, Inc.

Technology
79.6K
New
$32.61 - $41.98 $2.59M - $3.34M
79.6K $2.64M
SQ
Block, Inc.

Technology
44.3K
New
$54.04 - $92.95 $2.4M - $4.12M
44.3K $2.54M
CNC
Centene Corp

Healthcare
40.9K
+ 119.99%
$55.93 - $65.89 $2.29M - $2.7M
75K $4.56M
JEF
Jefferies Financial Group Inc.

Financial Services
46.1K
New
$52.22 - $81.31 $2.4M - $3.74M
46.1K $2.47M
ACWI
Ishares Msci Acwi ETF

ETFs
414
+ 1533.33%
$115.16 - $124.13 $47.7K - $51.4K
441 $51K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4
New
$42.93 - $44.71 $172 - $179
4 $0
Activity Summary
Buys All Purchases 25 New Holdings 17 Increased Positions 8 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 0 Puts 0
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