Roman Butler Fullerton & CO Purchases in Q1 2025

Roman Butler Fullerton & CO

  • $261 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ILCG
Ishares Morningstar Growth ETF
204
+ 1.7%
N/A
12.2K $0
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
76
+ 0.93%
$25.12 - $26.05 $1.91K - $1.98K
8.23K $207K
FCX
Freeport Mcmoran Inc

Basic Materials
27
+ 0.23%
$34.5 - $43.01 $932 - $1.16K
11.7K $442K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32
+ 0.36%
$49.25 - $50.66 $1.58K - $1.62K
9K $446K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
3.54K
+ 1.82%
$8.24 - $8.68 $29.1K - $30.7K
198K $1.64M
BXP
Boston Properties Inc

Real Estate
341
+ 9.06%
$63.97 - $74.91 $21.8K - $25.5K
4.11K $275K
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.14%
$122.59 - $135.24 $368 - $406
2.15K $270K
SPMD
Spdr Portfolio

ETFs
110
+ 2.41%
$50.21 - $57.73 $5.52K - $6.35K
4.67K $239K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.2%
$497.6 - $606.74 $498 - $607
492 $244K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.06%
$114.9 - $139.6 $115 - $140
1.79K $210K
PKW
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.04%
$109.15 - $120.99 $437 - $484
9.19K $1.04M
RY
Royal Bank Of Canada

Financial Services
16
+ 0.5%
$108.81 - $123.4 $1.74K - $1.97K
3.24K $365K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
1.08K
+ 2.16%
$39.91 - $43.97 $43.1K - $47.5K
51.1K $2.08M
DHR
Danaher Corp

Healthcare
38
+ 2.8%
$201.62 - $250.59 $7.66K - $9.52K
1.39K $285K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.06%
$271.18 - $303.12 $271 - $303
1.73K $475K
HON
Honeywell International Inc

Industrials
4
+ 0.19%
$202.75 - $226.52 $811 - $906
2.12K $449K
NDAQ
Nasdaq, Inc.

Financial Services
26
+ 0.12%
$72.17 - $83.76 $1.88K - $2.18K
21.3K $1.61M
BAC
Bank Of America Corp

Financial Services
442
+ 1.84%
$39.61 - $47.74 $17.5K - $21.1K
24.5K $1.02M
LOW
Lowes Companies Inc

Consumer Cyclical
7
+ 0.11%
$222.66 - $268.42 $1.56K - $1.88K
6.21K $1.45M
IYW
Ishares Dj Us Tech ETF

ETFs
2
+ 0.04%
$140.44 - $166.79 $281 - $334
4.8K $674K
WMT
Walmart Inc.

Consumer Defensive
542
+ 0.91%
$84.5 - $105.05 $45.8K - $56.9K
60.2K $5.29M
ATKR
Atkore Inc.

Industrials
67
+ 1.32%
$58.89 - $88.18 $3.95K - $5.91K
5.15K $309K
PYPL
Pay Pal Holdings, Inc.

Financial Services
216
+ 2.29%
$65.15 - $91.81 $14.1K - $19.8K
9.65K $629K
HD
Home Depot, Inc.

Consumer Cyclical
36
+ 0.4%
$347.25 - $424.87 $12.5K - $15.3K
9.14K $3.35M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
1.09K
+ 1.41%
$21.0 - $24.67 $22.9K - $26.9K
78.4K $1.65M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
3.48K
+ 1.83%
$18.72 - $21.24 $65.2K - $74K
194K $3.63M
ORCL
Oracle Corp

Technology
181
+ 1.21%
$139.81 - $186.47 $25.3K - $33.8K
15.1K $2.11M
GOOG
Alphabet Inc.

Communication Services
406
+ 1.38%
$156.06 - $207.71 $63.4K - $84.3K
29.9K $4.68M
Activity Summary
Buys All Purchases 129 New Holdings 23 Increased Positions 106 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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