Schwarz Dygos Wheeler Investment Advisors LLC Purchases and Sells in Q3 2025

Schwarz Dygos Wheeler Investment Advisors LLC

  • $459 Million
  • Q3 2025

Top Buys

Incresed Positions

51 operations
Stock Shares change Price Range Shares Held Trade History
1.87K
+ 1.55%
$459.11 - $506.91 $860K - $950K
123K $61.7M
13.8K
+ 2.24%
$42.42 - $45.96 $586K - $635K
632K $28.9M
17.5K
+ 5.44%
$64.12 - $68.08 $1.12M - $1.19M
338K $23M
5.91K
+ 5.31%
$133.88 - $142.57 $791K - $843K
117K $16.7M
3.29K
+ 3.77%
$90.37 - $102.12 $297K - $336K
90.6K $9.02M
19.3K
+ 19.75%
$41.8 - $43.15 $807K - $833K
117K $5M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
5.7K
New
$12.58 - $62.68 $71.7K - $357K
5.7K $280K
6.79K
New
$28.92 - $32.19 $196K - $218K
6.79K $216K
1.21K
New
$104.88 - $168.89 $127K - $204K
1.21K $202K
20K
New
$1.35 - $2.49 $27K - $49.8K
20K $45K
JAMES HARDIE INDS PLC
35.1K
New
N/A
35.1K $0
LINDE PLC
443
New
N/A
443 $0
View all

Top Sells

Reduced Positions

57 operations
Stock Shares change Price Range Shares Held Trade History
-28.5K
- 87.25%
N/A
4.16K $316K
-3
- 60.0%
$692600.0 - $759798.0 $2.08M - $2.28M
2 $1.51M
-38
- 0.13%
$157.77 - $183.27 $6K - $6.96K
29.7K $4.81M
-23.4K
- 56.36%
$25.21 - $25.99 $589K - $607K
18.1K $467K
-136
- 2.62%
$915.95 - $994.57 $125K - $135K
5.06K $4.69M
-227
- 0.93%
$81.9 - $96.86 $18.6K - $22K
24.1K $2.04M
View all

Options

Puts

1 operations
Stock Shares change Price Range Shares Held Trade History
300
New
$218.96 - $328.33 $65.7K - $98.5K
300 $84K
Activity Summary
Buys All Purchases 57 New Holdings 6 Increased Positions 51 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email