Shufro Rose & CO LLC Purchases in Q1 2025

Shufro Rose & CO LLC

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PARA
Paramount Global

Communication Services
12.5K
New
$10.16 - $12.14 $127K - $152K
12.5K $149K
NEAR
Blackrock Short Maturity Bond

ETFs
2.24K
+ 8.08%
$50.4 - $50.89 $113K - $114K
30K $1.53M
GIFI
Gulf Island Fabrication Inc

Industrials
17.9K
New
$6.11 - $7.23 $109K - $129K
17.9K $115K
BFZ
Blackrock California Municipal Income Trust

Financial Services
10K
New
$10.85 - $11.5 $109K - $115K
10K $109K
PSX
Phillips 66

Energy
726
+ 35.43%
$113.93 - $131.55 $82.7K - $95.5K
2.78K $342K
SO
Southern CO

Utilities
748
+ 25.98%
$80.96 - $92.96 $60.6K - $69.5K
3.63K $333K
BWA
Borgwarner Inc

Consumer Cyclical
4.04K
+ 63.31%
$27.78 - $32.9 $112K - $133K
10.4K $298K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
9.5K
+ 15.97%
$11.22 - $11.8 $107K - $112K
69K $773K
FPE
First Tr Pfd Secs & Income ETF

ETFs
5K
+ 37.88%
$17.53 - $17.87 $87.7K - $89.4K
18.2K $320K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
10K
New
$8.58 - $8.9 $85.8K - $89K
10K $87K
PEAK
Healthpeak Properties, Inc.

Real Estate
3.99K
+ 12.09%
N/A
37K $701K
VZ
Verizon Communications Inc

Communication Services
492
+ 5.1%
$37.81 - $46.49 $18.6K - $22.9K
10.1K $459K
PEG
Public Service Enterprise Group Inc

Utilities
1K
+ 19.37%
$78.2 - $90.39 $78.5K - $90.8K
6.19K $509K
ICSH
Blackrock Ultra Short Term Bon

ETFs
822
+ 0.74%
$50.44 - $50.7 $41.5K - $41.7K
111K $5.65M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
4.8K
+ 54.24%
$28.45 - $41.08 $137K - $197K
13.7K $413K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.64K
+ 7.47%
$108.02 - $120.45 $177K - $198K
23.6K $2.6M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
5K
+ 33.78%
$14.03 - $14.65 $70.2K - $73.3K
19.8K $279K
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
5K
+ 40.0%
$11.24 - $11.73 $56.2K - $58.7K
17.5K $199K
V
Visa Inc.

Financial Services
1
+ 0.06%
$306.92 - $362.71 $307 - $363
1.65K $579K
ED
Consolidated Edison Inc

Utilities
3
+ 0.12%
$88.0 - $110.59 $264 - $332
2.59K $285K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
5K
+ 9.2%
$10.53 - $11.08 $52.7K - $55.4K
59.4K $636K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
5.53K
+ 43.08%
$7.89 - $8.07 $43.6K - $44.6K
18.4K $146K
XLK
Technology Sector Spdr

ETFs
492
+ 21.3%
$206.38 - $242.18 $102K - $119K
2.8K $578K
MBLY
Mobileye Global Inc.
10K
+ 50.0%
$14.24 - $21.85 $142K - $219K
30K $432K
BEEM
Beam Global

Technology
15K
New
$2.04 - $3.75 $30.6K - $56.3K
15K $30K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
4K
+ 5.12%
$10.14 - $10.47 $40.6K - $41.9K
82.1K $832K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
560
+ 3.46%
$91.45 - $100.11 $51.2K - $56.1K
16.7K $1.57M
EEMV
Ishares Msci Emerging Markets

ETFs
191
+ 3.58%
$57.07 - $59.29 $10.9K - $11.3K
5.53K $322K
VMI
Valmont Industries Inc

Industrials
100
+ 8.33%
$285.37 - $376.98 $28.5K - $37.7K
1.3K $370K
Alps ETF Tr
2.7M
+ 146.4%
N/A
4.54M $0
Vanguard Mun Bd Fds
3.52K
New
N/A
3.52K $0
Millrose Pptys Inc
28.6K
New
N/A
28.6K $0
Doubleline ETF Trust
16K
+ 1.91%
N/A
855K $0
Palo Alto Networks Inc
2K
New
N/A
2K $0
Touchstone ETF Trust
271K
New
N/A
271K $0
Albemarle Corp
29.9K
+ 174.85%
N/A
47K $0
Ge Vernova Inc
125
+ 20.26%
N/A
742 $0
SPY
Spdr S&P 500 ETF Trust

ETFs
44
+ 3.62%
$551.42 - $612.93 $24.3K - $27K
1.26K $704K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
665
+ 2.19%
$196.12 - $229.48 $130K - $153K
31K $6.28M
HY
Hyster Yale Materials Handling, Inc.

Industrials
1.34K
+ 14.89%
$41.54 - $54.76 $55.7K - $73.4K
10.3K $429K
AMD
Advanced Micro Devices Inc

Technology
12
+ 0.57%
$96.63 - $129.55 $1.16K - $1.55K
2.11K $216K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
69
+ 0.61%
$57.21 - $65.8 $3.95K - $4.54K
11.4K $662K
QQQ
Invesco Qqq Trust, Series 1

ETFs
47
+ 2.64%
$468.34 - $539.52 $22K - $25.4K
1.83K $856K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.14%
$423.19 - $506.29 $846 - $1.01K
1.48K $661K
VTI
Vanguard Total Stock Market Et

ETFs
410
+ 1.26%
$271.18 - $303.12 $111K - $124K
33K $9.07M
PSTG
Pure Storage, Inc.

Technology
2.2K
+ 3.64%
$44.27 - $72.37 $97.4K - $159K
62.7K $2.78M
Activity Summary
Buys All Purchases 97 New Holdings 25 Increased Positions 72 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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