Simon Quick Advisors, LLC Purchases in Q2 2025

Simon Quick Advisors, LLC

  • $2.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
392
+ 3.5%
$9.57 - $10.35 $3.75K - $4.06K
11.6K $114K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
357
+ 2.24%
$11.34 - $12.35 $4.05K - $4.41K
16.3K $194K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
600
+ 3.68%
$10.83 - $11.78 $6.5K - $7.07K
16.9K $189K
PML
Pimco Municipal Income Fund Ii

Financial Services
1.01K
+ 7.23%
$7.29 - $8.14 $7.38K - $8.24K
15K $111K
WCN
Waste Connections, Inc.

Industrials
36
+ 3.2%
$183.26 - $199.95 $6.6K - $7.2K
1.16K $216K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
662
+ 4.12%
$10.66 - $11.83 $7.06K - $7.83K
16.7K $185K
DHR
Danaher Corp

Healthcare
141
+ 3.48%
$174.64 - $205.16 $24.6K - $28.9K
4.2K $828K
VKQ
Invesco Municipal Trust

Financial Services
596
+ 2.98%
$9.02 - $9.76 $5.38K - $5.82K
20.6K $188K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
34
+ 0.49%
$68.13 - $74.77 $2.32K - $2.54K
7.03K $511K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
382
+ 1.4%
$10.68 - $11.35 $4.08K - $4.34K
27.6K $301K
TGT
Target Corp

Consumer Defensive
82
+ 3.85%
$88.76 - $105.77 $7.28K - $8.67K
2.21K $218K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
474
+ 2.45%
$9.4 - $10.12 $4.46K - $4.8K
19.8K $187K
KMB
Kimberly Clark Corp

Consumer Defensive
490
+ 9.41%
$126.84 - $145.22 $62.2K - $71.2K
5.7K $734K
KAI
Kadant Inc

Industrials
13
+ 1.79%
$286.24 - $350.17 $3.72K - $4.55K
741 $235K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
854
+ 15.02%
$99.37 - $134.05 $84.9K - $114K
6.54K $741K
OKTA
Okta, Inc.

Technology
126
+ 2.53%
$91.24 - $127.3 $11.5K - $16K
5.11K $510K
WSO
Watsco Inc

Industrials
104
+ 11.56%
$421.84 - $520.66 $43.9K - $54.1K
1K $443K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.72K
+ 2.1%
$13.03 - $15.28 $22.4K - $26.3K
83.4K $1.22M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
221
+ 7.63%
$212.1 - $244.27 $46.9K - $54K
3.12K $681K
DEI
Douglas Emmett Inc

Real Estate
1.3K
+ 2.75%
$13.09 - $16.29 $17.1K - $21.2K
48.6K $731K
BMY
Bristol Myers Squibb CO

Healthcare
2.44K
+ 19.76%
$44.12 - $59.6 $108K - $145K
14.8K $684K
COMP
Compass, Inc.

Technology
1.09K
+ 0.22%
$5.8 - $8.98 $6.32K - $9.78K
500K $3.14M
Activity Summary
Buys All Purchases 673 New Holdings 220 Increased Positions 453 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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