Simon Quick Advisors, LLC Purchases in Q1 2025

Simon Quick Advisors, LLC

  • $1.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BYM
Blackrock Municipal Income Quality Trust

Financial Services
451
+ 4.51%
$10.69 - $11.42 $4.82K - $5.15K
10.5K $112K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
547
+ 3.4%
$11.4 - $11.96 $6.24K - $6.54K
16.6K $191K
BFK
Blackrock Municipal Income Trust

Financial Services
323
+ 2.88%
$9.89 - $10.29 $3.19K - $3.32K
11.5K $114K
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
450
+ 4.13%
$9.94 - $10.45 $4.47K - $4.7K
11.4K $113K
BNY
Blackrock New York Municipal Income Trust

Financial Services
404
+ 3.7%
$10.13 - $10.6 $4.09K - $4.28K
11.3K $115K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
251
+ 2.29%
$10.13 - $10.52 $2.54K - $2.64K
11.2K $115K
PML
Pimco Municipal Income Fund Ii

Financial Services
423
+ 3.11%
$8.04 - $8.62 $3.4K - $3.65K
14K $113K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
553
+ 2.95%
$9.88 - $10.25 $5.46K - $5.67K
19.3K $192K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
371
+ 3.49%
$10.37 - $10.83 $3.85K - $4.02K
11K $114K
VKQ
Invesco Municipal Trust

Financial Services
661
+ 3.42%
$9.53 - $10.07 $6.3K - $6.66K
20K $192K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
506
+ 3.82%
$8.44 - $9.01 $4.27K - $4.56K
13.7K $117K
SUB
Ishares Short Term National Mu

ETFs
7
+ 0.05%
$105.3 - $106.24 $737 - $744
13.1K $1.38M
Aegon LTD
10.4K
New
N/A
10.4K $0
Labcorp Holdings Inc
798
+ 39.47%
N/A
2.82K $0
Tko Group Holdings Inc
82
+ 1.1%
N/A
7.56K $0
Brookfield Corp
1.1K
+ 14.11%
N/A
8.92K $0
Lam Research Corp
3.1K
+ 38.21%
N/A
11.2K $0
Liberty Media Corp Del
7
+ 0.23%
N/A
3.09K $0
BFB
Brown Forman Corp Cl B
7.76K
New
N/A
7.76K $0
Ge Vernova Inc
274
+ 15.1%
N/A
2.09K $0
Canadian Pacific Kansas City
1.06K
+ 25.34%
N/A
5.22K $0
Liberty Media Corp Del
2.51K
New
N/A
2.51K $0
Blackrock Inc
492
+ 139.77%
N/A
844 $0
Biohaven LTD
72
+ 0.1%
N/A
70K $0
Arista Networks Inc
545
+ 11.89%
N/A
5.13K $0
Linde PLC
1.01K
+ 23.39%
N/A
5.34K $0
Lanzatech Global Inc
13.2K
+ 88.3%
N/A
28.2K $0
PCK
Pimco California Municipal Income Fund Ii

Financial Services
176
+ 1.46%
$5.54 - $5.98 $975 - $1.05K
12.3K $69K
Howard Hughes Holdings Inc
3.61K
+ 54.89%
N/A
10.2K $0
Qxo Inc
7.51K
+ 47.44%
N/A
23.3K $0
Ishares Bitcoin Trust ETF
14.5K
+ 102.76%
N/A
28.6K $0
PEG
Public Service Enterprise Group Inc

Utilities
69
+ 2.52%
$78.2 - $90.39 $5.4K - $6.24K
2.81K $231K
PMX
Pimco Municipal Income Fund Iii

Financial Services
515
+ 3.41%
$7.07 - $7.53 $3.64K - $3.88K
15.6K $111K
Ea Series Trust
19.2K
+ 184.49%
N/A
29.7K $0
Corpay Inc
1.46K
New
N/A
1.46K $0
CRH.L
Crh PLC

Basic Materials
3.27K
New
N/A
3.27K $0
Atlassian Corporation
1.25K
New
N/A
1.25K $0
PRF
Invesco Exchange Traded Fd Tr

ETFs
42
+ 0.43%
$39.4 - $42.61 $1.65K - $1.79K
9.72K $389K
KAI
Kadant Inc

Industrials
8
+ 1.11%
$335.28 - $398.39 $2.68K - $3.19K
728 $245K
UTZ
Utz Brands, Inc.

Consumer Defensive
1.41K
+ 9.69%
$13.18 - $15.15 $18.6K - $21.4K
16K $224K
AMP
Ameriprise Financial Inc

Financial Services
39
+ 7.65%
$472.29 - $575.13 $18.4K - $22.4K
549 $265K
GDDY
Go Daddy Inc.

Technology
85
+ 6.52%
$172.13 - $214.35 $14.6K - $18.2K
1.39K $250K
MAR
Marriott International Inc

Consumer Cyclical
134
+ 14.08%
$237.01 - $304.45 $31.8K - $40.8K
1.09K $258K
ORCL
Oracle Corp

Technology
1.32K
+ 18.32%
$139.81 - $186.47 $185K - $246K
8.53K $1.19M
CMA
Comerica Inc

Financial Services
66
+ 1.55%
$56.11 - $68.38 $3.7K - $4.51K
4.33K $255K
INSE
Inspired Entertainment, Inc.

Consumer Cyclical
117
+ 0.47%
$8.03 - $11.5 $940 - $1.35K
25.1K $214K
UPS
United Parcel Service Inc

Industrials
450
+ 11.07%
$109.66 - $136.26 $49.3K - $61.3K
4.52K $496K
NTRA
Natera, Inc.

Healthcare
47
+ 3.02%
$132.63 - $177.0 $6.23K - $8.32K
1.6K $226K
MGC
Vanguard Mega Cap ETF

ETFs
292
+ 4.59%
$199.2 - $222.69 $58.2K - $65K
6.65K $1.33M
Activity Summary
Buys All Purchases 498 New Holdings 138 Increased Positions 360 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Simon Quick Advisors, LLC Portfolio

Follow Simon Quick 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 Simon Quick Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Simon Quick Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email