Simon Quick Advisors, LLC Incresed Positions in Q2 2025

Simon Quick Advisors, LLC

  • $2.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PMX
Pimco Municipal Income Fund Iii

Financial Services
828
+ 5.31%
$6.55 - $7.23 $5.42K - $5.99K
16.4K $112K
PCK
Pimco California Municipal Income Fund Ii

Financial Services
895
+ 7.3%
$5.26 - $5.78 $4.71K - $5.17K
13.1K $70K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
532
+ 4.84%
$9.61 - $10.53 $5.11K - $5.6K
11.5K $115K
PMO
Putnam Municipal Opportunities Trust

Financial Services
457
+ 4.04%
$9.46 - $10.23 $4.32K - $4.68K
11.8K $116K
Canadian Pacific Kansas City
131
+ 2.51%
N/A
5.35K $0
Ge Vernova Inc
479
+ 22.93%
N/A
2.57K $0
Blackrock Inc
3.62K
+ 428.91%
N/A
4.46K $0
Lam Research Corp
4.52K
+ 40.3%
N/A
15.7K $0
VMO
Invesco Municipal Opportunity Trust

Financial Services
599
+ 2.95%
$9.0 - $9.58 $5.39K - $5.74K
20.9K $192K
Labcorp Holdings Inc
149
+ 5.28%
N/A
2.97K $0
INSE
Inspired Entertainment, Inc.

Consumer Cyclical
1.15K
+ 4.59%
$6.69 - $8.68 $7.71K - $10K
26.3K $214K
Arista Networks Inc
5.15K
+ 100.49%
N/A
10.3K $0
Howard Hughes Holdings Inc
40
+ 0.39%
N/A
10.2K $0
CION
Cion Investment Corp

Financial Services
1.9K
+ 8.05%
$8.68 - $10.48 $16.5K - $19.9K
25.5K $244K
Aegon LTD
11.3K
+ 108.65%
N/A
21.8K $0
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
512
+ 4.66%
$9.67 - $10.64 $4.95K - $5.45K
11.5K $115K
Qxo Inc
4.06K
+ 17.4%
N/A
27.4K $0
DOW
Dow Inc.

Basic Materials
2.03K
+ 31.91%
$25.81 - $34.89 $52.3K - $70.7K
8.38K $221K
Liberty Media Corp Del
302
+ 12.05%
N/A
2.81K $0
Liberty Media Corp Del
165
+ 5.33%
N/A
3.26K $0
Liberty Media Corp Del
444
+ 7.21%
N/A
6.6K $0
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
518
+ 4.56%
$9.29 - $10.09 $4.81K - $5.23K
11.9K $113K
Biohaven LTD
250
+ 0.36%
N/A
70.3K $0
Linde PLC
722
+ 13.51%
N/A
6.07K $0
Atlassian Corporation
318
+ 25.38%
N/A
1.57K $0
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
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
199
+ 1.95%
$10.95 - $11.69 $2.18K - $2.33K
10.4K $114K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
409
+ 2.4%
$10.29 - $11.24 $4.21K - $4.6K
17.5K $190K
BNY
Blackrock New York Municipal Income Trust

Financial Services
568
+ 5.02%
$9.59 - $10.28 $5.45K - $5.84K
11.9K $114K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
303
+ 1.82%
$10.78 - $11.57 $3.27K - $3.51K
16.9K $190K
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
DHR
Danaher Corp

Healthcare
141
+ 3.48%
$174.64 - $205.16 $24.6K - $28.9K
4.2K $828K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
662
+ 4.12%
$10.66 - $11.83 $7.06K - $7.83K
16.7K $185K
WCN
Waste Connections, Inc.

Industrials
36
+ 3.2%
$183.26 - $199.95 $6.6K - $7.2K
1.16K $216K
TGT
Target Corp

Consumer Defensive
82
+ 3.85%
$88.76 - $105.77 $7.28K - $8.67K
2.21K $218K
PCTY
Paylocity Holding Corp

Technology
21
+ 1.53%
$172.54 - $201.04 $3.62K - $4.22K
1.39K $252K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
382
+ 1.4%
$10.68 - $11.35 $4.08K - $4.34K
27.6K $301K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
34
+ 0.49%
$68.13 - $74.77 $2.32K - $2.54K
7.03K $511K
VKQ
Invesco Municipal Trust

Financial Services
596
+ 2.98%
$9.02 - $9.76 $5.38K - $5.82K
20.6K $188K
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
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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