Summit Place Financial Advisors, LLC Sells in Q1 2025

Summit Place Financial Advisors, LLC

  • $166 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
-14.8K
- 57.4%
$111.1 - $140.22 $1.64M - $2.07M
10.9K $1.45M
NVDA
Nvidia Corp

Technology
-7
- 0.01%
$106.98 - $149.43 $749 - $1.05K
56K $6.07M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-26.6K
- 44.17%
$25.93 - $29.28 $689K - $778K
33.6K $912K
BX
Blackstone Inc.

Financial Services
-235
- 1.04%
$136.53 - $186.74 $32.1K - $43.9K
22.4K $3.13M
AVGO
Broadcom Inc.

Technology
-585
- 6.42%
$167.43 - $244.7 $97.9K - $143K
8.52K $1.43M
WST
West Pharmaceutical Services Inc

Healthcare
-1.31K
- 48.44%
$199.11 - $347.87 $260K - $455K
1.39K $311K
NKE
Nike, Inc.

Consumer Cyclical
-1.08K
- 3.31%
$63.29 - $81.72 $68K - $87.8K
31.4K $2M
EVR
Evercore Inc.

Financial Services
-210
- 4.26%
$190.28 - $291.27 $40K - $61.2K
4.72K $943K
SG
Sweetgreen, Inc.

Consumer Cyclical
-2K
- 4.14%
$21.47 - $34.94 $42.9K - $69.8K
46.3K $1.16M
OHI
Omega Healthcare Investors Inc

Real Estate
-9.97K
- 26.47%
$35.7 - $38.33 $356K - $382K
27.7K $1.05M
ADUS
Addus Home Care Corp

Healthcare
-910
- 9.67%
$89.83 - $135.92 $81.7K - $124K
8.5K $840K
WMT
Walmart Inc.

Consumer Defensive
-1.58K
- 3.51%
$84.5 - $105.05 $133K - $165K
43.3K $3.81M
MSI
Motorola Solutions, Inc.

Technology
-95
- 1.1%
$411.73 - $482.1 $39.1K - $45.8K
8.5K $3.72M
SAM
Boston Beer CO Inc

Consumer Defensive
-430
- 24.94%
$219.16 - $301.26 $94.2K - $130K
1.29K $309K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.42K
- 18.25%
$50.87 - $51.09 $72.2K - $72.5K
6.36K $324K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
-2.29K
- 4.91%
$24.97 - $27.91 $57.1K - $63.8K
44.2K $1.18M
SYY
Sysco Corp

Consumer Defensive
-500
- 9.89%
$70.0 - $77.13 $35K - $38.6K
4.55K $341K
NFLX
Netflix Inc

Communication Services
-231
- 4.87%
$828.4 - $1058.6 $191K - $245K
4.51K $4.21M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-600
- 3.42%
N/A
17K $0
SBUX
Starbucks Corp

Consumer Cyclical
-19
- 0.44%
$91.75 - $115.81 $1.74K - $2.2K
4.32K $423K
CTVA
Corteva, Inc.

Basic Materials
-3.46K
- 6.83%
$55.94 - $66.15 $193K - $229K
47.1K $2.97M
V
Visa Inc.

Financial Services
-157
- 1.49%
$306.92 - $362.71 $48.2K - $56.9K
10.3K $3.63M
GE
General Electric CO

Industrials
-880
- 4.83%
$168.59 - $212.13 $148K - $187K
17.3K $3.47M
WELL
Welltower Inc.

Real Estate
-750
- 3.0%
$124.05 - $156.86 $93K - $118K
24.2K $3.71M
Activity Summary
Buys All Purchases 50 New Holdings 4 Increased Positions 46 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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