Tolleson Wealth Management, Inc. Purchases and Sells in Q3 2025

Tolleson Wealth Management, Inc.

  • $611 Million
  • Q3 2025

Top Buys

Incresed Positions

25 operations
Stock Shares change Price Range Shares Held Trade History
121K
+ 5.76%
$64.13 - $69.24 $7.75M - $8.37M
2.22M $153M
135K
+ 4.75%
$33.72 - $36.17 $4.56M - $4.9M
2.99M $107M
11K
+ 197.16%
$567.77 - $614.76 $6.26M - $6.78M
16.6K $10.2M
7.23K
+ 2.42%
$66.38 - $71.68 $480K - $518K
306K $21.8M
2.84K
+ 36.95%
$202.38 - $256.87 $575K - $730K
10.5K $2.68M
25.6K
+ 72.11%
$33.05 - $35.83 $846K - $917K
61.1K $2.18M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
15K
New
$58.77 - $67.87 $884K - $1.02M
15K $974K
780
New
$459.11 - $506.91 $358K - $395K
780 $392K
2.2K
New
$105.83 - $117.22 $233K - $258K
2.2K $248K
1.12K
New
$155.17 - $185.42 $173K - $207K
1.12K $206K
961
New
$207.7 - $240.4 $200K - $231K
961 $202K
BLACKROCK INCOME TR INC RT EXP 102025
28.5K
New
N/A
28.5K $0
View all

Top Sells

Reduced Positions

21 operations
Stock Shares change Price Range Shares Held Trade History
-7.33K
- 45.36%
$58.43 - $58.88 $428K - $432K
8.83K $519K
-9.78K
- 5.83%
$37.14 - $37.85 $363K - $370K
158K $5.96M
-13.6K
- 4.14%
$24.73 - $25.29 $337K - $344K
315K $7.94M
-886
- 12.21%
$79.85 - $81.32 $70.7K - $72K
6.37K $517K
-1.21K
- 3.66%
$50.73 - $52.47 $61.4K - $63.5K
31.9K $1.66M
-373
- 3.88%
$97.75 - $100.75 $36.5K - $37.6K
9.25K $927K
View all
Activity Summary
Buys All Purchases 31 New Holdings 6 Increased Positions 25 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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