Trivant Custom Portfolio Group, LLC Purchases and Sells in Q3 2025

Trivant Custom Portfolio Group, LLC

39 operations

Stock	Shares change	Price Range	Shares Held
UBER	11.4K + 93.01%	$86.91 - $99.57 $991K - $1.14M	23.7K $2.32B
SCHWAB PRIME ADVANTAGE MONEY INVESTOR	495K + 12.08%	N/A	4.59M $4.59B
LOW	37 + 0.27%	$215.01 - $273.02 $7.96K - $10.1K	13.8K $3.47B
MSFT	8 + 0.04%	$491.09 - $535.64 $3.93K - $4.29K	19.4K $10.1B
TCEHY	320 + 1.81%	$63.12 - $85.15 $20.2K - $27.2K	18K $1.53B
STIP	3.51K + 5.42%	$102.4 - $103.88 $359K - $364K	68.2K $7.05B

4 operations

Stock	Shares change	Price Range	Shares Held
BRK-B	1.81K New	$459.11 - $506.91 $829K - $915K	1.81K $907M
NOW	933 New	$850.86 - $1044.69 $794K - $975K	933 $859M
PLTR	1.57K New	$130.68 - $186.97 $205K - $294K	1.57K $286M
LUBYS INC XXXESC PEND POSS FUTR DISTR	10K New	N/A	10K $0

30 operations

Stock	Shares change	Price Range	Shares Held
BKNG	-1 - 0.12%	$5364.25 - $5815.92 $5.36K - $5.82K	864 $4.66B
OTIS	-1.83K - 12.4%	$84.93 - $101.07 $155K - $185K	12.9K $1.18B
CRM	-8 - 0.14%	$231.66 - $273.65 $1.85K - $2.19K	5.78K $1.37B
STZ	-369 - 9.91%	$131.78 - $176.09 $48.6K - $65K	3.35K $452M
INFY	-1.01K - 1.95%	$15.98 - $18.96 $16.2K - $19.2K	50.9K $829M
SNY	-1.4K - 7.6%	$45.07 - $51.35 $63.2K - $72K	17.1K $805M

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