Unified Investment Management Purchases in Q3 2025

Unified Investment Management

  • $100 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSCI
Msci Inc.

Financial Services
1.12K
New
$526.48 - $588.0 $589K - $658K
1.12K $635M
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.04K
New
$415.15 - $489.89 $431K - $509K
1.04K $442M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.38K
New
$50.82 - $51.09 $426K - $428K
8.38K $428M
Arista Networks Inc
994
+ 19.33%
N/A
6.14K $894M
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.62K
New
$94.03 - $117.16 $341K - $424K
3.62K $342M
CNQ
Canadian Natural Resources LTD

Energy
9.67K
New
$29.31 - $32.93 $284K - $319K
9.67K $309M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
7.43K
+ 98.92%
$39.58 - $40.74 $294K - $303K
14.9K $606M
DPZ
Dominos Pizza Inc

Consumer Cyclical
706
New
$422.75 - $485.53 $298K - $343K
706 $305M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.67K
New
$103.83 - $179.9 $174K - $301K
1.67K $299M
MEDP
Medpace Holdings, Inc.

Healthcare
460
New
$308.88 - $514.16 $142K - $237K
460 $237M
Aptiv PLC
178
+ 1.48%
N/A
12.2K $1.05B
ZTS
Zoetis Inc.

Healthcare
1.69K
+ 89.58%
$141.13 - $159.19 $239K - $270K
3.58K $524M
MU
Micron Technology Inc

Technology
1.35K
New
$104.88 - $168.89 $141K - $227K
1.35K $225M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.02K
+ 9.65%
$52.39 - $53.11 $211K - $214K
45.7K $2.42B
EMR
Emerson Electric CO

Industrials
1.73K
+ 102.36%
$128.6 - $149.63 $223K - $259K
3.43K $449M
TSLA
Tesla, Inc.

Consumer Cyclical
495
New
$293.94 - $444.72 $146K - $220K
495 $220M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.23K
New
$92.18 - $95.14 $205K - $212K
2.23K $212M
GNRC
Generac Holdings Inc.

Industrials
27
+ 0.35%
$146.61 - $202.85 $3.96K - $5.48K
7.74K $1.3B
GVI
Ishares Tr

ETFs
1.67K
+ 9.59%
$105.8 - $107.81 $177K - $180K
19.1K $2.05B
RFV
Invesco Exchange Traded Fd Tr

ETFs
1.35K
+ 61.1%
$119.35 - $132.13 $161K - $178K
3.56K $456M
V
Visa Inc.

Financial Services
588
+ 23.68%
$332.09 - $358.86 $195K - $211K
3.07K $1.05B
VNLA
Janus Henderson Short Duration

ETFs
3.27K
+ 7.2%
$48.99 - $49.29 $160K - $161K
48.7K $2.4B
NVO
Novo Nordisk A S

Healthcare
5.38K
+ 53.63%
$45.38 - $71.7 $244K - $385K
15.4K $855M
TMO
Thermo Fisher Scientific Inc.

Healthcare
78
+ 8.06%
$404.94 - $499.99 $31.6K - $39K
1.05K $507M
GLD
Spdr Gold Trust

ETFs
175
+ 18.96%
$300.96 - $355.47 $52.7K - $62.2K
1.1K $390M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.05%
$357.4 - $423.42 $357 - $423
2.19K $888M
TFX
Teleflex Inc

Healthcare
568
+ 15.47%
$109.79 - $132.5 $62.4K - $75.3K
4.24K $519M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
704
+ 5.91%
$39.37 - $44.24 $27.7K - $31.1K
12.6K $552M
CVX
Chevron Corp

Energy
70
+ 1.33%
$145.57 - $161.83 $10.2K - $11.3K
5.35K $830M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
118
+ 0.43%
$55.15 - $58.11 $6.51K - $6.86K
27.3K $1.57B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
534
+ 2.57%
$33.78 - $36.74 $18K - $19.6K
21.3K $775M
ADBE
Adobe Inc.

Technology
357
+ 20.45%
$333.65 - $392.1 $119K - $140K
2.1K $742M
MRK
Merck & Co., Inc.

Healthcare
139
+ 1.37%
$77.6 - $87.37 $10.8K - $12.1K
10.3K $865M
VB
Vanguard Small Cap ETF

ETFs
65
+ 3.41%
$237.58 - $259.17 $15.4K - $16.8K
1.97K $502M
AKBA
Akebia Therapeutics, Inc.

Healthcare
18K
New
$2.7 - $4.01 $48.6K - $72.2K
18K $49.1M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.51K
+ 2.53%
$18.61 - $18.94 $28.1K - $28.6K
61.1K $1.15B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.37K
+ 5.12%
$20.41 - $20.67 $28K - $28.3K
28.1K $578M
RSP
Invesco S&P 500 Equal Weight E

ETFs
97
+ 6.69%
$181.56 - $190.33 $17.6K - $18.5K
1.55K $293M
BSCU
Invesco Exc Self Ind Tr

ETFs
1.67K
+ 14.03%
$16.67 - $17.03 $27.8K - $28.4K
13.6K $229M
TLRY
Tilray Brands, Inc.

Healthcare
15K
New
$0.42 - $1.85 $6.3K - $27.8K
15K $26M
CME
Cme Group Inc.

Financial Services
100
+ 4.91%
$258.83 - $287.1 $25.9K - $28.7K
2.14K $578M
SO
Southern CO

Utilities
1
+ 0.04%
$90.83 - $96.0 $90.8 - $96
2.66K $252M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
47
+ 0.3%
$24.39 - $24.93 $1.15K - $1.17K
15.6K $384M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.65K
+ 7.13%
$65.64 - $78.22 $108K - $129K
24.7K $1.66B
ABNB
Airbnb, Inc.

Consumer Cyclical
46
+ 0.73%
$118.3 - $142.16 $5.44K - $6.54K
6.32K $767M
Activity Summary
Buys All Purchases 46 New Holdings 14 Increased Positions 32 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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