Vestmark Advisory Solutions, Inc. Purchases in Q1 2025

Vestmark Advisory Solutions, Inc.

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LSTR
Landstar System Inc

Industrials
18.8K
+ 92.89%
$146.63 - $177.82 $2.76M - $3.35M
39.1K $5.88M
MCO
Moodys Corp

Financial Services
5.2K
+ 88.26%
$437.8 - $527.48 $2.28M - $2.74M
11.1K $5.16M
SNPS
Synopsys Inc

Technology
6.26K
+ 107.67%
$428.58 - $551.54 $2.68M - $3.45M
12.1K $5.18M
CINF
Cincinnati Financial Corp

Financial Services
15.4K
+ 102.9%
$133.67 - $147.81 $2.06M - $2.27M
30.3K $4.48M
XOM
Exxon Mobil Corp

Energy
17.5K
+ 125.97%
$105.44 - $118.93 $1.85M - $2.08M
31.4K $3.74M
SNY
Sanofi

Healthcare
35.6K
+ 101.58%
$48.15 - $59.42 $1.72M - $2.12M
70.7K $3.92M
FICO
Fair Isaac Corp

Technology
1.33K
+ 89.72%
$1695.35 - $2030.47 $2.25M - $2.69M
2.8K $5.17M
DCI
Donaldson CO Inc

Industrials
33.1K
+ 222.27%
$66.51 - $72.28 $2.2M - $2.39M
48K $3.22M
EME
Emcor Group, Inc.

Industrials
8.15K
+ 85.71%
$361.16 - $535.99 $2.94M - $4.37M
17.7K $6.53M
VICI
Vici Properties Inc.

Real Estate
65K
+ 442.25%
$28.21 - $32.68 $1.83M - $2.12M
79.7K $2.6M
MCD
Mcdonalds Corp

Consumer Cyclical
6.38K
+ 84.33%
$279.74 - $321.29 $1.79M - $2.05M
14K $4.36M
MINO
Pimco ETF Tr Municipal Income

ETFs
48.3K
New
$44.44 - $45.83 $2.15M - $2.21M
48.3K $2.16M
FXU
First Tr Exchange Traded Fd Ut

ETFs
52.6K
New
$37.42 - $41.14 $1.97M - $2.16M
52.6K $2.16M
FHB
First Hawaiian, Inc.

Financial Services
92.6K
+ 92.35%
$24.13 - $28.18 $2.23M - $2.61M
193K $4.71M
DIHP
Dimensional ETF Tr Dimensional

ETFs
56.3K
+ 16.23%
$25.1 - $27.85 $1.41M - $1.57M
403K $10.9M
SAN
Banco Santander, S.A.

Financial Services
217K
+ 77.17%
$4.46 - $7.14 $968K - $1.55M
499K $3.34M
ACN
Accenture PLC

Technology
7.69K
+ 87.4%
$300.91 - $398.25 $2.31M - $3.06M
16.5K $5.14M
FDS
Factset Research Systems Inc

Financial Services
4.81K
+ 84.28%
$427.5 - $476.51 $2.06M - $2.29M
10.5K $4.78M
DE
Deere & CO

Industrials
4.27K
+ 616.59%
$408.57 - $509.27 $1.75M - $2.18M
4.97K $2.33M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
50.5K
+ 99.4%
$47.79 - $59.89 $2.41M - $3.03M
101K $5.09M
SPTL
Spdr Portfolio Long Term Treas

ETFs
70.6K
+ 88.04%
$25.54 - $27.64 $1.8M - $1.95M
151K $4.11M
LYG
Lloyds Banking Group PLC

Financial Services
390K
+ 85.57%
$2.58 - $3.9 $1.01M - $1.52M
847K $3.23M
DISV
Dimensional ETF Tr Dimensional

ETFs
39K
+ 11.74%
$26.09 - $30.21 $1.02M - $1.18M
371K $10.8M
AON
Aon PLC

Financial Services
4.52K
+ 102.56%
$348.44 - $409.32 $1.57M - $1.85M
8.93K $3.56M
MLM
Martin Marietta Materials Inc

Basic Materials
4.62K
+ 74.23%
$460.39 - $552.64 $2.13M - $2.55M
10.8K $5.18M
THO
Thor Industries Inc

Consumer Cyclical
33.8K
+ 112.33%
$75.81 - $105.39 $2.56M - $3.56M
63.8K $4.84M
SCHG
Schwab Strategic Tr Us Large C

ETFs
78.3K
New
$24.91 - $29.02 $1.95M - $2.27M
78.3K $1.96M
SAIA
Saia Inc

Industrials
8.33K
+ 91.84%
$349.29 - $508.47 $2.91M - $4.24M
17.4K $6.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14K
+ 13.78%
$126.11 - $135.06 $1.77M - $1.89M
116K $14.9M
CRL
Charles River Laboratories International, Inc.

Healthcare
18.3K
+ 77.44%
$150.52 - $190.14 $2.75M - $3.47M
41.8K $6.29M
HIG
Hartford Financial Services Group, Inc.

Financial Services
14.3K
+ 286.26%
$106.31 - $123.73 $1.52M - $1.77M
19.3K $2.39M
LCII
Lci Industries

Consumer Cyclical
24.8K
+ 113.63%
$87.4 - $110.52 $2.17M - $2.74M
46.7K $4.08M
RLI
Rli Corp

Financial Services
35.8K
+ 285.61%
$71.75 - $163.21 $2.57M - $5.84M
48.3K $3.88M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
42.3K
New
$39.65 - $43.35 $1.68M - $1.83M
42.3K $1.78M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
68.2K
+ 92.91%
$25.9 - $31.26 $1.77M - $2.13M
142K $3.79M
SHEL
Shell PLC

Energy
20K
+ 84.65%
$62.84 - $73.29 $1.25M - $1.46M
43.5K $3.19M
CMCSA
Comcast Corp

Communication Services
46K
+ 94.27%
$33.19 - $38.23 $1.53M - $1.76M
94.7K $3.5M
ADP
Automatic Data Processing Inc

Industrials
5.17K
+ 85.85%
$286.85 - $318.64 $1.48M - $1.65M
11.2K $3.42M
PHG
Koninklijke Philips Nv

Healthcare
64.7K
+ 105.62%
$24.92 - $28.61 $1.61M - $1.85M
126K $3.2M
HDB
Hdfc Bank LTD

Financial Services
23.5K
+ 85.48%
$58.06 - $66.85 $1.36M - $1.57M
50.9K $3.38M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8.04K
New
$196.12 - $229.48 $1.58M - $1.84M
8.04K $1.62M
UNP
Union Pacific Corp

Industrials
6.63K
+ 183.84%
$225.21 - $254.42 $1.49M - $1.69M
10.2K $2.42M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
21.6K
+ 102.18%
$46.15 - $63.53 $997K - $1.37M
42.8K $2.63M
APAM
Artisan Partners Asset Management Inc.

Financial Services
45.2K
+ 92.44%
$38.51 - $45.32 $1.74M - $2.05M
94.1K $3.68M
BANF
Bancfirst Corp

Financial Services
15.4K
+ 92.85%
$108.28 - $123.19 $1.66M - $1.89M
31.9K $3.5M
PEP
Pepsico Inc

Consumer Defensive
10.5K
+ 76.9%
$142.64 - $156.42 $1.5M - $1.65M
24.2K $3.64M
ZTS
Zoetis Inc.

Healthcare
9.3K
+ 95.07%
$156.48 - $175.67 $1.46M - $1.63M
19.1K $3.14M
MA
Mastercard Inc

Financial Services
2.63K
+ 58.44%
$504.67 - $576.31 $1.33M - $1.52M
7.13K $3.91M
MC
Moelis & CO

Financial Services
40.9K
+ 73.83%
$57.91 - $81.2 $2.37M - $3.32M
96.3K $5.62M
Activity Summary
Buys All Purchases 527 New Holdings 110 Increased Positions 417 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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