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
SNA
Snap On Inc

Industrials
1.14K
+ 138.44%
$324.09 - $358.62 $369K - $408K
1.96K $660K
VIS
Vanguard Industrial ETF

ETFs
1.54K
New
$243.63 - $273.99 $375K - $422K
1.54K $381K
TYL
Tyler Technologies Inc

Technology
647
+ 111.74%
$553.41 - $646.74 $358K - $418K
1.23K $712K
PEAK
Healthpeak Properties, Inc.

Real Estate
19.9K
New
N/A
19.9K $377K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
3.87K
+ 100.42%
$73.71 - $87.55 $285K - $339K
7.73K $672K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
24.4K
+ 150.64%
$12.61 - $14.92 $307K - $363K
40.5K $580K
PAYC
Paycom Software, Inc.

Technology
1.52K
+ 52.87%
$199.42 - $225.82 $303K - $343K
4.4K $960K
CSGP
Costar Group, Inc.

Real Estate
3.97K
+ 56.22%
$69.29 - $80.37 $275K - $319K
11K $874K
VO
Vanguard Mid Cap ETF

ETFs
1.42K
New
$251.87 - $277.95 $357K - $394K
1.42K $366K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.95K
New
$50.82 - $52.7 $353K - $366K
6.95K $365K
AMH
American Homes 4 Rent

Real Estate
9.41K
+ 73.16%
$34.43 - $37.81 $324K - $356K
22.3K $842K
VTR
Ventas, Inc.

Real Estate
4.28K
+ 67.18%
$56.9 - $70.47 $243K - $302K
10.6K $732K
SJNK
Spdr Bloomberg Short Term High

ETFs
14.2K
New
$25.08 - $25.64 $357K - $365K
14.2K $357K
CDNS
Cadence Design Systems Inc

Technology
1.92K
+ 62.93%
$233.96 - $324.52 $450K - $624K
4.98K $1.27M
KO
Coca Cola CO

Consumer Defensive
3.99K
+ 59.67%
$60.81 - $72.32 $243K - $288K
10.7K $764K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
6.27K
+ 61.89%
$45.62 - $51.12 $286K - $320K
16.4K $834K
FULT
Fulton Financial Corp

Financial Services
19K
New
$17.24 - $21.11 $328K - $401K
19K $343K
PSA
Public Storage

Real Estate
1.13K
+ 53.15%
$288.99 - $313.98 $327K - $355K
3.26K $974K
CB
Chubb LTD

Financial Services
1.02K
+ 87.3%
$257.71 - $301.99 $262K - $307K
2.18K $658K
NET
Cloudflare, Inc.

Technology
2.81K
+ 67.73%
$110.71 - $176.5 $311K - $496K
6.96K $784K
MS
Morgan Stanley

Financial Services
3.42K
+ 45.66%
$111.68 - $141.08 $381K - $482K
10.9K $1.27M
FCX
Freeport Mcmoran Inc

Basic Materials
8.75K
+ 110.34%
$34.5 - $43.01 $302K - $376K
16.7K $631K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
7.5K
New
$42.64 - $44.05 $320K - $330K
7.5K $328K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.07K
+ 144.06%
$161.13 - $209.29 $334K - $434K
3.51K $581K
AM
Antero Midstream Corp

Energy
15.6K
+ 100.0%
$15.47 - $18.04 $242K - $282K
31.3K $563K
WMS
Advanced Drainage Systems, Inc.

Industrials
3K
New
$105.29 - $126.99 $316K - $381K
3K $325K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
5.81K
+ 8.72%
$49.52 - $50.2 $288K - $292K
72.4K $3.63M
ITUB
Itau Unibanco Holding S.A.

Financial Services
55.5K
+ 203.57%
$4.87 - $6.28 $270K - $349K
82.8K $455K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.06K
New
$102.49 - $119.96 $314K - $367K
3.06K $319K
AMGN
Amgen Inc

Healthcare
1.02K
New
$258.59 - $327.36 $265K - $335K
1.02K $318K
TFC
Truist Financial Corp

Financial Services
8.36K
+ 63.75%
$39.48 - $48.15 $330K - $403K
21.5K $883K
KKR
Kkr & Co. Inc.

Financial Services
4.94K
+ 61.94%
$108.17 - $167.07 $534K - $825K
12.9K $1.49M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
287
+ 0.07%
$46.18 - $47.84 $13.3K - $13.7K
404K $19.2M
BHP
Bhp Group LTD

Basic Materials
6.31K
+ 102.93%
$48.18 - $52.11 $304K - $329K
12.4K $604K
DTM
Dt Midstream, Inc.

Energy
3.17K
+ 98.69%
$86.95 - $113.75 $276K - $361K
6.39K $616K
CNP
Centerpoint Energy Inc

Utilities
7.25K
+ 111.16%
$30.87 - $36.25 $224K - $263K
13.8K $499K
ADBE
Adobe Inc.

Technology
1.34K
+ 36.84%
$377.84 - $464.11 $508K - $624K
4.99K $1.91M
IT
Gartner Inc

Technology
910
+ 63.73%
$418.25 - $548.38 $381K - $499K
2.34K $981K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.11K
+ 94.56%
$190.84 - $226.29 $212K - $252K
2.29K $518K
CVS
Cvs Health Corp

Healthcare
4.28K
New
$44.22 - $68.64 $189K - $294K
4.28K $289K
HUBS
Hubspot Inc

Technology
649
+ 95.86%
$571.29 - $819.71 $371K - $532K
1.33K $757K
BAC
Bank Of America Corp

Financial Services
7.99K
+ 36.39%
$39.61 - $47.74 $317K - $382K
30K $1.25M
AXON
Axon Enterprise, Inc.

Industrials
622
+ 97.19%
$496.65 - $710.01 $309K - $442K
1.26K $663K
VRSK
Verisk Analytics, Inc.

Industrials
882
+ 96.08%
$268.63 - $301.33 $237K - $266K
1.8K $535K
PODD
Insulet Corp

Healthcare
1.05K
+ 99.06%
$237.06 - $288.29 $250K - $304K
2.12K $556K
TGT
Target Corp

Consumer Defensive
3.66K
+ 102.41%
$103.65 - $142.5 $379K - $521K
7.23K $754K
SXT
Sensient Technologies Corp

Basic Materials
3.61K
New
$67.31 - $77.4 $243K - $279K
3.61K $268K
KRG
Kite Realty Group Trust

Real Estate
15.1K
+ 61.26%
$21.24 - $25.05 $320K - $377K
39.7K $887K
ELS
Equity Lifestyle Properties Inc

Real Estate
3.97K
+ 68.42%
$64.36 - $69.32 $256K - $275K
9.78K $652K
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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