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
C
Citigroup Inc

Financial Services
3.71K
+ 124.44%
$67.23 - $84.63 $249K - $314K
6.69K $474K
ADC
Agree Realty Corp

Real Estate
3.13K
+ 102.22%
$68.36 - $77.19 $214K - $242K
6.2K $478K
EA
Electronic Arts Inc.

Communication Services
1.82K
+ 96.97%
$116.53 - $146.29 $212K - $267K
3.7K $535K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.29K
+ 22.12%
$57.21 - $65.8 $360K - $414K
34.7K $2.03M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.2K
New
$211.47 - $267.17 $254K - $321K
1.2K $254K
ALGN
Align Technology Inc

Healthcare
1.58K
New
$158.86 - $234.89 $250K - $370K
1.58K $250K
CGUS
Capital Group Core Equity ETF
25.3K
+ 6.66%
$33.08 - $36.62 $837K - $927K
405K $13.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.94K
+ 85.89%
$65.15 - $91.81 $387K - $545K
12.9K $838K
KLAC
Kla Corp

Technology
338
+ 104.32%
$636.62 - $777.63 $215K - $263K
662 $450K
MPWR
Monolithic Power Systems Inc

Technology
436
+ 50.46%
$565.7 - $720.25 $247K - $314K
1.3K $753K
SUI
Sun Communities Inc

Real Estate
1.68K
+ 46.55%
$120.53 - $136.43 $203K - $230K
5.3K $682K
VT
Vanguard Total World Stk Index

ETFs
2.04K
New
$115.08 - $123.97 $235K - $253K
2.04K $236K
BALT
Innovator Etfs Tr
7.3K
New
$31.31 - $31.89 $228K - $233K
7.3K $228K
RDY
Dr Reddys Laboratories LTD

Healthcare
20.3K
+ 127.23%
$12.53 - $15.81 $254K - $320K
36.2K $477K
IBM
International Business Machines Corp

Technology
906
New
$217.4 - $264.74 $197K - $240K
906 $225K
PEN
Penumbra Inc

Healthcare
845
New
$237.28 - $303.76 $201K - $257K
845 $225K
ATO
Atmos Energy Corp

Utilities
1.45K
New
$136.51 - $154.58 $197K - $223K
1.45K $223K
BK
Bank Of New York Mellon Corp

Financial Services
2.66K
New
$75.42 - $88.95 $201K - $237K
2.66K $223K
MT
Arcelor Mittal

Basic Materials
5.49K
+ 49.56%
$21.82 - $33.93 $120K - $186K
16.6K $477K
CI
Cigna Corp

Healthcare
662
New
$274.49 - $329.0 $182K - $218K
662 $217K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
7.36K
New
$26.47 - $29.92 $195K - $220K
7.36K $215K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.65K
New
$80.08 - $92.93 $212K - $246K
2.65K $213K
FISV
Fiserv Inc

Technology
1.68K
+ 123.1%
N/A
3.05K $382K
QQQ
Invesco Qqq Trust, Series 1

ETFs
452
New
$468.34 - $539.52 $212K - $244K
452 $211K
AVB
Avalonbay Communities Inc

Real Estate
1.02K
+ 72.84%
$207.86 - $228.08 $212K - $232K
2.42K $518K
FLEX
Flex Ltd.

Technology
7.52K
+ 100.11%
$32.92 - $44.46 $247K - $334K
15K $497K
INFY
Infosys LTD

Technology
14.4K
+ 96.65%
$18.06 - $22.89 $260K - $329K
29.2K $533K
GRAB
Grab Holdings LTD

Technology
47.9K
+ 80.89%
$4.12 - $5.34 $197K - $256K
107K $485K
EXR
Extra Space Storage Inc.

Real Estate
1.41K
+ 42.68%
$143.8 - $161.28 $203K - $227K
4.71K $699K
EW
Edwards Lifesciences Corp

Healthcare
2.86K
+ 104.08%
$67.95 - $76.19 $194K - $218K
5.61K $406K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.32K
+ 14.06%
$59.78 - $60.03 $198K - $199K
26.9K $1.61M
KNTK
Kinetik Holdings Inc.

Energy
3.95K
+ 95.27%
$49.51 - $66.5 $195K - $262K
8.09K $420K
REG
Regency Centers Corp

Real Estate
2.5K
+ 68.75%
$68.83 - $77.74 $172K - $195K
6.15K $453K
CPT
Camden Property Trust

Real Estate
1.11K
+ 17.43%
$109.16 - $125.53 $121K - $139K
7.48K $915K
ASX
Ase Technology Holding Co., Ltd.

Technology
22K
+ 151.47%
$8.76 - $11.36 $193K - $250K
36.6K $320K
ESS
Essex Property Trust, Inc.

Real Estate
622
+ 66.74%
N/A
1.55K $423K
BXP
Boston Properties Inc

Real Estate
2.89K
+ 79.63%
$63.97 - $74.91 $185K - $216K
6.51K $437K
HLI
Houlihan Lokey, Inc.

Financial Services
1.08K
+ 76.25%
$154.43 - $187.4 $167K - $202K
2.49K $402K
FAF
First American Financial Corp

Financial Services
1.91K
+ 21.59%
$57.7 - $66.47 $110K - $127K
10.8K $705K
BKU
Bank United, Inc.

Financial Services
5.09K
+ 60.52%
$31.36 - $41.63 $160K - $212K
13.5K $464K
HMN
Horace Mann Educators Corp

Financial Services
2.38K
+ 21.23%
$36.56 - $43.12 $86.9K - $102K
13.6K $579K
NI
Nisource Inc.

Utilities
2.57K
+ 23.99%
$35.57 - $41.23 $91.3K - $106K
13.3K $531K
BURL
Burlington Stores, Inc.

Consumer Cyclical
684
+ 93.44%
$228.41 - $293.71 $156K - $201K
1.42K $337K
MMYT
Make My Trip LTD

Consumer Cyclical
1.48K
+ 55.45%
N/A
4.15K $357K
CGGO
Capital Group Global Growth Eq

ETFs
7.77K
+ 6.5%
$28.33 - $30.84 $220K - $240K
127K $3.61M
BOH
Bank Of Hawaii Corp

Financial Services
1.81K
+ 23.25%
$65.97 - $75.81 $120K - $137K
9.61K $662K
AIV
Apartment Investment & Management CO

Real Estate
12.4K
+ 66.42%
$8.54 - $9.12 $106K - $113K
31K $272K
DFIP
Dimensional ETF Tr Inflation P

ETFs
2.13K
+ 36.18%
$40.27 - $42.11 $85.8K - $89.7K
8.02K $337K
TECH
Bio Techne Corp

Healthcare
2.85K
+ 55.55%
$58.47 - $78.75 $166K - $224K
7.97K $467K
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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