Wetherby Asset Management Inc Purchases in Q3 2025

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTR
Ventas, Inc.

Real Estate
76
+ 0.57%
$62.76 - $69.99 $4.77K - $5.32K
13.5K $944K
LDOS
Leidos Holdings, Inc.

Technology
34
+ 1.18%
$159.2 - $188.96 $5.41K - $6.42K
2.93K $552K
LPL
Lg Display Co., Ltd.

Technology
18.4K
New
$3.31 - $5.23 $61K - $96.3K
18.4K $96K
GL
Globe Life Inc.

Financial Services
99
+ 2.24%
$117.6 - $146.55 $11.6K - $14.5K
4.52K $645K
EL
Estee Lauder Companies Inc

Consumer Defensive
869
+ 31.89%
$83.65 - $95.26 $72.7K - $82.8K
3.59K $316K
XEL
Xcel Energy Inc

Utilities
185
+ 2.87%
$67.56 - $80.65 $12.5K - $14.9K
6.62K $533K
EME
Emcor Group, Inc.

Industrials
63
+ 13.49%
$530.88 - $655.83 $33.4K - $41.3K
530 $344K
HUM
Humana Inc

Healthcare
211
+ 8.67%
$220.41 - $312.0 $46.5K - $65.8K
2.64K $687K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
57
+ 0.29%
$68.24 - $73.73 $3.89K - $4.2K
19.7K $1.45M
TTWO
Take Two Interactive Software Inc

Communication Services
82
+ 1.87%
$217.37 - $259.96 $17.8K - $21.3K
4.48K $1.16M
COF
Capital One Financial Corp

Financial Services
434
+ 2.55%
$207.29 - $229.74 $90K - $99.7K
17.4K $3.71M
NET
Cloudflare, Inc.

Technology
211
+ 9.42%
$181.39 - $228.28 $38.3K - $48.2K
2.45K $526K
DAL
Delta Air Lines, Inc.

Industrials
821
+ 15.17%
$49.0 - $61.97 $40.2K - $50.9K
6.23K $353K
PCAR
Paccar Inc

Industrials
526
+ 4.77%
$92.91 - $102.86 $48.9K - $54.1K
11.5K $1.13M
VZ
Verizon Communications Inc

Communication Services
582
+ 0.67%
$40.84 - $45.06 $23.8K - $26.2K
87.4K $3.84M
LVS
Las Vegas Sands Corp

Consumer Cyclical
352
+ 5.53%
$47.38 - $57.71 $16.7K - $20.3K
6.72K $361K
CMA
Comerica Inc

Financial Services
159
+ 1.96%
$60.93 - $71.05 $9.69K - $11.3K
8.27K $566K
ACRE
Ares Commercial Real Estate Corp

Real Estate
20K
+ 62.77%
$4.14 - $5.13 $82.7K - $102K
51.8K $233K
EIX
Edison International

Utilities
1.13K
+ 21.44%
$50.42 - $56.35 $56.8K - $63.5K
6.38K $352K
NRZ
New Residential Investment Corp.

Real Estate
11.1K
+ 51.3%
N/A
32.8K $238K
PTC
Ptc Inc.

Technology
194
+ 14.29%
$173.07 - $216.53 $33.6K - $42K
1.55K $315K
EMR
Emerson Electric CO

Industrials
779
+ 7.78%
$128.6 - $149.63 $100K - $117K
10.8K $1.42M
VNO
Vornado Realty Trust

Real Estate
962
+ 5.82%
$35.91 - $42.97 $34.5K - $41.3K
17.5K $709K
MRVL
Marvell Technology, Inc.

Technology
113
+ 1.12%
$62.31 - $84.07 $7.04K - $9.5K
10.2K $855K
WMS
Advanced Drainage Systems, Inc.

Industrials
43
+ 1.44%
$110.89 - $148.5 $4.77K - $6.39K
3.03K $419K
EXC
Exelon Corp

Utilities
1.09K
+ 6.58%
$42.73 - $45.54 $46.7K - $49.7K
17.7K $796K
EFV
Msci Eafe Value ETF

ETFs
748
+ 13.78%
$62.79 - $68.42 $47K - $51.2K
6.18K $419K
TIMB
Tim S.A.

Communication Services
1.28K
+ 6.2%
$17.77 - $22.32 $22.7K - $28.6K
21.9K $489K
NFG
National Fuel Gas CO

Energy
584
+ 21.88%
$82.19 - $93.72 $48K - $54.7K
3.25K $300K
RJF
Raymond James Financial Inc

Financial Services
122
+ 4.48%
$154.64 - $176.43 $18.9K - $21.5K
2.85K $491K
KMI
Kinder Morgan, Inc.

Energy
3.26K
+ 17.73%
$26.23 - $28.5 $85.4K - $92.8K
21.6K $611K
RMD
Resmed Inc

Healthcare
99
+ 3.46%
$252.01 - $293.73 $24.9K - $29.1K
2.96K $809K
NTRS
Northern Trust Corp

Financial Services
329
+ 9.67%
$123.6 - $134.6 $40.7K - $44.3K
3.73K $502K
TMC
Tmc The Metals CO Inc.

Basic Materials
11K
New
$4.67 - $8.1 $51.4K - $89.1K
11K $70K
OXY
Occidental Petroleum Corp

Energy
189
+ 1.62%
$42.54 - $48.1 $8.04K - $9.09K
11.9K $560K
VST
Vistra Corp.

Utilities
309
+ 8.09%
$182.0 - $217.92 $56.2K - $67.3K
4.13K $809K
TDY
Teledyne Technologies Inc

Technology
38
+ 6.29%
$509.51 - $586.04 $19.4K - $22.3K
642 $376K
CASY
Caseys General Stores Inc

Consumer Cyclical
76
+ 17.8%
$494.52 - $565.32 $37.6K - $43K
503 $284K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
47
+ 0.97%
$301.44 - $365.84 $14.2K - $17.2K
4.89K $1.58M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.1K
+ 9.95%
$48.5 - $50.19 $53.4K - $55.3K
12.2K $609K
SSL
Sasol LTD

Basic Materials
1.59K
+ 5.12%
$4.6 - $7.15 $7.33K - $11.4K
32.7K $203K
IWD
Ishares Russell 1000 Val ETF

ETFs
243
+ 14.99%
$192.76 - $203.86 $46.8K - $49.5K
1.86K $379K
BLD
Top Build Corp

Industrials
27
+ 3.3%
$343.19 - $443.31 $9.27K - $12K
844 $329K
VTV
Vanguard Value ETF

ETFs
60
+ 1.13%
$175.51 - $186.57 $10.5K - $11.2K
5.39K $1.01M
COIN
Coinbase Global, Inc.

Technology
287
+ 10.93%
$297.99 - $419.78 $85.5K - $120K
2.91K $982K
SO
Southern CO

Utilities
186
+ 1.23%
$90.83 - $96.0 $16.9K - $17.9K
15.3K $1.45M
DCI
Donaldson CO Inc

Industrials
164
+ 4.27%
$69.82 - $82.14 $11.5K - $13.5K
4.01K $328K
AES
Aes Corp

Utilities
2.45K
+ 22.75%
$10.77 - $13.94 $26.4K - $34.2K
13.2K $174K
EVR
Evercore Inc.

Financial Services
18
+ 2.23%
$276.5 - $362.79 $4.98K - $6.53K
826 $278K
Activity Summary
Buys All Purchases 524 New Holdings 43 Increased Positions 481 Sells All Sells 315 Reductions 315 Sold out 0 Options Calls 0 Puts 0
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