Wiley Bros. Aintree Capital, LLC Purchases in Q1 2025

Wiley Bros. Aintree Capital, LLC

  • $9.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NOVT
Novanta Inc

Technology
356
+ 26.63%
N/A
1.69K $267K
SBAC
Sba Communications Corp

Real Estate
142
+ 8.86%
$192.76 - $224.91 $27.4K - $31.9K
1.74K $383K
SCHG
Schwab Strategic Tr Us Large C

ETFs
18.7K
+ 12.86%
$24.91 - $29.02 $466K - $543K
164K $4.11M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
2.22K
+ 10.98%
$21.77 - $22.56 $48.2K - $50K
22.4K $502K
JOE
St Joe CO

Real Estate
992
+ 19.09%
$43.61 - $49.45 $43.3K - $49.1K
6.19K $290K
AMCR
Amcor PLC

Consumer Cyclical
3.55K
+ 4.78%
$9.33 - $10.39 $33.1K - $36.9K
77.9K $755K
IP
International Paper CO

Consumer Cyclical
1.17K
+ 8.57%
$49.38 - $60.09 $57.8K - $70.4K
14.8K $791K
CW
Curtiss Wright Corp

Industrials
413
+ 20.55%
$304.82 - $384.07 $126K - $159K
2.42K $768K
DHI
Horton D R Inc

Consumer Cyclical
905
+ 19.29%
$125.29 - $147.65 $113K - $134K
5.6K $711K
HBI
Hanesbrands Inc.

Consumer Cyclical
16.1K
+ 101.78%
$5.76 - $8.6 $92.9K - $139K
32K $184K
REG
Regency Centers Corp

Real Estate
753
+ 18.47%
$68.83 - $77.74 $51.8K - $58.5K
4.83K $356K
IGLB
Ishares 10+ Year Investment Gr

ETFs
999
+ 22.04%
$48.32 - $51.22 $48.3K - $51.2K
5.53K $277K
WSBC
Wesbanco Inc

Financial Services
2.45K
+ 18.3%
$30.36 - $37.08 $74.3K - $90.7K
15.8K $489K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.16K
+ 7.52%
$39.96 - $43.3 $46.4K - $50.2K
16.6K $683K
IDCC
Inter Digital, Inc.

Communication Services
47
+ 1.4%
$171.68 - $225.72 $8.07K - $10.6K
3.41K $705K
MEAR
Blackrock Short Maturity Munic

ETFs
983
+ 7.79%
$49.97 - $50.36 $49.1K - $49.5K
13.6K $683K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
5.02K
+ 3.84%
$7.89 - $8.07 $39.6K - $40.5K
136K $1.08M
MCHP
Microchip Technology Inc

Technology
4.82K
+ 23.8%
$48.41 - $64.3 $233K - $310K
25K $1.21M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
2.66K
+ 20.07%
$20.96 - $26.08 $55.8K - $69.4K
15.9K $359K
REZ
Ishares Tr Residential And Mul

ETFs
396
+ 12.97%
$78.21 - $88.48 $31K - $35K
3.45K $298K
OEC
Orion Engineered Carbons S.A.

Basic Materials
7.18K
+ 50.15%
$12.74 - $15.33 $91.5K - $110K
21.5K $277K
WWD
Woodward, Inc.

Industrials
173
+ 14.1%
$171.38 - $195.22 $29.6K - $33.8K
1.4K $255K
CDW
Cdw Corp

Technology
736
+ 14.87%
$160.26 - $206.13 $118K - $152K
5.69K $911K
IQV
Iqvia Holdings Inc.

Healthcare
545
+ 24.03%
$176.3 - $209.96 $96.1K - $114K
2.81K $495K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
2.71K
+ 9.06%
$9.92 - $11.41 $26.9K - $30.9K
32.6K $352K
CCOR
Listed Fds Tr Core Alternative

ETFs
825
+ 3.32%
$25.12 - $27.54 $20.7K - $22.7K
25.7K $686K
PENN
Penn National Gaming Inc

Consumer Cyclical
6.33K
+ 41.7%
$16.23 - $22.73 $103K - $144K
21.5K $350K
SYY
Sysco Corp

Consumer Defensive
1.29K
+ 3.93%
$70.0 - $77.13 $90K - $99.2K
34K $2.55M
VOYA
Voya Financial, Inc.

Financial Services
822
+ 16.52%
$65.1 - $75.67 $53.5K - $62.2K
5.8K $392K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
4.57K
+ 18.49%
$11.13 - $11.61 $50.8K - $53K
29.3K $327K
QS
Quantum Scape Corp

Consumer Cyclical
12K
New
$4.15 - $6.58 $49.8K - $79K
12K $49K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
740
+ 13.75%
$634.14 - $744.83 $469K - $551K
6.12K $3.88M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
945
+ 4.34%
$50.03 - $50.27 $47.3K - $47.5K
22.7K $1.14M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
2.73K
+ 22.13%
$14.48 - $16.6 $39.6K - $45.4K
15.1K $224K
CHH
Choice Hotels International Inc

Consumer Cyclical
942
+ 10.93%
$127.89 - $155.97 $120K - $147K
9.56K $1.27M
CPIX
Cumberland Pharmaceuticals Inc

Healthcare
11K
New
$2.13 - $6.77 $23.4K - $74.5K
11K $46K
OGE
Oge Energy Corp.

Utilities
285
+ 4.08%
$39.76 - $46.32 $11.3K - $13.2K
7.26K $333K
PR
Permian Resources Corporation

Energy
4.24K
+ 18.06%
$12.33 - $16.0 $52.2K - $67.8K
27.7K $383K
BBDC
Barings Bdc, Inc.

Financial Services
5K
+ 5.37%
$9.36 - $10.78 $46.8K - $53.9K
98.1K $935K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
15.7K
New
$2.88 - $2.99 $45.2K - $46.9K
15.7K $45K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
333
+ 9.07%
$120.07 - $144.17 $40K - $48K
4.01K $497K
FBCV
Fidelity Covington Tr Blue Chi

ETFs
51
+ 0.05%
$31.01 - $32.71 $1.58K - $1.67K
93.3K $2.98M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
411
+ 3.68%
$99.16 - $99.52 $40.8K - $40.9K
11.6K $1.15M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.99K
+ 6.48%
$18.18 - $18.58 $36.1K - $36.9K
32.7K $605K
KEYS
Keysight Technologies, Inc.

Technology
774
+ 11.52%
$148.16 - $185.11 $115K - $143K
7.49K $1.12M
IYK
Ishares U.S. Consumer Staples

ETFs
156
+ 3.01%
$63.29 - $71.8 $9.87K - $11.2K
5.34K $381K
JACK
Jack In The Box Inc

Consumer Cyclical
4.29K
+ 83.17%
$27.19 - $42.58 $117K - $183K
9.44K $256K
MFC
Manulife Financial Corp

Financial Services
1.06K
+ 5.05%
$28.41 - $31.82 $30.1K - $33.8K
22.1K $687K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
643
+ 19.48%
$110.9 - $132.93 $71.3K - $85.5K
3.94K $448K
Activity Summary
Buys All Purchases 1304 New Holdings 181 Increased Positions 1123 Sells All Sells 416 Reductions 416 Sold out 0 Options Calls 0 Puts 0
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