Wiley Bros. Aintree Capital, LLC Incresed Positions in Q1 2025

Wiley Bros. Aintree Capital, LLC

  • $9.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BOKF
Bok Financial Corp

Financial Services
320
+ 9.77%
$98.85 - $114.26 $31.6K - $36.6K
3.6K $374K
CG
Carlyle Group Inc.

Financial Services
3.73K
+ 18.78%
$40.03 - $56.96 $149K - $212K
23.6K $1.03M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
212
+ 2.57%
$47.08 - $50.67 $9.98K - $10.7K
8.46K $424K
PCTY
Paylocity Holding Corp

Technology
229
+ 16.43%
$183.21 - $217.86 $42K - $49.9K
1.62K $304K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
2.28K
+ 4.56%
$25.9 - $31.26 $58.9K - $71.1K
52.2K $1.4M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
202
+ 1.49%
$30.51 - $32.85 $6.16K - $6.64K
13.8K $449K
HLMN
Hillman Solutions Corp.

Industrials
5.62K
+ 21.93%
$8.69 - $10.5 $48.8K - $59K
31.2K $274K
HMN
Horace Mann Educators Corp

Financial Services
101
+ 1.77%
$36.56 - $43.12 $3.69K - $4.36K
5.81K $248K
TBK
Triumph Bancorp, Inc.

Financial Services
385
+ 3.9%
N/A
10.3K $659K
DINO
Hf Sinclair Corp

Energy
1.2K
+ 16.93%
$30.66 - $38.48 $36.7K - $46K
8.26K $271K
AES
Aes Corp

Utilities
4.35K
+ 6.21%
$9.93 - $13.23 $43.2K - $57.5K
74.3K $923K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
1.82K
+ 17.62%
$10.47 - $10.92 $19K - $19.9K
12.1K $130K
K
Kellogg CO

Consumer Defensive
135
+ 1.73%
$81.06 - $82.9 $10.9K - $11.2K
7.93K $653K
SPIB
Spdr Portfolio Intermediate Te

ETFs
153
+ 0.41%
$32.5 - $33.3 $4.97K - $5.09K
37.3K $1.24M
WTM
White Mountains Insurance Group LTD

Financial Services
16
+ 4.21%
$1818.58 - $1983.07 $29.1K - $31.7K
396 $762K
HUBB
Hubbell Inc

Industrials
568
+ 30.05%
$330.91 - $456.86 $188K - $259K
2.46K $813K
LRGF
Ishares Tr

ETFs
682
+ 9.52%
$56.95 - $63.95 $38.8K - $43.6K
7.85K $454K
LSTR
Landstar System Inc

Industrials
2.1K
+ 15.46%
$146.63 - $177.82 $308K - $373K
15.7K $2.35M
MET
Metlife Inc

Financial Services
862
+ 2.91%
$77.7 - $87.0 $67K - $75K
30.5K $2.45M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1.94K
+ 26.21%
$23.71 - $27.77 $46.1K - $54K
9.36K $222K
UFCS
United Fire Group Inc

Financial Services
422
+ 4.73%
$24.78 - $29.72 $10.5K - $12.5K
9.35K $275K
MUSA
Murphy Usa Inc.

Consumer Cyclical
139
+ 10.01%
$435.02 - $515.95 $60.5K - $71.7K
1.53K $717K
VMI
Valmont Industries Inc

Industrials
125
+ 17.51%
$285.37 - $376.98 $35.7K - $47.1K
839 $239K
FFIN
First Financial Bankshares Inc

Financial Services
584
+ 6.52%
$34.78 - $38.52 $20.3K - $22.5K
9.54K $342K
FBT
First Trust Nyse Arca Biotechn

ETFs
50
+ 1.79%
$164.86 - $182.19 $8.24K - $9.11K
2.84K $482K
USA
Liberty All Star Equity Fund

Financial Services
3.93K
+ 21.58%
$6.41 - $7.32 $25.2K - $28.8K
22.2K $145K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1
+ 0.05%
$162.48 - $175.37 $162 - $175
2.14K $373K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
280
+ 4.59%
N/A
6.37K $412K
UNF
Unifirst Corp

Industrials
76
+ 4.22%
$169.33 - $230.5 $12.9K - $17.5K
1.88K $326K
AVTR
Avantor, Inc.

Basic Materials
7.45K
+ 34.94%
$15.5 - $22.57 $115K - $168K
28.8K $466K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
329
+ 5.15%
$49.92 - $50.3 $16.4K - $16.5K
6.72K $336K
ADT
Adt Inc.

Industrials
1
+ 0.01%
$6.87 - $8.23 $6.87 - $8.23
13.1K $106K
JBBB
Janus Detroit Str Tr Henderson

ETFs
413
+ 4.69%
$48.34 - $49.66 $20K - $20.5K
9.22K $448K
UCBI
United Community Banks Inc

Financial Services
545
+ 3.3%
N/A
17.1K $500K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
697
+ 6.78%
$15.0 - $15.91 $10.5K - $11.1K
11K $170K
MSCI
Msci Inc.

Financial Services
213
+ 6.92%
$541.46 - $628.34 $115K - $134K
3.29K $1.86M
WAT
Waters Corp

Healthcare
55
+ 2.09%
$362.16 - $417.28 $19.9K - $23K
2.68K $988K
FANG
Diamondback Energy, Inc.

Energy
333
+ 3.25%
$139.9 - $180.18 $46.6K - $60K
10.6K $1.69M
DT
Dynatrace, Inc.

Technology
1.25K
+ 19.54%
$47.15 - $62.42 $58.7K - $77.7K
7.62K $359K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
1.04K
+ 6.92%
$22.77 - $24.73 $23.6K - $25.6K
16K $372K
PRN
Invesco Dwa Industrials Moment

ETFs
377
+ 15.56%
$134.74 - $169.56 $50.8K - $63.9K
2.8K $385K
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
2K
+ 6.51%
$12.0 - $12.5 $24K - $25K
32.7K $392K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
4.46K
+ 8.96%
$10.61 - $16.49 $47.3K - $73.5K
54.2K $674K
LUV
Southwest Airlines CO

Industrials
376
+ 1.81%
$28.18 - $34.84 $10.6K - $13.1K
21.2K $711K
WIX
Wix.Com Ltd.

Technology
487
+ 36.95%
$163.38 - $246.76 $79.6K - $120K
1.81K $294K
AIN
Albany International Corp

Consumer Cyclical
1.28K
+ 17.95%
$69.04 - $82.96 $88.6K - $106K
8.43K $582K
HPQ
Hp Inc

Technology
4.29K
+ 19.54%
$27.69 - $34.72 $119K - $149K
26.3K $726K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
104
+ 0.63%
$22.46 - $23.26 $2.34K - $2.42K
16.6K $384K
ALGN
Align Technology Inc

Healthcare
665
+ 34.28%
$158.86 - $234.89 $106K - $156K
2.61K $413K
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
Track This Portfolio

Track Wiley Bros. Aintree Capital, LLC Portfolio

Follow Wiley Bros. Aintree Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wiley Bros. Aintree Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiley Bros. Aintree Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email