Purchases and Sales Made in Q1 2025 in Bwx Technologies, Inc. (BWXT)
This table provides information about the institutional ownership of Bwx Technologies, Inc. (BWXT) during Q1 2025. The information is specifically focused on institutions that hold shares of BWX Technologies, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34+ 16.27% |
$3.28K - $4.37K
|
243
$34.7K
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
31+ 1.04% |
$2.99K - $3.98K
|
3.02K
$432K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
30New |
$2.9K - $3.85K
|
30
$4.29K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
29+ 82.86% |
$2.8K - $3.73K
|
64
$9.15K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
29+ 11.6% |
$2.8K - $3.73K
|
279
$39.9K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25+ 3.85% |
$2.41K - $3.21K
|
675
$96.5K
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
25+ 0.05% |
$2.41K - $3.21K
|
49.4K
$7.06M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
24+ 0.85% |
$2.32K - $3.08K
|
2.86K
$409K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$2.12K - $2.83K
|
22
$3.14K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
21New |
$2.03K - $2.7K
|
21
$3K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20New |
$1.93K - $2.57K
|
20
$2.86K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
20+ 0.17% |
$1.93K - $2.57K
|
12K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
19+ 47.5% |
$1.84K - $2.44K
|
59
$8.43K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
17+ 4.19% |
$1.64K - $2.18K
|
423
$60.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
16+ 0.28% |
$1.55K - $2.06K
|
5.64K
$805K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11New |
$1.06K - $1.41K
|
11
$1.57K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
10New |
$966 - $1.28K
|
10
$1.43K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
10+ 0.18% |
$966 - $1.28K
|
5.67K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.04% |
$869 - $1.16K
|
20.3K
$2.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
8New |
$773 - $1.03K
|
8
$1.14K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 6.67% |
$483 - $642
|
80
$11.4K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5+ 0.15% |
$483 - $642
|
3.31K
$473K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 100.0% |
$386 - $514
|
8
$1.14K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.13% |
$386 - $514
|
3.11K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
3New |
$290 - $385
|
3
$429
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$290 - $385
|
3
$429
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3+ 0.01% |
$290 - $385
|
28.2K
$4.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
3New |
$290 - $385
|
3
$429
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
3+ 150.0% |
$290 - $385
|
5
$715
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$193 - $257
|
2
$286
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$193 - $257
|
2
$286
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.91% |
$96.6 - $128
|
111
$15.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.47% |
$96.6 - $128
|
69
$9.86K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$96.6 - $128
|
1
$143
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.28% |
$96.6 - $128
|
363
$51.9K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1New |
$96.6 - $128
|
1
$143
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 33.33% |
$96.6 - $128
|
2
$286
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.08% |
$96.6 - $128
|
1.22K
$175K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2Closed |
$193 - $257
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2- 0.03% |
$193 - $257
|
6.02K
$860K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2- 0.87% |
$193 - $257
|
228
$32.6K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-3- 5.17% |
$290 - $385
|
55
$7.86K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-3- 1.11% |
$290 - $385
|
268
$38.3K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12- 33.33% |
$1.16K - $1.54K
|
24
$3.43K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-15- 0.55% |
$1.45K - $1.93K
|
2.72K
$388K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15- 4.98% |
$1.45K - $1.93K
|
286
$40.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-20- 0.27% |
$1.93K - $2.57K
|
7.47K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-25- 0.93% |
$2.41K - $3.21K
|
2.67K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25- 0.33% |
$2.41K - $3.21K
|
7.56K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-28- 15.64% |
$2.7K - $3.6K
|
151
$21.6K
|