Purchases and Sales Made in Q2 2025 in Ryan Specialty Holdings, Inc. (RYAN)
This table provides information about the institutional ownership of Ryan Specialty Holdings, Inc. (RYAN) during Q2 2025. The information is specifically focused on institutions that hold shares of RYAN SPECIALTY HOLDINGS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
91+ 20.97% |
$5.85K - $6.91K
|
525
$28K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
72+ 480.0% |
$4.63K - $5.47K
|
87
$4.65K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
65+ 48.87% |
$4.18K - $4.94K
|
198
$10.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
65+ 1.95% |
$4.18K - $4.94K
|
3.4K
$182K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
63+ 2.13% |
$4.05K - $4.78K
|
3.03K
$162K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
60+ 1.09% |
$3.86K - $4.56K
|
5.56K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
48+ 14.59% |
$3.09K - $3.64K
|
377
$20.1K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
48New |
$3.09K - $3.64K
|
48
$2.56K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
47+ 52.22% |
$3.02K - $3.57K
|
137
$7.32K
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
41+ 0.44% |
$2.64K - $3.11K
|
9.32K
$497K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
41+ 1.67% |
$2.64K - $3.11K
|
2.49K
$133K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39+ 38.61% |
$2.51K - $2.96K
|
140
$7.48K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
39New |
$2.51K - $2.96K
|
39
$2.08K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 6.77% |
$2.32K - $2.73K
|
568
$30.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
36+ 0.39% |
$2.32K - $2.73K
|
9.23K
$493K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
35+ 250.0% |
$2.25K - $2.66K
|
49
$2.62K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
35New |
$2.25K - $2.66K
|
35
$1.87K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
33New |
$2.12K - $2.51K
|
33
$1.76K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29+ 0.16% |
$1.86K - $2.2K
|
18.4K
$982K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
29+ 0.5% |
$1.86K - $2.2K
|
5.87K
$314K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
29+ 0.89% |
$1.86K - $2.2K
|
3.31K
$176K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
28+ 0.74% |
$1.8K - $2.13K
|
3.83K
$205K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
26New |
$1.67K - $1.97K
|
26
$1.39K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
21New |
$1.35K - $1.59K
|
21
$1.12K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
18+ 4.21% |
$1.16K - $1.37K
|
446
$23.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
17New |
$1.09K - $1.29K
|
17
$908
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 23.08% |
$965 - $1.14K
|
80
$4.27K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
12+ 4.2% |
$772 - $911
|
298
$15.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
11New |
$707 - $835
|
11
$587
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8New |
$514 - $607
|
8
$427
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
8+ 7.48% |
$514 - $607
|
115
$6.14K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6New |
$386 - $456
|
6
$320
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6New |
$386 - $456
|
6
$320
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
5New |
$322 - $380
|
5
$267
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4New |
$257 - $304
|
4
$214
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$193 - $228
|
3
$160
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2+ 28.57% |
$129 - $152
|
9
$481
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 33.33% |
$129 - $152
|
4
$214
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 0.01% |
$257 - $304
|
36.1K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6- 1.81% |
$386 - $456
|
326
$17.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 0.68% |
$579 - $683
|
1.31K
$69.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-18- 0.46% |
$1.16K - $1.37K
|
3.85K
$206K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-25- 13.09% |
$1.61K - $1.9K
|
166
$8.86K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-30- 1.0% |
$1.93K - $2.28K
|
2.98K
$159K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-33- 97.06% |
$2.12K - $2.51K
|
1
$53.4
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-50- 8.4% |
$3.22K - $3.8K
|
545
$29.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-56- 2.67% |
$3.6K - $4.25K
|
2.05K
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-61- 96.83% |
$3.92K - $4.63K
|
2
$107
|