Purchases and Sales Made in Q1 2025 in Terex Corp (TEX)
This table provides information about the institutional ownership of Terex Corp (TEX) during Q1 2025. The information is specifically focused on institutions that hold shares of TEREX CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30New |
$1.13K - $1.47K
|
30
$1.52K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
28+ 140.0% |
$1.05K - $1.37K
|
48
$2.43K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
26+ 2.5% |
$979 - $1.27K
|
1.07K
$53.9K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
26New |
$979 - $1.27K
|
26
$1.32K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
24New |
$904 - $1.18K
|
24
$1.21K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
18New |
$678 - $881
|
18
$910
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18New |
$678 - $881
|
18
$910
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
17+ 340.0% |
$640 - $832
|
22
$1.11K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16+ 3.73% |
$602 - $784
|
445
$22.5K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 19.75% |
$602 - $784
|
97
$4.91K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 300.0% |
$565 - $735
|
20
$1.01K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
15New |
$565 - $735
|
15
$759
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
15+ 0.16% |
$565 - $735
|
9.56K
$483K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14New |
$527 - $686
|
14
$708
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10New |
$377 - $490
|
10
$506
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 12.5% |
$151 - $196
|
36
$1.82K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4+ 2.74% |
$151 - $196
|
150
$7.59K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 2.3% |
$75.3 - $97.9
|
89
$4.5K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 40.0% |
$75.3 - $97.9
|
7
$354
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 66.67% |
$75.3 - $97.9
|
5
$253
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 3.13% |
$75.3 - $97.9
|
66
$3.34K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$37.7 - $49
|
1
$50.6
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$37.7 - $49
|
1
$50.6
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.26% |
$37.7 - $49
|
389
$19.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 23.08% |
$113 - $147
|
10
$506
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3- 1.86% |
$113 - $147
|
158
$7.99K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 5.88% |
$113 - $147
|
48
$2.43K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 58.33% |
$264 - $343
|
5
$253
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-13- 2.99% |
$489 - $637
|
422
$21.3K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 8.88% |
$565 - $735
|
154
$7.79K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-15- 7.61% |
$565 - $735
|
182
$9.21K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-18- 0.12% |
$678 - $881
|
15.3K
$773K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30Closed |
$1.13K - $1.47K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-42- 16.73% |
$1.58K - $2.06K
|
209
$10.6K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-67- 1.83% |
$2.52K - $3.28K
|
3.59K
$181K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-82- 0.55% |
$3.09K - $4.02K
|
14.8K
$747K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-83- 4.23% |
$3.12K - $4.06K
|
1.88K
$94.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-85- 40.67% |
$3.2K - $4.16K
|
124
$6.27K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-99- 17.74% |
$3.73K - $4.85K
|
459
$23.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-100- 0.79% |
$3.77K - $4.9K
|
12.6K
$635K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.74% |
$3.77K - $4.9K
|
13.5K
$683K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.98% |
$3.77K - $4.9K
|
4.95K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-101- 1.49% |
$3.8K - $4.95K
|
6.66K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-121- 17.19% |
$4.56K - $5.93K
|
583
$29.5K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-122- 0.7% |
$4.59K - $5.97K
|
17.3K
$877K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-127- 0.31% |
$4.78K - $6.22K
|
40.4K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-138- 0.24% |
$5.2K - $6.76K
|
56.5K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-166- 93.26% |
$6.25K - $8.13K
|
12
$607
|