Cary Street Partners Financial LLC Purchases in Q3 2025

Cary Street Partners Financial LLC

  • $3.85 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
7
+ 5.04%
$534.91 - $598.71 $3.74K - $4.19K
146 $81.9M
FMC
Fmc Corp

Basic Materials
3.75K
+ 25.99%
$33.15 - $44.45 $124K - $167K
18.2K $611M
UVV
Universal Corp

Consumer Defensive
630
+ 5.69%
$51.66 - $58.83 $32.5K - $37.1K
11.7K $654M
RS
Reliance Steel & Aluminum CO

Basic Materials
30
New
$277.33 - $343.66 $8.32K - $10.3K
30 $8.43M
NAK
Northern Dynasty Minerals LTD

Basic Materials
10K
+ 38.46%
$0.75 - $2.3 $7.5K - $23K
36K $43.2M
MTB
M&T Bank Corp

Financial Services
31
+ 5.74%
$183.74 - $204.05 $5.7K - $6.33K
571 $113M
SHW
Sherwin Williams CO

Basic Materials
12
+ 1.24%
$330.88 - $375.23 $3.97K - $4.5K
976 $338M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
66
+ 0.91%
$45.6 - $46.92 $3.01K - $3.1K
7.3K $341M
JMBS
Janus Detroit Str Tr Henderson

ETFs
55
+ 0.86%
$44.34 - $45.94 $2.44K - $2.53K
6.45K $295M
BGB
Blackstone Strategic Credit Fund

Financial Services
39
+ 0.04%
$12.07 - $12.6 $471 - $491
99.9K $1.22B
BR
Broadridge Financial Solutions, Inc.

Technology
28
+ 4.51%
$233.75 - $266.89 $6.55K - $7.47K
649 $155M
JCPB
J P Morgan Exchange Traded Fd

ETFs
57
New
$46.37 - $47.77 $2.64K - $2.72K
57 $2.71M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3
+ 0.12%
$49.09 - $50.58 $147 - $152
2.58K $130M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4
+ 0.15%
$102.4 - $103.88 $410 - $416
2.67K $276M
Cohen & Steers Infrastructure Rt Exp 101625
18.3K
New
N/A
18.3K $1.43M
Jpmorgan Global Select Equity ETF Global Select Equity ETF
21
New
N/A
21 $1.42M
TDY
Teledyne Technologies Inc

Technology
2
New
$509.51 - $586.04 $1.02K - $1.17K
2 $1.17M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
22
+ 0.14%
$20.66 - $20.74 $455 - $456
15.3K $316M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
11
+ 22.92%
$50.85 - $51.35 $559 - $565
59 $3.04M
NXST
Nexstar Media Group, Inc.

Communication Services
2
New
$176.71 - $211.31 $353 - $423
2 $395K
Clearbridge Energy Midstrm Opp Rt Exp 101025
12.2K
New
N/A
12.2K $233K
BGT
Blackrock Floating Rate Income Trust

Financial Services
109
+ 0.59%
$12.07 - $12.75 $1.32K - $1.39K
18.5K $224M
USA
Liberty All Star Equity Fund

Financial Services
800
+ 3.18%
$6.34 - $6.94 $5.07K - $5.55K
25.9K $164M
MOS
Mosaic CO

Basic Materials
740
+ 4.0%
$30.93 - $37.81 $22.9K - $28K
19.2K $667M
META
Meta Platforms, Inc.

Communication Services
102
+ 0.45%
$695.21 - $791.73 $70.9K - $80.8K
23K $16.9B
GBDC
Golub Capital Bdc, Inc.

Financial Services
316
+ 1.5%
$13.69 - $15.48 $4.33K - $4.89K
21.4K $293M
AB
Alliancebernstein Holding L.P.

Financial Services
62
+ 0.79%
$37.76 - $42.88 $2.34K - $2.66K
7.92K $303M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
35
+ 0.15%
$18.41 - $20.12 $644 - $704
23.1K $426M
HSIC
Henry Schein Inc

Healthcare
490
+ 6.03%
$64.83 - $74.67 $31.8K - $36.6K
8.62K $572M
UDR
Udr, Inc.

Real Estate
499
+ 4.28%
$36.71 - $41.37 $18.3K - $20.6K
12.2K $453M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.32K
+ 2.59%
$61.86 - $71.34 $81.8K - $94.3K
52.4K $3.36B
OTIS
Otis Worldwide Corp

Industrials
132
+ 2.62%
$84.93 - $101.07 $11.2K - $13.3K
5.17K $472M
TWLO
Twilio Inc

Communication Services
562
+ 15.14%
$92.44 - $132.7 $52K - $74.6K
4.28K $428M
SUN
Sunoco LP

Energy
450
+ 2.79%
$48.42 - $55.31 $21.8K - $24.9K
16.6K $829M
SMG
Scotts Miracle Gro CO

Basic Materials
1.95K
+ 10.45%
$55.82 - $70.08 $109K - $136K
20.6K $1.17B
TSN
Tyson Foods, Inc.

Consumer Defensive
658
+ 1.1%
$52.3 - $57.69 $34.4K - $38K
60.5K $3.29B
DAR
Darling Ingredients Inc.

Consumer Defensive
2.12K
+ 11.59%
$29.74 - $39.45 $62.9K - $83.4K
20.4K $629M
MKC
Mccormick & CO Inc

Consumer Defensive
152
+ 1.77%
$64.3 - $77.17 $9.77K - $11.7K
8.75K $586M
PM
Philip Morris International Inc.

Consumer Defensive
544
+ 6.98%
$157.77 - $183.27 $85.8K - $99.7K
8.34K $1.35B
SBUX
Starbucks Corp

Consumer Cyclical
322
+ 2.36%
$81.9 - $96.86 $26.4K - $31.2K
14K $1.18B
HAE
Haemonetics Corp

Healthcare
7.51K
+ 41.45%
$47.67 - $78.17 $358K - $587K
25.6K $1.25B
CMCSA
Comcast Corp

Communication Services
230
+ 0.86%
$31.41 - $36.33 $7.22K - $8.36K
26.9K $844M
OKE
Oneok Inc

Energy
72
+ 0.47%
$71.36 - $83.47 $5.14K - $6.01K
15.4K $1.13B
PAYX
Paychex Inc

Industrials
70
+ 0.91%
$126.69 - $147.99 $8.87K - $10.4K
7.73K $980M
NFLX
Netflix Inc

Communication Services
146
+ 6.42%
$1147.87 - $1297.18 $168K - $189K
2.42K $2.9B
AGM
Federal Agricultural Mortgage Corp

Financial Services
693
+ 6.8%
$167.98 - $209.73 $116K - $145K
10.9K $1.83B
ET
Energy Transfer LP

Energy
250
+ 0.15%
$17.11 - $18.16 $4.28K - $4.54K
162K $2.78B
INDA
Ishares Msci India Index Fund

ETFs
720
+ 1.14%
$51.98 - $55.84 $37.4K - $40.2K
64K $3.33B
TT
Trane Technologies PLC

Industrials
59
+ 0.34%
$398.96 - $472.54 $23.5K - $27.9K
17.2K $7.25B
Activity Summary
Buys All Purchases 411 New Holdings 74 Increased Positions 337 Sells All Sells 420 Reductions 420 Sold out 0 Options Calls 0 Puts 0
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