Evelyn Partners Investment Management Services LTD Purchases in Q3 2025

Evelyn Partners Investment Management Services LTD

  • $745 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ETSY
Etsy Inc

Consumer Cyclical
93
+ 19.58%
$51.36 - $74.34 $4.78K - $6.91K
568 $37.7M
IBKR
Interactive Brokers Group, Inc.

Financial Services
75
+ 32.33%
$56.32 - $68.81 $4.22K - $5.16K
307 $21.1M
AZN
Astrazeneca PLC

Healthcare
89
+ 48.11%
$68.72 - $82.11 $6.12K - $7.31K
274 $21M
AMD
Advanced Micro Devices Inc

Technology
470
+ 100.64%
$134.8 - $184.42 $63.4K - $86.7K
937 $152M
AMAT
Applied Materials Inc

Technology
251
+ 343.84%
$156.25 - $204.95 $39.2K - $51.4K
324 $66.3M
SCHW
Schwab Charles Corp

Financial Services
131
+ 9.04%
$91.03 - $98.69 $11.9K - $12.9K
1.58K $151M
TXN
Texas Instruments Inc

Technology
896
+ 33.7%
N/A
3.56K $653M
JHG
Janus Henderson Group PLC

Financial Services
129
New
$39.46 - $45.37 $5.09K - $5.85K
129 $5.74M
PBD
Invesco ETF Tr Ii Global Clean

ETFs
346
New
$12.7 - $15.07 $4.39K - $5.21K
346 $5.21M
SNY
Sanofi

Healthcare
69
+ 30.13%
$45.07 - $51.35 $3.11K - $3.54K
298 $14.1M
GXO
Gxo Logistics, Inc.

Industrials
72
New
$48.07 - $54.59 $3.46K - $3.93K
72 $3.81M
UL
Unilever PLC

Consumer Defensive
89
+ 10.17%
$58.43 - $65.01 $5.2K - $5.79K
964 $57.1M
CVE
Cenovus Energy Inc.

Energy
201
New
$13.87 - $17.81 $2.79K - $3.58K
201 $3.41M
MS
Morgan Stanley

Financial Services
5
+ 2.78%
$139.09 - $161.16 $695 - $806
185 $29.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
8
+ 3.77%
$185.88 - $207.44 $1.49K - $1.66K
220 $44.2M
Kenvue Inc
184
New
N/A
184 $2.99M
GD
General Dynamics Corp

Industrials
3
+ 13.04%
$293.92 - $341.0 $882 - $1.02K
26 $8.87M
RIO
Rio Tinto PLC

Basic Materials
3
+ 2.27%
$57.66 - $66.01 $173 - $198
135 $8.91M
Cenovus Energy Inc
16
New
N/A
16 $198K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
4
New
$6.26 - $8.46 $25 - $33.8
4 $34K
LILA
Liberty Latin America Ltd.

Communication Services
1
New
$6.13 - $8.3 $6.13 - $8.3
1 $8K
ENOV
Enovis Corp

Industrials
16
+ 53.33%
$25.74 - $35.94 $412 - $575
46 $1.4M
COF
Capital One Financial Corp

Financial Services
6
+ 2.36%
$207.29 - $229.74 $1.24K - $1.38K
260 $55.3M
PM
Philip Morris International Inc.

Consumer Defensive
1.52K
+ 1432.08%
$157.77 - $183.27 $239K - $278K
1.62K $263M
EOG
Eog Resources Inc

Energy
155
+ 193.75%
$112.12 - $126.1 $17.4K - $19.5K
235 $26.3M
GIS
General Mills Inc

Consumer Defensive
1.42K
+ 1041.18%
$48.44 - $53.83 $68.6K - $76.2K
1.55K $78.3M
ADSK
Autodesk, Inc.

Technology
331
+ 298.2%
N/A
442 $140M
EL
Estee Lauder Companies Inc

Consumer Defensive
376
+ 300.8%
$83.65 - $95.26 $31.5K - $35.8K
501 $44.1M
NDAQ
Nasdaq, Inc.

Financial Services
3.58K
+ 6.58%
$86.73 - $96.94 $311K - $347K
58.1K $5.14B
CVX
Chevron Corp

Energy
1.52K
+ 818.92%
$145.57 - $161.83 $221K - $245K
1.7K $264M
AMT
American Tower Corp

Real Estate
2.35K
+ 43.82%
$192.32 - $232.35 $451K - $545K
7.7K $1.48B
FCX
Freeport Mcmoran Inc

Basic Materials
5.6K
+ 903.88%
$35.34 - $47.21 $198K - $264K
6.21K $244M
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
6.32K
+ 27.98%
N/A
28.9K $1.93B
Ferguson Enterprises Inc
11K
+ 278.27%
N/A
14.9K $3.35B
WAT
Waters Corp

Healthcare
5.5K
+ 49.95%
$277.72 - $357.04 $1.53M - $1.96M
16.5K $4.95B
ADP
Automatic Data Processing Inc

Industrials
25.6K
+ 80.36%
$288.69 - $310.94 $7.39M - $7.96M
57.5K $16.9B
Activity Summary
Buys All Purchases 137 New Holdings 80 Increased Positions 57 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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