Ancora Advisors, LLC Sells in Q3 2025

Ancora Advisors, LLC

  • $4.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
-1.66K
- 13.04%
$118.16 - $123.66 $196K - $205K
11.1K $1.35M
NOW
Service Now, Inc.

Technology
-38
- 4.1%
$850.86 - $1044.69 $32.3K - $39.7K
888 $817K
AJG
Arthur J. Gallagher & Co.

Financial Services
-97
- 0.97%
$284.17 - $319.49 $27.6K - $31K
9.92K $3.07M
MCHP
Microchip Technology Inc

Technology
-394
- 2.22%
$60.95 - $75.26 $24K - $29.7K
17.4K $1.12M
SLGN
Silgan Holdings Inc

Consumer Cyclical
-225
- 2.04%
$41.5 - $56.76 $9.34K - $12.8K
10.8K $465K
D
Dominion Energy, Inc

Utilities
-2.93K
- 28.84%
$56.32 - $62.1 $165K - $182K
7.22K $441K
PSTG
Pure Storage, Inc.

Technology
-2.2K
- 94.1%
$54.47 - $88.29 $120K - $194K
138 $11K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
-9.01K
- 70.99%
$13.53 - $14.11 $122K - $127K
3.68K $51K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.45K
- 67.1%
$81.76 - $86.36 $118K - $125K
710 $60K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
-750
- 5.69%
$58.33 - $68.56 $43.7K - $51.4K
12.4K $725K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
-12.5K
- 68.66%
$9.0 - $9.32 $113K - $117K
5.71K $52K
UL
Unilever PLC

Consumer Defensive
-863
- 2.72%
$58.43 - $65.01 $50.4K - $56.1K
30.9K $1.83M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.69K
- 13.26%
$55.15 - $58.11 $148K - $156K
17.6K $1.01M
OKE
Oneok Inc

Energy
-949
- 22.62%
$71.36 - $83.47 $67.7K - $79.2K
3.25K $236K
CL
Colgate Palmolive CO

Consumer Defensive
-87
- 0.97%
$79.36 - $93.33 $6.9K - $8.12K
8.89K $710K
FPX
First Trust Us Equity Opportun

ETFs
-1.61K
- 20.65%
$141.57 - $166.21 $228K - $268K
6.2K $1.03M
PENN
Penn National Gaming Inc

Consumer Cyclical
-5.64K
- 69.96%
$16.8 - $20.47 $94.7K - $115K
2.42K $46K
OXY
Occidental Petroleum Corp

Energy
-2.52K
- 60.66%
$42.54 - $48.1 $107K - $121K
1.64K $77K
IBM
International Business Machines Corp

Technology
-43
- 0.65%
$234.77 - $292.47 $10.1K - $12.6K
6.61K $1.86M
DG
Dollar General Corp

Consumer Defensive
-183
- 2.66%
$101.86 - $116.32 $18.6K - $21.3K
6.7K $692K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.37K
- 9.78%
$72.01 - $74.44 $98.4K - $102K
12.6K $926K
ARCC
Ares Capital Corp

Financial Services
-825
- 1.73%
$20.41 - $23.25 $16.8K - $19.2K
46.9K $957K
AKAM
Akamai Technologies Inc

Technology
-975
- 39.39%
N/A
1.5K $136K
DTM
Dt Midstream, Inc.

Energy
-2.7K
- 3.89%
$99.17 - $113.27 $268K - $306K
66.7K $7.54M
KRT
Karat Packaging Inc.

Consumer Cyclical
-322
- 1.25%
$23.95 - $29.28 $7.71K - $9.43K
25.4K $641K
KMI
Kinder Morgan, Inc.

Energy
-900
- 1.7%
$26.23 - $28.5 $23.6K - $25.7K
52.1K $1.48M
KMB
Kimberly Clark Corp

Consumer Defensive
-616
- 45.87%
$121.72 - $136.77 $75K - $84.3K
727 $90K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
-3.13K
- 1.98%
$15.67 - $16.99 $49K - $53.1K
155K $2.43M
CMT
Core Molding Technologies Inc

Basic Materials
-7.92K
- 34.21%
$16.5 - $21.92 $131K - $174K
15.2K $309K
MSBI
Midland States Bancorp, Inc.

Financial Services
-4.12K
- 21.64%
$16.53 - $19.0 $68.1K - $78.3K
14.9K $255K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-688
- 31.4%
$107.66 - $112.36 $74.1K - $77.3K
1.5K $167K
ZBRA
Zebra Technologies Corp

Technology
-207
- 20.41%
$296.92 - $341.36 $61.5K - $70.7K
807 $239K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-1.11K
- 28.94%
$69.62 - $73.99 $77.1K - $81.9K
2.72K $195K
NVS
Novartis Ag

Healthcare
-697
- 26.27%
$113.5 - $129.73 $79.1K - $90.4K
1.96K $250K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-2.48K
- 3.41%
$41.8 - $43.15 $104K - $107K
70.4K $3.01M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-2.69K
- 29.29%
$25.09 - $25.19 $67.6K - $67.8K
6.5K $163K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.33K
- 3.53%
$55.61 - $57.37 $74K - $76.3K
36.4K $2.08M
IFF
International Flavors & Fragrances Inc

Basic Materials
-74
- 1.52%
$60.3 - $77.46 $4.46K - $5.73K
4.79K $294K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-3.51K
- 24.76%
$13.69 - $15.48 $48K - $54.3K
10.7K $145K
MDT
Medtronic PLC

Healthcare
-4.07K
- 10.07%
$87.67 - $95.74 $357K - $389K
36.3K $3.46M
PFE
Pfizer Inc

Healthcare
-7.7K
- 7.01%
$23.29 - $25.88 $179K - $199K
102K $2.6M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.5K
- 17.28%
N/A
12K $284K
NVO
Novo Nordisk A S

Healthcare
-250
- 7.84%
$45.38 - $71.7 $11.3K - $17.9K
2.94K $162K
IRM
Iron Mountain Inc

Real Estate
-386
- 1.69%
$89.46 - $104.46 $34.5K - $40.3K
22.5K $2.29M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-300
- 4.11%
$20.56 - $31.65 $6.17K - $9.5K
7K $147K
DXCM
Dexcom Inc

Healthcare
-600
- 92.88%
$66.46 - $89.53 $39.9K - $53.7K
46 $3K
T
At&T Inc.

Communication Services
-1.3K
- 5.51%
$26.94 - $29.62 $35K - $38.5K
22.3K $629K
TFLO
Ishares Treasury Floating Rate

ETFs
-1K
- 29.69%
$50.45 - $50.65 $50.5K - $50.7K
2.37K $119K
ELV
Elevance Health, Inc.

Healthcare
-105
- 44.3%
$274.66 - $395.76 $28.8K - $41.6K
132 $42K
Activity Summary
Buys All Purchases 528 New Holdings 139 Increased Positions 389 Sells All Sells 537 Reductions 536 Sold out 1 Options Calls 10 Puts 11
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