Bollard Group LLC Purchases in Q3 2025

Bollard Group LLC

  • $4.26 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
482K
New
$175.16 - $255.24 $84.4M - $123M
482K $117M
SCCO
Southern Copper Corp

Basic Materials
891K
New
$90.54 - $121.36 $80.7M - $108M
891K $108M
JPM
Jpmorgan Chase & CO

Financial Services
141K
New
$282.78 - $316.06 $40M - $44.7M
141K $44.6M
KKR
Kkr & Co. Inc.

Financial Services
281K
New
$129.95 - $152.16 $36.5M - $42.7M
281K $36.5M
DUK
Duke Energy Corp

Utilities
241K
New
$116.31 - $125.93 $28.1M - $30.4M
241K $29.8M
NVDA
Nvidia Corp

Technology
159K
New
$153.3 - $186.58 $24.4M - $29.7M
159K $29.7M
MSGS
Madison Square Garden Sports Corp.

Communication Services
121K
New
$192.65 - $230.03 $23.3M - $27.8M
121K $27.5M
KMI
Kinder Morgan, Inc.

Energy
900K
New
$26.23 - $28.5 $23.6M - $25.6M
900K $25.5M
CAT
Caterpillar Inc

Industrials
11.4K
+ 5.3%
$390.92 - $477.15 $4.46M - $5.44M
227K $108M
MPLX
Mplx LP

Energy
407K
New
$49.42 - $52.71 $20.1M - $21.5M
407K $20.3M
META
Meta Platforms, Inc.

Communication Services
23K
New
$695.21 - $791.73 $16M - $18.2M
23K $16.9M
ET
Energy Transfer LP

Energy
915K
New
$17.11 - $18.16 $15.7M - $16.6M
915K $15.7M
MRK
Merck & Co., Inc.

Healthcare
173K
New
$77.6 - $87.37 $13.5M - $15.1M
173K $14.6M
ENB
Enbridge Inc

Energy
287K
New
$43.79 - $50.46 $12.6M - $14.5M
287K $14.5M
COP
Conocophillips

Energy
148K
New
$91.0 - $98.99 $13.5M - $14.7M
148K $14M
V
Visa Inc.

Financial Services
36.7K
New
$332.09 - $358.86 $12.2M - $13.2M
36.7K $12.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
18.5K
New
$546.99 - $602.2 $10.1M - $11.2M
18.5K $11.1M
VLO
Valero Energy Corp

Energy
65.2K
New
$131.77 - $175.63 $8.59M - $11.5M
65.2K $11.1M
MSFT
Microsoft Corp

Technology
7.58K
+ 2.4%
$491.09 - $535.64 $3.72M - $4.06M
323K $167M
GS
Goldman Sachs Group Inc

Financial Services
11.7K
New
$696.56 - $806.32 $8.12M - $9.4M
11.7K $9.28M
AEP
American Electric Power CO Inc

Utilities
30.4K
+ 5.74%
$103.26 - $115.0 $3.14M - $3.49M
560K $63M
GOOGL
Alphabet Inc.

Communication Services
30.5K
New
$174.36 - $254.72 $5.32M - $7.77M
30.5K $7.41M
T
At&T Inc.

Communication Services
262K
New
$26.94 - $29.62 $7.07M - $7.77M
262K $7.41M
UBER
Uber Technologies, Inc

Technology
74.6K
New
$86.91 - $99.57 $6.48M - $7.42M
74.6K $7.31M
NI
Nisource Inc.

Utilities
167K
New
$39.0 - $43.33 $6.51M - $7.23M
167K $7.23M
PLD
Prologis, Inc.

Real Estate
60K
New
$104.08 - $115.35 $6.25M - $6.93M
60K $6.88M
MS
Morgan Stanley

Financial Services
13.5K
+ 5.51%
$139.09 - $161.16 $1.88M - $2.18M
259K $41.2M
PPL
Ppl Corp

Utilities
173K
New
$33.54 - $37.24 $5.79M - $6.43M
173K $6.42M
ORCL
Oracle Corp

Technology
18.1K
New
$218.96 - $328.33 $3.95M - $5.93M
18.1K $5.08M
NTR
Nutrien Ltd.

Basic Materials
72.7K
New
$55.69 - $62.11 $4.05M - $4.52M
72.7K $4.27M
EPD
Enterprise Products Partners L.P.

Energy
116K
+ 6.57%
$30.74 - $32.14 $3.56M - $3.73M
1.88M $58.8M
RTX
Raytheon Technologies Corp

Industrials
24K
New
$144.19 - $167.33 $3.46M - $4.01M
24K $4.01M
COST
Costco Wholesale Corp

Consumer Defensive
3.95K
New
$915.95 - $994.57 $3.62M - $3.93M
3.95K $3.66M
AAPL
Apple Inc.

Technology
1.3K
+ 1.97%
$202.38 - $256.87 $263K - $334K
67.2K $17.1M
SO
Southern CO

Utilities
24.1K
+ 5.66%
$90.83 - $96.0 $2.19M - $2.32M
451K $42.7M
XOM
Exxon Mobil Corp

Energy
30.7K
New
$105.83 - $117.22 $3.25M - $3.6M
30.7K $3.46M
MO
Altria Group, Inc.

Consumer Defensive
49.2K
New
$57.75 - $67.68 $2.84M - $3.33M
49.2K $3.25M
WMT
Walmart Inc.

Consumer Defensive
15K
+ 5.12%
$94.4 - $104.27 $1.41M - $1.56M
307K $31.7M
VZ
Verizon Communications Inc

Communication Services
69.8K
New
$40.84 - $45.06 $2.85M - $3.15M
69.8K $3.07M
CVX
Chevron Corp

Energy
8.29K
+ 5.97%
$145.57 - $161.83 $1.21M - $1.34M
147K $22.8M
JNJ
Johnson & Johnson

Healthcare
3.67K
+ 5.3%
$155.17 - $185.42 $569K - $680K
72.8K $13.5M
MLPX
Global X Mlp & Energy Infrastr

ETFs
46K
New
$59.5 - $62.99 $2.74M - $2.9M
46K $2.89M
PSX
Phillips 66

Energy
5.11K
+ 4.57%
$118.37 - $139.46 $604K - $712K
117K $15.9M
ACN
Accenture PLC

Technology
10.3K
New
$232.56 - $304.78 $2.4M - $3.14M
10.3K $2.54M
Tortoise Capital Series Trus
68.9K
New
N/A
68.9K $2.51M
ACRS
Aclaris Therapeutics, Inc.

Healthcare
1.23M
New
$1.41 - $2.13 $1.73M - $2.61M
1.23M $2.33M
DKNG
Draft Kings Inc.

Consumer Cyclical
59.4K
New
$37.4 - $48.23 $2.22M - $2.87M
59.4K $2.22M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
46.7K
New
$46.51 - $50.07 $2.17M - $2.34M
46.7K $2.19M
BP
Bp PLC

Energy
18.9K
+ 5.59%
$30.25 - $35.69 $571K - $674K
357K $12.3M
Activity Summary
Buys All Purchases 236 New Holdings 126 Increased Positions 110 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 2 Puts 0
Track This Portfolio

Track Bollard Group LLC Portfolio

Follow Bollard Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bollard Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bollard Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email