Bollard Group LLC Purchases in Q3 2025

Bollard Group LLC

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

Real Estate
979
New
$150.71 - $178.14 $148K - $174K
979 $174K
Celestica Inc
700
New
N/A
700 $172K
XLU
Utilities Sector Spdr

ETFs
1.87K
New
$81.14 - $87.32 $152K - $163K
1.87K $163K
CLX
Clorox CO

Consumer Defensive
895
+ 5.88%
$117.67 - $131.43 $105K - $118K
16.1K $1.99M
CVS
Cvs Health Corp

Healthcare
230
+ 1.04%
$58.75 - $76.5 $13.5K - $17.6K
22.4K $1.69M
Veralto Corp
1.3K
New
N/A
1.3K $138K
Vor Biopharma Inc
2.78K
New
N/A
2.78K $135K
Solventum Corp
1.64K
New
N/A
1.64K $120K
OGS
One Gas, Inc.

Utilities
1.47K
New
$72.16 - $80.94 $106K - $119K
1.47K $119K
TRP
Tc Energy Corp

Energy
2.08K
New
$46.58 - $54.41 $97K - $113K
2.08K $113K
AAP
Advance Auto Parts Inc

Consumer Cyclical
1.67K
New
$49.01 - $66.5 $81.7K - $111K
1.67K $102K
XLB
Select Sector Spdr Fd Material

ETFs
1.12K
New
$86.72 - $92.61 $97.2K - $104K
1.12K $100K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.85K
New
$48.5 - $50.19 $89.5K - $92.7K
1.85K $92K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.17K
New
$69.9 - $78.26 $81.7K - $91.5K
1.17K $91K
IWB
Ishares Tr Russell 1000 ETF

ETFs
8
+ 0.24%
$339.37 - $366.46 $2.71K - $2.93K
3.33K $1.22M
IIPR
Innovative Industrial Properties Inc

Real Estate
1.64K
New
$45.83 - $58.26 $75.3K - $95.7K
1.64K $88K
XLP
Consumer Staples Sector Spdr

ETFs
1.13K
New
N/A
1.13K $88K
IGM
Ishares Expanded Tech Sector E

ETFs
2
+ 0.03%
$110.96 - $127.67 $222 - $255
6.41K $807K
BMY
Bristol Myers Squibb CO

Healthcare
5.3K
+ 4.12%
$43.31 - $48.98 $229K - $259K
134K $6.04M
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.3%
$303.93 - $329.86 $3.04K - $3.3K
3.34K $1.1M
DEI
Douglas Emmett Inc

Real Estate
5.49K
New
$14.06 - $16.91 $77.1K - $92.8K
5.49K $85K
PEAK
Healthpeak Properties, Inc.

Real Estate
4.45K
New
N/A
4.45K $85K
SHEL
Shell PLC

Energy
805
+ 3.31%
$69.82 - $73.93 $56.2K - $59.5K
25.1K $1.8M
ED
Consolidated Edison Inc

Utilities
703
+ 3.1%
$95.57 - $105.36 $67.2K - $74.1K
23.4K $2.35M
NGG
National Grid PLC

Utilities
1.49K
+ 6.75%
$67.98 - $74.38 $101K - $111K
23.5K $1.71M
TSCO
Tractor Supply CO

Consumer Cyclical
55
+ 0.35%
$54.08 - $62.65 $2.97K - $3.45K
15.9K $903K
MCK
Mckesson Corp

Healthcare
87
New
$659.01 - $772.54 $57.3K - $67.2K
87 $67K
WM
Waste Management Inc

Industrials
297
New
$213.88 - $237.1 $63.5K - $70.4K
297 $65K
TTE
Total Energies Se

Energy
1K
New
N/A
1K $60K
TT
Trane Technologies PLC

Industrials
137
New
$398.96 - $472.54 $54.7K - $64.7K
137 $58K
EXAS
Exact Sciences Corp

Healthcare
1K
New
$40.91 - $56.0 $40.9K - $56K
1K $55K
XLE
Energy Sector Spdr

ETFs
579
New
$84.25 - $91.99 $48.8K - $53.3K
579 $52K
CINF
Cincinnati Financial Corp

Financial Services
141
+ 4.88%
$145.8 - $158.1 $20.6K - $22.3K
3.03K $479K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
80
New
$567.09 - $607.37 $45.4K - $48.6K
80 $48K
GD
General Dynamics Corp

Industrials
5
+ 0.55%
$293.92 - $341.0 $1.47K - $1.71K
909 $310K
PG
Procter & Gamble CO

Consumer Defensive
930
+ 5.31%
$150.47 - $161.22 $140K - $150K
18.4K $2.83M
MOS
Mosaic CO

Basic Materials
1.24K
New
$30.93 - $37.81 $38.2K - $46.7K
1.24K $43K
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.27%
$408.73 - $490.3 $1.23K - $1.47K
1.11K $508K
KRE
Spdr S&P Regional Banking ETF

ETFs
630
New
$58.82 - $66.17 $37.1K - $41.7K
630 $40K
VMC
Vulcan Materials CO

Basic Materials
1
+ 0.12%
$260.62 - $307.62 $261 - $308
820 $252K
AFL
Aflac Inc

Financial Services
25
+ 0.5%
$98.09 - $111.7 $2.45K - $2.79K
4.98K $556K
STT
State Street Corp

Financial Services
20
+ 0.68%
$102.01 - $117.25 $2.04K - $2.35K
2.97K $344K
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.55%
$291.67 - $316.99 $3.5K - $3.8K
2.21K $672K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
914
New
$27.91 - $34.0 $25.5K - $31.1K
914 $29K
OMC
Omnicom Group Inc.

Communication Services
24
+ 0.93%
$70.41 - $81.53 $1.69K - $1.96K
2.59K $211K
XLRE
Select Sector Spdr Tr Real Est

ETFs
621
New
$40.94 - $42.85 $25.4K - $26.6K
621 $26K
BLD
Top Build Corp

Industrials
64
New
$343.19 - $443.31 $22K - $28.4K
64 $25K
UL
Unilever PLC

Consumer Defensive
978
+ 5.48%
$58.43 - $65.01 $57.1K - $63.6K
18.8K $1.12M
ALTG
Alta Equipment Group Inc.

Industrials
3.29K
New
$6.37 - $8.62 $20.9K - $28.3K
3.29K $24K
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
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