Bollard Group LLC Incresed Positions in Q3 2025

Bollard Group LLC

  • $4.26 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
11.4K
+ 5.3%
$390.92 - $477.15 $4.46M - $5.44M
227K $108M
MSFT
Microsoft Corp

Technology
7.58K
+ 2.4%
$491.09 - $535.64 $3.72M - $4.06M
323K $167M
AEP
American Electric Power CO Inc

Utilities
30.4K
+ 5.74%
$103.26 - $115.0 $3.14M - $3.49M
560K $63M
MS
Morgan Stanley

Financial Services
13.5K
+ 5.51%
$139.09 - $161.16 $1.88M - $2.18M
259K $41.2M
EPD
Enterprise Products Partners L.P.

Energy
116K
+ 6.57%
$30.74 - $32.14 $3.56M - $3.73M
1.88M $58.8M
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
WMT
Walmart Inc.

Consumer Defensive
15K
+ 5.12%
$94.4 - $104.27 $1.41M - $1.56M
307K $31.7M
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
BP
Bp PLC

Energy
18.9K
+ 5.59%
$30.25 - $35.69 $571K - $674K
357K $12.3M
FE
Firstenergy Corp

Utilities
11.8K
+ 5.46%
$39.76 - $45.82 $470K - $541K
228K $10.5M
PEG
Public Service Enterprise Group Inc

Utilities
23.1K
+ 5.97%
$79.99 - $90.14 $1.85M - $2.08M
410K $34.2M
AMZN
Amazon Com Inc

Consumer Cyclical
6.07K
+ 0.78%
$211.65 - $238.24 $1.29M - $1.45M
786K $173M
LOW
Lowes Companies Inc

Consumer Cyclical
1.58K
+ 4.48%
$215.01 - $273.02 $339K - $430K
36.7K $9.23M
BAC
Bank Of America Corp

Financial Services
9.75K
+ 5.01%
$44.92 - $52.42 $438K - $511K
204K $10.5M
EMR
Emerson Electric CO

Industrials
12K
+ 5.19%
$128.6 - $149.63 $1.55M - $1.8M
244K $32M
GPC
Genuine Parts CO

Consumer Cyclical
1.84K
+ 5.93%
$122.23 - $142.77 $224K - $262K
32.8K $4.55M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 0.28%
$567.77 - $614.76 $22.7K - $24.6K
14.2K $8.67M
FTS
Fortis Inc.

Utilities
2.73K
+ 1.62%
$46.83 - $50.85 $128K - $139K
172K $8.72M
IWF
Ishares Russell 1000 Gr ETF

ETFs
11
+ 0.09%
$420.11 - $472.68 $4.62K - $5.2K
12.3K $5.78M
UNP
Union Pacific Corp

Industrials
1.18K
+ 5.42%
$214.91 - $237.16 $254K - $281K
23K $5.44M
PEP
Pepsico Inc

Consumer Defensive
212
+ 0.64%
$133.81 - $152.16 $28.4K - $32.3K
33.1K $4.65M
ALL
Allstate Corp

Financial Services
100
+ 0.5%
$192.0 - $214.65 $19.2K - $21.5K
20K $4.29M
ABT
Abbott Laboratories

Healthcare
3.49K
+ 3.84%
$120.51 - $136.62 $420K - $476K
94.3K $12.6M
MAS
Masco Corp

Industrials
179
+ 0.41%
$64.44 - $76.07 $11.5K - $13.6K
44K $3.1M
WMB
Williams Companies, Inc.

Energy
2.99K
+ 5.61%
$56.52 - $64.01 $169K - $192K
56.4K $3.57M
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.18%
$357.4 - $423.42 $3.57K - $4.23K
5.57K $2.26M
BKH
Black Hills Corp

Utilities
698
+ 2.59%
$55.87 - $61.62 $39K - $43K
27.6K $1.7M
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
IWB
Ishares Tr Russell 1000 ETF

ETFs
8
+ 0.24%
$339.37 - $366.46 $2.71K - $2.93K
3.33K $1.22M
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
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
CINF
Cincinnati Financial Corp

Financial Services
141
+ 4.88%
$145.8 - $158.1 $20.6K - $22.3K
3.03K $479K
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
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.27%
$408.73 - $490.3 $1.23K - $1.47K
1.11K $508K
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
OMC
Omnicom Group Inc.

Communication Services
24
+ 0.93%
$70.41 - $81.53 $1.69K - $1.96K
2.59K $211K
INDB
Independent Bank Corp

Financial Services
11
+ 0.3%
$62.06 - $72.84 $683 - $801
3.62K $251K
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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