Bryn Mawr Trust CO Incresed Positions in Q4 2024

Bryn Mawr Trust CO

  • $5.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPG
Simon Property Group Inc

Real Estate
1.9K
+ 38.42%
$167.23 - $183.84 $317K - $348K
6.83K $1.18M
OEF
Ishares S&P 100 ETF

ETFs
1.28K
+ 181.21%
N/A
1.99K $529K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.38K
+ 11.29%
$174.22 - $187.62 $414K - $446K
23.4K $4.1M
FTNT
Fortinet, Inc.

Technology
2.87K
+ 79.53%
$76.49 - $99.21 $219K - $284K
6.47K $611K
DE
Deere & CO

Industrials
438
+ 2.03%
$389.45 - $466.0 $171K - $204K
22K $9.32M
FDX
Fedex Corp

Industrials
859
+ 8.28%
$260.5 - $305.15 $224K - $262K
11.2K $3.16M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.59K
+ 100.03%
$88.59 - $94.57 $318K - $340K
7.19K $638K
SHEL
Shell PLC

Energy
6.85K
+ 17.72%
$60.63 - $70.23 $416K - $481K
45.5K $2.86M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
5.88K
+ 1389.36%
$51.76 - $56.72 $304K - $333K
6.3K $326K
CRWD
Crowd Strike Holdings, Inc.

Technology
43
+ 0.91%
$275.15 - $388.2 $11.8K - $16.7K
4.75K $1.62M
MSTR
Microstrategy Inc

Technology
957
+ 957.0%
$162.69 - $473.83 $156K - $453K
1.06K $306K
GILD
Gilead Sciences, Inc.

Healthcare
1.27K
+ 6.82%
$83.95 - $97.9 $107K - $125K
19.9K $1.84M
SNA
Snap On Inc

Industrials
46
+ 0.9%
$285.44 - $371.35 $13.1K - $17.1K
5.14K $1.75M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.7K
+ 19.66%
$209.89 - $233.24 $357K - $396K
10.3K $2.2M
TRGP
Targa Resources Corp.

Energy
1.32K
+ 134.87%
$150.58 - $207.69 $199K - $274K
2.3K $410K
TNL
Travel & Leisure Co.

Consumer Cyclical
5.11K
+ 3454.73%
$45.26 - $56.28 $231K - $288K
5.26K $265K
APH
Amphenol Corp

Technology
1.52K
+ 4.35%
$62.07 - $75.35 $94.3K - $115K
36.5K $2.53M
EPD
Enterprise Products Partners L.P.

Energy
1.42K
+ 1.55%
$28.66 - $34.43 $40.7K - $48.9K
93.1K $2.92M
EWY
Ishares Inc Msci South Korea E

ETFs
4.95K
+ 2064.17%
$50.89 - $63.57 $252K - $315K
5.19K $264K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.34K
+ 3875.89%
$55.45 - $61.08 $241K - $265K
4.45K $246K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.5K
+ 125.2%
$87.42 - $98.06 $219K - $246K
4.5K $402K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.91K
+ 5.37%
$126.68 - $134.74 $242K - $257K
37.4K $4.78M
SHOP
Shopify Inc.

Technology
153
+ 1.99%
$78.14 - $119.49 $12K - $18.3K
7.83K $832K
COP
Conocophillips

Energy
6.48K
+ 9.32%
$95.12 - $114.72 $616K - $743K
76K $7.54M
WSFS
Wsfs Financial Corp

Financial Services
1.58K
+ 2.74%
$48.57 - $61.09 $76.6K - $96.4K
59.1K $3.14M
PANW
Palo Alto Networks Inc

Technology
7.91K
+ 102.26%
$181.96 - $405.9 $1.44M - $3.21M
15.6K $2.84M
XLF
Financial Sector Spdr

ETFs
1.42K
+ 3.23%
$44.89 - $51.34 $63.5K - $72.6K
45.2K $2.18M
D
Dominion Energy, Inc

Utilities
5.45K
+ 22.47%
$52.63 - $60.92 $287K - $332K
29.7K $1.6M
ACN
Accenture PLC

Technology
761
+ 1.85%
$343.9 - $376.86 $262K - $287K
41.9K $14.8M
KD
Kyndryl Holdings, Inc.

Technology
3.2K
+ 42.95%
$22.43 - $35.79 $71.8K - $115K
10.7K $368K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.45K
+ 11666.67%
$78.43 - $87.17 $192K - $214K
2.47K $198K
EQIX
Equinix Inc

Real Estate
161
+ 24.54%
$865.69 - $985.0 $139K - $159K
817 $770K
TGT
Target Corp

Consumer Defensive
3.59K
+ 24.95%
$121.59 - $160.69 $437K - $577K
18K $2.43M
RSG
Republic Services, Inc.

Industrials
921
+ 17.37%
$198.0 - $218.75 $182K - $201K
6.22K $1.25M
JLL
Jones Lang Lasalle Inc

Real Estate
768
+ 141.96%
$246.93 - $283.67 $190K - $218K
1.31K $331K
STT
State Street Corp

Financial Services
475
+ 3.74%
$85.96 - $100.78 $40.8K - $47.9K
13.2K $1.29M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.49K
+ 214.7%
$97.09 - $120.01 $145K - $179K
2.18K $236K
PLD
Prologis, Inc.

Real Estate
3.67K
+ 34.35%
$101.4 - $126.96 $372K - $466K
14.3K $1.52M
AAON
Aaon, Inc.

Industrials
1.4K
+ 350.0%
$106.25 - $140.75 $149K - $197K
1.8K $211K
GBDC
Golub Capital Bdc, Inc.

Financial Services
10.7K
+ 10.54%
$14.69 - $15.67 $157K - $168K
112K $1.7M
TTWO
Take Two Interactive Software Inc

Communication Services
121
+ 2.57%
$147.66 - $190.46 $17.9K - $23K
4.84K $890K
OKE
Oneok Inc

Energy
247
+ 1.7%
$92.28 - $117.05 $22.8K - $28.9K
14.8K $1.48M
NTR
Nutrien Ltd.

Basic Materials
6.99K
+ 15.01%
$44.04 - $50.78 $308K - $355K
53.5K $2.4M
MSI
Motorola Solutions, Inc.

Technology
191
+ 3.64%
$449.08 - $504.6 $85.8K - $96.4K
5.44K $2.52M
FISV
Fiserv Inc

Technology
1.22K
+ 7.02%
N/A
18.5K $2.32M
VFH
Vanguard Financial ETF

ETFs
466
+ 4.14%
$108.87 - $126.2 $50.7K - $58.8K
11.7K $1.38M
TTD
Trade Desk, Inc.

Technology
505
+ 4.64%
$108.7 - $139.51 $54.9K - $70.5K
11.4K $1.34M
HWM
Howmet Aerospace Inc.

Industrials
700
+ 9.46%
$99.72 - $120.09 $69.8K - $84.1K
8.1K $885K
IT
Gartner Inc

Technology
376
+ 21.23%
$481.22 - $551.8 $181K - $207K
2.15K $1.04M
Activity Summary
Buys All Purchases 652 New Holdings 121 Increased Positions 531 Sells All Sells 599 Reductions 599 Sold out 0 Options Calls 0 Puts 0
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