Cerity Partners LLC Purchases in Q3 2025

Cerity Partners LLC

  • $60.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
432
+ 0.58%
$68.27 - $75.58 $29.5K - $32.7K
74.5K $5.54M
UPWK
Upwork, Inc

Industrials
8.39K
+ 12.39%
$11.75 - $20.07 $98.6K - $168K
76.1K $1.41M
FRPT
Freshpet, Inc.

Consumer Defensive
15.4K
+ 57.44%
$49.25 - $74.51 $756K - $1.14M
42.1K $2.32M
NTES
Net Ease, Inc.

Communication Services
1.1K
+ 5.74%
$127.31 - $159.34 $140K - $175K
20.2K $3.07M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
2.78K
+ 35.1%
$164.12 - $188.32 $456K - $524K
10.7K $1.86M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.6K
+ 4.14%
$46.69 - $59.27 $121K - $154K
65.3K $3.47M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.38K
+ 5.43%
$164.63 - $174.58 $227K - $241K
26.8K $4.69M
EW
Edwards Lifesciences Corp

Healthcare
7.55K
+ 3.68%
$73.75 - $81.83 $556K - $617K
213K $16.5M
SR
Spire Inc

Utilities
3.02K
+ 10.4%
$72.83 - $81.52 $220K - $246K
32.1K $2.61M
DHT
Dht Holdings, Inc.

Energy
35.2K
+ 55.41%
$10.72 - $12.95 $378K - $456K
98.8K $1.18M
TD
Toronto Dominion Bank

Financial Services
949
+ 1.49%
$72.55 - $79.95 $68.8K - $75.9K
64.5K $5.16M
KWR
Quaker Chemical Corp

Basic Materials
1.44K
+ 9.57%
$114.42 - $145.36 $165K - $209K
16.5K $2.17M
BMO
Bank Of Montreal

Financial Services
1.87K
+ 15.13%
$110.44 - $130.66 $207K - $244K
14.2K $1.85M
SPTS
Spdr Portfolio Short Term Trea

ETFs
13.7K
+ 0.49%
$29.12 - $29.34 $398K - $401K
2.78M $81.6M
COPX
Global X Copper Miners ETF

ETFs
8.08K
New
$42.75 - $59.81 $346K - $483K
8.08K $483K
NUE
Nucor Corp

Basic Materials
1.8K
+ 4.43%
$133.3 - $150.33 $240K - $271K
42.4K $5.75M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
8.3K
+ 6.5%
$21.7 - $26.32 $180K - $218K
136K $3.34M
LNC
Lincoln National Corp

Financial Services
5.79K
+ 13.3%
$33.37 - $43.29 $193K - $250K
49.3K $1.99M
TY
Tri Continental Corp

Financial Services
14.2K
New
$31.7 - $34.11 $449K - $484K
14.2K $481K
OTEX
Open Text Corp

Technology
2.12K
+ 4.32%
$27.93 - $38.16 $59.1K - $80.8K
51.1K $1.91M
VRTS
Virtus Investment Partners, Inc.

Financial Services
2.44K
+ 120.96%
$187.14 - $213.98 $456K - $521K
4.45K $845K
CMPR
Cimpress PLC

Communication Services
3.77K
+ 26.01%
$43.33 - $63.47 $163K - $239K
18.2K $1.15M
SFNC
Simmons First National Corp

Financial Services
24.3K
+ 139.75%
$18.71 - $21.16 $455K - $514K
41.7K $799K
FUBO
Fubo Tv Inc.

Communication Services
113K
New
$3.31 - $4.56 $373K - $513K
113K $467K
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.66K
+ 98.55%
$56.32 - $68.81 $318K - $389K
11.4K $783K
DXC
Dxc Technology CO

Technology
37.3K
+ 141.79%
$12.85 - $16.24 $479K - $605K
63.6K $866K
BXP
Boston Properties Inc

Real Estate
4.63K
+ 27.01%
$62.11 - $78.93 $288K - $365K
21.8K $1.62M
HUBG
Hub Group, Inc.

Industrials
13.4K
New
$33.6 - $37.58 $451K - $504K
13.4K $462K
ESS
Essex Property Trust, Inc.

Real Estate
1.69K
+ 46.0%
N/A
5.36K $1.46M
TECK
Teck Resources LTD

Basic Materials
5.96K
+ 10.47%
$31.27 - $44.1 $186K - $263K
62.9K $2.76M
KEY
Keycorp

Financial Services
6.67K
+ 2.52%
$17.37 - $19.39 $116K - $129K
271K $5.07M
BAP
Credicorp LTD

Financial Services
875
+ 16.57%
$220.56 - $278.29 $193K - $244K
6.16K $1.64M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
196
+ 0.52%
$301.44 - $365.84 $59.1K - $71.7K
38K $12.3M
TREX
Trex CO Inc

Industrials
12.1K
+ 19.66%
$50.48 - $68.49 $608K - $826K
73.4K $3.79M
MYGN
Myriad Genetics Inc

Healthcare
57.1K
+ 254.65%
$3.84 - $7.84 $219K - $448K
79.6K $575K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
8.97K
New
$50.37 - $50.7 $452K - $455K
8.97K $454K
NTCT
Netscout Systems Inc

Technology
17.1K
+ 153.81%
$20.77 - $26.06 $356K - $447K
28.3K $730K
IAUM
I Shares Gold Trust Micro

ETFs
9.16K
+ 50.11%
$32.6 - $38.5 $299K - $353K
27.4K $1.06M
CHRD
Oasis Petroleum Inc.

Energy
4.37K
+ 61.6%
$99.37 - $114.13 $434K - $499K
11.5K $1.14M
OGE
Oge Energy Corp.

Utilities
9.55K
+ 175.54%
$43.46 - $46.27 $415K - $442K
15K $693K
SONO
Sonos Inc

Technology
11.7K
+ 21.86%
$10.36 - $15.8 $121K - $185K
65.1K $1.03M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
183
+ 0.15%
$42.26 - $47.16 $7.73K - $8.63K
119K $5.51M
CHD
Church & Dwight CO Inc

Consumer Defensive
10.2K
+ 19.46%
$85.84 - $99.09 $873K - $1.01M
62.4K $5.47M
TRU
Trans Union

Industrials
6.21K
+ 36.59%
$83.78 - $99.22 $520K - $616K
23.2K $1.94M
LNT
Alliant Energy Corp

Utilities
354
+ 0.58%
$60.76 - $67.41 $21.5K - $23.9K
61.1K $4.12M
AIQ
Global X Funds Global X Artifi

ETFs
4.61K
+ 12.08%
$43.2 - $49.66 $199K - $229K
42.8K $2.11M
SOXX
Ishares Semiconductor ETF

ETFs
937
+ 16.11%
$236.93 - $271.12 $222K - $254K
6.75K $1.83M
WU
Western Union CO

Financial Services
57.5K
+ 153.13%
$7.88 - $8.84 $453K - $508K
95K $758K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
16.1K
New
$26.76 - $38.05 $430K - $611K
16.1K $442K
Activity Summary
Buys All Purchases 1643 New Holdings 276 Increased Positions 1367 Sells All Sells 962 Reductions 962 Sold out 0 Options Calls 0 Puts 0
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