Cerity Partners LLC Purchases in Q3 2025

Cerity Partners LLC

  • $60.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
5
+ 0.11%
$243.93 - $275.62 $1.22K - $1.38K
4.68K $1.28M
WES
Western Midstream Partners, LP

Energy
2.88K
+ 11.51%
$37.5 - $41.18 $108K - $119K
27.9K $1.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.29K
+ 12.48%
$35.76 - $37.93 $82K - $87K
20.7K $780K
KAI
Kadant Inc

Industrials
682
+ 17.93%
$297.58 - $358.61 $203K - $245K
4.49K $1.33M
ALLO
Allogene Therapeutics, Inc.

Healthcare
66.5K
+ 16.61%
$1.03 - $1.66 $68.5K - $110K
467K $578K
CNO
Cno Financial Group, Inc.

Financial Services
2.92K
+ 27.41%
$35.49 - $40.41 $104K - $118K
13.6K $536K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
5.89K
+ 4.88%
$12.9 - $13.59 $76K - $80.1K
127K $1.7M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
8.13K
+ 61.18%
$12.48 - $14.83 $101K - $121K
21.4K $293K
ASC
Ardmore Shipping Corp

Industrials
10.4K
New
$9.72 - $13.29 $101K - $139K
10.4K $125K
ECVT
Ecovyst Inc.

Basic Materials
14.3K
New
$7.6 - $9.37 $109K - $134K
14.3K $125K
XLG
Invesco Exchange Traded Fd Tr

ETFs
876
+ 6.4%
$51.78 - $57.89 $45.4K - $50.7K
14.6K $837K
WTTR
Select Energy Services, Inc.

Energy
11.7K
New
$7.91 - $11.05 $92.4K - $129K
11.7K $124K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
1.12K
+ 18.23%
$73.9 - $84.4 $82.9K - $94.7K
7.28K $571K
TCBK
Trico Bancshares

Financial Services
1.48K
+ 10.09%
$40.26 - $46.49 $59.4K - $68.6K
16.1K $715K
PYPL
Pay Pal Holdings, Inc.

Financial Services
31K
+ 11.5%
$65.64 - $78.22 $2.04M - $2.43M
301K $20.2M
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
4.87K
+ 5.05%
$7.86 - $9.72 $38.2K - $47.3K
101K $866K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
12.1K
New
$7.82 - $10.09 $94.8K - $122K
12.1K $121K
E
Eni Spa

Energy
1.39K
+ 4.89%
$32.55 - $35.93 $45.2K - $49.9K
29.8K $1.04M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
8.87K
+ 17.02%
$18.41 - $20.12 $163K - $179K
61K $1.12M
LAND
Gladstone Land Corp

Real Estate
13.1K
New
$8.65 - $10.8 $113K - $142K
13.1K $120K
HLIT
Harmonic Inc

Technology
9.69K
+ 32.81%
$8.35 - $10.49 $80.9K - $102K
39.2K $399K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
2.91K
+ 10.33%
$4.68 - $8.3 $13.6K - $24.1K
31K $251K
THFF
First Financial Corp

Financial Services
1.91K
+ 37.2%
$52.44 - $59.93 $100K - $114K
7.04K $397K
EWJ
Ishares Msci Japan ETF

ETFs
532
+ 3.68%
$71.69 - $81.49 $38.1K - $43.4K
15K $1.2M
CRCT
Cricut, Inc.

Technology
18.7K
New
$4.64 - $7.21 $86.8K - $135K
18.7K $117K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
14.1K
New
$7.02 - $9.1 $99K - $128K
14.1K $117K
ALEX
Alexander & Baldwin, Inc.

Real Estate
5.47K
+ 12.05%
$17.48 - $19.44 $95.7K - $106K
50.9K $925K
PECO
Phillips Edison & Company, Inc.

Real Estate
4.16K
+ 10.76%
$33.04 - $36.15 $138K - $150K
42.9K $1.47M
ALLY
Ally Financial Inc.

Financial Services
2.79K
+ 15.02%
$36.95 - $44.58 $103K - $124K
21.3K $836K
BKU
Bank United, Inc.

Financial Services
2.37K
+ 24.75%
$35.63 - $39.55 $84.3K - $93.5K
11.9K $454K
FIGS
Figs, Inc.

Consumer Cyclical
14.2K
+ 77.43%
$5.65 - $7.44 $80.1K - $105K
32.5K $217K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1.02K
+ 19.62%
$71.75 - $79.74 $73.4K - $81.6K
6.24K $487K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.33K
+ 0.4%
N/A
337K $28.9M
BCAL
Southern Calif Bancorp Com

Financial Services
2.08K
+ 2.46%
$14.6 - $17.64 $30.4K - $36.7K
86.5K $1.44M
IPGP
Ipg Photonics Corp

Technology
94
+ 0.94%
$71.05 - $84.98 $6.68K - $7.99K
10.1K $797K
UAMY
United States Antimony Corp

Basic Materials
18.1K
New
$1.97 - $7.3 $35.7K - $132K
18.1K $112K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.13K
+ 23.84%
$90.83 - $93.81 $103K - $106K
5.87K $547K
ET
Energy Transfer LP

Energy
25.2K
+ 7.6%
$17.11 - $18.16 $432K - $458K
357K $6.13M
KIND
Nextdoor Holdings, Inc.

Communication Services
26.1K
+ 19.7%
$1.58 - $2.31 $41.3K - $60.3K
159K $331K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
5.89K
+ 4.31%
$29.81 - $34.07 $176K - $201K
143K $4.69M
LEG
Leggett & Platt Inc

Consumer Cyclical
12.4K
+ 54.19%
$8.08 - $10.59 $100K - $131K
35.3K $313K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
487
+ 4.71%
$71.0 - $90.32 $34.6K - $44K
10.8K $834K
FCF
First Commonwealth Financial Corp

Financial Services
5.74K
+ 44.67%
$16.07 - $18.02 $92.2K - $103K
18.6K $316K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
5.5K
+ 44.72%
$17.13 - $17.98 $94.2K - $98.9K
17.8K $316K
FRSH
Freshworks Inc.

Technology
11.8K
+ 109.23%
$11.77 - $15.36 $139K - $181K
22.6K $265K
PLUS
Eplus Inc

Technology
1.61K
+ 18.41%
$62.28 - $76.08 $100K - $122K
10.3K $733K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
20.6K
+ 96.59%
$3.87 - $5.83 $79.7K - $120K
41.9K $182K
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.92K
+ 23.64%
$45.22 - $48.34 $86.9K - $92.9K
10.1K $479K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.79K
+ 4.47%
$45.26 - $46.63 $81.1K - $83.6K
41.9K $1.94M
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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