Charter Oak Capital Management, LLC Purchases and Sells in Q3 2025

Charter Oak Capital Management, LLC

  • $1.27 Billion
  • Q3 2025

Top Buys

Incresed Positions

83 operations
Stock Shares change Price Range Shares Held Trade History
171K
+ 12.28%
$68.24 - $73.73 $11.7M - $12.6M
1.56M $115M
101K
+ 5.93%
$97.75 - $100.75 $9.89M - $10.2M
1.81M $181M
143K
+ 11.13%
$52.55 - $54.37 $7.52M - $7.78M
1.43M $77.2M
76.5K
+ 8.69%
$78.11 - $79.07 $5.98M - $6.05M
957K $75.5M
1.25K
+ 1.63%
$202.38 - $256.87 $252K - $320K
77.7K $19.8M
6.07K
+ 4.08%
$64.58 - $69.94 $392K - $424K
155K $10.7M
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
11.2K
New
$185.88 - $207.44 $2.07M - $2.32M
11.2K $2.24M
3.15K
New
$100.16 - $100.7 $316K - $318K
3.15K $317K
3.38K
New
$51.6 - $82.03 $175K - $277K
3.38K $277K
2.13K
New
$90.65 - $109.75 $193K - $234K
2.13K $231K
5.24K
New
$41.58 - $44.7 $218K - $234K
5.24K $229K
1.41K
New
$138.08 - $151.2 $195K - $213K
1.41K $213K
View all

Top Sells

Reduced Positions

93 operations
Stock Shares change Price Range Shares Held Trade History
-3.96K
- 6.82%
$59.29 - $62.87 $235K - $249K
54.1K $3.25M
-371
- 21.99%
$550.18 - $598.96 $204K - $222K
1.32K $748K
-193
- 14.86%
$625.65 - $812.69 $121K - $157K
1.11K $843K
-2.46K
- 17.91%
$77.6 - $87.37 $191K - $215K
11.3K $946K
-87
- 4.93%
$457.26 - $524.37 $39.8K - $45.6K
1.68K $766K
-783
- 39.77%
$195.29 - $223.85 $153K - $175K
1.19K $263K
View all
Activity Summary
Buys All Purchases 95 New Holdings 12 Increased Positions 83 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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