Franklin Street Advisors Inc Sells in Q3 2025

Franklin Street Advisors Inc

  • $1.65 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-77.8K
- 97.59%
$231.66 - $273.65 $18M - $21.3M
1.92K $455K
LLY
Eli Lilly & CO

Healthcare
-23K
- 96.73%
$625.65 - $812.69 $14.4M - $18.7M
778 $593K
HD
Home Depot, Inc.

Consumer Cyclical
-19.3K
- 83.5%
$357.4 - $423.42 $6.89M - $8.16M
3.81K $1.54M
KO
Coca Cola CO

Consumer Defensive
-73K
- 90.13%
$65.67 - $71.67 $4.79M - $5.23M
7.99K $529K
DIS
Walt Disney CO

Communication Services
-20.4K
- 9.43%
$112.25 - $124.0 $2.29M - $2.53M
196K $22.5M
COST
Costco Wholesale Corp

Consumer Defensive
-1.4K
- 6.25%
$915.95 - $994.57 $1.28M - $1.39M
21K $19.5M
CME
Cme Group Inc.

Financial Services
-4.49K
- 3.81%
$258.83 - $287.1 $1.16M - $1.29M
113K $30.6M
VZ
Verizon Communications Inc

Communication Services
-44.5K
- 28.82%
$40.84 - $45.06 $1.82M - $2.01M
110K $4.83M
PG
Procter & Gamble CO

Consumer Defensive
-7.85K
- 12.37%
$150.47 - $161.22 $1.18M - $1.27M
55.6K $8.55M
DLR
Digital Realty Trust, Inc.

Real Estate
-7.54K
- 11.84%
$161.21 - $180.02 $1.22M - $1.36M
56.2K $9.71M
IEX
Idex Corp

Industrials
-4K
- 16.58%
$157.53 - $185.69 $630K - $743K
20.1K $3.28M
Pb Finl Corp
-11.7K
- 65.22%
N/A
6.25K $0
BMY
Bristol Myers Squibb CO

Healthcare
-5.46K
- 1.16%
$43.31 - $48.98 $237K - $267K
467K $21.1M
ADBE
Adobe Inc.

Technology
-80
- 0.61%
$333.65 - $392.1 $26.7K - $31.4K
13K $4.57M
META
Meta Platforms, Inc.

Communication Services
-211
- 0.25%
$695.21 - $791.73 $147K - $167K
83.2K $61.1M
Lam Research Corp
-75
- 1.97%
N/A
3.73K $0
WFC
Wells Fargo & Company

Financial Services
-5K
- 11.73%
$77.05 - $85.16 $385K - $425K
37.6K $3.15M
MRK
Merck & Co., Inc.

Healthcare
-4.55K
- 15.24%
$77.6 - $87.37 $353K - $398K
25.3K $2.13M
ABT
Abbott Laboratories

Healthcare
-1.56K
- 15.87%
$120.51 - $136.62 $187K - $212K
8.25K $1.1M
UPS
United Parcel Service Inc

Industrials
-1.5K
- 37.76%
$82.58 - $105.54 $124K - $158K
2.47K $206K
HON
Honeywell International Inc

Industrials
-68
- 0.94%
$207.7 - $240.4 $14.1K - $16.3K
7.19K $1.51M
PGR
Progressive Corp

Financial Services
-526
- 36.5%
$238.61 - $264.3 $126K - $139K
915 $225K
WM
Waste Management Inc

Industrials
-475
- 8.42%
$213.88 - $237.1 $102K - $113K
5.17K $1.14M
PFE
Pfizer Inc

Healthcare
-8.5K
- 15.5%
$23.29 - $25.88 $198K - $220K
46.3K $1.18M
DHR
Danaher Corp

Healthcare
-546
- 18.92%
$181.46 - $212.2 $99.1K - $116K
2.34K $463K
V
Visa Inc.

Financial Services
-212
- 18.26%
$332.09 - $358.86 $70.4K - $76.1K
949 $323K
CMCSA
Comcast Corp

Communication Services
-1.08K
- 12.77%
$31.41 - $36.33 $34K - $39.3K
7.39K $232K
AEP
American Electric Power CO Inc

Utilities
-1K
- 18.15%
$103.26 - $115.0 $103K - $115K
4.51K $507K
T
At&T Inc.

Communication Services
-1.04K
- 3.45%
$26.94 - $29.62 $27.9K - $30.7K
29K $817K
TGT
Target Corp

Consumer Defensive
-109
- 2.38%
$86.56 - $107.43 $9.44K - $11.7K
4.46K $400K
SONY
Sony Group Corp

Technology
-3.09K
- 20.89%
$23.92 - $30.07 $73.8K - $92.8K
11.7K $336K
AMGN
Amgen Inc

Healthcare
-206
- 6.1%
$271.18 - $309.22 $55.9K - $63.7K
3.17K $895K
KR
Kroger CO

Consumer Defensive
-200
- 2.63%
$64.52 - $74.35 $12.9K - $14.9K
7.4K $498K
ECL
Ecolab Inc.

Basic Materials
-190
- 6.11%
$259.39 - $285.47 $49.3K - $54.2K
2.92K $799K
PODD
Insulet Corp

Healthcare
-50
- 4.55%
$277.3 - $352.82 $13.9K - $17.6K
1.05K $324K
UNH
Unitedhealth Group Inc

Healthcare
-246
- 12.44%
$237.77 - $353.61 $58.5K - $87K
1.73K $597K
XLK
Technology Sector Spdr

ETFs
-160
- 15.84%
$250.97 - $282.66 $40.2K - $45.2K
850 $239K
GILD
Gilead Sciences, Inc.

Healthcare
-100
- 1.32%
$108.22 - $120.47 $10.8K - $12K
7.45K $827K
TRV
Travelers Companies, Inc.

Financial Services
-100
- 3.88%
$250.62 - $279.43 $25.1K - $27.9K
2.48K $692K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-100
- 5.88%
$185.88 - $207.44 $18.6K - $20.7K
1.6K $321K
AMAT
Applied Materials Inc

Technology
-300
- 9.02%
$156.25 - $204.95 $46.9K - $61.5K
3.03K $619K
KLAC
Kla Corp

Technology
-40
- 13.11%
$843.9 - $1078.6 $33.8K - $43.1K
265 $285K
VTV
Vanguard Value ETF

ETFs
-1
- 0.05%
$175.51 - $186.57 $176 - $187
2.02K $377K
HSY
Hershey CO

Consumer Defensive
-70
- 3.54%
$161.95 - $193.45 $11.3K - $13.5K
1.91K $356K
BAC
Bank Of America Corp

Financial Services
-148
- 1.66%
$44.92 - $52.42 $6.65K - $7.76K
8.79K $453K
SYY
Sysco Corp

Consumer Defensive
-41
- 0.72%
$76.33 - $82.51 $3.13K - $3.38K
5.66K $465K
SCHW
Schwab Charles Corp

Financial Services
-49
- 0.38%
$91.03 - $98.69 $4.46K - $4.84K
13K $1.24M
MO
Altria Group, Inc.

Consumer Defensive
-460
- 2.35%
$57.75 - $67.68 $26.6K - $31.1K
19.1K $1.26M
DUK
Duke Energy Corp

Utilities
-250
- 0.97%
$116.31 - $125.93 $29.1K - $31.5K
25.6K $3.16M
Activity Summary
Buys All Purchases 51 New Holdings 9 Increased Positions 42 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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