Great Valley Advisor Group, Inc. Purchases in Q3 2025

Great Valley Advisor Group, Inc.

  • $4.47 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISSC
Innovative Solutions & Support Inc

Industrials
1K
+ 8.06%
$10.9 - $19.73 $10.9K - $19.7K
13.4K $161K
OTIS
Otis Worldwide Corp

Industrials
26
+ 1.04%
$84.93 - $101.07 $2.21K - $2.63K
2.53K $231K
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.29%
$255.35 - $282.87 $1.02K - $1.13K
1.36K $355K
ARCC
Ares Capital Corp

Financial Services
218
+ 1.33%
$20.41 - $23.25 $4.45K - $5.07K
16.6K $337K
PRU
Prudential Financial Inc

Financial Services
51
+ 0.7%
$100.68 - $109.89 $5.13K - $5.6K
7.36K $763K
CSCO
Cisco Systems, Inc.

Technology
526
+ 0.79%
$66.2 - $71.79 $34.8K - $37.8K
66.8K $4.57M
T
At&T Inc.

Communication Services
424
+ 0.67%
$26.94 - $29.62 $11.4K - $12.6K
63.6K $1.8M
CRS
Carpenter Technology Corp

Industrials
45
+ 2.54%
$232.4 - $287.42 $10.5K - $12.9K
1.82K $446K
SAP
Sap Se

Technology
6
+ 0.4%
$252.42 - $311.93 $1.51K - $1.87K
1.49K $397K
UPS
United Parcel Service Inc

Industrials
1.44K
+ 13.83%
$82.58 - $105.54 $119K - $152K
11.8K $988K
APO
Apollo Global Management, Inc.

Financial Services
313
+ 2.17%
$131.55 - $156.05 $41.2K - $48.8K
14.7K $1.97M
AI
C3.Ai, Inc.

Technology
515
+ 3.76%
$15.46 - $29.16 $7.96K - $15K
14.2K $246K
CARR
Carrier Global Corp

Industrials
97
+ 1.36%
$58.75 - $80.73 $5.7K - $7.83K
7.24K $432K
ODFL
Old Dominion Freight Line, Inc.

Industrials
4
+ 0.09%
$138.59 - $171.12 $554 - $684
4.47K $628K
PG
Procter & Gamble CO

Consumer Defensive
1.66K
+ 2.49%
$150.47 - $161.22 $250K - $268K
68.3K $10.5M
MSTR
Microstrategy Inc

Technology
49
+ 2.31%
$300.7 - $455.9 $14.7K - $22.3K
2.17K $698K
FSK
Fs Kkr Capital Corp

Financial Services
770
+ 2.59%
$14.93 - $22.48 $11.5K - $17.3K
30.5K $455K
CMCSA
Comcast Corp

Communication Services
75
+ 0.19%
$31.41 - $36.33 $2.36K - $2.72K
38.9K $1.22M
COST
Costco Wholesale Corp

Consumer Defensive
679
+ 5.48%
$915.95 - $994.57 $622K - $675K
13.1K $12.1M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
84
+ 1.85%
$159.87 - $247.68 $13.4K - $20.8K
4.62K $821K
CI
Cigna Corp

Healthcare
793
+ 6.7%
$262.23 - $334.39 $208K - $265K
12.6K $3.64M
AXON
Axon Enterprise, Inc.

Industrials
58
+ 1.44%
$698.02 - $870.97 $40.5K - $50.5K
4.08K $2.93M
HON
Honeywell International Inc

Industrials
1.27K
+ 2.78%
$207.7 - $240.4 $264K - $306K
47K $9.9M
AMT
American Tower Corp

Real Estate
1.09K
+ 3.23%
$192.32 - $232.35 $209K - $252K
34.7K $6.68M
Activity Summary
Buys All Purchases 525 New Holdings 68 Increased Positions 457 Sells All Sells 360 Reductions 360 Sold out 0 Options Calls 0 Puts 0
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