Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Rocket Lab Corp
76.9K
+ 87.97%
N/A
164K $0
Sezzle Inc
2.81K
New
N/A
2.81K $0
Solventum Corp
685
+ 9.74%
N/A
7.72K $0
Sp Funds Trust
11.5K
New
N/A
11.5K $0
BRP
Brp Group, Inc.

Financial Services
2
+ 0.02%
N/A
10.1K $404K
Thomson Reuters Corp
22.3K
+ 97.06%
N/A
45.2K $0
Tidal Trust Ii
10.8K
New
N/A
10.8K $0
Tortoise Capital Series Trus
247
+ 0.55%
N/A
45K $0
VUSB
Vanguard Bd Index Fds
5.72K
New
N/A
5.72K $0
Vanguard Instl Index Fd
3.69K
New
N/A
3.69K $0
Viper Energy Inc
56.9K
New
N/A
56.9K $0
Waterbridge Infrastructure L
30.2K
New
N/A
30.2K $0
VRSK
Verisk Analytics, Inc.

Industrials
421
+ 23.39%
$242.3 - $312.95 $102K - $132K
2.22K $558K
HNI
Hni Corp

Industrials
316
+ 3.96%
$43.18 - $52.5 $13.6K - $16.6K
8.29K $388K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
156
+ 2.41%
$259.44 - $278.65 $40.5K - $43.5K
6.63K $1.72M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.17K
+ 4.39%
$13.6 - $15.52 $15.9K - $18.1K
27.7K $405K
ACRE
Ares Commercial Real Estate Corp

Real Estate
89
+ 0.38%
$4.14 - $5.13 $368 - $457
23.5K $105K
ICUI
Icu Medical Inc

Healthcare
174
+ 7.91%
$108.1 - $137.26 $18.8K - $23.9K
2.37K $284K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
9.3K
+ 2.69%
$12.11 - $12.64 $113K - $118K
355K $4.39M
EVTC
Evertec, Inc.

Technology
363
+ 4.33%
$32.77 - $37.66 $11.9K - $13.7K
8.75K $295K
HRTX
Heron Therapeutics, Inc.

Healthcare
72
+ 0.72%
$1.21 - $2.23 $87.1 - $161
10.1K $12K
WLY
John Wiley & Sons, Inc.

Communication Services
298
+ 5.71%
$37.89 - $43.52 $11.3K - $13K
5.51K $223K
ATI
Allegheny Technologies Inc

Industrials
101
+ 2.74%
$71.34 - $95.52 $7.21K - $9.65K
3.78K $307K
BCPC
Balchem Corp

Basic Materials
64
+ 2.85%
$148.82 - $165.12 $9.52K - $10.6K
2.31K $346K
GIS
General Mills Inc

Consumer Defensive
792
+ 2.15%
$48.44 - $53.83 $38.4K - $42.6K
37.7K $1.9M
ASGN
Asgn Inc

Technology
171
+ 2.17%
$47.05 - $55.65 $8.05K - $9.52K
8.04K $380K
BOX
Box Inc

Technology
130
+ 1.45%
$31.03 - $33.73 $4.03K - $4.38K
9.09K $293K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
251
+ 6.36%
$89.59 - $104.45 $22.5K - $26.2K
4.2K $376K
DVA
Davita Inc.

Healthcare
62
+ 2.62%
$127.69 - $151.32 $7.92K - $9.38K
2.42K $322K
PSA
Public Storage

Real Estate
6
+ 0.15%
$271.94 - $298.09 $1.63K - $1.79K
3.99K $1.15M
DXC
Dxc Technology CO

Technology
496
+ 3.12%
$12.85 - $16.24 $6.37K - $8.06K
16.4K $223K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
270
+ 3.27%
$185.65 - $214.38 $50.1K - $57.9K
8.54K $1.71M
BBDC
Barings Bdc, Inc.

Financial Services
43
+ 0.08%
$8.76 - $9.9 $377 - $426
55.5K $486K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
381
+ 8.98%
$50.34 - $65.52 $19.2K - $25K
4.63K $237K
WCN
Waste Connections, Inc.

Industrials
35
+ 1.19%
$171.32 - $191.84 $6K - $6.71K
2.98K $524K
RAMP
Live Ramp Holdings, Inc.

Technology
802
+ 9.8%
$25.76 - $34.2 $20.7K - $27.4K
8.99K $243K
ADMA
Adma Biologics, Inc.

Healthcare
1.6K
+ 10.75%
$14.66 - $19.91 $23.4K - $31.8K
16.5K $241K
CCI
Crown Castle International Corp

Real Estate
147
+ 2.05%
$92.96 - $113.91 $13.7K - $16.7K
7.33K $707K
SLRC
Slr Investment Corp.

Financial Services
389
+ 0.94%
$15.27 - $16.8 $5.94K - $6.54K
41.8K $638K
PAYX
Paychex Inc

Industrials
1.21K
+ 12.18%
$126.69 - $147.99 $153K - $178K
11.1K $1.41M
IAC
Iac/Inter Active Corp

Communication Services
84
+ 0.77%
$34.01 - $41.67 $2.86K - $3.5K
11.1K $376K
ON
On Semiconductor Corp

Technology
764
+ 3.23%
$46.98 - $62.45 $35.9K - $47.7K
24.4K $1.21M
TRGP
Targa Resources Corp.

Energy
19
+ 0.3%
$160.52 - $174.4 $3.05K - $3.31K
6.42K $1.08M
IBN
Icici Bank LTD

Financial Services
213
+ 1.6%
$30.23 - $34.41 $6.44K - $7.33K
13.6K $410K
DXCM
Dexcom Inc

Healthcare
4.87K
+ 26.44%
$66.46 - $89.53 $323K - $436K
23.3K $1.57M
ITGR
Integer Holdings Corp

Healthcare
88
+ 3.32%
$100.19 - $121.77 $8.82K - $10.7K
2.74K $282K
TSN
Tyson Foods, Inc.

Consumer Defensive
270
+ 0.75%
$52.3 - $57.69 $14.1K - $15.6K
36.2K $1.97M
MGEE
Mge Energy Inc

Utilities
56
+ 0.47%
$83.0 - $90.05 $4.65K - $5.04K
12K $1.01M
OLED
Universal Display Corp Pa

Technology
95
+ 1.67%
$134.16 - $161.44 $12.7K - $15.3K
5.78K $830K
Activity Summary
Buys All Purchases 1139 New Holdings 206 Increased Positions 933 Sells All Sells 348 Reductions 348 Sold out 0 Options Calls 51 Puts 97
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