Modera Wealth Management, LLC Purchases and Sells in Q3 2025

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025

Top Buys

Incresed Positions

185 operations
Stock Shares change Price Range Shares Held Trade History
23.6K
+ 1.98%
$433.97 - $484.08 $10.3M - $11.4M
1.22M $585M
165K
+ 9.13%
$79.24 - $89.03 $13.1M - $14.7M
1.98M $176M
51.3K
+ 3.11%
$175.51 - $186.57 $9M - $9.57M
1.7M $317M
88.1K
+ 2.55%
$81.7 - $87.53 $7.2M - $7.71M
3.54M $309M
5.87K
+ 2.19%
$420.11 - $472.68 $2.47M - $2.78M
274K $128M
109K
+ 5.39%
$102.4 - $103.88 $11.2M - $11.4M
2.14M $221M
View all

New Holdings

27 operations
Stock Shares change Price Range Shares Held Trade History
22.1K
New
$148.45 - $182.09 $3.29M - $4.03M
22.1K $3.3M
25.3K
New
$45.26 - $46.63 $1.14M - $1.18M
25.3K $1.17M
7.38K
New
$89.32 - $107.82 $659K - $796K
7.38K $795K
3.03K
New
$167.06 - $208.19 $505K - $630K
3.03K $615K
5.51K
New
$58.97 - $60.36 $325K - $333K
5.51K $330K
4.06K
New
$74.68 - $80.26 $303K - $326K
4.06K $325K
View all

Top Sells

Reduced Positions

348 operations
Stock Shares change Price Range Shares Held Trade History
-6.66K
- 1.82%
$45.38 - $71.7 $302K - $478K
359K $19.9M
-8.72K
- 6.94%
$82.58 - $105.54 $720K - $920K
117K $9.77M
-4.17K
- 4.03%
$74.39 - $107.65 $310K - $449K
99.3K $8.35M
-1.84K
- 1.38%
$332.09 - $358.86 $609K - $659K
131K $44.8M
-264
- 0.75%
$274.66 - $395.76 $72.5K - $104K
34.7K $11.2M
-21.1K
- 2.59%
$66.2 - $71.79 $1.4M - $1.51M
794K $54.3M
View all
Activity Summary
Buys All Purchases 212 New Holdings 27 Increased Positions 185 Sells All Sells 348 Reductions 348 Sold out 0 Options Calls 0 Puts 0
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