Montecito Bank & Trust Purchases and Sells in Q1 2025

Montecito Bank & Trust

$558 Million
Q1 2025

Top Buys

Incresed Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STIP	13.5K + 260.19%	$100.59 - $103.47 $1.36M - $1.4M	18.7K $1.94M
VGSH	12.7K + 5.59%	$58.07 - $58.69 $737K - $744K	239K $14.1M
LLY	113 + 1.1%	$725.72 - $929.72 $82K - $105K	10.4K $8.59M
BIV	3.33K + 1.65%	$73.78 - $76.59 $246K - $255K	205K $15.7M
MUB	5.84K + 16.83%	$104.71 - $107.69 $612K - $629K	40.6K $4.28M
IBTJ	25.5K + 244.34%	$21.16 - $21.77 $539K - $554K	35.9K $781K

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EXC	9.07K New	$37.3 - $46.08 $338K - $418K	9.07K $417K
PH	634 New	$591.65 - $707.05 $375K - $448K	634 $385K
PGR	835 New	$235.61 - $291.22 $197K - $243K	835 $236K
IAU	3.95K New	$49.74 - $58.96 $196K - $233K	3.95K $232K
VGLT	3.87K New	$53.99 - $58.43 $209K - $226K	3.87K $221K
BLACKROCK INC COM	1.62K New	N/A	1.62K $0

Top Sells

Reduced Positions

129 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-12.6K - 5.93%	$106.98 - $149.43 $1.35M - $1.89M	201K $21.8M
IWF	-1.13K - 1.46%	$360.07 - $417.26 $406K - $471K	75.9K $27.4M
MSFT	-568 - 1.11%	$375.39 - $447.2 $213K - $254K	50.6K $19M
IVV	-99 - 0.39%	$554.06 - $615.85 $54.9K - $61K	25.5K $14.3M
IJR	-165 - 0.29%	$102.49 - $119.96 $16.9K - $19.8K	56.9K $5.95M
SPY	-131 - 0.65%	$551.42 - $612.93 $72.2K - $80.3K	20.1K $11.3M

Activity Summary All Purchases 99 New Holdings 8 Increased Positions 91 All Sells 129 Reductions 129 Sold out 0 Calls 0 Puts 0

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