New Edge Advisors, LLC Purchases in Q3 2025

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INFA
Informatica Inc.

Technology
583
+ 335.06%
$24.21 - $24.95 $14.1K - $14.5K
757 $18K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
790
+ 2.62%
$15.18 - $15.87 $12K - $12.5K
31K $481K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
4.46K
+ 5.98%
$5.21 - $5.57 $23.2K - $24.8K
79.1K $416K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
268
+ 0.32%
$9.99 - $10.91 $2.68K - $2.92K
85.2K $925K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
82
+ 0.45%
$10.68 - $11.59 $876 - $950
18.5K $214K
DOCU
Docusign, Inc.

Technology
915
+ 10.03%
$67.14 - $85.01 $61.4K - $77.8K
10K $723K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
330
+ 2.61%
$26.51 - $27.85 $8.75K - $9.19K
13K $357K
GRC
Gorman Rupp CO

Industrials
290
New
$36.65 - $46.41 $10.6K - $13.5K
290 $13K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
500
New
$25.72 - $27.0 $12.9K - $13.5K
500 $13K
MKL
Markel Corp

Financial Services
20
+ 6.83%
$1898.34 - $2031.8 $38K - $40.6K
313 $598K
FCFS
First Cash Holdings, Inc.

Financial Services
1
+ 0.2%
$120.08 - $158.42 $120 - $158
494 $78K
RAVI
Flexshares Tr Ready Access Var

ETFs
159
New
$75.24 - $75.63 $12K - $12K
159 $12K
DRIV
Global X Fds Global X Autonomo

ETFs
5
+ 0.21%
$23.34 - $28.35 $117 - $142
2.43K $68K
ISTR
Investar Holding Corp

Financial Services
6
+ 0.18%
$19.6 - $23.61 $118 - $142
3.39K $77K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
195
+ 24.25%
$49.55 - $52.25 $9.66K - $10.2K
999 $52K
ITUB
Itau Unibanco Holding S.A.

Financial Services
801
+ 6.97%
$6.18 - $7.41 $4.95K - $5.94K
12.3K $90K
DGX
Quest Diagnostics Inc

Healthcare
87
+ 0.66%
N/A
13.2K $1.81M
RAVE
Rave Restaurant Group, Inc.

Consumer Cyclical
1K
+ 6.67%
$2.66 - $3.64 $2.66K - $3.64K
16K $53K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
250
+ 2500.0%
$40.76 - $47.94 $10.2K - $12K
260 $12K
FEM
First Trust Emerging Markets A

ETFs
414
New
$24.52 - $27.41 $10.2K - $11.3K
414 $11K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
558
+ 1.11%
N/A
50.9K $1.03M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
370
+ 3.98%
$49.34 - $53.96 $18.3K - $20K
9.68K $506K
KD
Kyndryl Holdings, Inc.

Technology
1.29K
+ 56.14%
$28.94 - $43.41 $37.4K - $56.1K
3.6K $107K
NBR
Nabors Industries LTD

Energy
60
+ 9.22%
$29.58 - $42.5 $1.77K - $2.55K
711 $29K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
216
+ 2.14%
$10.73 - $12.0 $2.32K - $2.59K
10.3K $123K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
2.47K
+ 22.33%
$4.52 - $6.54 $11.2K - $16.2K
13.5K $66K
HISF
First Tr Exc Traded Fd Iv High

ETFs
29
+ 0.14%
$44.31 - $45.51 $1.28K - $1.32K
20.6K $928K
IR
Ingersoll Rand Inc.

Industrials
163
+ 2.66%
$74.98 - $89.02 $12.2K - $14.5K
6.3K $520K
KSS
Kohls Corp

Consumer Cyclical
2
+ 0.14%
$9.02 - $17.38 $18 - $34.8
1.39K $21K
LFT
Lument Finance Trust, Inc.

Real Estate
5.97K
+ 49.64%
$2.02 - $2.41 $12.1K - $14.4K
18K $36K
RIOT
Riot Blockchain, Inc.

Technology
296
+ 55.85%
$11.03 - $19.78 $3.26K - $5.85K
826 $15K
NRZ
New Residential Investment Corp.

Real Estate
1.35K
+ 5.41%
N/A
26.3K $190K
UVE
Universal Insurance Holdings, Inc.

Financial Services
381
New
$22.93 - $27.36 $8.74K - $10.4K
381 $10K
UNM
Unum Group

Financial Services
341
+ 6.27%
$68.55 - $82.12 $23.4K - $28K
5.78K $449K
VLY
Valley National Bancorp

Financial Services
63
+ 1.18%
$9.18 - $11.1 $578 - $699
5.42K $57K
ATR
Aptargroup, Inc.

Healthcare
276
+ 22.59%
$130.82 - $161.82 $36.1K - $44.7K
1.5K $200K
BRC
Brady Corp

Industrials
2
+ 0.23%
$67.86 - $82.75 $136 - $166
881 $68K
CNI
Canadian National Railway CO

Industrials
934
+ 11.45%
$92.01 - $106.6 $85.9K - $99.6K
9.09K $857K
CMT
Core Molding Technologies Inc

Basic Materials
254
+ 28.86%
$16.5 - $21.92 $4.19K - $5.57K
1.13K $23K
DOCN
Digital Ocean Holdings, Inc.

Technology
232
+ 362.5%
$25.74 - $37.71 $5.97K - $8.75K
296 $10K
DFSD
Dimensional ETF Tr Short Durat

ETFs
184
+ 5.42%
$47.86 - $48.43 $8.81K - $8.91K
3.58K $172K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
97
+ 5.03%
$24.02 - $27.91 $2.33K - $2.71K
2.03K $56K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
101
+ 1.76%
$54.5 - $56.26 $5.5K - $5.68K
5.83K $324K
LCNB
Lcnb Corp

Financial Services
106
+ 0.75%
$14.2 - $16.35 $1.51K - $1.73K
14.2K $213K
MSB
Mesabi Trust

Basic Materials
9
+ 0.56%
$23.53 - $32.39 $212 - $292
1.62K $47K
FUNC
First United Corp

Financial Services
239
New
$32.02 - $38.41 $7.65K - $9.18K
239 $8K
PWB
Invesco Exchange Traded Fd Tr

ETFs
52
+ 20.16%
$115.87 - $125.42 $6.03K - $6.52K
310 $38K
BSET
Bassett Furniture Industries Inc

Consumer Cyclical
552
New
$15.4 - $19.14 $8.5K - $10.6K
552 $8K
BLW
Blackrock LTD Duration Income Trust

Financial Services
1.15K
+ 2.5%
$14.0 - $14.26 $16K - $16.3K
46.9K $656K
Activity Summary
Buys All Purchases 2065 New Holdings 314 Increased Positions 1751 Sells All Sells 1225 Reductions 1225 Sold out 0 Options Calls 0 Puts 0
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