Patten & Patten Inc Purchases and Sells in Q3 2025

Patten & Patten Inc

$1.6 Billion
Q3 2025

Top Buys

Incresed Positions

92 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IXN	23.3K + 4.6%	$91.28 - $103.32 $2.13M - $2.41M	530K $54.7M
MGC	19K + 69.65%	$224.2 - $245.55 $4.26M - $4.67M	46.3K $11.3M
VGSH	64.6K + 8.69%	$58.43 - $58.88 $3.77M - $3.8M	808K $47.5M
GLD	7.37K + 33.57%	$300.96 - $355.47 $2.22M - $2.62M	29.3K $10.4M
VOO	4.09K + 23.68%	$567.77 - $614.76 $2.32M - $2.52M	21.4K $13.1M
TJX	56 + 0.04%	$121.35 - $144.54 $6.8K - $8.09K	150K $21.8M

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	11K New	$182.33 - $194.5 $2.01M - $2.15M	11K $2.15M
SHV	16.3K New	$110.06 - $110.49 $1.8M - $1.8M	16.3K $1.8M
IWL	9.91K New	$152.78 - $166.59 $1.51M - $1.65M	9.91K $1.65M
MTUM	5.7K New	$236.25 - $257.69 $1.35M - $1.47M	5.7K $1.46M
IWY	5.22K New	$243.93 - $275.62 $1.27M - $1.44M	5.22K $1.43M
IWB	3.33K New	$339.37 - $366.46 $1.13M - $1.22M	3.33K $1.22M

Top Sells

Reduced Positions

165 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	-62K - 15.71%	$55.61 - $57.37 $3.45M - $3.56M	332K $19M
PGR	-1.09K - 0.75%	$238.61 - $264.3 $260K - $288K	145K $35.8M
INTU	-1.16K - 6.89%	$646.03 - $807.39 $748K - $935K	15.6K $10.7M
PYPL	-13.6K - 9.89%	$65.64 - $78.22 $895K - $1.07M	124K $8.33M
COST	-326 - 1.36%	$915.95 - $994.57 $299K - $324K	23.6K $21.8M
V	-963 - 0.92%	$332.09 - $358.86 $320K - $346K	104K $35.4M

Activity Summary All Purchases 122 New Holdings 30 Increased Positions 92 All Sells 165 Reductions 165 Sold out 0 Calls 0 Puts 0

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