Patten & Patten Inc Purchases in Q3 2025

Patten & Patten Inc

  • $1.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
7
+ 0.58%
$250.62 - $279.43 $1.75K - $1.96K
1.21K $337K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
414
+ 2.56%
$13.77 - $14.45 $5.7K - $5.98K
16.6K $239K
ITW
Illinois Tool Works Inc

Industrials
9
+ 1.11%
$252.31 - $269.41 $2.27K - $2.42K
821 $214K
CHY
Calamos Convertible & High Income Fund

Financial Services
494
+ 2.71%
$10.75 - $11.45 $5.31K - $5.66K
18.7K $209K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10
+ 0.16%
$45.72 - $47.27 $457 - $473
6.12K $287K
Ishares Bitcoin Trust ETF
7.82K
+ 38.14%
N/A
28.3K $0
Ishares Ethereum Tr
8.4K
New
N/A
8.4K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
76.6K
New
N/A
76.6K $0
Goldman Sachs ETF Tr
43.9K
+ 24.04%
N/A
227K $0
ILCG
Ishares Morningstar Growth ETF
6.22K
New
N/A
6.22K $0
Spinnaker ETF Series
53.6K
+ 29.9%
N/A
233K $0
WM
Waste Management Inc

Industrials
1
+ 0.1%
$213.88 - $237.1 $214 - $237
992 $219K
KMI
Kinder Morgan, Inc.

Energy
62
+ 0.35%
$26.23 - $28.5 $1.63K - $1.77K
17.9K $506K
APD
Air Products & Chemicals, Inc.

Basic Materials
13
+ 0.46%
$265.78 - $299.3 $3.46K - $3.89K
2.83K $770K
SBUX
Starbucks Corp

Consumer Cyclical
49
+ 1.24%
$81.9 - $96.86 $4.01K - $4.75K
4.01K $339K
PAYX
Paychex Inc

Industrials
33
+ 0.96%
$126.69 - $147.99 $4.18K - $4.88K
3.48K $440K
ADP
Automatic Data Processing Inc

Industrials
21
+ 0.4%
$288.69 - $310.94 $6.06K - $6.53K
5.26K $1.54M
NFLX
Netflix Inc

Communication Services
138
+ 7.34%
$1147.87 - $1297.18 $158K - $179K
2.02K $2.42M
NVO
Novo Nordisk A S

Healthcare
2.67K
+ 8.84%
$45.38 - $71.7 $121K - $191K
32.8K $1.82M
MBLY
Mobileye Global Inc.
100
+ 0.13%
$13.5 - $19.08 $1.35K - $1.91K
74.6K $1.05M
DXCM
Dexcom Inc

Healthcare
13
+ 0.02%
$66.46 - $89.53 $864 - $1.16K
82.8K $5.57M
Activity Summary
Buys All Purchases 122 New Holdings 30 Increased Positions 92 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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