Private Trust CO Na Purchases in Q4 2025

Private Trust CO Na

  • $1.06 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RY
Royal Bank Of Canada

Financial Services
26
+ 2.33%
$143.64 - $149.05 $3.73K - $3.88K
1.14K $168K
PCTY
Paylocity Holding Corp

Technology
29
+ 362.5%
$138.42 - $156.42 $4.01K - $4.54K
37 $5K
XRAY
Dentsply Sirona Inc.

Healthcare
384
New
$10.52 - $13.19 $4.04K - $5.06K
384 $4K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
46
+ 3.7%
$34.91 - $39.57 $1.61K - $1.82K
1.29K $47K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
80
+ 6.34%
$58.56 - $62.02 $4.68K - $4.96K
1.34K $79K
CLH
Clean Harbors Inc

Industrials
21
+ 116.67%
$204.29 - $246.19 $4.29K - $5.17K
39 $8K
MMI
Marcus & Millichap, Inc.

Real Estate
130
+ 22.49%
$27.45 - $31.38 $3.57K - $4.08K
708 $20K
MRNA
Moderna, Inc.

Healthcare
192
+ 218.18%
$23.56 - $28.49 $4.52K - $5.47K
280 $6K
HST
Host Hotels & Resorts, Inc.

Real Estate
205
+ 28.39%
$15.82 - $18.18 $3.24K - $3.73K
927 $16K
ENS
Ener Sys

Industrials
6
+ 4.88%
$109.34 - $138.83 $656 - $833
129 $17K
ASEA
Global X Funds Global X Ftse S

ETFs
265
New
$16.86 - $18.12 $4.47K - $4.8K
265 $4K
ESI
Element Solutions Inc

Basic Materials
181
New
$23.94 - $27.74 $4.33K - $5.02K
181 $4K
SIGI
Selective Insurance Group Inc

Financial Services
53
+ 23.04%
$74.02 - $84.28 $3.92K - $4.47K
283 $22K
SLP
Simulations Plus, Inc.

Healthcare
177
+ 41.65%
$14.76 - $18.31 $2.61K - $3.24K
602 $10K
HLNE
Hamilton Lane Inc

Financial Services
37
+ 24.5%
$113.96 - $134.5 $4.22K - $4.98K
188 $24K
AOS
Smith A O Corp

Industrials
215
+ 20.48%
$64.74 - $73.54 $13.9K - $15.8K
1.27K $81K
UPWK
Upwork, Inc

Industrials
258
New
$15.63 - $18.16 $4.03K - $4.69K
258 $4K
CPK
Chesapeake Utilities Corp

Utilities
29
+ 25.22%
$127.28 - $138.81 $3.69K - $4.03K
144 $19K
PDD
Pinduoduo Inc.

Consumer Cyclical
31
+ 28.18%
$124.27 - $138.13 $3.85K - $4.28K
141 $18K
CHK
Chesapeake Energy Corp

Energy
45
+ 34.62%
N/A
175 $15K
JJSF
J&J Snack Foods Corp

Consumer Defensive
60
New
$81.84 - $98.32 $4.91K - $5.9K
60 $4K
WD
Walker & Dunlop, Inc.

Financial Services
79
+ 84.04%
$65.34 - $86.5 $5.16K - $6.83K
173 $11K
XYL
Xylem Inc.

Industrials
41
+ 8.93%
$142.73 - $152.95 $5.85K - $6.27K
500 $71K
BWXT
Bwx Technologies, Inc.

Industrials
28
+ 100.0%
$177.88 - $215.86 $4.98K - $6.04K
56 $9K
KFRC
Kforce Inc

Industrials
113
+ 34.88%
$24.54 - $31.58 $2.77K - $3.57K
437 $13K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
96
+ 8.07%
$25.3 - $29.23 $2.43K - $2.81K
1.29K $34K
LKQ
Lkq Corp

Consumer Cyclical
127
+ 7.54%
$28.68 - $31.96 $3.64K - $4.06K
1.81K $55K
AOM
Ishares Tr Core Moderate Alloc

ETFs
85
New
$47.0 - $48.26 $4K - $4.1K
85 $4K
INDA
Ishares Msci India Index Fund

ETFs
30
+ 5.4%
$52.3 - $55.29 $1.57K - $1.66K
586 $32K
KFY
Korn Ferry

Industrials
81
+ 22.69%
$64.22 - $71.33 $5.2K - $5.78K
438 $28K
BIO
Bio Rad Laboratories, Inc.

Healthcare
10
+ 50.0%
$294.24 - $339.75 $2.94K - $3.4K
30 $9K
EQR
Equity Residential

Real Estate
50
+ 131.58%
$58.7 - $64.1 $2.94K - $3.2K
88 $5K
EMLD
Ftac Emerald Acquisition Corp.

Financial Services
250
+ 50.0%
N/A
750 $8K
BRP
Brp Group, Inc.

Financial Services
63
+ 17.17%
N/A
430 $17K
EQNR
Equinor Asa

Energy
133
+ 24.91%
$22.89 - $25.39 $3.04K - $3.38K
667 $16K
ED
Consolidated Edison Inc

Utilities
2
+ 0.08%
$96.11 - $102.39 $192 - $205
2.55K $258K
ATHM
Autohome Inc.

Communication Services
144
+ 306.38%
$24.09 - $28.81 $3.47K - $4.15K
191 $4K
TMDX
Trans Medics Group, Inc.

Healthcare
28
+ 49.12%
$107.29 - $135.79 $3K - $3.8K
85 $9K
ORCC
Owl Rock Capital Corp

Financial Services
195
+ 5.12%
N/A
4K $53K
AUB
Atlantic Union Bankshares Corp

Financial Services
149
+ 26.14%
$32.36 - $36.13 $4.82K - $5.38K
719 $23K
OBNK
Origin Bancorp, Inc.

Financial Services
101
+ 31.86%
N/A
418 $13K
AUR
Aurora Innovation, Inc.

Technology
1.42K
+ 76.15%
$4.13 - $5.58 $5.87K - $7.93K
3.29K $13K
SYF
Synchrony Financial

Financial Services
21
+ 1.93%
$68.02 - $75.49 $1.43K - $1.59K
1.11K $80K
SKYY
First Trust Cloud Computing Et

ETFs
79
+ 2.67%
$131.95 - $143.46 $10.4K - $11.3K
3.03K $400K
FIVN
Five9, Inc.

Technology
175
New
$19.84 - $24.33 $3.47K - $4.26K
175 $3K
STC
Stewart Information Services Corp

Financial Services
48
+ 19.12%
$67.31 - $75.19 $3.23K - $3.61K
299 $21K
QDF
Flexshares Quality Dividend In

ETFs
36
+ 1.29%
$77.18 - $81.1 $2.78K - $2.92K
2.83K $224K
FMX
Mexican Economic Development Inc

Consumer Defensive
39
New
$92.13 - $97.37 $3.59K - $3.8K
39 $3K
JBL
Jabil Inc

Technology
26
+ 17.81%
$193.99 - $222.32 $5.04K - $5.78K
172 $34K
Activity Summary
Buys All Purchases 955 New Holdings 148 Increased Positions 807 Sells All Sells 731 Reductions 731 Sold out 0 Options Calls 0 Puts 0
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