Private Trust CO Na Purchases in Q3 2025

Private Trust CO Na

  • $1.07 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
167
+ 4.99%
$131.47 - $143.64 $22K - $24K
3.51K $497K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
924
+ 30.98%
$43.65 - $46.42 $40.3K - $42.9K
3.91K $181K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
993
+ 3.93%
$50.47 - $50.74 $50.1K - $50.4K
26.3K $1.33M
PLD
Prologis, Inc.

Real Estate
119
+ 3.01%
$104.08 - $115.35 $12.4K - $13.7K
4.08K $467K
DAL
Delta Air Lines, Inc.

Industrials
174
+ 3.27%
$49.0 - $61.97 $8.53K - $10.8K
5.49K $311K
IJK
Ishares S&P Midcap 400 Growth

ETFs
21
+ 0.21%
$91.28 - $97.59 $1.92K - $2.05K
9.83K $942K
PHK
Pimco High Income Fund

Financial Services
10K
New
$4.78 - $5.02 $47.8K - $50.2K
10K $49K
JBBB
Janus Detroit Str Tr Henderson

ETFs
1K
+ 24.9%
$48.04 - $48.61 $48.1K - $48.7K
5.02K $241K
WLDN
Willdan Group, Inc.

Industrials
500
New
$63.73 - $120.35 $31.9K - $60.2K
500 $48K
DRSK
ETF Ser Solutions Aptus Define

ETFs
1.63K
New
$28.26 - $29.29 $45.9K - $47.6K
1.63K $46K
SYY
Sysco Corp

Consumer Defensive
59
+ 0.93%
$76.33 - $82.51 $4.5K - $4.87K
6.38K $524K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
465
+ 7.92%
$73.94 - $78.51 $34.4K - $36.5K
6.33K $491K
JCI
Johnson Controls International PLC

Industrials
326
+ 14.11%
$103.24 - $111.73 $33.7K - $36.4K
2.64K $289K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
730
+ 18.81%
$49.55 - $52.25 $36.2K - $38.1K
4.61K $240K
MLM
Martin Marietta Materials Inc

Basic Materials
32
+ 10.42%
$546.36 - $631.12 $17.5K - $20.2K
339 $213K
IPO
Renaissance Cap Greenwich Fds

ETFs
911
New
$44.11 - $53.82 $40.2K - $49K
911 $45K
RY
Royal Bank Of Canada

Financial Services
211
+ 23.31%
$128.46 - $148.6 $27.1K - $31.4K
1.12K $164K
DFAT
Dimensional ETF Tr U S Target

ETFs
215
+ 2.93%
$53.36 - $59.69 $11.5K - $12.8K
7.55K $439K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.77K
+ 18.1%
$24.14 - $24.34 $42.8K - $43.2K
11.6K $281K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
1.95K
+ 90.06%
$21.91 - $22.57 $42.7K - $43.9K
4.11K $92K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
249
+ 2.99%
$39.37 - $44.24 $9.8K - $11K
8.58K $375K
AIQ
Global X Funds Global X Artifi

ETFs
844
+ 301.43%
$43.2 - $49.66 $36.5K - $41.9K
1.12K $55K
BND
Vanguard Bd Index Fd Inc Total

ETFs
365
+ 1.77%
$72.57 - $74.72 $26.5K - $27.3K
21K $1.56M
PPLT
Abrdn Platinum ETF Trust

ETFs
478
New
N/A
478 $42K
HISF
First Tr Exc Traded Fd Iv High

ETFs
942
New
$44.31 - $45.51 $41.7K - $42.9K
942 $42K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
654
+ 107.57%
$54.01 - $60.18 $35.3K - $39.4K
1.26K $75K
MARB
First Tr Exchange Traded Fd Ii

ETFs
2.04K
New
$20.1 - $20.8 $41.1K - $42.5K
2.04K $41K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
451
+ 8.43%
$64.17 - $68.19 $28.9K - $30.8K
5.8K $394K
XSMO
Invesco S&P Smallcap Momentum

ETFs
440
+ 34.06%
$67.1 - $74.29 $29.5K - $32.7K
1.73K $127K
STT
State Street Corp

Financial Services
79
+ 2.46%
$102.01 - $117.25 $8.06K - $9.26K
3.29K $381K
SU
Suncor Energy Inc

Energy
519
+ 12.33%
$37.83 - $43.02 $19.6K - $22.3K
4.73K $197K
LVHI
Franklin International Low Vol

ETFs
586
+ 6.81%
$32.69 - $35.19 $19.2K - $20.6K
9.19K $319K
PWR
Quanta Services, Inc.

Industrials
11
+ 1.16%
$372.29 - $421.68 $4.1K - $4.64K
957 $396K
MMM
3 M CO

Industrials
69
+ 0.76%
$144.41 - $160.2 $9.96K - $11.1K
9.21K $1.43M
LNT
Alliant Energy Corp

Utilities
119
+ 2.83%
$60.76 - $67.41 $7.23K - $8.02K
4.32K $291K
AGX
Argan Inc

Industrials
1
+ 0.13%
$202.53 - $271.07 $203 - $271
755 $203K
BRO
Brown & Brown, Inc.

Financial Services
490
+ 93.51%
$90.88 - $108.93 $44.5K - $53.4K
1.01K $95K
RING
Ishares Inc Msci Global Gold M

ETFs
572
New
$42.96 - $64.71 $24.6K - $37K
572 $37K
MHO
M/I Homes, Inc.

Consumer Cyclical
262
New
$111.91 - $157.22 $29.3K - $41.2K
262 $37K
PPL
Ppl Corp

Utilities
17
+ 0.15%
$33.54 - $37.24 $570 - $633
11.2K $415K
F
Ford Motor CO

Consumer Cyclical
1.46K
+ 8.85%
$10.82 - $12.09 $15.8K - $17.7K
18K $215K
RF
Regions Financial Corp

Financial Services
671
+ 10.77%
$24.03 - $27.41 $16.1K - $18.4K
6.9K $182K
VPU
Vanguard Utilities ETF

ETFs
4
+ 0.15%
$175.25 - $189.41 $701 - $758
2.74K $518K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
553
New
$61.99 - $65.47 $34.3K - $36.2K
553 $35K
DELL
Dell Technologies Inc.

Technology
28
+ 1.73%
$120.96 - $141.77 $3.39K - $3.97K
1.65K $233K
PPTA
Perpetua Resources Corp.

Basic Materials
1.75K
New
$11.92 - $21.16 $20.9K - $37K
1.75K $35K
AZN
Astrazeneca PLC

Healthcare
88
+ 2.23%
$68.72 - $82.11 $6.05K - $7.23K
4.04K $309K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
2K
+ 56.35%
$18.41 - $20.12 $36.8K - $40.2K
5.54K $102K
TDIV
First Trust Nasdaq Technology

ETFs
177
+ 9.45%
$89.27 - $100.33 $15.8K - $17.8K
2.05K $202K
Activity Summary
Buys All Purchases 1027 New Holdings 232 Increased Positions 795 Sells All Sells 790 Reductions 790 Sold out 0 Options Calls 0 Puts 0
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