Private Trust CO Na Sells in Q3 2025

Private Trust CO Na

  • $1.07 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WPM
Wheaton Precious Metals Corp.

Basic Materials
-13
- 16.88%
$86.72 - $111.84 $1.13K - $1.45K
64 $7K
AMSC
American Superconductor Corp

Industrials
-25
- 25.0%
$35.98 - $64.63 $899 - $1.62K
75 $4K
JPUS
Jpmorgan Diversified Return Us

ETFs
-18
- 2.98%
$117.71 - $125.02 $2.12K - $2.25K
587 $72K
MIR
Mirion Technologies, Inc.

Industrials
-6
- 2.64%
$19.79 - $24.6 $119 - $148
221 $5K
BIIB
Biogen Inc.

Healthcare
-11
- 6.63%
$122.68 - $148.84 $1.35K - $1.64K
155 $21K
BHP
Bhp Group LTD

Basic Materials
-26
- 7.95%
$48.67 - $56.22 $1.27K - $1.46K
301 $16K
EWC
Ishares Msci Canada ETF

ETFs
-76
- 5.86%
$45.86 - $50.88 $3.49K - $3.87K
1.22K $61K
PRIM
Primoris Services Corp

Industrials
-30
- 29.7%
$79.61 - $137.33 $2.39K - $4.12K
71 $9K
MEDP
Medpace Holdings, Inc.

Healthcare
-6
- 25.0%
$308.88 - $514.16 $1.85K - $3.08K
18 $9K
PNR
Pentair PLC

Industrials
-5
- 1.79%
$100.62 - $112.59 $503 - $563
274 $30K
NTAP
Net App, Inc.

Technology
-3
- 1.54%
$101.1 - $126.36 $303 - $379
192 $22K
ATO
Atmos Energy Corp

Utilities
-23
- 6.17%
$151.51 - $170.75 $3.48K - $3.93K
350 $59K
HUM
Humana Inc

Healthcare
-27
- 4.83%
$220.41 - $312.0 $5.95K - $8.42K
532 $138K
FLGB
Franklin Templeton ETF Tr

ETFs
-25
- 1.6%
$30.37 - $32.35 $759 - $809
1.54K $49K
AAP
Advance Auto Parts Inc

Consumer Cyclical
-2
- 1.68%
$49.01 - $66.5 $98 - $133
117 $7K
TEX
Terex Corp

Industrials
-20
- 2.59%
$48.36 - $53.52 $967 - $1.07K
753 $38K
NUE
Nucor Corp

Basic Materials
-26
- 2.81%
$133.3 - $150.33 $3.47K - $3.91K
900 $121K
ROL
Rollins Inc

Consumer Cyclical
-37
- 2.35%
$55.05 - $58.74 $2.04K - $2.17K
1.54K $90K
THO
Thor Industries Inc

Consumer Cyclical
-2
- 1.49%
$88.76 - $112.33 $178 - $225
132 $13K
AFG
American Financial Group Inc

Financial Services
-10
- 4.65%
$122.42 - $145.72 $1.22K - $1.46K
205 $29K
PCAR
Paccar Inc

Industrials
-16
- 1.41%
$92.91 - $102.86 $1.49K - $1.65K
1.12K $109K
VC
Visteon Corp

Consumer Cyclical
-10
- 8.55%
$98.77 - $128.76 $988 - $1.29K
107 $12K
AES
Aes Corp

Utilities
-107
- 6.12%
$10.77 - $13.94 $1.15K - $1.49K
1.64K $21K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-10
- 1.2%
$76.29 - $80.63 $763 - $806
822 $66K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.96K
- 2.79%
$26.38 - $27.95 $51.8K - $54.9K
68.5K $1.87M
WMS
Advanced Drainage Systems, Inc.

Industrials
-1
- 0.79%
$110.89 - $148.5 $111 - $149
125 $17K
SR
Spire Inc

Utilities
-3
- 0.59%
$72.83 - $81.52 $218 - $245
506 $41K
TPC
Tutor Perini Corp

Industrials
-40
- 10.9%
$45.65 - $66.81 $1.83K - $2.67K
327 $21K
YUM
Yum Brands Inc

Consumer Cyclical
-27
- 1.36%
$139.5 - $153.94 $3.77K - $4.16K
1.96K $298K
XMTR
Xometry, Inc.

Industrials
-28
- 11.24%
$30.97 - $55.91 $867 - $1.57K
221 $12K
RIO
Rio Tinto PLC

Basic Materials
-135
- 8.17%
$57.66 - $66.01 $7.78K - $8.91K
1.52K $100K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-190
- 1.09%
$92.18 - $95.14 $17.5K - $18.1K
17.2K $1.64M
TSCO
Tractor Supply CO

Consumer Cyclical
-155
- 5.0%
$54.08 - $62.65 $8.38K - $9.71K
2.94K $167K
EIX
Edison International

Utilities
-107
- 3.98%
$50.42 - $56.35 $5.39K - $6.03K
2.58K $142K
PSI
Invesco Exchange Traded Fd Tr

ETFs
-100
- 9.53%
$58.74 - $71.59 $5.87K - $7.16K
949 $66K
WULF
Terawulf Inc.

Financial Services
-133
- 14.22%
$4.63 - $11.7 $616 - $1.56K
802 $9K
GNR
Spdr S&P Global Natural Resour

ETFs
-70
- 3.86%
$54.23 - $59.34 $3.8K - $4.15K
1.75K $103K
VRNS
Varonis Systems Inc

Technology
-100
- 5.88%
$49.58 - $59.83 $4.96K - $5.98K
1.6K $91K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-368
- 1.26%
$12.9 - $13.59 $4.75K - $5K
28.8K $386K
PFE
Pfizer Inc

Healthcare
-3.02K
- 4.54%
$23.29 - $25.88 $70.4K - $78.2K
63.5K $1.62M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-22
- 0.48%
$27.61 - $29.15 $607 - $641
4.59K $133K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-101
- 3.88%
$24.02 - $27.91 $2.43K - $2.82K
2.51K $69K
AMG
Affiliated Managers Group, Inc.

Financial Services
-27
- 8.97%
$198.72 - $244.34 $5.37K - $6.6K
274 $65K
CBRE
Cbre Group, Inc.

Real Estate
-66
- 7.24%
$137.04 - $165.9 $9.04K - $10.9K
846 $133K
PCG
Pg&E Corp

Utilities
-155
- 2.19%
$13.0 - $15.73 $2.02K - $2.44K
6.91K $104K
IQV
Iqvia Holdings Inc.

Healthcare
-70
- 11.61%
$157.68 - $200.82 $11K - $14.1K
533 $101K
WRB
Berkley W R Corp

Financial Services
-170
- 2.72%
$67.78 - $76.62 $11.5K - $13K
6.07K $465K
UTHR
United Therapeutics Corp

Healthcare
-13
- 14.44%
$274.7 - $438.75 $3.57K - $5.7K
77 $32K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-30
- 0.73%
$79.89 - $83.25 $2.4K - $2.5K
4.07K $336K
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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