Regatta Capital Group, LLC Sells in Q3 2025

Regatta Capital Group, LLC

  • $595 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
-80
- 1.94%
$91.0 - $98.99 $7.28K - $7.92K
4.04K $381K
BRSP
Bright Spire Capital, Inc.

Real Estate
-2.22K
- 3.54%
$4.91 - $5.94 $10.9K - $13.2K
60.5K $328K
PEP
Pepsico Inc

Consumer Defensive
-375
- 4.91%
$133.81 - $152.16 $50.2K - $57.1K
7.26K $1.02M
NEE
Nextera Energy Inc

Utilities
-27
- 0.84%
$69.77 - $77.54 $1.88K - $2.09K
3.18K $239K
NVS
Novartis Ag

Healthcare
-123
- 2.73%
$113.5 - $129.73 $14K - $16K
4.39K $562K
IEFA
Ishares Tr

ETFs
-98
- 1.35%
$81.7 - $87.53 $8.01K - $8.58K
7.17K $626K
MRK
Merck & Co., Inc.

Healthcare
-7
- 0.15%
$77.6 - $87.37 $543 - $612
4.53K $380K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-1.84K
- 5.12%
$35.99 - $38.74 $66.3K - $71.4K
34.2K $1.32M
WFC
Wells Fargo & Company

Financial Services
-112
- 1.21%
$77.05 - $85.16 $8.63K - $9.54K
9.14K $765K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-133
- 1.32%
$87.05 - $93.19 $11.6K - $12.4K
9.94K $923K
RTX
Raytheon Technologies Corp

Industrials
-78
- 4.0%
$144.19 - $167.33 $11.2K - $13.1K
1.87K $313K
BAC
Bank Of America Corp

Financial Services
-526
- 3.91%
$44.92 - $52.42 $23.6K - $27.6K
12.9K $667K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-954
- 6.27%
$108.46 - $120.63 $103K - $115K
14.3K $1.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 0.83%
$617.65 - $666.84 $4.94K - $5.33K
954 $635K
SRE
Sempra Energy

Utilities
-66
- 2.0%
$74.14 - $89.98 $4.89K - $5.94K
3.23K $290K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-170
- 2.16%
$75.87 - $83.26 $12.9K - $14.2K
7.69K $640K
ENB
Enbridge Inc

Energy
-4
- 0.04%
$43.79 - $50.46 $175 - $202
11.2K $565K
BK
Bank Of New York Mellon Corp

Financial Services
-7
- 0.21%
$90.65 - $109.75 $635 - $768
3.32K $361K
NSC
Norfolk Southern Corp

Industrials
-11
- 0.73%
$259.49 - $300.41 $2.85K - $3.3K
1.49K $448K
MCD
Mcdonalds Corp

Consumer Cyclical
-70
- 0.96%
$291.67 - $316.99 $20.4K - $22.2K
7.24K $2.2M
CAT
Caterpillar Inc

Industrials
-82
- 6.78%
$390.92 - $477.15 $32.1K - $39.1K
1.13K $538K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-182
- 0.95%
$39.06 - $43.42 $7.11K - $7.9K
19K $824K
URA
Global X Uranium ETF

ETFs
-489
- 4.28%
$36.45 - $50.4 $17.8K - $24.6K
10.9K $521K
BX
Blackstone Inc.

Financial Services
-90
- 1.98%
$152.77 - $188.68 $13.7K - $17K
4.46K $761K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-136
- 0.47%
$62.09 - $66.51 $8.44K - $9.05K
28.9K $1.88M
ORCL
Oracle Corp

Technology
-1.13K
- 15.69%
$218.96 - $328.33 $247K - $370K
6.05K $1.7M
JNJ
Johnson & Johnson

Healthcare
-113
- 2.23%
$155.17 - $185.42 $17.5K - $21K
4.95K $918K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-2.05K
- 1.45%
$41.5 - $43.83 $85.1K - $89.9K
140K $6.12M
AMD
Advanced Micro Devices Inc

Technology
-8
- 0.04%
$134.8 - $184.42 $1.08K - $1.48K
21.4K $3.47M
AVGO
Broadcom Inc.

Technology
-3.05K
- 11.5%
$264.74 - $369.57 $809K - $1.13M
23.5K $7.76M
ABBV
Abb Vie Inc.

Healthcare
-390
- 3.4%
$184.85 - $231.54 $72.1K - $90.3K
11.1K $2.57M
GOOG
Alphabet Inc.

Communication Services
-80
- 0.51%
$175.16 - $255.24 $14K - $20.4K
15.5K $3.78M
TSLA
Tesla, Inc.

Consumer Cyclical
-130
- 0.98%
$293.94 - $444.72 $38.2K - $57.8K
13.2K $5.87M
Activity Summary
Buys All Purchases 101 New Holdings 14 Increased Positions 87 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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