Simon Quick Advisors, LLC Purchases in Q3 2025

Simon Quick Advisors, LLC

  • $2.19 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CDW
Cdw Corp

Technology
274
+ 6.82%
$156.97 - $182.84 $43K - $50.1K
4.29K $683K
ADP
Automatic Data Processing Inc

Industrials
54
+ 1.44%
$288.69 - $310.94 $15.6K - $16.8K
3.79K $1.11M
CRS
Carpenter Technology Corp

Industrials
62
+ 3.1%
$232.4 - $287.42 $14.4K - $17.8K
2.06K $506K
CI
Cigna Corp

Healthcare
10
+ 0.76%
$262.23 - $334.39 $2.62K - $3.34K
1.33K $382K
PM
Philip Morris International Inc.

Consumer Defensive
242
+ 5.2%
$157.77 - $183.27 $38.2K - $44.4K
4.9K $793K
BRO
Brown & Brown, Inc.

Financial Services
860
+ 10.18%
$90.88 - $108.93 $78.2K - $93.7K
9.31K $873K
UPS
United Parcel Service Inc

Industrials
208
+ 4.2%
$82.58 - $105.54 $17.2K - $22K
5.16K $431K
T
At&T Inc.

Communication Services
658
+ 0.46%
$26.94 - $29.62 $17.7K - $19.5K
143K $4.04M
PAYX
Paychex Inc

Industrials
89
+ 1.47%
$126.69 - $147.99 $11.3K - $13.2K
6.13K $776K
FCX
Freeport Mcmoran Inc

Basic Materials
112
+ 0.4%
$35.34 - $47.21 $3.96K - $5.29K
28.2K $1.11M
MORN
Morningstar, Inc.

Financial Services
67
+ 2.67%
$231.72 - $311.89 $15.5K - $20.9K
2.58K $598K
CCI
Crown Castle International Corp

Real Estate
274
+ 0.75%
$92.96 - $113.91 $25.5K - $31.2K
36.7K $3.54M
AMT
American Tower Corp

Real Estate
115
+ 0.88%
$192.32 - $232.35 $22.1K - $26.7K
13.1K $2.52M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
277
+ 0.95%
$93.1 - $110.49 $25.8K - $30.6K
29.3K $2.73M
PNFP
Pinnacle Financial Partners Inc

Financial Services
95
+ 0.38%
$86.13 - $119.63 $8.18K - $11.4K
25K $2.34M
ADBE
Adobe Inc.

Technology
200
+ 1.26%
$333.65 - $392.1 $66.7K - $78.4K
16.1K $5.68M
Activity Summary
Buys All Purchases 267 New Holdings 52 Increased Positions 215 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 1
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