Institutions / Oxford Financial Group, Ltd. LLC / Activity

Activity — Oxford Financial Group, Ltd. LLC

37 moves.

BiggestNew positionsBiggest addsExits
InsidersInstitutions
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
New30254T577
Common stock
$92.47M+2.5M
2,548,657
4.98% of portfolio
high
Q1 2026
as of
New025072349
Common stock
$2.42M+30K
30,000
0.13% of portfolio
low
Q1 2026
as of
NewApplied Materials Inc /De
Common stock
$1.27M+4K
3,724
0.07% of portfolio
low
Q1 2026
as of
NewiShares MSCI UAE ETF
Common stock
$1.25M+15K
15,000
0.07% of portfolio
low
Q1 2026
as of
NewAnalog Devices Inc
Common stock
$916.2K+3K
2,880
0.05% of portfolio
low
Q1 2026
as of
NewNextpower Inc.
Common stock
$884.1K+7K
7,334
0.05% of portfolio
low
Q1 2026
as of
NewWaste Management Inc
Common stock
$797.1K+3K
3,469
0.04% of portfolio
low
Q1 2026
as of
NewAmphenol Corp /De
Common stock
$764.4K+6K
6,050
0.04% of portfolio
low
Q1 2026
as of
NewTJX Cos Inc/The
Common stock
$742.8K+5K
4,651
0.04% of portfolio
low
Q1 2026
as of
NewRockwell Automation Inc
Common stock
$741.8K+2K
2,067
0.04% of portfolio
low
Q1 2026
as of
NewCloudflare, Inc.
Common stock
$740.6K+4K
3,589
0.04% of portfolio
low
Q1 2026
as of
NewUL Solutions Inc.
Common stock
$713.5K+8K
8,325
0.04% of portfolio
low
Q1 2026
as of
NewIntercontinental Exchange, Inc.
Common stock
$698.3K+4K
4,440
0.04% of portfolio
low
Q1 2026
as of
NewN07059210
Common stock
$697.5K+528
528
0.04% of portfolio
low
Q1 2026
as of
NewPalo Alto Networks Inc
Common stock
$695.0K+4K
4,335
0.04% of portfolio
low
Q1 2026
as of
NewTMUS
T-Mobile US, Inc.
Common Stock
$669.4K+3K
3,187
0.04% of portfolio
low
Q1 2026
as of
NewVertiv Holdings Co
Common stock
$559.0K+2K
2,231
0.03% of portfolio
low
Q1 2026
as of
NewCARRIER GLOBAL Corp
Common stock
$538.5K+10K
9,564
0.03% of portfolio
low
Q1 2026
as of
NewQuanta Services Inc
Common stock
$519.9K+947
947
0.03% of portfolio
low
Q1 2026
as of
NewAbbott Laboratories
Common stock
$495.2K+5K
4,823
0.03% of portfolio
low
Q1 2026
as of
NewGeneral Dynamics Corp
Common stock
$480.5K+1K
1,400
0.03% of portfolio
low
Q1 2026
as of
NewXylem Inc.
Common stock
$467.1K+4K
3,909
0.03% of portfolio
low
Q1 2026
as of
New780259305
Common stock
$464.7K+5K
4,997
0.03% of portfolio
low
Q1 2026
as of
NewThermo Fisher Scientific Inc.
Common stock
$454.2K+924
924
0.02% of portfolio
low
Q1 2026
as of
NewVertex Pharmaceuticals Inc / Ma
Common stock
$401.9K+900
900
0.02% of portfolio
low
Q1 2026
as of
NewVeralto Corp
Common stock
$388.0K+4K
4,388
0.02% of portfolio
low
Q1 2026
as of
NewMedtronic plc
Common stock
$387.2K+4K
4,469
0.02% of portfolio
low
Q1 2026
as of
NewUber Technologies, Inc
Common stock
$378.4K+5K
5,260
0.02% of portfolio
low
Q1 2026
as of
NewBooking Holdings Inc
Common stock
$366.3K+87
87
0.02% of portfolio
low
Q1 2026
as of
NewG0593M107
Common stock
$300.2K+2K
1,522
0.02% of portfolio
low
Q1 2026
as of
NewRocket Companies, Inc.
Common stock
$256.5K+18K
18,000
0.01% of portfolio
low
Q1 2026
as of
NewSoFi Technologies, Inc.
Common stock
$254.1K+16K
16,000
0.01% of portfolio
low
Q1 2026
as of
NewAptargroup, Inc.
Common stock
$239.4K+2K
1,900
0.01% of portfolio
low
Q1 2026
as of
NewFedEx Corp
Common stock
$229.8K+645
645
0.01% of portfolio
low
Q1 2026
as of
NewQTI
QT Imaging Holdings, Inc.
Common Stock
$120.7K+21K
20,565
<0.01% of portfolio
low
Q1 2026
as of
New78468R549
Common stock
$7.0K+60
60
<0.01% of portfolio
low
Q1 2026
as of
New37954Y673
Common stock
$1.8K+35
35
<0.01% of portfolio
low
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