Trajan Wealth Invests $7.31M in CME Group
Trajan Wealth Invests $7.31M in CME Group
Anonymous
Key Points
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GLW: Trajan Wealth’s new 45,876-share stake arrives in a stock with heavy institutional ownership. Among top holders, Vanguard Group Inc owns 99,283,317 shares, State Street Corp 37,008,856, Geode Capital Management LLC 20,411,824, Capital Research Global Investors 16,890,802 and Ameriprise Financial Inc 13,763,148; overall institutional investors own 69.80% of Corning Inc.
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COO: Korea Investment CORP took a new 2Q position in The Cooper Companies with 155,395 shares valued at about $11.143 million, and COO is 24.39% owned by institutional investors.
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PSA: An insider trade at Public Storage saw Nathaniel A. Vitan sell 1,414 shares on Aug. 13 at an average price of $327.53 (roughly $463,127 total), underscoring ongoing insider activity alongside institutional buying.
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PSX: Trajan Wealth added 47,199 Phillips 66 shares, about $7.98 million in Q2; meanwhile EVP Vanessa Allen Sutherland sold 3,523 shares on July 21 at $211.05 and EVP Richard G. Harbison sold 52,100 shares on Aug. 12 at $223.76, both under a Rule 10b5-1 plan.
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CME: Trajan Wealth bought 33,121 CME Group shares for about $7.314 million in Q2; BlackRock added a new CME stake in Q2 worth roughly $6.75 billion, with Norges Bank, Bank of New York Mellon, Alphabet and Mitsubishi UFJ Asset Management also expanding CME positions, while 87.75% of CME stock is held by institutional investors.
Trajan Wealth LLC deployed $7.31 million to acquire 33,121 shares of CME Group during the second quarter, joining a wave of major institutional investors building positions in the futures exchange operator. Ticker Report reported the purchase adds to Trajan's broader portfolio expansion across five major companies totaling tens of millions of dollars in new stakes.
Trajan Wealth's Multi-Million Dollar Q2 Shopping Spree
Beyond CME, Trajan Wealth acquired stakes across five major firms in the second quarter. The firm bought 45,876 Corning shares for $11.7 million, 155,395 Cooper Companies shares for $11.1 million, 25,659 Public Storage shares for $8.17 million, and 47,199 Phillips 66 shares for $8.0 million. Watchlist News and Ticker Report documented the string of institutional investments, reflecting Trajan's strategy of diversifying across industrials, healthcare, real estate, and energy sectors.
CME Group Attracts Heavy Institutional Interest
Trajan Wealth's CME purchase fits into a larger institutional pivot toward the exchange operator. BlackRock added a new CME stake worth roughly $6.75 billion in Q2, while Norges Bank, Bank of New York Mellon, Alphabet, and Mitsubishi UFJ Asset Management all expanded their positions. Institutional investors now control 87.75% of CME stock, signaling deep confidence in the futures and options marketplace.
Insider Sales Suggest Profit-Taking at Phillips 66
While Trajan added Phillips 66 shares, company insiders moved in the opposite direction. EVP Vanessa Allen Sutherland sold 3,523 shares on July 21 at $211.05, while EVP Richard G. Harbison sold 52,100 shares on August 12 at $223.76. Both sales occurred under a Rule 10b5-1 plan, a standard mechanism for pre-arranged executive stock disposals that typically reflect portfolio rebalancing rather than loss of confidence.
Public Storage and Corning Show Mixed Insider Activity
At Public Storage, insider Nathaniel A. Vitan sold 1,414 shares on August 13 at $327.53 per share, raising roughly $463,127. Meanwhile, Corning maintains heavy institutional ownership—Vanguard Group holds 99.3 million shares, State Street 37.0 million, and Geode Capital 20.4 million, with institutional investors controlling 69.80% of the stock overall. Trajan's entry into these established institutional names reflects confidence in their long-term fundamentals.
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