Commonwealth Equity Services, LLC Purchases in Q2 2025

Commonwealth Equity Services, LLC

  • $75.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Rb Global Inc
891
+ 11.68%
N/A
8.52K $905K
SNEX
Stone X Group Inc.

Financial Services
1.04K
+ 34.86%
$69.59 - $94.15 $72.4K - $98K
4.03K $367K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
4.63K
+ 2.58%
$22.43 - $23.23 $104K - $108K
184K $4.28M
KFY
Korn Ferry

Industrials
1.44K
+ 24.84%
$59.48 - $74.54 $85.9K - $108K
7.26K $532K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
2.82K
+ 16.72%
$25.92 - $33.03 $73.2K - $93.3K
19.7K $651K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
5.66K
+ 18.81%
$11.71 - $19.37 $66.3K - $110K
35.8K $576K
FULT
Fulton Financial Corp

Financial Services
7.88K
+ 6.14%
$15.13 - $18.4 $119K - $145K
136K $2.46M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
1.52K
+ 3.23%
$25.77 - $30.14 $39.2K - $45.8K
48.5K $1.46M
Lithium Amers Corp New
51.5K
+ 91.78%
N/A
108K $288K
T Rowe Price ETF Inc
1.5K
+ 12.14%
N/A
13.9K $560K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
4.11K
+ 1.96%
$7.42 - $8.86 $30.5K - $36.4K
213K $1.89M
EFC
Ellington Financial Inc.

Real Estate
10.9K
+ 43.41%
$11.53 - $13.28 $126K - $145K
36K $468K
FCAL
First Tr Iii Calif Mun High In

ETFs
2.98K
+ 19.21%
$47.18 - $49.3 $141K - $147K
18.5K $888K
TUSI
Touchstone ETF Tr Ultra Short
5.27K
+ 18.23%
N/A
34.1K $865K
WNC
Wabash National Corp

Industrials
12.6K
New
$6.91 - $11.2 $87.3K - $141K
12.6K $134K
BCS
Barclays PLC

Financial Services
2.06K
+ 7.08%
$12.69 - $18.61 $26.2K - $38.4K
31.2K $580K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
365
+ 0.16%
$10.48 - $12.62 $3.83K - $4.61K
234K $2.95M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
133
+ 0.08%
$12.03 - $14.44 $1.6K - $1.92K
167K $2.41M
NULC
Nushares ETF Tr Nuveen Esg Lar

ETFs
1.32K
+ 9.91%
$39.26 - $49.01 $51.7K - $64.5K
14.6K $715K
OCUL
Ocular Therapeutix, Inc

Healthcare
14.4K
New
$6.02 - $9.46 $86.4K - $136K
14.4K $133K
GDV
Gabelli Dividend & Income Trust

Financial Services
1.05K
+ 1.88%
$21.11 - $26.01 $22.1K - $27.2K
56.7K $1.48M
IMTB
Ishares Tr

ETFs
2.98K
+ 32.39%
$42.53 - $43.63 $127K - $130K
12.2K $531K
Microcloud Hologram Inc
27K
New
N/A
27K $132K
MKSI
Mks Instruments Inc

Technology
252
+ 4.52%
$58.78 - $100.27 $14.8K - $25.3K
5.82K $579K
STE
Steris PLC

Healthcare
57
+ 0.66%
$208.55 - $252.55 $11.9K - $14.4K
8.74K $2.1M
CWS
Advisorshares Tr Advisorshares

ETFs
1.67K
+ 52.33%
$59.37 - $70.0 $99.1K - $117K
4.86K $340K
VPC
Etfis Ser Tr I Virtus Private

ETFs
7.47K
+ 19.06%
$18.5 - $21.18 $138K - $158K
46.7K $955K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
24.5K
+ 10.83%
$9.75 - $10.96 $239K - $268K
250K $2.6M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
145
+ 0.63%
$35.46 - $44.91 $5.14K - $6.51K
23.2K $1.03M
BAX
Baxter International Inc

Healthcare
16.5K
+ 17.61%
$27.8 - $34.02 $460K - $563K
110K $3.35M
First Tr Exchange Traded Fd
8.55K
+ 2.09%
N/A
417K $8.41M
DIVS
Guinness Atkinson Fds Smartetf
2.04K
+ 4.77%
N/A
44.7K $1.38M
HEIA
Heico Crp Cl A
93
+ 4.22%
N/A
2.3K $595K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
2.89K
+ 22.37%
$28.75 - $33.88 $83.2K - $98K
15.8K $536K
AUR
Aurora Innovation, Inc.

Technology
35.2K
+ 94.52%
$5.17 - $8.14 $182K - $287K
72.5K $380K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
15.8K
+ 33.21%
$9.4 - $10.12 $148K - $160K
63.3K $601K
Morgan Stanley ETF Trust
5.76K
+ 42.05%
N/A
19.5K $492K
PII
Polaris Inc.

Consumer Cyclical
3.3K
+ 12.96%
$31.97 - $42.61 $106K - $141K
28.8K $1.17M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
11.7K
+ 3.21%
$9.08 - $10.16 $106K - $119K
376K $3.82M
RZG
Invesco Fd Tr S&P Smallcap 600
510
+ 1.93%
N/A
26.9K $1.36M
TIGO
Millicom International Cellular Sa

Communication Services
820
+ 6.22%
$26.95 - $38.28 $22.1K - $31.4K
14K $525K
ABCL
Ab Cellera Biologics Inc.

Healthcare
36.4K
New
$1.93 - $3.8 $70.3K - $138K
36.4K $125K
ELAN
Elanco Animal Health Inc

Healthcare
3.3K
+ 16.4%
$8.1 - $14.3 $26.7K - $47.1K
23.4K $334K
ESG
Flexshares Stoxx Us Esg Select
273
+ 4.17%
N/A
6.82K $1M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.01K
+ 12.71%
$55.5 - $69.0 $56.1K - $69.8K
8.96K $618K
AMED
Amedisys Inc

Healthcare
1.01K
+ 28.17%
$91.31 - $98.39 $92.1K - $99.3K
4.59K $452K
FLJP
Franklin Templeton ETF Tr

ETFs
3.05K
+ 40.63%
$26.35 - $32.28 $80.4K - $98.5K
10.6K $340K
CXSE
Wisdomtree Tr China Ex State O

ETFs
3.16K
+ 11.36%
$28.05 - $34.82 $88.6K - $110K
31K $1.07M
DBL
Double Line Opportunistic Credit Fund

Financial Services
7.99K
+ 37.59%
$15.1 - $15.75 $121K - $126K
29.2K $450K
Activity Summary
Buys All Purchases 2241 New Holdings 234 Increased Positions 2007 Sells All Sells 1926 Reductions 1926 Sold out 0 Options Calls 0 Puts 0
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