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
EUSB
Ishares Tr Esg Advanced Total

Technology
958
+ 3.77%
$42.54 - $43.56 $40.8K - $41.7K
26.4K $1.15M
LCID
Lucid Group, Inc.

Consumer Cyclical
45.4K
+ 28.76%
$2.1 - $2.96 $95.3K - $134K
203K $429K
Precision Biosciences Inc
16.2K
+ 43.71%
N/A
53.4K $224K
SFL
Sfl Corp Ltd.

Industrials
5.05K
+ 15.19%
$7.1 - $8.92 $35.8K - $45K
38.3K $319K
DORM
Dorman Products, Inc.

Consumer Cyclical
346
+ 17.99%
$108.29 - $132.03 $37.5K - $45.7K
2.27K $278K
ETR
Entergy Corp

Utilities
3.44K
+ 3.4%
$79.01 - $86.61 $272K - $298K
105K $8.7M
GTLB
Gitlab Inc.

Technology
1.68K
+ 10.6%
$40.52 - $53.43 $68.1K - $89.8K
17.5K $791K
HLI
Houlihan Lokey, Inc.

Financial Services
77
+ 4.48%
$141.59 - $182.75 $10.9K - $14.1K
1.79K $323K
LC
Lending Club Corp

Financial Services
218
+ 0.86%
$8.56 - $12.03 $1.87K - $2.62K
25.6K $308K
MORN
Morningstar, Inc.

Financial Services
56
+ 2.78%
$255.31 - $313.93 $14.3K - $17.6K
2.07K $649K
Scienture Hldgs Inc
43.8K
New
N/A
43.8K $46K
SYNA
Synaptics Inc

Technology
604
+ 11.11%
$42.92 - $66.11 $25.9K - $39.9K
6.04K $392K
WDS
Woodside Energy Group LTD

Energy
2.34K
+ 21.45%
$11.5 - $16.77 $26.9K - $39.2K
13.2K $204K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
900
+ 30.47%
$78.47 - $92.25 $70.6K - $83K
3.85K $313K
CADL
Candel Therapeutics, Inc.

Healthcare
16.5K
+ 25.4%
$4.39 - $6.04 $72.6K - $99.8K
81.6K $413K
GLO
Clough Global Opportunities Fund

Financial Services
4.27K
+ 10.21%
$4.47 - $5.43 $19.1K - $23.2K
46.1K $250K
NWFL
Norwood Financial Corp

Financial Services
126
+ 0.5%
$21.67 - $26.9 $2.73K - $3.39K
25.4K $654K
Prairie Oper CO
14.7K
New
N/A
14.7K $44K
First Tr Exchng Traded Fd Vi
225
+ 0.65%
N/A
34.7K $1.07M
FCEF
First Tr Exchange Traded Fd Vi
1.31K
+ 6.99%
N/A
20.1K $450K
FEIG
Flexshares Tr Esg & Climate In

ETFs
669
+ 1.21%
$39.81 - $41.21 $26.6K - $27.6K
55.7K $2.3M
JXI
Ishares Tr Global Utils ETF

ETFs
10
+ 0.11%
$64.56 - $74.02 $646 - $740
8.96K $661K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
386
+ 4.99%
$79.41 - $86.53 $30.7K - $33.4K
8.12K $702K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
1.5K
+ 0.98%
$9.45 - $10.72 $14.1K - $16K
155K $1.64M
Pgim Rock ETF Tr
741
+ 6.43%
N/A
12.3K $347K
OBT
Orange County Bancorp, Inc.

Financial Services
25
+ 0.15%
$21.34 - $26.92 $534 - $673
16.9K $437K
Pgim Rock ETF Tr
296
+ 1.25%
N/A
23.9K $696K
RIO
Rio Tinto PLC

Basic Materials
6.61K
+ 3.36%
$52.32 - $62.75 $346K - $415K
203K $11.8M
TBLA
Taboola.Com Ltd.

Communication Services
11.6K
New
$2.54 - $3.7 $29.5K - $42.9K
11.6K $42K
Upexi Inc
14K
New
N/A
14K $42K
BLW
Blackrock LTD Duration Income Trust

Financial Services
2.81K
+ 7.77%
$12.75 - $14.21 $35.8K - $39.9K
38.9K $552K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
1.2K
+ 7.47%
$19.33 - $22.25 $23.2K - $26.7K
17.2K $383K
FCF
First Commonwealth Financial Corp

Financial Services
31
+ 0.05%
$14.08 - $16.35 $436 - $507
57.9K $940K
Lexeo Therapeutics Inc
10.2K
New
N/A
10.2K $41K
Pgim Rock ETF Tr
775
+ 7.49%
N/A
11.1K $317K
Rezolve Ai PLC
13.2K
New
N/A
13.2K $41K
SUI
Sun Communities Inc

Real Estate
473
+ 5.58%
$114.62 - $132.25 $54.2K - $62.6K
8.95K $1.13M
Xti Aerospace Inc
25.3K
New
N/A
25.3K $41K
First Tr Exchng Traded Fd Vi
873
+ 12.99%
N/A
7.6K $242K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
854
+ 17.42%
$47.05 - $50.22 $40.2K - $42.9K
5.76K $285K
Pgim Rock ETF Tr
310
+ 1.43%
N/A
22K $604K
TELA
Tela Bio, Inc.

Healthcare
10K
+ 35.16%
$0.89 - $1.95 $8.9K - $19.5K
38.4K $75K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
241
+ 4.67%
$56.27 - $73.32 $13.6K - $17.7K
5.4K $393K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
1.39K
+ 19.87%
$25.21 - $34.03 $34.9K - $47.2K
8.36K $251K
GABC
German American Bancorp, Inc.

Financial Services
590
+ 3.59%
$34.32 - $39.88 $20.2K - $23.5K
17K $656K
Innovator Etfs Trust
1.14K
+ 10.9%
N/A
11.6K $296K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
807
+ 8.12%
$36.2 - $38.97 $29.2K - $31.4K
10.7K $419K
JRE
Janus Detroit Str Tr U S Real

ETFs
2.05K
+ 4.75%
$21.0 - $24.37 $43K - $49.9K
45.2K $1.07M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
7.06K
+ 9.28%
$4.83 - $5.39 $34.1K - $38.1K
83.1K $448K
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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