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
OCFC
Oceanfirst Financial Corp

Financial Services
512
+ 1.05%
$14.76 - $17.72 $7.56K - $9.07K
49.2K $866K
SD
Sandridge Energy Inc

Energy
4.76K
+ 22.74%
$9.07 - $12.08 $43.2K - $57.5K
25.7K $278K
VBTX
Veritex Holdings, Inc.

Financial Services
201
+ 0.66%
$20.77 - $26.15 $4.17K - $5.26K
30.5K $795K
ADMA
Adma Biologics, Inc.

Healthcare
5.72K
+ 14.06%
$17.6 - $24.51 $101K - $140K
46.4K $845K
OZK
Bank Ozk

Financial Services
66
+ 0.67%
$37.58 - $47.34 $2.48K - $3.12K
9.93K $467K
BNY
Blackrock New York Municipal Income Trust

Financial Services
5.05K
+ 22.4%
$9.59 - $10.28 $48.5K - $51.9K
27.6K $267K
CFFN
Capitol Federal Financial, Inc.

Financial Services
454
+ 0.64%
$5.03 - $6.1 $2.28K - $2.77K
70.9K $433K
GDDY
Go Daddy Inc.

Technology
212
+ 2.41%
$162.11 - $192.36 $34.4K - $40.8K
8.99K $1.62M
TOLZ
Dj Brookfield Global

ETFs
540
+ 7.42%
$48.57 - $54.85 $26.2K - $29.6K
7.82K $421K
STRN
Stran & Company, Inc.

Communication Services
26.6K
New
N/A
26.6K $38K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
6.33K
+ 45.82%
N/A
20.2K $140K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
12K
+ 47.27%
$2.62 - $2.96 $31.3K - $35.4K
37.3K $110K
DAKT
Daktronics Inc

Technology
251
+ 2.26%
$11.31 - $16.03 $2.84K - $4.02K
11.3K $172K
FFIN
First Financial Bankshares Inc

Financial Services
307
+ 0.07%
$31.3 - $37.48 $9.61K - $11.5K
435K $15.7M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
17
+ 0.26%
$55.24 - $68.55 $939 - $1.17K
6.46K $436K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
770
+ 2.77%
$12.84 - $15.5 $9.89K - $11.9K
28.6K $443K
PRME
Prime Medicine, Inc.
14.9K
New
$1.15 - $2.65 $17.2K - $39.6K
14.9K $37K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
619
+ 1.91%
$84.41 - $106.28 $52.2K - $65.8K
33K $3.14M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
1.28K
+ 2.43%
$13.91 - $16.31 $17.9K - $20.9K
54.2K $870K
CVY
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.02%
$22.24 - $25.88 $311 - $362
90.2K $2.33M
KLXE
Klx Energy Services Holdings, Inc.

Energy
19.1K
New
$1.65 - $3.41 $31.6K - $65.2K
19.1K $36K
OTTR
Otter Tail Corp

Utilities
1.36K
+ 6.5%
$74.62 - $81.76 $101K - $111K
22.2K $1.72M
AMH
American Homes 4 Rent

Real Estate
1.43K
+ 14.66%
$32.8 - $39.31 $46.8K - $56.1K
11.2K $403K
EQH
Equitable Holdings, Inc.

Financial Services
203
+ 3.49%
$43.98 - $56.1 $8.93K - $11.4K
6.02K $338K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
1.68K
+ 3.9%
$18.92 - $19.87 $31.8K - $33.4K
44.8K $890K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
10.2K
+ 12.5%
$9.18 - $11.13 $93.3K - $113K
91.5K $945K
SABR
Sabre Corp

Consumer Cyclical
4.35K
+ 7.02%
$1.95 - $3.18 $8.48K - $13.8K
66.3K $209K
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
11
+ 0.12%
$35.22 - $43.72 $387 - $481
9.01K $394K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
403
+ 3.5%
$32.77 - $38.72 $13.2K - $15.6K
11.9K $461K
AGM
Federal Agricultural Mortgage Corp

Financial Services
100
+ 4.55%
$165.45 - $198.11 $16.5K - $19.8K
2.3K $447K
FMB
First Tr Exchange Traded Fd Ii

ETFs
5.34K
+ 1.39%
$49.12 - $50.93 $262K - $272K
390K $19.4M
RYLD
Global X Fds Russell 2000 Cove

ETFs
2.96K
+ 5.57%
$13.37 - $15.25 $39.5K - $45.1K
56.1K $836K
HFRO
Highland Income Fund\Ma

Financial Services
6.63K
+ 1.99%
$4.47 - $5.28 $29.6K - $35K
339K $1.76M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
2.79K
+ 1.93%
$9.74 - $10.75 $27.2K - $30K
148K $1.59M
Dimensional ETF Trust
318
+ 7.88%
N/A
4.35K $236K
EGAN
Egain Corp

Technology
2.5K
+ 19.98%
$4.5 - $6.59 $11.3K - $16.5K
15K $94K
BSMU
Invesco Exchange Self Ind Tr

ETFs
1.69K
+ 3.92%
$20.97 - $21.71 $35.5K - $36.8K
44.9K $965K
VFF
Village Farms International, Inc.

Consumer Defensive
227
+ 0.34%
$0.48 - $1.26 $109 - $286
67.2K $74K
Vivos Therapeutics Inc
7K
+ 20.59%
N/A
41K $130K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
4.95K
+ 6.74%
$10.68 - $11.35 $52.9K - $56.2K
78.4K $859K
GAU
Galiano Gold Inc.

Basic Materials
25K
New
$1.03 - $1.62 $25.8K - $40.5K
25K $32K
PAXS
Pimco Access Income Fund

Financial Services
4.28K
+ 12.5%
$14.15 - $16.12 $60.5K - $68.9K
38.5K $581K
TS
Tenaris Sa

Energy
1.31K
+ 13.6%
$30.71 - $39.46 $40.3K - $51.8K
11K $410K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
11
+ 0.16%
$52.66 - $64.01 $579 - $704
6.75K $432K
Aegon LTD
874
+ 2.27%
N/A
39.4K $285K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
11
+ 0.03%
$47.97 - $54.0 $528 - $594
41K $2.22M
CVLG
Covenant Logistics Group, Inc.

Industrials
166
+ 1.18%
$17.73 - $24.29 $2.94K - $4.03K
14.2K $343K
DSL
Double Line Income Solutions Fund

Financial Services
4.12K
+ 7.81%
$11.15 - $12.57 $46K - $51.8K
56.9K $697K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
1.48K
+ 0.67%
$20.01 - $20.15 $29.6K - $29.8K
222K $4.47M
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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