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
ISMD
Northern Lts Fd Tr Iv

ETFs
127
+ 0.66%
$29.72 - $35.6 $3.77K - $4.52K
19.3K $684K
NWBI
Northwest Bancshares, Inc.

Financial Services
259
+ 0.7%
$10.9 - $12.84 $2.82K - $3.33K
37.2K $475K
PATK
Patrick Industries Inc

Consumer Cyclical
28
+ 0.76%
$74.33 - $93.03 $2.08K - $2.6K
3.72K $344K
ACRE
Ares Commercial Real Estate Corp

Real Estate
3.78K
+ 4.41%
$3.5 - $5.07 $13.2K - $19.2K
89.6K $427K
EDIT
Editas Medicine, Inc.

Healthcare
4.99K
+ 27.16%
$0.98 - $2.35 $4.89K - $11.7K
23.4K $51K
KEX
Kirby Corp

Industrials
38
+ 1.81%
$87.32 - $114.99 $3.32K - $4.37K
2.14K $242K
NUDV
Nushares ETF Tr Esg Divid ETF

ETFs
883
+ 7.29%
$24.71 - $28.36 $21.8K - $25K
13K $368K
RBBN
Ribbon Communications Inc.

Communication Services
1K
+ 0.35%
$3.05 - $4.05 $3.05K - $4.05K
290K $1.16M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.33K
+ 6.41%
$21.37 - $22.67 $28.4K - $30.2K
22.1K $498K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
84
+ 3.55%
$89.06 - $112.24 $7.48K - $9.43K
2.45K $269K
ALTG
Alta Equipment Group Inc.

Industrials
705
+ 4.67%
$3.95 - $6.38 $2.78K - $4.5K
15.8K $100K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
114
+ 0.43%
$11.68 - $19.18 $1.33K - $2.19K
26.7K $458K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
1.24K
+ 8.19%
$28.45 - $33.08 $35.3K - $41K
16.4K $523K
HONE
Harbor One Bancorp, Inc.

Financial Services
616
+ 3.67%
$9.06 - $11.79 $5.58K - $7.26K
17.4K $203K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
2.81K
+ 4.79%
$0.39 - $1.13 $1.1K - $3.18K
61.5K $56K
NVAX
Novavax Inc

Healthcare
5.54K
+ 10.97%
$5.43 - $7.74 $30.1K - $42.9K
56.1K $353K
SLS
Sellas Life Sciences Group, Inc.

Healthcare
7.09K
+ 58.37%
$1.04 - $2.19 $7.38K - $15.5K
19.2K $42K
TRMK
Trustmark Corp

Financial Services
20
+ 0.14%
$30.79 - $36.78 $616 - $736
14.1K $514K
CSWC
Capital Southwest Corp

Financial Services
2.25K
+ 2.9%
$17.99 - $22.44 $40.4K - $50.4K
79.8K $1.76M
HLIO
Helios Technologies, Inc.

Industrials
375
+ 3.23%
$25.71 - $33.72 $9.64K - $12.6K
12K $400K
Sitio Royalties Corp
2.71K
+ 18.94%
N/A
17K $313K
ESGA
American Centy ETF Tr Sustaina

Technology
9
+ 0.24%
N/A
3.76K $272K
IYLD
Ishares Tr Ishares Morningstar

ETFs
91
+ 0.25%
$19.19 - $20.76 $1.75K - $1.89K
37.1K $769K
Morgan Stanley ETF Trust
526
+ 6.28%
N/A
8.9K $452K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.36K
+ 4.81%
$25.57 - $26.34 $34.7K - $35.8K
29.6K $771K
ABEV
Ambev S.A.

Consumer Defensive
7.14K
+ 6.36%
$2.15 - $2.55 $15.3K - $18.2K
119K $288K
Columbia ETF Tr I
570
+ 5.72%
N/A
10.5K $277K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
9
+ 0.09%
$21.28 - $27.19 $192 - $245
9.67K $263K
FSLY
Fastly, Inc.

Technology
1.27K
+ 5.6%
$5.0 - $8.28 $6.34K - $10.5K
23.9K $169K
PRK
Park National Corp

Financial Services
19
+ 1.35%
$141.75 - $170.63 $2.69K - $3.24K
1.43K $239K
RNR
Renaissancere Holdings LTD

Financial Services
14
+ 0.19%
$220.37 - $253.95 $3.09K - $3.56K
7.52K $1.83M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
75
+ 1.55%
$39.44 - $49.12 $2.96K - $3.68K
4.9K $238K
Creative Realities Inc
780
+ 5.17%
N/A
15.9K $54K
Invesco Exch Trd Slf Idx Fd
1.16K
+ 5.07%
N/A
24.1K $589K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
18.4K
+ 4.25%
$11.35 - $12.45 $208K - $228K
450K $5.37M
Pgim Rock ETF Tr
305
+ 2.69%
N/A
11.6K $322K
PYXS
Pyxis Oncology, Inc.

Healthcare
17.9K
+ 41.4%
$0.88 - $1.35 $15.8K - $24.2K
61.2K $67K
AMCR
Amcor PLC

Consumer Cyclical
54.8K
+ 5.83%
$8.57 - $9.81 $470K - $537K
994K $9.14M
SPDV
ETF Ser Solutions Aam S&P 500
809
+ 3.89%
N/A
21.6K $700K
NRSN
Neuro Sense Therapeutics Ltd.

Healthcare
3.83K
+ 22.2%
$0.91 - $2.49 $3.49K - $9.54K
21.1K $40K
UMBF
Umb Financial Corp

Financial Services
62
+ 1.43%
$86.4 - $107.99 $5.36K - $6.7K
4.39K $461K
ZTR
Virtus Total Return Fund Inc.

Financial
1.78K
+ 3.71%
$5.33 - $6.23 $9.51K - $11.1K
49.9K $311K
BIT
Black Rock Multi Sector Income Trust

Financial Services
1.31K
+ 4.05%
$13.11 - $14.6 $17.2K - $19.1K
33.7K $492K
Blaize Hldgs Inc
90
+ 0.39%
N/A
23.1K $69K
CATY
Cathay General Bancorp

Financial Services
51
+ 0.61%
$37.32 - $45.67 $1.9K - $2.33K
8.44K $384K
SKOR
Flexshares Tr Credit Scored Us

ETFs
314
+ 1.74%
$47.3 - $48.78 $14.9K - $15.3K
18.4K $897K
Invesco Exch Trd Slf Idx Fd
1.22K
+ 3.99%
N/A
31.8K $797K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
117
+ 1.13%
$22.01 - $27.62 $2.58K - $3.23K
10.5K $290K
CRDF
Cardiff Oncology, Inc.

Healthcare
6.96K
+ 34.25%
$2.38 - $4.3 $16.6K - $29.9K
27.3K $86K
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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