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
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
531
+ 1.86%
$20.04 - $20.55 $10.6K - $10.9K
29K $595K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
1.13K
+ 1.99%
$10.86 - $11.48 $12.2K - $12.9K
57.8K $659K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
400
+ 1.6%
$15.13 - $16.84 $6.05K - $6.74K
25.4K $427K
RBB
Rbb Bancorp

Financial Services
154
+ 0.89%
N/A
17.5K $301K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
20.5K
+ 34.37%
$0.39 - $0.69 $7.98K - $14.1K
80K $49K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
1.4K
+ 1.39%
$3.35 - $3.97 $4.7K - $5.57K
102K $405K
GUG
Guggenheim Active Allocation Fund

ETFs
464
+ 4.0%
$13.98 - $15.75 $6.49K - $7.31K
12.1K $189K
Orchid Is Cap Inc
7.82K
+ 9.76%
N/A
87.9K $616K
Trust For Professional Manag
517
+ 3.77%
N/A
14.2K $353K
BTBT
Bit Digital, Inc

Financial Services
4.43K
+ 21.47%
$1.73 - $2.69 $7.67K - $11.9K
25.1K $55K
NCNO
N Cino, Inc.

Technology
265
+ 2.18%
$21.45 - $28.12 $5.68K - $7.45K
12.4K $347K
SSB
South State Corp

Financial Services
230
+ 2.13%
$80.59 - $94.67 $18.5K - $21.8K
11K $1.02M
TFSL
Tfs Financial Corp

Financial Services
442
+ 3.64%
$11.62 - $13.54 $5.14K - $5.98K
12.6K $163K
WTI
W&T Offshore Inc

Energy
7.02K
+ 53.93%
$1.11 - $2.36 $7.79K - $16.6K
20K $33K
CHGG
Chegg, Inc

Consumer Defensive
10.3K
New
$0.46 - $1.75 $4.72K - $17.9K
10.3K $12K
CZFS
Citizens Financial Services Inc

Financial Services
148
+ 3.7%
$53.5 - $63.28 $7.92K - $9.37K
4.15K $244K
DNN
Denison Mines Corp.

Energy
800
+ 4.11%
$1.15 - $1.86 $920 - $1.49K
20.3K $37K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
1.22K
+ 3.14%
$17.67 - $18.32 $21.5K - $22.3K
40K $720K
Gladstone Capital Corp
639
+ 5.87%
N/A
11.5K $311K
Incannex Healthcare Inc
55.3K
New
N/A
55.3K $12K
LTRN
Lantern Pharma Inc.

Healthcare
5.46K
+ 43.03%
$2.58 - $4.34 $14.1K - $23.7K
18.2K $57K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
51
+ 0.21%
$10.42 - $12.26 $531 - $625
24.1K $295K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
259
+ 1.55%
$95.52 - $109.98 $24.7K - $28.5K
17K $1.84M
Tidal Tr Ii
1.84K
+ 4.92%
N/A
39.2K $320K
BGT
Blackrock Floating Rate Income Trust

Financial Services
790
+ 6.17%
$10.95 - $12.62 $8.65K - $9.97K
13.6K $170K
DCOM
Dime Community Bancshares, Inc.

Financial Services
744
+ 8.55%
$24.07 - $28.64 $17.9K - $21.3K
9.45K $254K
ESI
Element Solutions Inc

Basic Materials
477
+ 3.06%
$17.5 - $22.96 $8.35K - $11K
16K $363K
FNLC
First Bancorp, Inc

Financial Services
34
+ 0.24%
$22.6 - $25.42 $768 - $864
14K $356K
MLPA
Global X Mlp ETF

ETFs
1.93K
+ 6.8%
$46.47 - $54.16 $89.7K - $105K
30.3K $1.52M
IDNA
Ishares Tr Genomics Immunology

ETFs
490
+ 1.6%
$17.92 - $21.5 $8.78K - $10.5K
31.2K $640K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
269
+ 0.79%
$22.46 - $23.12 $6.04K - $6.22K
34.4K $792K
KBH
Kb Home

Consumer Cyclical
1.28K
+ 11.57%
$50.15 - $58.93 $64.2K - $75.5K
12.4K $654K
Mira Pharmaceuticals Inc
4.12K
+ 16.12%
N/A
29.7K $36K
UPWK
Upwork, Inc

Industrials
53
+ 0.19%
$11.8 - $17.5 $625 - $928
28K $376K
Uranium Rty Corp
400
+ 2.91%
N/A
14.2K $35K
VGZ
Vista Gold Corp

Basic Materials
170
+ 0.23%
$0.68 - $1.25 $116 - $213
75.2K $73K
Aeye Inc
1.83K
+ 10.68%
N/A
19K $20K
ENRFF
Enerflex Ltd.
661
+ 2.66%
N/A
25.5K $202K
PWC
Invesco Exchange Traded Fd Tr
34
+ 0.27%
N/A
12.4K $601K
New York Mtg Tr Inc
539
+ 1.71%
N/A
32K $214K
Niocorp Devs LTD
1.3K
+ 7.09%
N/A
19.6K $46K
Rbb Fd Inc
48
+ 0.19%
N/A
25.7K $1.25M
AMAX
Starboard Invt Tr Rh Hedged Mu
322
+ 1.84%
$7.12 - $7.94 $2.29K - $2.56K
17.8K $140K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
71
+ 0.73%
$68.11 - $69.33 $4.84K - $4.92K
9.77K $677K
AGO
Assured Guaranty LTD

Financial Services
163
+ 2.69%
$76.56 - $90.18 $12.5K - $14.7K
6.22K $542K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
1.89K
+ 6.42%
$9.65 - $10.68 $18.2K - $20.2K
31.3K $320K
CACC
Credit Acceptance Corp

Financial Services
24
+ 4.65%
$443.32 - $529.8 $10.6K - $12.7K
540 $275K
First Tr Exchng Traded Fd Vi
256
+ 2.14%
N/A
12.2K $376K
Innovator Etfs Trust
307
+ 1.9%
N/A
16.4K $408K
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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