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
FOVL
Ishares Tr Focused Value Facto

ETFs
21
+ 0.61%
$61.11 - $71.99 $1.28K - $1.51K
3.46K $249K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
651
+ 6.3%
$4.41 - $5.47 $2.87K - $3.56K
11K $60K
OBNK
Origin Bancorp, Inc.

Financial Services
37
+ 0.54%
N/A
6.89K $246K
Tidal Tr Ii
375
+ 3.37%
N/A
11.5K $158K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
1.08K
+ 1.08%
$2.29 - $2.6 $2.47K - $2.81K
101K $263K
CWT
California Water Service Group

Utilities
975
+ 8.18%
$44.67 - $51.36 $43.6K - $50.1K
12.9K $586K
IAUX
I 80 Gold Corp.
7.35K
+ 4.58%
$0.49 - $0.72 $3.6K - $5.29K
168K $101K
Innovator Etfs Trust
316
+ 1.76%
N/A
18.3K $454K
Longeveron Inc
9.2K
+ 57.66%
N/A
25.2K $33K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
437
+ 2.82%
$3.37 - $4.33 $1.47K - $1.89K
16K $67K
VINP
Vinci Partners Investments Ltd.

Financial Services
1.37K
+ 13.25%
$8.84 - $10.22 $12.1K - $14K
11.7K $113K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
1.55K
+ 0.42%
$10.7 - $12.22 $16.5K - $18.9K
370K $4.46M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
58
+ 0.15%
$10.73 - $12.54 $622 - $727
38K $471K
Empire St Rlty Op L P
85
+ 0.15%
N/A
58.3K $459K
HNST
Honest Company, Inc.

Consumer Cyclical
741
+ 7.32%
$4.18 - $5.51 $3.1K - $4.08K
10.9K $55K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
515
+ 1.57%
$20.08 - $20.98 $10.3K - $10.8K
33.3K $687K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
23
+ 0.45%
$85.94 - $88.63 $1.98K - $2.04K
5.1K $452K
LADR
Ladder Capital Corp

Real Estate
2.99K
+ 7.76%
$9.86 - $11.4 $29.5K - $34.1K
41.6K $447K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
2.56K
+ 13.11%
$2.82 - $3.3 $7.21K - $8.43K
22.1K $71K
SPE
Special Opportunities Fund, Inc.

Financial Services
39
+ 0.28%
$13.34 - $15.49 $520 - $604
13.9K $215K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
721
+ 5.91%
$19.55 - $21.78 $14.1K - $15.7K
12.9K $268K
ATLO
Ames National Corp

Financial Services
9
+ 0.04%
$16.52 - $17.94 $149 - $161
22.8K $406K
AROW
Arrow Financial Corp

Financial Services
77
+ 0.28%
$23.72 - $26.75 $1.83K - $2.06K
27.4K $723K
KODK
Eastman Kodak CO

Industrials
2.54K
+ 19.8%
$5.3 - $6.7 $13.5K - $17K
15.4K $87K
EIPX
First Tr Exc Trd Fd Iv Ft Ener
500
+ 3.0%
N/A
17.2K $440K
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
591
+ 4.29%
$11.08 - $12.17 $6.55K - $7.19K
14.4K $169K
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
6
+ 0.04%
$8.76 - $9.82 $52.6 - $58.9
15.8K $155K
PMN
Pro Mis Neurosciences Inc.
11.4K
New
$0.47 - $0.75 $5.38K - $8.59K
11.4K $6K
EAD
Allspring Income Opportunities Fund

Financial Services
183
+ 1.18%
$6.11 - $7.06 $1.12K - $1.29K
15.7K $111K
BHC
Bausch Health Companies Inc.

Healthcare
326
+ 2.56%
$4.32 - $6.66 $1.41K - $2.17K
13.1K $87K
Datavault Ai Inc
10K
+ 99.99%
N/A
20K $13K
IFRX
Infla Rx N.V.

Healthcare
37.5K
+ 35.21%
$0.73 - $1.85 $27.4K - $69.4K
144K $114K
UHS
Universal Health Services Inc

Healthcare
96
+ 5.17%
$157.05 - $197.94 $15.1K - $19K
1.95K $354K
ERC
Allspring Multi Sector Income Fund

Financial Services
127
+ 1.23%
$8.53 - $9.45 $1.08K - $1.2K
10.4K $99K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
1.28K
+ 1.3%
$1.9 - $2.13 $2.42K - $2.72K
99K $211K
ESPR
Esperion Therapeutics, Inc.

Healthcare
9.77K
+ 76.72%
$0.73 - $1.41 $7.13K - $13.8K
22.5K $22K
IEX
Idex Corp

Industrials
62
+ 5.3%
$160.66 - $191.29 $9.96K - $11.9K
1.23K $216K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
433
+ 1.66%
$13.18 - $13.95 $5.71K - $6.04K
26.6K $363K
Alps ETF Tr
149
+ 0.72%
N/A
20.8K $538K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
47
+ 0.5%
$23.13 - $24.23 $1.09K - $1.14K
9.52K $231K
PIM
Putnam Master Intermediate Income Trust

Financial Services
239
+ 0.38%
$3.18 - $3.37 $760 - $805
62.8K $211K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
72
+ 1.67%
$139.81 - $165.8 $10.1K - $11.9K
4.39K $681K
TAGG
T Rowe Price Exchange Traded F

ETFs
72
+ 1.13%
$41.84 - $43.57 $3.01K - $3.14K
6.44K $275K
BITF
Bitfarms LTD

Financial Services
862
+ 3.54%
$0.68 - $1.16 $586 - $1K
25.2K $21K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
215
+ 2.04%
$11.02 - $12.48 $2.37K - $2.68K
10.8K $134K
GPRO
Go Pro, Inc.

Technology
275
+ 2.49%
$0.48 - $0.91 $132 - $250
11.3K $9K
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
25
+ 0.92%
$87.96 - $112.42 $2.2K - $2.81K
2.76K $288K
PGF
Invesco Exchange Traded Fd Tr

ETFs
1.24K
+ 1.35%
$13.7 - $14.31 $16.9K - $17.7K
92.7K $1.31M
BRKL
Brookline Bancorp Inc

Financial Services
2.03K
+ 3.59%
$9.53 - $11.11 $19.3K - $22.5K
58.4K $616K
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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