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
HRTX
Heron Therapeutics, Inc.

Healthcare
4.82K
+ 7.16%
$1.72 - $2.42 $8.29K - $11.7K
72.1K $149K
IGC
India Globalization Capital, Inc.

Industrials
348
+ 1.01%
$0.27 - $0.34 $94 - $118
34.9K $11K
Lmp Cap & Income Fd Inc
16.3K
New
N/A
16.3K $1K
LXP
Lxp Industrial Trust

Real Estate
571
+ 5.52%
$7.22 - $8.85 $4.12K - $5.05K
10.9K $90K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
144
+ 0.27%
$7.75 - $9.2 $1.12K - $1.32K
54.2K $488K
Princeton Bancorp Inc
45
+ 0.54%
N/A
8.43K $257K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
495
+ 0.46%
$39.34 - $40.41 $19.5K - $20K
109K $4.36M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
41
+ 0.35%
$40.41 - $40.68 $1.66K - $1.67K
11.6K $472K
SDEF
Tidal ETF Tr Sound Enhanced Fi
46
+ 0.28%
N/A
16.4K $296K
Empire St Rlty Op L P
88
+ 0.2%
N/A
44.9K $377K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
21
+ 0.17%
$16.99 - $17.74 $357 - $373
12.3K $217K
MIDD
Middleby Corp

Industrials
100
+ 5.54%
$124.01 - $154.76 $12.4K - $15.5K
1.91K $274K
Nb Bancorp Inc
127
+ 0.92%
N/A
13.9K $249K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
100
+ 0.96%
$3.99 - $4.93 $399 - $493
10.5K $49K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
78
+ 0.21%
$8.64 - $9.34 $674 - $729
36.8K $338K
UAMY
United States Antimony Corp

Basic Materials
487
+ 1.27%
$1.95 - $3.79 $950 - $1.85K
38.7K $84K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
175
+ 0.88%
$6.16 - $6.64 $1.08K - $1.16K
20.1K $132K
BOH
Bank Of Hawaii Corp

Financial Services
78
+ 1.91%
$60.02 - $70.83 $4.68K - $5.52K
4.17K $281K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
54
+ 0.48%
$10.72 - $12.16 $579 - $657
11.3K $137K
WRE
Washington Real Estate Investment Trust
1.49K
+ 9.0%
N/A
18.1K $288K
Nuveen Global High Income Fd
96
+ 0.63%
N/A
15.4K $200K
PRGO
Perrigo CO PLC

Healthcare
2.11K
+ 4.83%
$24.36 - $27.91 $51.3K - $58.8K
45.8K $1.22M
VICR
Vicor Corp

Technology
115
+ 2.57%
$39.41 - $51.91 $4.53K - $5.97K
4.59K $208K
LND
Brasil Agro Brazilian Agricultural Real Estate CO

Consumer Defensive
779
+ 2.38%
$3.62 - $4.01 $2.82K - $3.12K
33.5K $128K
FE
Firstenergy Corp

Utilities
447
+ 0.37%
$38.31 - $43.17 $17.1K - $19.3K
123K $4.94M
LCNB
Lcnb Corp

Financial Services
400
+ 1.26%
$13.64 - $15.65 $5.46K - $6.26K
32.2K $468K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
59
+ 0.62%
$35.4 - $41.9 $2.09K - $2.47K
9.62K $391K
WASH
Washington Trust Bancorp Inc

Financial Services
507
+ 7.62%
$26.08 - $30.06 $13.2K - $15.2K
7.16K $203K
APLE
Apple Hospitality Reit, Inc.

Real Estate
1.76K
+ 9.16%
$10.66 - $12.92 $18.8K - $22.7K
21K $245K
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
793
+ 1.81%
$9.81 - $10.68 $7.78K - $8.47K
44.7K $461K
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
6
+ 0.02%
$15.38 - $18.23 $92.3 - $109
31.8K $531K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
181
+ 0.84%
$13.57 - $16.83 $2.46K - $3.05K
21.6K $338K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
2.42K
+ 3.33%
$9.72 - $10.39 $23.5K - $25.1K
75K $744K
ENFR
Alerian Energy Infrastructure

ETFs
200
+ 0.92%
$28.49 - $33.44 $5.7K - $6.69K
22K $710K
Biocardia Inc
2.5K
+ 16.04%
N/A
18.1K $35K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
358
+ 1.02%
$5.64 - $6.2 $2.02K - $2.22K
35.5K $210K
ENTG
Entegris Inc

Technology
1.65K
+ 8.13%
$62.92 - $86.2 $104K - $142K
21.9K $1.77M
BGR
Black Rock Energy & Resources Trust

Financial Services
41
+ 0.2%
$11.27 - $13.63 $462 - $559
21K $279K
LMAT
Lemaitre Vascular Inc

Healthcare
3
+ 0.04%
$77.89 - $92.6 $234 - $278
7.78K $647K
PCM
Pcm Fund, Inc.

Financial Services
13
+ 0.03%
$5.93 - $6.49 $77.1 - $84.4
46.6K $295K
PMX
Pimco Municipal Income Fund Iii

Financial Services
348
+ 1.2%
$6.55 - $7.23 $2.28K - $2.52K
29.4K $202K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
2.53K
+ 3.91%
$6.58 - $7.16 $16.6K - $18.1K
67.2K $452K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
100
+ 0.59%
$6.54 - $7.1 $654 - $710
17.1K $112K
Ea Series Trust
528
+ 1.27%
N/A
42.2K $1.36M
FLO
Flowers Foods Inc

Consumer Defensive
3.39K
+ 16.87%
$15.86 - $19.21 $53.8K - $65.1K
23.5K $375K
KNTK
Kinetik Holdings Inc.

Energy
6.93K
+ 17.53%
$40.12 - $53.83 $278K - $373K
46.5K $2.05M
PMM
Putnam Managed Municipal Income Trust

Financial Services
326
+ 0.53%
$5.75 - $6.19 $1.87K - $2.02K
61.5K $368K
BRC
Brady Corp

Industrials
11
+ 0.33%
$64.32 - $76.24 $708 - $839
3.34K $227K
Dare Bioscience Inc
50
+ 0.3%
N/A
16.7K $40K
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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