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
ERII
Energy Recovery, Inc.

Industrials
675
+ 6.07%
$11.37 - $15.97 $7.67K - $10.8K
11.8K $151K
GGAL
Grupo Financiero Galicia Sa

Financial Services
6
+ 0.09%
$45.31 - $64.39 $272 - $386
6.47K $326K
GNSS
Genasys Inc.

Technology
7.48K
+ 10.17%
$1.49 - $2.26 $11.1K - $16.9K
81K $140K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
359
+ 0.38%
$58.95 - $66.19 $21.2K - $23.8K
94.1K $6.12M
USAC
Usa Compression Partners, LP

Energy
320
+ 2.49%
$22.12 - $27.69 $7.08K - $8.86K
13.2K $320K
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
153
+ 0.31%
$11.29 - $12.08 $1.73K - $1.85K
49.3K $562K
DNOW
Now Inc.

Energy
40
+ 0.29%
$14.18 - $17.31 $567 - $692
13.7K $203K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
997
+ 6.08%
$2.57 - $4.95 $2.56K - $4.94K
17.4K $51K
MBIN
Merchants Bancorp

Financial Services
411
+ 3.63%
$30.06 - $37.17 $12.4K - $15.3K
11.7K $388K
PTEN
Patterson Uti Energy Inc

Energy
123
+ 0.9%
$5.46 - $8.56 $672 - $1.05K
13.8K $82K
RH
Rh

Consumer Cyclical
865
+ 20.21%
$145.66 - $249.35 $126K - $216K
5.15K $972K
WOLF
Wolfspeed, Inc.

Technology
1.95K
+ 15.84%
$0.4 - $4.46 $782 - $8.71K
14.3K $6K
HPI
John Hancock Preferred Income Fund

Financial Services
7.73K
+ 2.97%
$15.0 - $16.67 $116K - $129K
268K $4.28M
SIGI
Selective Insurance Group Inc

Financial Services
244
+ 2.08%
$82.37 - $92.83 $20.1K - $22.7K
12K $1.04M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
1.17K
+ 4.0%
$12.07 - $14.61 $14.1K - $17.1K
30.4K $391K
CSB
Victory Portf Ii Shs Us Small

ETFs
196
+ 0.83%
$49.98 - $58.24 $9.8K - $11.4K
23.9K $1.33M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
2.9K
+ 9.31%
$13.55 - $16.25 $39.2K - $47.1K
34K $465K
CHE
Chemed Corp

Healthcare
102
+ 14.93%
$486.93 - $619.21 $49.7K - $63.2K
785 $382K
SUN
Sunoco LP

Energy
1.92K
+ 6.02%
$50.38 - $59.13 $96.5K - $113K
33.8K $1.81M
NEN
New England Realty Associates Limited Partnership

Real Estate
11
+ 0.23%
$73.0 - $80.0 $803 - $880
4.88K $357K
BFB
Brown Forman Corp Cl B
20.6K
+ 24.31%
N/A
105K $2.84M
IHF
Ishares Tr

ETFs
5.13K
+ 7.32%
$46.2 - $54.6 $237K - $280K
75.1K $3.66M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
2.99K
+ 7.28%
$28.81 - $34.65 $86.1K - $104K
44.1K $1.35M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
29K
+ 2.81%
$45.3 - $50.64 $1.32M - $1.47M
1.06M $52.2M
G
Genpact LTD

Technology
137
+ 1.82%
$40.65 - $50.56 $5.57K - $6.93K
7.65K $336K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
1.91K
+ 0.89%
$13.63 - $14.4 $26K - $27.5K
216K $3.03M
WK
Workiva Inc

Technology
74
+ 1.09%
$61.91 - $77.12 $4.58K - $5.71K
6.84K $468K
EIX
Edison International

Utilities
13.8K
+ 13.32%
$48.32 - $59.92 $667K - $827K
117K $6.06M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
18
+ 0.98%
$267.56 - $340.8 $4.82K - $6.13K
1.85K $559K
DVAX
Dynavax Technologies Corp

Healthcare
588
+ 3.34%
$9.4 - $12.87 $5.53K - $7.57K
18.2K $180K
LPRO
Open Lending Corp

Financial Services
4.74K
+ 6.74%
$0.83 - $2.27 $3.93K - $10.8K
75.1K $146K
PMO
Putnam Municipal Opportunities Trust

Financial Services
4.45K
+ 1.41%
$9.46 - $10.23 $42.1K - $45.5K
320K $3.17M
RYN
Rayonier Inc

Real Estate
4.73K
+ 17.41%
$22.12 - $28.02 $105K - $132K
31.9K $707K
SGU
Star Group, L.P.

Energy
101
+ 0.29%
$11.53 - $13.39 $1.16K - $1.35K
34.6K $405K
DWAC
Digital World Acquisition Corp.

Financial Services
1.63K
+ 3.07%
N/A
54.7K $986K
CVCO
Cavco Industries Inc.

Consumer Cyclical
15
+ 2.2%
$396.53 - $537.62 $5.95K - $8.06K
696 $302K
EXLS
Exl Service Holdings, Inc.

Technology
163
+ 0.94%
$41.85 - $48.48 $6.82K - $7.9K
17.5K $765K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
2.11K
+ 5.45%
$22.66 - $26.12 $47.9K - $55.2K
40.9K $1M
NSA
National Storage Affiliates Trust

Real Estate
142
+ 1.89%
$31.82 - $39.04 $4.52K - $5.54K
7.67K $245K
DOCN
Digital Ocean Holdings, Inc.

Technology
293
+ 2.31%
$25.91 - $35.19 $7.59K - $10.3K
13K $371K
PLW
Invesco 1 30 Laddered Treasury

ETFs
7.21K
+ 1.01%
N/A
724K $19.9M
CRDA
Crawford & CO Class A

ETFs
2.22K
+ 2.4%
N/A
94.6K $1M
RVNU
Xtrackers Municipal Infrastruc

ETFs
268
+ 0.28%
$23.4 - $24.92 $6.27K - $6.68K
95.3K $2.29M
Healthcare Rlty Tr
263
+ 0.46%
N/A
57.6K $913K
CXE
Mfs High Income Municipal Trust

Financial Services
5K
+ 0.74%
$3.41 - $3.71 $17.1K - $18.6K
677K $2.43M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
1.88K
+ 1.2%
$10.23 - $11.0 $19.2K - $20.6K
158K $1.65M
IAC
Iac/Inter Active Corp

Communication Services
613
+ 6.39%
$32.68 - $40.02 $20K - $24.5K
10.2K $381K
LNT
Alliant Energy Corp

Utilities
6.57K
+ 5.57%
$58.79 - $64.85 $386K - $426K
125K $7.53M
BSM
Black Stone Minerals, L.P.

Energy
795
+ 2.36%
$12.78 - $15.36 $10.2K - $12.2K
34.4K $450K
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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