Commonwealth Equity Services, LLC Incresed Positions in Q3 2024

Commonwealth Equity Services, LLC

  • $66 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WSM
Williams Sonoma Inc

Consumer Cyclical
31.5K
+ 88.66%
$128.47 - $280.94 $4.04M - $8.84M
67K $10.4M
UBS
Ubs Group Ag

Financial Services
9.43K
+ 22.76%
$27.97 - $31.42 $264K - $296K
50.8K $1.57M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
6.74K
+ 35.53%
$50.15 - $50.66 $338K - $341K
25.7K $1.3M
TMDX
Trans Medics Group, Inc.

Healthcare
1.95K
+ 29.98%
$135.68 - $176.11 $264K - $343K
8.45K $1.33M
CPB
Campbell Soup CO

Consumer Defensive
2.16K
+ 3.37%
$45.01 - $51.89 $97.4K - $112K
66.3K $3.25M
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
9.31K
+ 9.25%
N/A
110K $2.9M
FLMI
Franklin Dynamic Municipal Bon

ETFs
12.1K
+ 17.46%
$24.32 - $25.01 $294K - $302K
81.2K $2.03M
JMBS
Janus Detroit Str Tr Henderson

ETFs
4K
+ 5.1%
$44.13 - $47.01 $177K - $188K
82.5K $3.85M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
7.88K
+ 105.42%
$37.39 - $42.2 $294K - $332K
15.3K $648K
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
8.33K
+ 15.44%
$31.14 - $33.49 $259K - $279K
62.2K $2.08M
ALLE
Allegion PLC

Industrials
805
+ 10.14%
$114.67 - $145.7 $92.3K - $117K
8.75K $1.28M
MDU
Mdu Resources Group Inc

Industrials
515
+ 0.37%
$24.1 - $27.68 $12.4K - $14.3K
141K $3.86M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.99K
+ 11.62%
$64.83 - $72.82 $194K - $218K
28.7K $2.07M
CAPR
Capricor Therapeutics, Inc.

Healthcare
1.28K
+ 4.27%
$3.56 - $15.21 $4.56K - $19.5K
31.3K $476K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.79K
+ 6.76%
$49.82 - $52.8 $189K - $200K
59.9K $3.15M
NHI
National Health Investors Inc

Real Estate
645
+ 3.79%
$67.53 - $85.15 $43.6K - $54.9K
17.6K $1.48M
2023 ETF Series Trust Ii
7.69K
+ 15.76%
N/A
56.5K $1.84M
IJUL
Innovator Etfs Tr

ETFs
3.31K
+ 1.84%
$27.47 - $29.55 $90.8K - $97.7K
183K $5.37M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
6.99K
+ 5.19%
$27.17 - $28.74 $190K - $201K
142K $4.07M
Calamos ETF Tr
9.54K
+ 8.38%
N/A
123K $3.25M
ISCG
Ishares Morningstar Small Cap

ETFs
1.27K
+ 1.67%
$44.24 - $49.07 $56.2K - $62.3K
77.3K $3.79M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.66K
+ 23.22%
$159.84 - $178.33 $265K - $295K
8.78K $1.55M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
5.29K
+ 6.52%
$27.67 - $31.22 $146K - $165K
86.4K $2.67M
GNL
Global Net Lease, Inc.

Real Estate
314
+ 0.1%
$7.3 - $8.96 $2.29K - $2.81K
301K $2.53M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
19.9K
+ 26.99%
$12.23 - $13.11 $243K - $261K
93.6K $1.23M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
2.49K
+ 6.76%
$56.83 - $62.44 $141K - $155K
39.3K $2.45M
MOD
Modine Manufacturing CO

Consumer Cyclical
524
+ 6.79%
$94.6 - $133.72 $49.6K - $70.1K
8.24K $1.09M
TRN
Trinity Industries Inc

Industrials
4.06K
+ 11.2%
$28.66 - $36.5 $116K - $148K
40.3K $1.4M
DASH
Door Dash, Inc.

Communication Services
738
+ 11.76%
$100.28 - $143.99 $74K - $106K
7.01K $1M
KNTK
Kinetik Holdings Inc.

Energy
3.42K
+ 8.05%
$38.59 - $47.43 $132K - $162K
45.8K $2.07M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
10.4K
+ 32.04%
$23.58 - $25.5 $246K - $266K
43K $1.09M
WDFC
Wd 40 CO

Basic Materials
114
+ 1.52%
$213.45 - $271.83 $24.3K - $31K
7.63K $1.97M
IR
Ingersoll Rand Inc.

Industrials
1.11K
+ 3.92%
$86.9 - $100.4 $96.4K - $111K
29.4K $2.88M
R
Ryder System Inc

Industrials
46
+ 0.33%
$117.21 - $148.66 $5.39K - $6.84K
14.2K $2.07M
AME
Ametek Inc

Industrials
1.27K
+ 6.61%
$152.74 - $176.01 $195K - $224K
20.5K $3.53M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
13.5K
+ 23.61%
$21.43 - $22.18 $290K - $300K
70.8K $1.57M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
4.55K
+ 18.88%
$49.94 - $56.3 $227K - $256K
28.6K $1.61M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
14.5K
+ 42.22%
$15.71 - $18.52 $227K - $268K
48.7K $856K
BSJR
Invesco Indx Tr

ETFs
13K
+ 51.81%
$22.08 - $22.75 $287K - $296K
38.2K $866K
RVT
Royce Value Trust, Inc.

Financial Services
9.58K
+ 7.4%
$14.28 - $16.01 $137K - $153K
139K $2.18M
URTY
Proshares Trust Proshrs Ultrap

ETFs
3.76K
+ 29.77%
$41.13 - $57.86 $155K - $218K
16.4K $855K
STWD
Starwood Property Trust, Inc.

Real Estate
1
+ 0.0%
$18.75 - $21.11 $18.8 - $21.1
214K $4.36M
REZ
Ishares Tr Residential And Mul

ETFs
812
+ 4.13%
$76.42 - $91.19 $62.1K - $74K
20.5K $1.82M
PSC
Principal ETF U.S. Small Cap M

ETFs
5.11K
+ 50.08%
$47.43 - $52.33 $242K - $268K
15.3K $796K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
5.48K
+ 18.21%
$43.21 - $49.0 $237K - $268K
35.6K $1.72M
JFR
Nuveen Floating Rate Income Fund

Financial Services
27.7K
+ 7.91%
$8.36 - $9.0 $231K - $249K
378K $3.33M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
5.15K
+ 7.89%
$22.14 - $24.83 $114K - $128K
70.3K $1.75M
FLIN
Franklin Templeton ETF Tr

ETFs
5.05K
+ 11.25%
$39.24 - $42.42 $198K - $214K
49.9K $2.09M
BUG
Global X Fds Cybersecurity ETF

ETFs
6.6K
+ 9.16%
$27.33 - $31.1 $180K - $205K
78.6K $2.43M
Activity Summary
Buys All Purchases 1961 New Holdings 211 Increased Positions 1750 Sells All Sells 1993 Reductions 1993 Sold out 0 Options Calls 0 Puts 0
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