Commonwealth Equity Services, LLC Incresed Positions in Q2 2025

Commonwealth Equity Services, LLC

  • $75.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ARHS
Arhaus, Inc.

Consumer Cyclical
2.13K
+ 20.34%
$7.06 - $8.98 $15K - $19.1K
12.6K $109K
CX
Cemex Sab De Cv

Basic Materials
149
+ 1.16%
$5.02 - $7.19 $748 - $1.07K
12.9K $90K
FIBK
First Interstate Bancsystem Inc

Financial Services
330
+ 0.62%
$23.86 - $29.01 $7.87K - $9.57K
53.2K $1.53M
Fortress Biotech Inc
30
+ 0.05%
N/A
61.5K $114K
GBDC
Golub Capital Bdc, Inc.

Financial Services
5.12K
+ 4.43%
$13.03 - $15.28 $66.7K - $78.2K
121K $1.77M
VKQ
Invesco Municipal Trust

Financial Services
9.5K
+ 6.85%
$9.02 - $9.76 $85.7K - $92.7K
148K $1.36M
TCBK
Trico Bancshares

Financial Services
368
+ 6.42%
$35.9 - $41.52 $13.2K - $15.3K
6.1K $247K
WEX
Wex Inc.

Technology
233
+ 14.26%
$113.47 - $161.8 $26.4K - $37.7K
1.87K $274K
FCO
Aberdeen Global Income Fund Inc

Financial Services
1.45K
+ 6.96%
$5.7 - $6.39 $8.25K - $9.25K
22.3K $142K
AURA
Aura Biosciences, Inc.

Healthcare
679
+ 2.24%
$4.9 - $6.97 $3.33K - $4.73K
31K $194K
FT
Franklin Universal Trust

Financial Services
364
+ 0.22%
$6.95 - $7.62 $2.53K - $2.77K
164K $1.25M
Ishares Tr
579
+ 2.42%
N/A
24.5K $600K
MCR
Mfs Charter Income Trust

Financial Services
595
+ 0.43%
$5.89 - $6.36 $3.5K - $3.78K
139K $887K
SNDR
Schneider National, Inc.

Industrials
33
+ 0.26%
$21.06 - $24.75 $695 - $817
12.5K $302K
STEW
Boulder Growth & Income Fund

Financial Services
439
+ 2.11%
$15.52 - $17.85 $6.81K - $7.84K
21.2K $375K
ONCY
Oncolytics Biotech Inc

Healthcare
4K
+ 6.55%
$0.33 - $0.77 $1.32K - $3.08K
65.1K $50K
SGMO
Sangamo Therapeutics, Inc

Healthcare
50K
+ 50.86%
$0.43 - $0.81 $21.5K - $40.5K
148K $80K
SFBS
Servis First Bancshares, Inc.

Financial Services
365
+ 14.13%
$68.48 - $82.21 $25K - $30K
2.95K $229K
American Battery Technology
2K
+ 10.62%
N/A
20.8K $34K
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
ESAB
Esab Corp

Industrials
50
+ 2.76%
$104.48 - $130.25 $5.22K - $6.51K
1.86K $224K
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
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
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
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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