Commonwealth Equity Services, LLC Incresed Positions in Q1 2025

Commonwealth Equity Services, LLC

  • $70.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Trust For Professional Manag
635
+ 4.86%
N/A
13.7K $339K
DLB
Dolby Laboratories, Inc.

Industrials
118
+ 4.44%
$76.37 - $87.32 $9.01K - $10.3K
2.77K $223K
DVAX
Dynavax Technologies Corp

Healthcare
1.01K
+ 6.05%
$12.39 - $14.4 $12.5K - $14.5K
17.6K $228K
ERII
Energy Recovery, Inc.

Industrials
200
+ 1.83%
$14.06 - $16.83 $2.81K - $3.37K
11.1K $177K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
139
+ 0.55%
$8.73 - $9.39 $1.21K - $1.31K
25.5K $237K
Pgim Rock ETF Tr
776
+ 4.06%
N/A
19.9K $527K
RUM
Rumble Inc.

Technology
29.3K
+ 91.16%
$7.07 - $13.77 $207K - $404K
61.5K $435K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
317
+ 2.81%
$40.24 - $40.65 $12.8K - $12.9K
11.6K $471K
SNV
Synovus Financial Corp

Financial Services
1.36K
+ 12.82%
$43.7 - $56.87 $59.5K - $77.5K
12K $560K
WTFC
Wintrust Financial Corp

Financial Services
1.16K
+ 12.37%
$107.76 - $136.92 $125K - $159K
10.6K $1.19M
DOCN
Digital Ocean Holdings, Inc.

Technology
679
+ 5.65%
$33.39 - $46.69 $22.7K - $31.7K
12.7K $424K
GOSS
Gossamer Bio, Inc.

Healthcare
7.65K
+ 22.18%
$0.85 - $1.53 $6.5K - $11.7K
42.1K $46K
PUI
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.24%
$38.44 - $41.5 $577 - $623
6.23K $255K
NEN
New England Realty Associates Limited Partnership

Real Estate
83
+ 1.73%
$73.85 - $84.0 $6.13K - $6.97K
4.87K $397K
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
2.1K
+ 10.47%
$11.13 - $12.01 $23.3K - $25.2K
22.1K $248K
BNY
Blackrock New York Municipal Income Trust

Financial Services
1.47K
+ 6.98%
$10.13 - $10.6 $14.9K - $15.6K
22.6K $229K
KODK
Eastman Kodak CO

Industrials
2.71K
+ 26.66%
$6.15 - $8.08 $16.6K - $21.9K
12.9K $81K
IMTB
Ishares Tr

ETFs
121
+ 1.33%
$41.91 - $43.46 $5.07K - $5.26K
9.19K $399K
NSA
National Storage Affiliates Trust

Real Estate
54
+ 0.72%
$35.92 - $39.59 $1.94K - $2.14K
7.53K $297K
PATK
Patrick Industries Inc

Consumer Cyclical
94
+ 2.61%
$82.13 - $97.92 $7.72K - $9.2K
3.7K $313K
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
164
+ 5.58%
$88.87 - $97.02 $14.6K - $15.9K
3.1K $283K
CSB
Victory Portf Ii Shs Us Small

ETFs
1.02K
+ 4.5%
$55.62 - $62.03 $56.8K - $63.4K
23.8K $1.36M
Advisor Managed Portfolios
1.72K
+ 12.74%
N/A
15.3K $478K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
98
+ 1.54%
$91.66 - $99.33 $8.98K - $9.73K
6.46K $606K
First Tr Exchng Traded Fd Vi
539
+ 3.46%
N/A
16.1K $482K
SMIN
Ishares Msci India Small Cap I

ETFs
1.01K
+ 15.22%
$61.54 - $77.16 $62.3K - $78.2K
7.67K $522K
YLDE
Legg Mason ETF Invt Tr

ETFs
102
+ 1.29%
$49.87 - $52.92 $5.09K - $5.4K
8K $414K
RMBS
Rambus Inc

Technology
510
+ 4.07%
$51.55 - $68.59 $26.3K - $35K
13.1K $676K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
1.99K
+ 1.43%
$7.06 - $9.39 $14K - $18.7K
141K $1.06M
CPRI
Capri Holdings LTD

Consumer Cyclical
1.58K
+ 11.08%
$19.02 - $25.84 $30.1K - $40.9K
15.9K $313K
CUBE
Cube Smart

Real Estate
867
+ 0.48%
$40.23 - $43.23 $34.9K - $37.5K
180K $7.7M
Federated Hermes ETF Trust
94
+ 0.34%
N/A
28.1K $703K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
4.04K
+ 18.7%
$6.12 - $6.74 $24.7K - $27.2K
25.6K $157K
AME
Ametek Inc

Industrials
1.02K
+ 5.04%
$170.39 - $190.43 $174K - $195K
21.3K $3.67M
CADL
Candel Therapeutics, Inc.

Healthcare
24K
+ 58.33%
$5.65 - $12.21 $135K - $293K
65.1K $368K
CLSD
Clearside Biomedical, Inc.

Healthcare
12.5K
+ 125.0%
$0.79 - $1.13 $9.88K - $14.1K
22.5K $21K
CVI
Cvr Energy Inc

Energy
67
+ 0.46%
$17.71 - $21.83 $1.19K - $1.46K
14.6K $283K
GAIN
Gladstone Investment Corporation\De

Financial Services
547
+ 1.61%
$12.65 - $13.97 $6.92K - $7.64K
34.6K $462K
SNSR
Global X Fds Internet Of Thing

ETFs
1.37K
+ 7.88%
$32.89 - $38.12 $45.2K - $52.4K
18.8K $620K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
388
+ 5.96%
$74.36 - $83.68 $28.9K - $32.5K
6.9K $513K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
3K
+ 12.08%
$14.32 - $16.14 $43K - $48.4K
27.8K $406K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
921
+ 3.31%
$7.6 - $7.96 $7K - $7.33K
28.7K $223K
SA
Seabridge Gold Inc

Basic Materials
650
+ 3.95%
$10.47 - $13.33 $6.81K - $8.66K
17.1K $199K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
471
+ 3.38%
$23.71 - $24.2 $11.2K - $11.4K
14.4K $343K
IR
Ingersoll Rand Inc.

Industrials
4.03K
+ 13.43%
$79.44 - $94.23 $320K - $379K
34K $2.72M
SANM
Sanmina Corp

Technology
56
+ 0.49%
$73.38 - $90.52 $4.11K - $5.07K
11.5K $875K
FNWD
Finward Bancorp

Financial Services
27
+ 0.34%
N/A
7.89K $230K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
107
+ 0.54%
$9.55 - $10.42 $1.02K - $1.11K
19.8K $199K
IMKTA
Ingles Markets Inc

Consumer Defensive
85
+ 1.69%
$59.95 - $67.47 $5.1K - $5.73K
5.13K $334K
Activity Summary
Buys All Purchases 2705 New Holdings 256 Increased Positions 2449 Sells All Sells 1381 Reductions 1381 Sold out 0 Options Calls 0 Puts 0
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