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
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
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
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
109
+ 1.14%
$30.29 - $33.43 $3.3K - $3.64K
9.7K $306K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
344
+ 0.99%
$9.61 - $10.53 $3.31K - $3.62K
35K $351K
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
24
+ 0.11%
$10.39 - $11.24 $249 - $270
22.2K $239K
GBX
Greenbrier Companies Inc

Industrials
321
+ 7.0%
$39.63 - $51.99 $12.7K - $16.7K
4.91K $226K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
89
+ 0.62%
$10.82 - $11.98 $963 - $1.07K
14.4K $162K
RVPH
Reviva Pharmaceuticals Holdings, Inc.

Healthcare
4K
+ 23.0%
$0.34 - $1.12 $1.36K - $4.48K
21.4K $8K
COTY
Coty Inc.

Consumer Defensive
463
+ 3.01%
$4.57 - $5.65 $2.12K - $2.62K
15.8K $74K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
634
+ 1.38%
$20.85 - $24.04 $13.2K - $15.2K
46.6K $1.09M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
218
+ 1.98%
$47.79 - $56.03 $10.4K - $12.2K
11.2K $579K
BMN
Blackrock 2037 Mun Target Term
420
+ 1.43%
N/A
29.8K $734K
FNWD
Finward Bancorp

Financial Services
24
+ 0.3%
N/A
7.92K $219K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
42
+ 0.21%
$9.14 - $9.99 $384 - $420
19.8K $187K
KIE
Spdr S&P Insurance ETF

ETFs
83
+ 0.39%
$53.63 - $61.12 $4.45K - $5.07K
21.2K $1.26M
EXPO
Exponent Inc

Industrials
90
+ 2.84%
$72.88 - $81.75 $6.56K - $7.36K
3.26K $244K
GEO
Geo Group Inc

Real Estate
3.35K
+ 18.86%
$23.11 - $31.67 $77.3K - $106K
21.1K $505K
MATX
Matson, Inc.

Industrials
389
+ 11.67%
$93.11 - $132.21 $36.2K - $51.4K
3.72K $414K
Morgan Stanley Direct Lendin
1.13K
+ 4.09%
N/A
28.8K $539K
PNF
Pimco New York Municipal Income Fund

Financial Services
33
+ 0.12%
$6.73 - $7.6 $222 - $251
27.3K $191K
VCEL
Vericel Corp

Healthcare
104
+ 1.23%
$37.92 - $45.7 $3.94K - $4.75K
8.58K $365K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
1.46K
+ 3.14%
$13.4 - $15.08 $19.6K - $22.1K
48.1K $671K
ELS
Equity Lifestyle Properties Inc

Real Estate
244
+ 4.19%
$61.46 - $68.02 $15K - $16.6K
6.06K $374K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
2.17K
+ 3.68%
$15.08 - $16.68 $32.7K - $36.2K
61.2K $967K
PSCC
Invesco S&P Smallcap Consumer

ETFs
53
+ 0.61%
$32.3 - $36.01 $1.71K - $1.91K
8.81K $293K
THG
Hanover Insurance Group, Inc.

Financial Services
131
+ 1.41%
$150.66 - $178.04 $19.7K - $23.3K
9.45K $1.61M
Tortoise Capital Series Trus
318
+ 0.22%
N/A
146K $3M
WTM
White Mountains Insurance Group LTD

Financial Services
14
+ 4.52%
$1699.35 - $1901.99 $23.8K - $26.6K
324 $582K
DX
Dynex Capital Inc

Real Estate
3.75K
+ 4.82%
$11.13 - $12.99 $41.7K - $48.7K
81.5K $997K
INVH
Invitation Homes Inc.

Real Estate
253
+ 2.12%
$30.53 - $35.47 $7.72K - $8.97K
12.2K $400K
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
194
+ 0.73%
$45.2 - $53.03 $8.77K - $10.3K
26.8K $1.37M
Unity Biotechnology Inc
30
+ 0.11%
N/A
26.1K $10K
WHF
White Horse Finance, Inc.

Financial Services
246
+ 1.25%
$8.67 - $9.84 $2.13K - $2.42K
19.9K $173K
RDOG
Alps ETF Trust Alps Reit Divid

ETFs
18
+ 0.16%
$32.29 - $37.38 $581 - $673
11.6K $416K
EXPI
Exp World Holdings, Inc.

Real Estate
1.45K
+ 3.2%
$7.46 - $9.89 $10.8K - $14.3K
46.7K $425K
HAIN
Hain Celestial Group Inc

Consumer Defensive
7.08K
+ 65.2%
$1.45 - $4.16 $10.3K - $29.5K
17.9K $27K
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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