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
RHP
Ryman Hospitality Properties, Inc.

Real Estate
221
+ 10.28%
$91.44 - $106.54 $20.2K - $23.5K
2.37K $217K
SIGI
Selective Insurance Group Inc

Financial Services
174
+ 1.5%
$78.49 - $95.48 $13.7K - $16.6K
11.7K $1.07M
TPC
Tutor Perini Corp

Industrials
167
+ 1.62%
$21.51 - $29.39 $3.59K - $4.91K
10.5K $242K
BOH
Bank Of Hawaii Corp

Financial Services
23
+ 0.57%
$65.97 - $75.81 $1.52K - $1.74K
4.09K $282K
HMC
Honda Motor CO LTD

Consumer Cyclical
1.37K
+ 4.25%
$26.9 - $30.41 $36.9K - $41.7K
33.6K $913K
KEX
Kirby Corp

Industrials
19
+ 0.91%
$95.1 - $112.81 $1.81K - $2.14K
2.1K $212K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
10K
+ 6.04%
$12.7 - $13.72 $127K - $137K
176K $2.27M
DMLP
Dorchester Minerals, L.P.

Energy
1.11K
+ 8.57%
$29.17 - $34.68 $32.3K - $38.4K
14K $421K
GEVO
Gevo, Inc.

Basic Materials
11K
+ 46.68%
$1.14 - $2.85 $12.5K - $31.4K
34.6K $40K
LAD
Lithia Motors Inc

Consumer Cyclical
149
+ 18.4%
$285.59 - $385.71 $42.6K - $57.5K
959 $281K
TRMB
Trimble Inc.

Technology
1.13K
+ 6.85%
$65.52 - $77.49 $74.2K - $87.7K
17.7K $1.16M
VTWO
Vanguard Russell 2000 ETF

ETFs
13.3K
+ 10.68%
$80.08 - $92.93 $1.07M - $1.24M
138K $11.1M
AVT
Avnet Inc

Technology
303
+ 5.09%
$46.61 - $54.65 $14.1K - $16.6K
6.25K $301K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
2.5K
+ 8.72%
$16.18 - $18.56 $40.4K - $46.3K
31.1K $503K
CNM
Core & Main, Inc.

Industrials
233
+ 2.78%
$46.27 - $57.26 $10.8K - $13.3K
8.63K $417K
MORN
Morningstar, Inc.

Financial Services
191
+ 10.49%
$282.49 - $334.73 $54K - $63.9K
2.01K $603K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
631
+ 4.45%
$28.08 - $32.97 $17.7K - $20.8K
14.8K $428K
Roundhill ETF Trust
668
+ 1.81%
N/A
37.5K $887K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
3.92K
+ 8.49%
$5.91 - $6.78 $23.1K - $26.6K
50K $296K
ETNB
89bio, Inc.

Healthcare
204
+ 0.86%
$6.18 - $11.66 $1.26K - $2.38K
23.9K $174K
CUZ
Cousins Properties Inc

Real Estate
70
+ 0.6%
$28.06 - $31.21 $1.96K - $2.18K
11.7K $346K
Invesco Exch Trd Slf Idx Fd
12
+ 0.05%
N/A
22.9K $564K
Lithium Amers Corp New
1.16K
+ 2.12%
N/A
56.1K $152K
MTLS
Materialise Nv

Technology
3K
+ 24.79%
$4.9 - $9.62 $14.7K - $28.9K
15.1K $74K
MGEE
Mge Energy Inc

Utilities
393
+ 0.84%
$85.7 - $94.18 $33.7K - $37K
47.5K $4.41M
ZOM
Zomedica Corp.

Healthcare
2.6K
+ 1.46%
$0.03 - $0.15 $78 - $390
181K $10K
Bank Montreal Que
200
+ 53.33%
N/A
575 $207K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
113
+ 2.24%
N/A
5.15K $257K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
2.03K
+ 2.74%
$5.3 - $5.75 $10.7K - $11.7K
76.1K $409K
IGHG
Proshares Investment Grade Int

ETFs
16
+ 0.16%
$76.51 - $78.81 $1.22K - $1.26K
9.73K $748K
AROW
Arrow Financial Corp

Financial Services
1.86K
+ 7.3%
$25.65 - $27.88 $47.6K - $51.8K
27.3K $717K
BIGZ
Black Rock Innovation & Growth Trust
705
+ 4.77%
$6.4 - $8.25 $4.51K - $5.82K
15.5K $97K
CRDF
Cardiff Oncology, Inc.

Healthcare
2.65K
+ 15.03%
$3.14 - $4.75 $8.33K - $12.6K
20.3K $64K
Invesco Exch Trd Slf Idx Fd
11
+ 0.04%
N/A
30.6K $774K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
115
+ 3.32%
$141.31 - $175.89 $16.3K - $20.2K
3.58K $515K
BHC
Bausch Health Companies Inc.

Healthcare
842
+ 7.07%
$6.16 - $7.94 $5.19K - $6.69K
12.7K $82K
EVGO
E Vgo Inc.

Consumer Cyclical
4.36K
+ 23.75%
$2.37 - $4.46 $10.3K - $19.5K
22.7K $60K
Innovator Etfs Trust
1.11K
+ 3.02%
N/A
37.9K $923K
IPGP
Ipg Photonics Corp

Technology
912
+ 12.33%
$57.86 - $77.8 $52.8K - $71K
8.31K $524K
Outlook Therapeutics Inc
2.54K
+ 9.9%
N/A
28.2K $34K
SWBI
Smith & Wesson Brands, Inc.

Industrials
1.12K
+ 3.62%
$9.32 - $11.16 $10.5K - $12.5K
32.2K $300K
IHDG
Wisdomtree Tr

ETFs
226
+ 0.07%
$43.4 - $47.51 $9.81K - $10.7K
341K $14.8M
ATI
Allegheny Technologies Inc

Industrials
605
+ 3.95%
$50.0 - $65.86 $30.3K - $39.8K
15.9K $828K
BANR
Banner Corp

Financial Services
11
+ 0.22%
$62.19 - $71.35 $684 - $785
5.12K $326K
GP
Greenpower Motor CO Inc.

Consumer Cyclical
300
+ 0.57%
$0.46 - $0.91 $138 - $273
53K $26K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
5.72K
+ 3.45%
$72.31 - $80.69 $413K - $461K
171K $12.5M
Vivos Therapeutics Inc
8K
+ 30.77%
N/A
34K $97K
ASYS
Amtech Systems Inc

Technology
1.5K
+ 4.05%
$4.77 - $5.7 $7.15K - $8.55K
38.5K $186K
ROSC
Hartford Multifactor Small Cap
15
+ 0.3%
N/A
5.02K $202K
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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