Cwm, LLC Purchases in Q4 2024

Cwm, LLC

  • $24.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
6.47K
New
N/A
6.47K $226K
HDV
Ishares Core High Dividend ETF

ETFs
5.17K
+ 7.81%
$110.82 - $121.28 $573K - $627K
71.3K $8.01M
PFN
Pimco Income Strategy Fund Ii

Financial Services
30.2K
+ 3021.0%
$7.33 - $7.72 $221K - $233K
31.2K $233K
Biohaven LTD
6.32K
+ 656.65%
N/A
7.28K $272K
MCS
Marcus Corp

Communication Services
8.65K
+ 151.52%
$15.15 - $23.15 $131K - $200K
14.4K $309K
PECO
Phillips Edison & Company, Inc.

Real Estate
6.02K
+ 39.35%
$35.96 - $39.8 $216K - $239K
21.3K $798K
Morgan Stanley ETF Trust
3.7K
New
N/A
3.7K $220K
ZBRA
Zebra Technologies Corp

Technology
513
+ 39.92%
$360.09 - $411.94 $185K - $211K
1.8K $694K
CRBG
Corebridge Financial, Inc.

Financial Services
6.77K
+ 38.73%
$28.28 - $33.37 $191K - $226K
24.2K $726K
AR
Antero Resources Corp

Energy
4.04K
+ 34.88%
$25.54 - $35.52 $103K - $143K
15.6K $547K
BUYW
Northern Lts Fd Tr Iv Main Buy
15.4K
+ 11.31%
N/A
152K $2.11M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
903
+ 6.8%
$71.19 - $91.57 $64.3K - $82.7K
14.2K $1.18M
USXF
Ishares Esg Advanced Msci Usa

Technology
4.05K
+ 22.85%
$48.45 - $52.57 $196K - $213K
21.8K $1.08M
A
Agilent Technologies, Inc.

Healthcare
2.78K
+ 24.2%
$125.69 - $146.56 $350K - $408K
14.3K $1.92M
Solventum Corp
3.97K
+ 27.68%
N/A
18.3K $1.21M
STT
State Street Corp

Financial Services
1.02K
+ 8.95%
$85.96 - $100.78 $87.5K - $103K
12.4K $1.22M
FSCO
Fs Cr Opportunities Corp Com
11K
+ 3.86%
N/A
296K $2.02M
VFH
Vanguard Financial ETF

ETFs
1.67K
+ 123.59%
$108.87 - $126.2 $182K - $211K
3.02K $357K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
4.68K
+ 3.92%
$63.01 - $68.55 $295K - $321K
124K $7.86M
WK
Workiva Inc

Technology
117
+ 1.86%
$76.11 - $114.78 $8.9K - $13.4K
6.41K $702K
PAYX
Paychex Inc

Industrials
624
+ 3.28%
$135.86 - $148.73 $84.8K - $92.8K
19.6K $2.75M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.06K
+ 9.32%
$209.89 - $233.24 $431K - $479K
24.1K $5.12M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.82K
+ 16.55%
$75.44 - $80.53 $213K - $227K
19.9K $1.51M
WBS
Webster Financial Corp

Financial Services
2.81K
+ 53.82%
$44.33 - $62.82 $124K - $176K
8.02K $443K
HAFC
Hanmi Financial Corp

Financial Services
2.27K
+ 7.78%
$18.03 - $26.84 $40.9K - $61K
31.5K $743K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2.35K
+ 97.47%
$58.32 - $85.45 $137K - $201K
4.76K $352K
IXG
Ishares Global Fin'L ETF

ETFs
2.03K
+ 113.23%
$93.25 - $101.72 $189K - $206K
3.82K $367K
CHY
Calamos Convertible & High Income Fund

Financial Services
16.3K
New
$11.79 - $12.56 $192K - $205K
16.3K $198K
RELY
Remitly Global, Inc.

Technology
8.16K
+ 582.73%
$12.69 - $23.07 $104K - $188K
9.57K $216K
United Sts Nat Gas Fd LP
11.4K
+ 2289.2%
N/A
11.9K $201K
BMO
Bank Of Montreal

Financial Services
1.9K
+ 144.23%
$89.75 - $103.39 $171K - $197K
3.22K $312K
CINF
Cincinnati Financial Corp

Financial Services
528
+ 3.43%
$132.86 - $160.16 $70.2K - $84.6K
15.9K $2.29M
MCY
Mercury General Corp

Financial Services
2.84K
+ 233.99%
$62.82 - $78.96 $179K - $224K
4.06K $270K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
11.2K
+ 729.94%
$16.73 - $19.67 $187K - $220K
12.7K $220K
IGE
Ishares Tr North Amern Nat Res

ETFs
11.6K
+ 5.04%
$41.52 - $48.01 $483K - $558K
242K $10.3M
CHK
Chesapeake Energy Corp

Energy
1.68K
+ 145.78%
$81.46 - $87.57 $136K - $147K
2.82K $281K
PH
Parker Hannifin Corp

Industrials
264
+ 6.05%
$621.74 - $709.46 $164K - $187K
4.63K $2.94M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
524
+ 4.92%
$97.09 - $120.01 $50.9K - $62.9K
11.2K $1.21M
AVLV
American Centy ETF Tr Avantis
2.74K
+ 144.26%
$65.51 - $71.22 $179K - $195K
4.64K $310K
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.44K
+ 5.36%
$7.33 - $12.37 $25.2K - $42.6K
67.6K $715K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
3.2K
+ 50.28%
$55.05 - $58.86 $176K - $188K
9.57K $540K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
266
+ 2.44%
$12.98 - $13.79 $3.45K - $3.67K
11.2K $322K
MGRC
Mcgrath Rentcorp

Industrials
1.1K
+ 12.24%
$103.9 - $122.55 $115K - $135K
10.1K $1.13M
YUM
Yum Brands Inc

Consumer Cyclical
1.85K
+ 15.34%
$130.36 - $139.54 $241K - $258K
13.9K $1.86M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.89K
+ 5.41%
$84.34 - $95.14 $160K - $180K
36.9K $3.22M
ENB
Enbridge Inc

Energy
2.56K
+ 6.44%
$40.4 - $43.92 $103K - $112K
42.3K $1.79M
AOR
Ishares Tr Core Growth Allocat

ETFs
3.19K
+ 185.21%
$57.32 - $59.66 $183K - $190K
4.92K $282K
TPL
Texas Pacific Land Corp

Energy
37
+ 5.9%
$915.49 - $1730.0 $33.9K - $64K
664 $735K
ALKS
Alkermes Plc.

Healthcare
5.82K
+ 39.99%
$25.7 - $31.46 $149K - $183K
20.4K $586K
Activity Summary
Buys All Purchases 3004 New Holdings 242 Increased Positions 2762 Sells All Sells 1592 Reductions 1591 Sold out 1 Options Calls 2 Puts 1
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