Cwm, LLC Purchases in Q4 2024

Cwm, LLC

  • $24.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FENY
Fidelity Covington Tr Msci Ene

ETFs
3.55K
+ 48.16%
$23.14 - $26.91 $82.2K - $95.6K
10.9K $261K
E
Eni Spa

Energy
3.24K
+ 131.91%
$26.32 - $31.82 $85.3K - $103K
5.7K $156K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
932
+ 13.38%
$101.77 - $113.02 $94.8K - $105K
7.9K $834K
PGNY
Progyny, Inc.

Healthcare
4.67K
+ 275.41%
$13.67 - $17.25 $63.9K - $80.6K
6.37K $110K
BILL
Bill.Com Holdings, Inc.

Technology
629
+ 70.28%
$51.23 - $97.41 $32.2K - $61.3K
1.52K $129K
SAP
Sap Se

Technology
117
+ 3.88%
$218.13 - $255.54 $25.5K - $29.9K
3.14K $772K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
6.35K
+ 29.09%
$17.87 - $19.48 $113K - $124K
28.2K $507K
MXI
Ishares Global Materials ETF

ETFs
1.13K
+ 242.49%
$77.6 - $93.04 $87.7K - $105K
1.6K $124K
K
Kellogg CO

Consumer Defensive
965
+ 7.77%
$80.34 - $81.29 $77.5K - $78.4K
13.4K $1.08M
EBAY
Ebay Inc

Consumer Cyclical
2.23K
+ 12.36%
$57.51 - $67.17 $128K - $150K
20.2K $1.25M
NIC
Nicolet Bankshares Inc

Financial Services
122
+ 1.66%
$90.86 - $115.0 $11.1K - $14K
7.48K $784K
NTCT
Netscout Systems Inc

Technology
3.71K
+ 57.93%
$20.09 - $23.1 $74.6K - $85.8K
10.1K $219K
PPL
Ppl Corp

Utilities
2.94K
+ 11.98%
$31.47 - $35.0 $92.5K - $103K
27.5K $892K
MMS
Maximus, Inc.

Industrials
1.23K
+ 178.63%
$69.81 - $92.82 $85.8K - $114K
1.92K $143K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
9.85K
+ 6.85%
$43.02 - $47.32 $424K - $466K
154K $6.65M
PAYC
Paycom Software, Inc.

Technology
7
+ 0.35%
$159.94 - $240.25 $1.12K - $1.68K
2.02K $413K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
366
+ 21.67%
$107.0 - $142.46 $39.2K - $52.1K
2.06K $267K
HNI
Hni Corp

Industrials
2.05K
+ 28.0%
$49.28 - $57.49 $101K - $118K
9.39K $473K
USLM
United States Lime & Minerals Inc

Basic Materials
63
+ 3.15%
$91.63 - $157.45 $5.77K - $9.92K
2.07K $274K
IRBO
Ishares Robotics & Artificial

ETFs
17
+ 0.06%
N/A
27K $1M
PCRX
Pacira Bio Sciences, Inc.

Healthcare
2.78K
+ 42.66%
$15.3 - $20.33 $42.5K - $56.5K
9.3K $175K
ACHR
Archer Aviation Inc.

Industrials
1.43K
+ 15.47%
$2.94 - $11.33 $4.21K - $16.2K
10.7K $104K
INDB
Independent Bank Corp

Financial Services
310
+ 2.78%
$56.88 - $74.97 $17.6K - $23.2K
11.5K $736K
BRKL
Brookline Bancorp Inc

Financial Services
3.3K
+ 15.33%
$9.7 - $12.81 $32K - $42.3K
24.8K $293K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
18K
+ 3.31%
$18.28 - $18.87 $330K - $340K
563K $10.3M
SEE
Sealed Air Corp

Consumer Cyclical
2.65K
+ 44.37%
$33.59 - $37.3 $88.8K - $98.7K
8.61K $291K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
81
+ 0.24%
$62.09 - $82.32 $5.03K - $6.67K
33.6K $2.24M
TAFI
Ab Active Etfs Inc Tax Aware S
3.04K
+ 80.69%
N/A
6.8K $170K
SCHA
Schwab Strategic Tr Us Small C

ETFs
120K
+ 101.62%
$25.33 - $51.16 $3.03M - $6.12M
237K $6.14M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.76K
New
$41.64 - $45.75 $73.4K - $80.6K
1.76K $74K
VPU
Vanguard Utilities ETF

ETFs
701
+ 18.66%
$160.52 - $179.11 $113K - $126K
4.46K $728K
Pimco ETF Tr
9.55K
+ 4.0%
N/A
249K $6.44M
AMSC
American Superconductor Corp

Industrials
2.9K
+ 120.91%
$21.33 - $36.81 $61.8K - $107K
5.29K $130K
BITO
Proshares Tr Bitcoin Strategy

ETFs
2.98K
+ 224.79%
$16.99 - $27.42 $50.7K - $81.8K
4.31K $98K
MTCH
Match Group, Inc.

Communication Services
3.19K
+ 51.62%
$30.29 - $38.64 $96.7K - $123K
9.37K $307K
BCS
Barclays PLC

Financial Services
4.93K
+ 81.19%
$11.65 - $13.67 $57.4K - $67.3K
11K $146K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.71K
+ 51.32%
$40.82 - $45.39 $69.7K - $77.5K
5.04K $210K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
2.77K
+ 6.75%
$27.48 - $32.37 $76K - $89.6K
43.8K $1.26M
VAW
Vanguard Materials ETF

ETFs
400
+ 216.22%
$186.91 - $215.32 $74.8K - $86.1K
585 $110K
VBTX
Veritex Holdings, Inc.

Financial Services
2.36K
+ 26.82%
$24.85 - $31.26 $58.7K - $73.8K
11.2K $303K
PY
Principal Exchange Traded Fund

ETFs
1.42K
New
$48.87 - $52.48 $69.2K - $74.3K
1.42K $70K
EXR
Extra Space Storage Inc.

Real Estate
1.23K
+ 33.03%
$142.35 - $178.32 $175K - $219K
4.95K $740K
CRAI
Cra International, Inc.

Industrials
331
+ 57.97%
$168.27 - $206.55 $55.7K - $68.4K
902 $169K
Tidal ETF Tr
1.78K
New
N/A
1.78K $69K
EAT
Brinker International, Inc

Consumer Cyclical
256
+ 40.76%
$78.76 - $137.19 $20.2K - $35.1K
884 $117K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
2.31K
New
$28.48 - $29.56 $65.7K - $68.2K
2.31K $68K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.24K
+ 83.93%
$63.27 - $70.31 $78.6K - $87.4K
2.72K $173K
AA
Alcoa Corp

Basic Materials
1.98K
+ 23.25%
$36.62 - $47.42 $72.7K - $94.1K
10.5K $397K
Mobile Infrastructure Corp
4.62K
+ 11.9%
N/A
43.4K $195K
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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