Cwm, LLC Purchases in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
6.63K
+ 10.26%
$20.84 - $21.03 $138K - $139K
71.3K $1.49M
PRCH
Porch Group, Inc.

Technology
5.25K
+ 50.04%
$11.85 - $19.04 $62.2K - $99.9K
15.7K $264K
SWX
Southwest Gas Holdings, Inc.

Utilities
1.44K
+ 20.67%
$72.88 - $79.93 $105K - $115K
8.4K $658K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
2.72K
+ 228.21%
$44.23 - $49.41 $120K - $134K
3.91K $193K
GTY
Getty Realty Corp

Real Estate
5.34K
+ 97.37%
$26.45 - $28.87 $141K - $154K
10.8K $290K
Paysafe Limited
10.5K
+ 144.18%
N/A
17.8K $230K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.16K
+ 0.3%
$30.02 - $30.29 $64.7K - $65.3K
719K $21.8M
UBS
Ubs Group Ag

Financial Services
2.19K
+ 33.4%
$33.77 - $42.38 $74.1K - $92.9K
8.76K $359K
SRCE
1 St Source Corp

Financial Services
2.23K
+ 82.72%
$58.3 - $65.7 $130K - $147K
4.93K $303K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
15K
+ 3154.09%
$3.74 - $8.87 $56.3K - $133K
15.5K $138K
LXP
Lxp Industrial Trust

Real Estate
14.4K
+ 136.79%
$7.75 - $9.34 $112K - $134K
24.9K $223K
MHO
M/I Homes, Inc.

Consumer Cyclical
334
+ 12.34%
$111.91 - $157.22 $37.4K - $52.5K
3.04K $439K
PLTK
Playtika Holding Corp.

Communication Services
50.8K
+ 68.4%
$3.44 - $5.0 $175K - $254K
125K $487K
VTWO
Vanguard Russell 2000 ETF

ETFs
269
+ 2.6%
$86.92 - $99.32 $23.4K - $26.7K
10.6K $1.04M
YORW
York Water CO

Utilities
4.58K
+ 176.48%
$30.13 - $32.4 $138K - $148K
7.17K $218K
Celestica Inc
324
+ 53.29%
N/A
932 $230K
MD
Mednax, Inc.

Healthcare
6.53K
+ 60.78%
$11.98 - $17.21 $78.2K - $112K
17.3K $289K
PEG
Public Service Enterprise Group Inc

Utilities
1.76K
+ 9.81%
$79.99 - $90.14 $141K - $159K
19.7K $1.65M
Smartstop Self Storag Reit I
3.55K
New
N/A
3.55K $134K
EGHT
8 X8 Inc

Technology
58.7K
+ 119.41%
$1.75 - $2.31 $103K - $136K
108K $229K
FOR
Forestar Group Inc.

Real Estate
1.22K
+ 8.02%
$20.87 - $28.72 $25.4K - $35K
16.4K $437K
TRN
Trinity Industries Inc

Industrials
4.43K
+ 49.91%
$23.3 - $29.03 $103K - $129K
13.3K $373K
WINA
Winmark Corp

Consumer Cyclical
227
+ 145.51%
$363.85 - $514.95 $82.6K - $117K
383 $191K
CSR
Centerspace

Real Estate
2.28K
+ 100.44%
$53.18 - $61.09 $121K - $139K
4.55K $268K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
8.43K
+ 309.85%
$14.12 - $15.3 $119K - $129K
11.2K $170K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
3.64K
+ 51.14%
$27.42 - $31.65 $99.9K - $115K
10.8K $328K
STM
St Microelectronics N.V.

Technology
4.86K
+ 181.42%
$24.77 - $33.41 $120K - $162K
7.54K $213K
CNP
Centerpoint Energy Inc

Utilities
2.76K
+ 24.62%
$35.77 - $39.16 $98.8K - $108K
14K $542K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
5.08K
+ 209.11%
$26.76 - $38.05 $136K - $193K
7.5K $207K
CGMU
Capital Group Core Plus Income
3.36K
+ 5.42%
N/A
65.2K $1.78M
IDA
Idacorp Inc

Utilities
625
+ 22.45%
$115.16 - $132.15 $72K - $82.6K
3.41K $450K
J P Morgan Exchange Traded F
1.3K
+ 99.85%
N/A
2.6K $239K
CWT
California Water Service Group

Utilities
2.72K
+ 40.09%
$44.32 - $47.59 $120K - $129K
9.5K $436K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
883
+ 48.7%
$85.86 - $108.21 $75.8K - $95.5K
2.7K $285K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
8.96K
+ 441.04%
$13.32 - $14.12 $119K - $127K
11K $155K
Ardent Health Inc
9.66K
+ 438.63%
N/A
11.9K $157K
JELD
Jeld Wen Holding, Inc.

Industrials
21.9K
+ 111.77%
$4.13 - $6.76 $90.5K - $148K
41.5K $204K
ROP
Roper Technologies Inc

Industrials
952
+ 18.66%
$495.03 - $573.0 $471K - $545K
6.05K $3.02M
Teekay Tankers LTD
1.15K
+ 14.76%
N/A
8.96K $453K
NVST
Envista Holdings Corp

Healthcare
4.51K
+ 10.78%
$18.89 - $21.72 $85.2K - $97.9K
46.3K $943K
Exchange Traded Concepts Tru
1.94K
New
N/A
1.94K $126K
WSBF
Waterstone Financial, Inc.

Financial Services
7.54K
+ 163.14%
$13.19 - $16.26 $99.5K - $123K
12.2K $190K
CMCO
Columbus Mckinnon Corp

Industrials
10.4K
+ 39.62%
$13.58 - $16.86 $141K - $175K
36.7K $526K
STCE
Schwab Strategic Tr Crypto The
1.58K
+ 52800.0%
N/A
1.59K $125K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.04K
+ 13.65%
$84.55 - $89.54 $88.3K - $93.5K
8.69K $777K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
1.37K
+ 56.03%
$84.77 - $103.36 $116K - $142K
3.82K $327K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
2.62K
+ 14.55%
$33.71 - $36.62 $88.4K - $96K
20.6K $735K
BLKB
Blackbaud Inc

Technology
1.92K
+ 419.87%
$61.35 - $71.61 $118K - $138K
2.38K $153K
COMP
Compass, Inc.

Technology
12.1K
+ 77.1%
$6.15 - $9.69 $74.1K - $117K
27.7K $222K
Activity Summary
Buys All Purchases 3475 New Holdings 426 Increased Positions 3049 Sells All Sells 1492 Reductions 1491 Sold out 1 Options Calls 3 Puts 4
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