Cwm, LLC Purchases in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DOLE
Dole PLC

Consumer Defensive
3.87K
+ 62.03%
$13.15 - $14.95 $50.9K - $57.8K
10.1K $136K
HEIA
Heico Crp Cl A
225
+ 11.75%
N/A
2.14K $544K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
6.15K
+ 36.73%
$8.44 - $10.83 $51.9K - $66.6K
22.9K $193K
John Hancock Exchange Traded
1.87K
New
N/A
1.87K $49K
LPL
Lg Display Co., Ltd.

Technology
1.71K
+ 7.62%
$3.31 - $5.23 $5.66K - $8.94K
24.1K $126K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
1.22K
New
$38.66 - $40.82 $47.1K - $49.7K
1.22K $49K
RH
Rh

Consumer Cyclical
231
+ 135.88%
$187.54 - $251.0 $43.3K - $58K
401 $81K
STAG
Stag Industrial, Inc.

Real Estate
1.74K
+ 13.09%
$34.28 - $36.97 $59.6K - $64.3K
15K $531K
TIMB
Tim S.A.

Communication Services
1.95K
+ 67.89%
$17.77 - $22.32 $34.6K - $43.4K
4.81K $107K
TSBK
Timberland Bancorp Inc

Financial Services
1.46K
+ 304.81%
$30.97 - $36.62 $45.1K - $53.4K
1.94K $64K
COGT
Cogent Biosciences, Inc.

Healthcare
1.13K
+ 25.27%
$7.17 - $14.36 $8.07K - $16.2K
5.58K $80K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
737
+ 20.18%
$28.71 - $37.46 $21.2K - $27.6K
4.39K $155K
DX
Dynex Capital Inc

Real Estate
3.86K
+ 156.45%
$11.85 - $12.93 $45.7K - $49.8K
6.32K $78K
Forrester Resh Inc
4.2K
+ 98.99%
N/A
8.45K $90K
FYBR
Frontier Communications Parent, Inc.

Communication Services
1.16K
+ 21.86%
$36.44 - $37.53 $42.1K - $43.3K
6.44K $240K
GFI
Gold Fields LTD

Basic Materials
413
+ 24.69%
$23.36 - $42.3 $9.65K - $17.5K
2.09K $88K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
365
+ 1.14%
$30.16 - $31.29 $11K - $11.4K
32.5K $1.02M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
1.17K
New
$37.38 - $41.35 $43.7K - $48.3K
1.17K $48K
KROS
Keros Therapeutics, Inc.

Healthcare
2.27K
+ 45.42%
$13.34 - $16.05 $30.3K - $36.4K
7.27K $115K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1.5K
+ 21.74%
$26.16 - $27.65 $39.2K - $41.5K
8.4K $231K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
46
+ 0.39%
$64.58 - $69.94 $2.97K - $3.22K
11.8K $815K
ALLY
Ally Financial Inc.

Financial Services
1.14K
+ 17.94%
$36.95 - $44.58 $42.2K - $51K
7.51K $295K
WHD
Cactus, Inc.

Energy
1.52K
+ 51.15%
$38.17 - $47.92 $57.9K - $72.7K
4.48K $177K
FPX
First Trust Us Equity Opportun

ETFs
1
+ 0.05%
$141.57 - $166.21 $142 - $166
2.19K $364K
GBDC
Golub Capital Bdc, Inc.

Financial Services
3.4K
+ 13588.0%
$13.69 - $15.48 $46.5K - $52.6K
3.42K $47K
PCB
Pcb Bancorp

Financial Services
2.23K
+ 109.09%
$20.21 - $22.39 $45.1K - $50K
4.28K $90K
Phinia Inc
629
+ 76.8%
N/A
1.45K $83K
Resolute Hldgs Mgmt Inc
413
+ 94.08%
N/A
852 $61K
Sei Exchange Traded Funds
1.86K
New
N/A
1.86K $47K
FICS
First Tr Exchange Traded Fd Vi

ETFs
12.3K
+ 3.52%
$37.37 - $39.97 $458K - $490K
360K $13.7M
Frontview Reit Inc
2.56K
+ 38.08%
N/A
9.28K $127K
FUL
Fuller H B CO

Basic Materials
828
+ 22.86%
$55.6 - $64.06 $46K - $53K
4.45K $264K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
3.89K
+ 124.99%
$10.53 - $12.27 $40.9K - $47.7K
7K $84K
HRTX
Heron Therapeutics, Inc.

Healthcare
39.6K
+ 737.96%
$1.21 - $2.23 $48K - $88.4K
45K $57K
KBH
Kb Home

Consumer Cyclical
63
+ 1.58%
$52.78 - $67.97 $3.33K - $4.28K
4.06K $258K
SMPL
Simply Good Foods CO

Consumer Defensive
2.02K
+ 343.03%
$24.59 - $34.05 $49.6K - $68.7K
2.61K $65K
EFSI
Eagle Financial Services Inc

Financial Services
1.18K
New
$31.28 - $39.7 $36.8K - $46.7K
1.18K $45K
IIPR
Innovative Industrial Properties Inc

Real Estate
982
+ 21.5%
$45.83 - $58.26 $45K - $57.2K
5.55K $297K
IYH
Ishares Tr

ETFs
144
+ 0.87%
$54.36 - $58.96 $7.83K - $8.49K
16.7K $978K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
212
+ 1.45%
$32.53 - $35.69 $6.9K - $7.57K
14.9K $527K
Mac Copper Limited
3.67K
+ 246.74%
N/A
5.16K $63K
RBCAA
Republic Bancorp Inc

Financial Services
619
+ 101.81%
$67.5 - $77.77 $41.8K - $48.1K
1.23K $89K
REX
Rex American Resources Corp

Basic Materials
3.83K
+ 94.94%
$30.08 - $64.11 $115K - $245K
7.86K $241K
SFST
Southern First Bancshares Inc

Financial Services
903
+ 111.34%
$38.64 - $45.54 $34.9K - $41.1K
1.71K $76K
TIPT
Tiptree Inc.

Financial Services
2.66K
+ 171.84%
$19.05 - $25.49 $50.6K - $67.7K
4.2K $81K
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
3.5K
+ 760.87%
$12.43 - $13.13 $43.5K - $46K
3.96K $51K
BIDU
Baidu, Inc.

Communication Services
11
+ 1.2%
$85.86 - $137.83 $944 - $1.52K
926 $122K
CVCO
Cavco Industries Inc.

Consumer Cyclical
42
+ 31.34%
$403.12 - $585.63 $16.9K - $24.6K
176 $102K
EZPW
Ezcorp Inc

Financial Services
1.91K
+ 126.32%
$13.13 - $19.15 $25.1K - $36.6K
3.42K $65K
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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