Cwm, LLC Purchases in Q1 2025

Cwm, LLC

  • $25.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GNE
Genie Energy Ltd.

Utilities
434
+ 175.71%
$13.85 - $15.59 $6.01K - $6.77K
681 $10K
SGRY
Surgery Partners, Inc.

Healthcare
244
+ 76.01%
$19.85 - $25.87 $4.84K - $6.31K
565 $13K
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
176
New
$34.85 - $36.87 $6.13K - $6.49K
176 $6K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
103
+ 1287.5%
$49.6 - $50.28 $5.11K - $5.18K
111 $6K
PBYI
Puma Biotechnology, Inc.

Healthcare
1.91K
+ 174.07%
$2.76 - $3.88 $5.28K - $7.42K
3.01K $9K
LKFN
Lakeland Financial Corp

Financial Services
182
+ 40.53%
$59.44 - $69.54 $10.8K - $12.7K
631 $37K
CRVL
Corvel Corp

Financial Services
42
+ 2.21%
$103.48 - $128.46 $4.35K - $5.4K
1.95K $218K
RGP
Resources Connection, Inc.

Industrials
4.2K
+ 38.02%
$6.54 - $9.08 $27.5K - $38.1K
15.2K $100K
TPIC
Tpi Composites, Inc

Industrials
8.49K
+ 1677.87%
$0.78 - $1.92 $6.62K - $16.3K
9K $7K
CBNK
Capital Bancorp Inc

Financial Services
193
+ 21.66%
$26.76 - $32.36 $5.16K - $6.25K
1.08K $31K
CALX
Calix, Inc

Technology
165
+ 35.64%
$29.4 - $42.17 $4.85K - $6.96K
628 $22K
CXW
Core Civic, Inc.

Real Estate
320
+ 35.79%
$18.02 - $23.05 $5.77K - $7.38K
1.21K $25K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
185
+ 99.46%
$31.09 - $34.34 $5.75K - $6.35K
371 $12K
WRLD
World Acceptance Corp

Financial Services
14
+ 4.55%
$109.64 - $152.25 $1.53K - $2.13K
322 $41K
PBFS
Pioneer Bancorp, Inc.

Financial Services
484
+ 70.66%
$10.84 - $12.04 $5.25K - $5.83K
1.17K $14K
ALLO
Allogene Therapeutics, Inc.

Healthcare
4.09K
+ 5845.71%
$1.4 - $2.84 $5.73K - $11.6K
4.16K $6K
PJP
Invesco Exchange Traded Fd Tr

ETFs
67
New
$81.43 - $87.33 $5.46K - $5.85K
67 $6K
MPLX
Mplx LP

Energy
42
+ 7.32%
$47.88 - $54.65 $2.01K - $2.3K
616 $33K
TCBX
Third Coast Bancshares, Inc.

Financial Services
225
+ 11.66%
$30.91 - $38.43 $6.95K - $8.65K
2.16K $72K
Mind Medicine Mindmed Inc
1.2K
+ 81.4%
N/A
2.66K $16K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
181
+ 312.07%
$33.55 - $40.74 $6.07K - $7.37K
239 $8K
DVAX
Dynavax Technologies Corp

Healthcare
435
+ 20.61%
$12.39 - $14.4 $5.39K - $6.26K
2.55K $33K
Outlook Therapeutics Inc
5.98K
+ 681.53%
N/A
6.85K $8K
SPNT
Sirius Point LTD

Financial Services
213
+ 8.39%
$13.91 - $17.29 $2.96K - $3.68K
2.75K $48K
JXN
Jackson Financial Inc.

Financial Services
145
+ 7.92%
$79.36 - $97.88 $11.5K - $14.2K
1.98K $165K
LAB
Standard Biotools Inc.

Healthcare
15K
+ 101.79%
$1.01 - $2.06 $15.1K - $30.9K
29.7K $32K
WMG
Warner Music Group Corp.

Communication Services
192
+ 177.78%
$29.3 - $36.3 $5.63K - $6.97K
300 $9K
Spyre Therapeutics Inc
366
+ 4575.0%
N/A
374 $6K
RCUS
Arcus Biosciences, Inc.

Healthcare
1.16K
+ 247.02%
$7.85 - $15.24 $9.11K - $17.7K
1.63K $13K
Virtus Convertible & Inc Fd
515
New
N/A
515 $6K
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
600
New
$10.14 - $10.65 $6.08K - $6.39K
600 $6K
FXI
Ishares Tr

ETFs
100
+ 22.83%
$28.65 - $38.55 $2.87K - $3.85K
538 $19K
EQC
Equity Commonwealth

Real Estate
4.49K
+ 102.75%
$1.59 - $1.86 $7.14K - $8.35K
8.86K $14K
CTGO
Contango Ore, Inc.

Basic Materials
607
+ 294.66%
$9.0 - $11.6 $5.46K - $7.04K
813 $8K
NX
Quanex Building Products Corp

Industrials
446
+ 163.97%
$18.54 - $24.18 $8.27K - $10.8K
718 $13K
BSM
Black Stone Minerals, L.P.

Energy
374
+ 228.05%
$14.48 - $15.59 $5.42K - $5.83K
538 $8K
EBC
Eastern Bankshares, Inc.

Financial Services
403
+ 36.67%
$15.29 - $19.15 $6.16K - $7.72K
1.5K $25K
BE
Bloom Energy Corp

Industrials
644
+ 23.71%
$19.66 - $29.81 $12.7K - $19.2K
3.36K $66K
IPAR
Inter Parfums Inc

Consumer Defensive
95
+ 29.41%
$113.87 - $144.54 $10.8K - $13.7K
418 $48K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
604
+ 14.08%
$12.85 - $14.13 $7.76K - $8.53K
4.89K $66K
HRTX
Heron Therapeutics, Inc.

Healthcare
2.24K
+ 156.54%
$1.47 - $2.55 $3.29K - $5.7K
3.67K $8K
BCML
Bay Com Corp

Financial Services
277
+ 57.59%
$24.39 - $29.09 $6.76K - $8.06K
758 $19K
Critical Metals Corp
5.32K
+ 1767.44%
N/A
5.62K $8K
BWFG
Bankwell Financial Group, Inc.

Financial Services
214
+ 88.07%
$27.97 - $32.7 $5.99K - $7K
457 $14K
Tidal ETF Tr
355
+ 373.68%
N/A
450 $8K
PNQI
Invesco Nasdaq Internet ETF

ETFs
126
New
$43.72 - $51.15 $5.51K - $6.44K
126 $6K
Liberty Media Corp Del
88
+ 10.49%
N/A
927 $62K
Safehold Inc
306
+ 12.1%
N/A
2.84K $53K
IAI
Ishares Tr Us Broker Dealers &

ETFs
40
+ 1333.33%
$134.68 - $159.3 $5.39K - $6.37K
43 $6K
Activity Summary
Buys All Purchases 3110 New Holdings 192 Increased Positions 2918 Sells All Sells 1449 Reductions 1448 Sold out 1 Options Calls 2 Puts 7
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