Cwm, LLC Purchases in Q2 2025

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Life360 Inc
173
+ 339.22%
N/A
224 $15K
PSC
Principal ETF U.S. Small Cap M

ETFs
75
+ 4.0%
$43.14 - $53.28 $3.24K - $4K
1.95K $104K
Loar Holdings Inc
100
+ 36.9%
N/A
371 $32K
NRIM
Northrim Bancorp Inc

Financial Services
66
+ 18.75%
$67.87 - $93.82 $4.48K - $6.19K
418 $39K
WK
Workiva Inc

Technology
1.08K
+ 13.19%
$61.91 - $77.12 $66.7K - $83.1K
9.24K $633K
AINV
Apollo Investment Corp

Financial Services
1.05K
New
N/A
1.05K $13K
BLD
Top Build Corp

Industrials
18
+ 4.8%
$275.93 - $326.59 $4.97K - $5.88K
393 $127K
ROIV
Roivant Sciences Ltd.

Healthcare
920
+ 44.57%
$9.08 - $11.62 $8.35K - $10.7K
2.98K $34K
Atlanta Braves Hldgs Inc
149
+ 18.08%
N/A
973 $46K
PTH
Invesco Exchange Traded Fd Tr

ETFs
345
+ 126.37%
$34.88 - $40.29 $12K - $13.9K
618 $24K
KRC
Kilroy Realty Corp

Real Estate
227
+ 5.96%
$28.32 - $35.95 $6.43K - $8.16K
4.03K $138K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
626
+ 11.3%
$18.92 - $19.87 $11.8K - $12.4K
6.17K $123K
SIZE
Ishares Msci Usa Size Factor E

ETFs
3
+ 0.21%
$128.15 - $154.54 $384 - $464
1.46K $225K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
170
+ 49.13%
$47.63 - $60.01 $8.1K - $10.2K
516 $31K
Kyverna Therapeutics Inc
2.48K
+ 45.29%
N/A
7.97K $24K
AVD
American Vanguard Corp

Basic Materials
4.41K
+ 46.82%
$3.47 - $4.94 $15.3K - $21.8K
13.8K $54K
EMTL
Spdr Doubleline Emerging Marke

ETFs
286
+ 92.56%
$41.99 - $43.17 $12K - $12.3K
595 $26K
Mind Medicine Mindmed Inc
1.8K
+ 67.44%
N/A
4.46K $29K
Choiceone Finl Svcs Inc
466
+ 6.01%
N/A
8.22K $236K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
998
+ 33.72%
$10.6 - $12.44 $10.6K - $12.4K
3.96K $49K
Wheels Up Experience Inc
10.8K
+ 77.04%
N/A
24.9K $27K
QSI
Quantum Si Inc

Healthcare
5.33K
+ 149.12%
$1.08 - $2.05 $5.76K - $10.9K
8.91K $17K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
17
+ 1.15%
N/A
1.49K $101K
AFLG
First Tr Exchange Traded Fd Vi
357
New
N/A
357 $13K
PFM
Invesco Exchange Traded Fd Tr

ETFs
253
+ 58.03%
$41.05 - $48.17 $10.4K - $12.2K
689 $33K
TRP
Tc Energy Corp

Energy
170
+ 5.7%
$44.48 - $51.4 $7.56K - $8.74K
3.15K $154K
AFCG
Afc Gamma, Inc.

Real Estate
2.86K
+ 1722.89%
$4.38 - $5.83 $12.5K - $16.7K
3.03K $14K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
396
+ 179.19%
$25.17 - $33.43 $9.97K - $13.2K
617 $19K
GIB
Cgi Inc

Technology
45
+ 3.35%
$96.47 - $109.59 $4.34K - $4.93K
1.39K $146K
FDBC
Fidelity D & D Bancorp Inc

Financial Services
125
+ 9.6%
$37.43 - $46.0 $4.68K - $5.75K
1.43K $66K
Ncr Atleos Corporation
192
+ 6.66%
N/A
3.08K $88K
BBUC
Brookfield Business Corp

Financial Services
238
+ 25.37%
$22.01 - $31.32 $5.24K - $7.45K
1.18K $37K
EGBN
Eagle Bancorp Inc

Financial Services
1.82K
+ 11.9%
$16.71 - $21.41 $30.4K - $38.9K
17.1K $333K
DGII
Digi International Inc

Technology
304
+ 145.45%
$23.13 - $34.92 $7.03K - $10.6K
513 $18K
Liberty Media Corp Del
64
+ 14.35%
N/A
510 $48K
DOMO
Domo, Inc.

Technology
511
+ 58.27%
$6.64 - $14.63 $3.39K - $7.48K
1.39K $19K
SPNT
Sirius Point LTD

Financial Services
209
+ 7.6%
$15.16 - $20.88 $3.17K - $4.36K
2.96K $60K
LMNR
Limoneira CO

Consumer Defensive
766
+ 323.21%
$14.74 - $17.88 $11.3K - $13.7K
1K $16K
STKL
Sun Opta Inc.

Consumer Defensive
1.44K
+ 38.78%
$3.71 - $6.44 $5.33K - $9.25K
5.14K $30K
Community West Bancshares Ne
648
+ 261.29%
N/A
896 $17K
VMD
Viemed Healthcare, Inc.

Healthcare
1.75K
+ 244.29%
$6.32 - $7.37 $11.1K - $12.9K
2.47K $17K
ROAD
Construction Partners, Inc.

Industrials
46
+ 22.89%
$68.75 - $110.36 $3.16K - $5.08K
247 $26K
BIGZ
Black Rock Innovation & Growth Trust
271
+ 2.99%
N/A
9.34K $69K
CMBS
Ishares Cmbs ETF

ETFs
256
New
$47.54 - $48.72 $12.2K - $12.5K
256 $12K
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
1.57K
+ 374.22%
$5.8 - $7.9 $9.09K - $12.4K
1.99K $15K
LXU
Lsb Industries, Inc.

Basic Materials
1.52K
+ 1472.82%
$4.98 - $8.66 $7.55K - $13.1K
1.62K $13K
FRPH
Frp Holdings, Inc.

Real Estate
454
+ 125.07%
$26.3 - $28.95 $11.9K - $13.1K
817 $22K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
1.36K
+ 126.7%
$10.68 - $12.73 $14.5K - $17.3K
2.43K $26K
WTM
White Mountains Insurance Group LTD

Financial Services
8
+ 34.78%
$1699.35 - $1901.99 $13.6K - $15.2K
31 $56K
Activity Summary
Buys All Purchases 3050 New Holdings 222 Increased Positions 2828 Sells All Sells 1559 Reductions 1559 Sold out 0 Options Calls 2 Puts 1
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