Cwm, LLC Purchases in Q2 2025

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
545
+ 16.79%
$12.71 - $14.52 $6.93K - $7.91K
3.79K $53K
ADV
Advantage Solutions Inc.

Communication Services
4.46K
+ 521.5%
$1.09 - $1.65 $4.87K - $7.37K
5.32K $7K
Fractyl Health Inc
3.04K
+ 184.09%
N/A
4.7K $8K
CIO
City Office Reit, Inc.

Real Estate
960
+ 27.49%
$4.32 - $5.58 $4.15K - $5.36K
4.45K $24K
MT
Arcelor Mittal

Basic Materials
76
+ 5.41%
$23.47 - $31.65 $1.78K - $2.41K
1.48K $47K
WLK
Westlake Corp

Basic Materials
200
+ 54.5%
$69.83 - $102.01 $14K - $20.4K
567 $43K
CMCL
Caledonia Mining Corp PLC

Basic Materials
149
+ 30.1%
$11.31 - $19.98 $1.69K - $2.98K
644 $12K
FRBA
First Bank (Nj) Common Stock

Financial Services
327
+ 22.44%
$12.86 - $15.49 $4.21K - $5.07K
1.78K $28K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
83
+ 20.49%
$50.39 - $60.05 $4.18K - $4.98K
488 $29K
SKIN
Beauty Health CO

Consumer Defensive
2.33K
+ 64.84%
$0.82 - $1.95 $1.91K - $4.55K
5.93K $11K
Rapt Therapeutics Inc
702
New
N/A
702 $6K
GRAB
Grab Holdings LTD

Technology
110
+ 1.02%
$3.48 - $5.25 $383 - $578
10.9K $55K
Korro Bio Inc
507
+ 1236.59%
N/A
548 $7K
KBE
Spdr S&P Bank ETF

ETFs
64
+ 7.24%
$45.85 - $55.78 $2.93K - $3.57K
948 $53K
TWIN
Twin Disc Inc

Industrials
643
+ 1312.24%
$6.27 - $9.34 $4.03K - $6.01K
692 $6K
ZIP
Ziprecruiter, Inc.

Industrials
2.79K
+ 29.02%
$4.36 - $6.45 $12.1K - $18K
12.4K $62K
Structure Therapeutics Inc
255
+ 255.0%
N/A
355 $7K
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
794
+ 413.54%
$7.11 - $9.83 $5.65K - $7.81K
986 $7K
Gen Digital Inc
596
New
N/A
596 $5K
NWFL
Norwood Financial Corp

Financial Services
186
+ 186.0%
$21.67 - $26.9 $4.03K - $5K
286 $7K
TRS
Trimas Corp

Consumer Cyclical
68
+ 14.02%
$19.9 - $28.61 $1.35K - $1.95K
553 $16K
PK
Park Hotels & Resorts Inc.

Real Estate
6.06K
+ 4.8%
$8.85 - $11.18 $53.7K - $67.8K
132K $1.35M
CVE
Cenovus Energy Inc.

Energy
484
+ 11.23%
$10.58 - $14.83 $5.12K - $7.18K
4.79K $65K
ALLT
Allot Ltd.

Technology
609
New
$4.71 - $9.58 $2.87K - $5.83K
609 $5K
ETF Opportunities Trust
206
New
N/A
206 $5K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
1
+ 0.18%
$49.08 - $65.31 $49.1 - $65.3
543 $35K
X4 Pharmaceuticals Inc
2.41K
New
N/A
2.41K $5K
FC
Franklin Covey CO

Industrials
381
+ 53.66%
$19.64 - $28.0 $7.48K - $10.7K
1.09K $25K
PICK
Ishares Inc Msci Global Select

ETFs
94
+ 7.73%
$30.23 - $38.24 $2.84K - $3.59K
1.31K $49K
UVV
Universal Corp

Consumer Defensive
38
+ 3.42%
$50.84 - $65.39 $1.93K - $2.48K
1.15K $67K
ADGI
Adagio Therapeutics, Inc.

Healthcare
1.32K
+ 3.89%
N/A
35.2K $25K
RGCO
Rgc Resources Inc

Utilities
226
+ 79.3%
$20.27 - $22.92 $4.58K - $5.18K
511 $11K
Alti Global Inc
1.02K
+ 111.91%
N/A
1.92K $8K
GEOS
Geospace Technologies Corp

Energy
199
+ 103.65%
N/A
391 $6K
PROK
Prokidney Corp Ord Shs Cl A(Cy

Healthcare
12.1K
+ 218.84%
$0.51 - $1.08 $6.18K - $13.1K
17.7K $10K
EEX
Emerald Holding, Inc.

Communication Services
876
+ 259.17%
$3.29 - $4.92 $2.88K - $4.31K
1.21K $6K
CLBK
Columbia Financial, Inc.

Financial Services
397
+ 25.35%
$13.07 - $15.57 $5.19K - $6.18K
1.96K $28K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
122
+ 1.17%
$18.21 - $18.97 $2.22K - $2.31K
10.5K $200K
Series Portfolios Tr
197
New
N/A
197 $5K
TFSL
Tfs Financial Corp

Financial Services
341
+ 14.25%
$11.62 - $13.54 $3.96K - $4.62K
2.73K $35K
SBTX
Silverback Therapeutics, Inc.

Healthcare
114
+ 18.18%
N/A
741 $13K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
7
+ 0.67%
$32.02 - $39.74 $224 - $278
1.05K $42K
PKOH
Park Ohio Holdings Corp

Industrials
311
+ 647.92%
$16.88 - $22.1 $5.25K - $6.87K
359 $6K
PBFS
Pioneer Bancorp, Inc.

Financial Services
412
+ 35.24%
$11.03 - $12.53 $4.54K - $5.16K
1.58K $19K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
181
+ 0.44%
$19.44 - $19.56 $3.52K - $3.54K
41.2K $804K
TREX
Trex CO Inc

Industrials
164
+ 16.79%
$50.52 - $61.77 $8.29K - $10.1K
1.14K $62K
AVGE
American Centy ETF Tr Avantis
59
New
N/A
59 $5K
QTRX
Quanterix Corp

Healthcare
645
+ 29.57%
$4.28 - $6.72 $2.76K - $4.33K
2.83K $19K
Principal Exchange Traded Fd
163
New
N/A
163 $5K
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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