Cwm, LLC Purchases in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Rezolve Ai PLC
592
New
N/A
592 $3K
RVT
Royce Value Trust, Inc.

Financial Services
56
+ 3.32%
$14.94 - $16.5 $837 - $924
1.74K $28K
SBR
Sabine Royalty Trust

Energy
5
+ 2.11%
$65.49 - $82.12 $327 - $411
242 $19K
Sanuwave Health Inc
3
+ 0.61%
N/A
498 $19K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
75
+ 35.71%
$36.73 - $38.68 $2.75K - $2.9K
285 $11K
Sinclair Inc
104
+ 8.96%
N/A
1.27K $19K
Skillsoft Corp
245
New
N/A
245 $3K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
24
+ 58.54%
$77.85 - $88.49 $1.87K - $2.12K
65 $6K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
33
+ 132.0%
$76.2 - $83.34 $2.51K - $2.75K
58 $5K
STXS
Stereotaxis, Inc.

Healthcare
396
+ 22.76%
$2.14 - $3.06 $847 - $1.21K
2.14K $7K
TH
Target Hospitality Corp.

Industrials
39
+ 1.97%
$7.2 - $9.14 $281 - $356
2.02K $17K
UBFO
United Security Bancshares

Financial Services
327
New
$8.29 - $9.84 $2.71K - $3.22K
327 $3K
UTZ
Utz Brands, Inc.

Consumer Defensive
327
+ 18.56%
$11.85 - $14.49 $3.87K - $4.74K
2.09K $25K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
13
+ 0.33%
$12.46 - $13.22 $162 - $172
3.97K $52K
VSEC
Vse Corp

Industrials
8
+ 14.81%
$125.37 - $172.66 $1K - $1.38K
62 $10K
WDI
Western Asset Diversified Income Fund

ETFs
215
+ 9.7%
$14.7 - $15.25 $3.16K - $3.28K
2.43K $36K
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
43
New
$65.91 - $67.24 $2.83K - $2.89K
43 $3K
Wolfspeed Inc
114
New
N/A
114 $3K
XOMA
Xoma Corp

Healthcare
32
+ 26.67%
$24.77 - $38.27 $793 - $1.22K
152 $6K
Acres Commercial Realty Corp
80
New
N/A
80 $2K
ADV
Advantage Solutions Inc.

Communication Services
611
+ 11.48%
$1.3 - $1.96 $794 - $1.2K
5.93K $9K
AVK
Advent Convertible & Income Fund

Financial Services
105
+ 24.82%
$12.06 - $12.79 $1.27K - $1.34K
528 $7K
ALTG
Alta Equipment Group Inc.

Industrials
162
+ 14.9%
$6.37 - $8.62 $1.03K - $1.4K
1.25K $9K
ALT
Altimmune, Inc.

Healthcare
373
+ 19.73%
$3.38 - $4.76 $1.26K - $1.78K
2.26K $9K
AVSF
American Centy ETF Tr Avantis

ETFs
52
New
$46.71 - $47.3 $2.43K - $2.46K
52 $2K
AIV
Apartment Investment & Management CO

Real Estate
433
+ 24.89%
$7.42 - $8.81 $3.21K - $3.81K
2.17K $17K
ARHS
Arhaus, Inc.

Consumer Cyclical
52
+ 6.7%
$8.07 - $12.8 $420 - $666
828 $9K
ATNI
Atn International, Inc.

Communication Services
143
+ 27.93%
$14.97 - $18.73 $2.14K - $2.68K
655 $10K
BLFS
Biolife Solutions Inc

Healthcare
66
+ 71.74%
$20.64 - $26.74 $1.36K - $1.76K
158 $4K
Bk Technologies Corporation
19
New
N/A
19 $2K
ORCC
Owl Rock Capital Corp

Financial Services
364
+ 25.14%
N/A
1.81K $23K
CFFI
C & F Financial Corp

Financial Services
35
New
$63.16 - $72.0 $2.21K - $2.52K
35 $2K
CIG
Energy CO Of Minas Gerais

Utilities
755
+ 22.03%
$1.81 - $2.13 $1.37K - $1.61K
4.18K $9K
CCB
Coastal Financial Corp

Financial Services
3
+ 1.96%
$92.4 - $118.0 $277 - $354
156 $17K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
100
New
$20.79 - $21.92 $2.08K - $2.19K
100 $2K
BBCP
Concrete Pumping Holdings, Inc.

Industrials
10
+ 0.65%
$6.16 - $7.64 $61.6 - $76.4
1.55K $11K
CXDO
Crexendo, Inc.

Communication Services
251
New
$5.3 - $6.99 $1.33K - $1.75K
251 $2K
Dianthus Therapeutics Inc
46
+ 306.67%
N/A
61 $2K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
55
+ 0.56%
$20.64 - $21.54 $1.14K - $1.18K
9.93K $209K
ELMD
Electromed, Inc.

Healthcare
83
New
$18.12 - $26.05 $1.5K - $2.16K
83 $2K
ENIC
Enel Chile S.A.

Utilities
161
+ 2.99%
$3.12 - $3.89 $502 - $626
5.54K $22K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
10
+ 8.7%
$92.99 - $105.19 $930 - $1.05K
125 $13K
EXPI
Exp World Holdings, Inc.

Real Estate
69
+ 5.9%
$9.32 - $11.59 $643 - $800
1.24K $13K
Figma Inc
47
New
N/A
47 $2K
ECLN
First Tr Exchange Traded Fd Iv

ETFs
58
+ 14.61%
$31.52 - $33.37 $1.83K - $1.94K
455 $15K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
145
+ 84.3%
$15.64 - $19.17 $2.27K - $2.78K
317 $5K
Forward Air Corp
44
+ 5.73%
N/A
812 $21K
FLIA
Franklin Templeton ETF Tr Libe

ETFs
108
+ 38.43%
$20.38 - $20.61 $2.2K - $2.23K
389 $8K
Frontline PLC
5
+ 1.48%
N/A
342 $8K
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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