D.A. Davidson & Co. Incresed Positions in Q3 2025

D.A. Davidson & Co.

  • $15.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
22.3K
+ 10.7%
$55.61 - $57.37 $1.24M - $1.28M
231K $13.2M
FDL
First Tr Morningstar Dividend

ETFs
13.5K
+ 2.85%
$41.96 - $44.59 $568K - $604K
489K $21.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.94K
+ 0.66%
$28.92 - $32.19 $85.1K - $94.7K
446K $14.2M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
20.3K
+ 9.21%
$52.55 - $54.37 $1.07M - $1.11M
241K $13M
APP
App Lovin Corp

Technology
1.39K
+ 187.72%
$335.1 - $718.54 $466K - $999K
2.13K $1.53M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.26K
+ 3.89%
$89.32 - $107.82 $202K - $243K
60.2K $6.49M
VV
Vanguard Large Cap ETF

ETFs
887
+ 2.03%
$285.05 - $309.14 $253K - $274K
44.6K $13.7M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
52.8K
+ 15.15%
$22.63 - $23.3 $1.19M - $1.23M
401K $9.28M
FV
First Trust Dorsey Wright Focu

ETFs
1.35K
+ 0.32%
$59.23 - $62.14 $80.1K - $84K
428K $26.5M
CSX
Csx Corp

Industrials
5.74K
+ 1.66%
$32.05 - $36.52 $184K - $210K
351K $12.5M
ALL
Allstate Corp

Financial Services
4.78K
+ 42.71%
$192.0 - $214.65 $918K - $1.03M
16K $3.43M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
44.9K
+ 175.42%
$23.8 - $25.39 $1.07M - $1.14M
70.5K $1.77M
TJX
Tjx Companies Inc

Consumer Cyclical
277
+ 0.53%
$121.35 - $144.54 $33.6K - $40K
52.9K $7.65M
FXO
First Tr Exchange Traded Fd Fi

ETFs
4.59K
+ 1.82%
$55.81 - $60.32 $256K - $277K
256K $15.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.57K
+ 9.46%
$435.72 - $463.74 $683K - $727K
18.1K $8.41M
VICI
Vici Properties Inc.

Real Estate
33.5K
+ 163.32%
$31.43 - $33.93 $1.05M - $1.14M
54.1K $1.76M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.39K
+ 5.89%
$282.75 - $294.19 $675K - $702K
42.9K $12.6M
HYLS
First Tr Tactical High Yield L

ETFs
25.5K
+ 98.12%
$41.62 - $42.32 $1.06M - $1.08M
51.4K $2.16M
MMM
3 M CO

Industrials
4.59K
+ 4.24%
$144.41 - $160.2 $663K - $735K
113K $17.5M
IQV
Iqvia Holdings Inc.

Healthcare
2.06K
+ 10.52%
$157.68 - $200.82 $325K - $414K
21.7K $4.12M
NSC
Norfolk Southern Corp

Industrials
49
+ 0.22%
$259.49 - $300.41 $12.7K - $14.7K
22.6K $6.79M
PANW
Palo Alto Networks Inc

Technology
5.27K
+ 7.96%
$167.06 - $208.19 $880K - $1.1M
71.4K $14.5M
RIO
Rio Tinto PLC

Basic Materials
3.15K
+ 3.05%
$57.66 - $66.01 $182K - $208K
106K $7.02M
WY
Weyerhaeuser CO

Real Estate
47.2K
+ 20.07%
$24.1 - $26.83 $1.14M - $1.27M
282K $7M
UL
Unilever PLC

Consumer Defensive
16.1K
+ 84.37%
$58.43 - $65.01 $942K - $1.05M
35.2K $2.09M
WEC
Wec Energy Group, Inc.

Utilities
6.52K
+ 39.43%
$103.66 - $114.59 $676K - $747K
23.1K $2.64M
MRVL
Marvell Technology, Inc.

Technology
7.74K
+ 20.99%
$62.31 - $84.07 $482K - $651K
44.6K $3.75M
NMAI
Nuveen Multi Asset Income Fund

ETFs
67.6K
+ 143.08%
$12.35 - $13.01 $835K - $879K
115K $1.49M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
17K
+ 2.76%
$20.12 - $21.74 $341K - $369K
632K $13.3M
AIQ
Global X Funds Global X Artifi

ETFs
4.86K
+ 4.25%
$43.2 - $49.66 $210K - $241K
119K $5.88M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
5.09K
+ 51.33%
$138.08 - $151.2 $703K - $770K
15K $2.27M
MGV
Vanguard Mega Cap Value

ETFs
1.25K
+ 1.15%
$129.46 - $137.85 $162K - $172K
110K $15.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.84K
+ 1.38%
$72.57 - $74.72 $497K - $511K
503K $37.4M
NKE
Nike, Inc.

Consumer Cyclical
15.3K
+ 10.63%
$69.24 - $79.24 $1.06M - $1.21M
159K $11.1M
KLAC
Kla Corp

Technology
90
+ 2.11%
$843.9 - $1078.6 $76K - $97.1K
4.35K $4.69M
GII
Spdr S&P Global Infrasture ETF

ETFs
11.6K
+ 45.61%
$66.35 - $69.9 $771K - $812K
37.1K $2.58M
EIX
Edison International

Utilities
13K
+ 33.4%
$50.42 - $56.35 $656K - $733K
52K $2.87M
META
Meta Platforms, Inc.

Communication Services
1.59K
+ 1.92%
$695.21 - $791.73 $1.1M - $1.26M
84.4K $62M
FXR
First Trust Industrials/Produc

ETFs
2.46K
+ 1.43%
$75.64 - $80.06 $186K - $197K
175K $13.7M
DHR
Danaher Corp

Healthcare
4.19K
+ 24.94%
$181.46 - $212.2 $759K - $888K
21K $4.16M
BEAM
Beam Therapeutics Inc.

Healthcare
8.95K
+ 10.44%
$16.01 - $25.1 $143K - $225K
94.6K $2.3M
SLB
Schlumberger Limited

Energy
22.3K
+ 19.38%
$32.37 - $37.31 $722K - $832K
137K $4.72M
KRC
Kilroy Realty Corp

Real Estate
18.2K
+ 231.81%
$34.55 - $44.44 $628K - $808K
26K $1.1M
LLY
Eli Lilly & CO

Healthcare
2.08K
+ 4.5%
$625.65 - $812.69 $1.3M - $1.69M
48.2K $36.8M
KEY
Keycorp

Financial Services
39.7K
+ 64.08%
$17.37 - $19.39 $690K - $770K
102K $1.9M
FDUS
Fidus Investment Corp

Financial Services
39.9K
+ 34.42%
$20.18 - $21.99 $805K - $877K
156K $3.16M
LHX
L3 Harris Technologies, Inc.

Industrials
1.13K
+ 13.18%
$252.18 - $305.41 $285K - $345K
9.71K $2.97M
AEP
American Electric Power CO Inc

Utilities
3.97K
+ 9.47%
$103.26 - $115.0 $410K - $457K
45.9K $5.16M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10.5K
+ 48.86%
$70.77 - $73.59 $740K - $769K
31.9K $2.33M
Activity Summary
Buys All Purchases 916 New Holdings 143 Increased Positions 773 Sells All Sells 487 Reductions 487 Sold out 0 Options Calls 10 Puts 9
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