D.A. Davidson & Co. Incresed Positions in Q1 2025

D.A. Davidson & Co.

  • $12.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HII
Huntington Ingalls Industries, Inc.

Industrials
403
+ 8.63%
$159.75 - $208.61 $64.4K - $84.1K
5.07K $1.03M
LDSF
First Tr ETF Viii Low Duration

ETFs
7.59K
+ 9.3%
$18.68 - $18.94 $142K - $144K
89.1K $1.68M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
145
+ 0.46%
$24.11 - $28.41 $3.5K - $4.12K
31.5K $894K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
491
+ 2.15%
$128.74 - $138.67 $63.2K - $68.1K
23.4K $3.17M
DUSA
Davis Fundamental ETF Tr

ETFs
2.82K
+ 2.02%
$41.58 - $46.14 $117K - $130K
142K $6.03M
GWRE
Guidewire Software, Inc.

Technology
615
+ 34.57%
$166.74 - $218.22 $103K - $134K
2.39K $448K
INTU
Intuit Inc

Technology
470
+ 4.8%
$555.63 - $630.23 $261K - $296K
10.3K $6.3M
EFX
Equifax Inc

Industrials
780
+ 19.43%
$235.63 - $278.34 $184K - $217K
4.79K $1.17M
INMD
In Mode Ltd.

Healthcare
5.58K
+ 12.78%
$15.9 - $19.4 $88.7K - $108K
49.2K $873K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.29K
+ 2.47%
$156.61 - $168.02 $202K - $217K
53.7K $8.62M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
4.92K
+ 26.77%
$18.75 - $20.97 $92.2K - $103K
23.3K $488K
KORP
American Centy ETF Tr Diversif

ETFs
1.6K
+ 1.95%
$45.26 - $47.12 $72.2K - $75.2K
83.3K $3.9M
STEW
Boulder Growth & Income Fund

Financial Services
2.44K
+ 3.03%
$15.76 - $17.3 $38.4K - $42.2K
82.9K $1.43M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.54K
+ 5.03%
$94.86 - $97.12 $146K - $150K
32.2K $3.07M
GLW
Corning Inc

Technology
6.37K
+ 7.31%
$44.91 - $54.25 $286K - $345K
93.5K $4.28M
EBAY
Ebay Inc

Consumer Cyclical
820
+ 5.75%
$61.61 - $70.93 $50.5K - $58.2K
15.1K $1.02M
CTRE
Care Trust Reit, Inc.

Real Estate
2.88K
+ 7.85%
$24.93 - $29.13 $71.7K - $83.8K
39.5K $1.13M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
3.23K
+ 8.7%
$96.88 - $111.25 $313K - $360K
40.4K $4.04M
CWT
California Water Service Group

Utilities
2.14K
+ 22.42%
$41.88 - $48.46 $89.7K - $104K
11.7K $567K
A
Agilent Technologies, Inc.

Healthcare
2.21K
+ 30.37%
$116.69 - $152.6 $258K - $337K
9.47K $1.11M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
6.24K
+ 12.89%
$60.91 - $71.4 $380K - $445K
54.6K $3.4M
AON
Aon PLC

Financial Services
99
+ 4.44%
$348.44 - $409.32 $34.5K - $40.5K
2.33K $928K
STWD
Starwood Property Trust, Inc.

Real Estate
3.84K
+ 6.27%
$18.41 - $20.53 $70.7K - $78.8K
65.1K $1.29M
BK
Bank Of New York Mellon Corp

Financial Services
873
+ 11.92%
$75.42 - $88.95 $65.8K - $77.7K
8.19K $687K
DHS
Wisdomtree Tr U.S

ETFs
580
+ 5.16%
$91.55 - $99.74 $53.1K - $57.8K
11.8K $1.17M
F
Ford Motor CO

Consumer Cyclical
9.43K
+ 4.48%
$9.12 - $10.43 $86K - $98.4K
220K $2.21M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
2.43K
+ 2.11%
$29.72 - $31.94 $72.3K - $77.7K
118K $3.64M
DOCS
Doximity, Inc.

Healthcare
365
+ 1.72%
$49.71 - $83.14 $18.1K - $30.3K
21.6K $1.25M
TRP
Tc Energy Corp

Energy
2.41K
+ 37.72%
$44.29 - $49.27 $107K - $119K
8.79K $414K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
896
+ 3.36%
$66.9 - $71.57 $59.9K - $64.1K
27.6K $1.94M
PPL
Ppl Corp

Utilities
769
+ 3.38%
$31.68 - $36.11 $24.4K - $27.8K
23.5K $850K
OKE
Oneok Inc

Energy
2.97K
+ 1.91%
$89.57 - $109.85 $266K - $326K
158K $15.7M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
2.56K
+ 25.18%
$35.88 - $37.91 $91.8K - $97K
12.7K $476K
XEL
Xcel Energy Inc

Utilities
314
+ 1.17%
$63.37 - $72.1 $19.9K - $22.6K
27.2K $1.92M
MKTX
Marketaxess Holdings Inc

Financial Services
1.26K
+ 7.51%
$189.81 - $226.47 $238K - $284K
18K $3.89M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
9.84K
+ 27.0%
$11.17 - $11.61 $110K - $114K
46.3K $520K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
3.24K
+ 12.44%
$37.11 - $39.53 $120K - $128K
29.2K $1.09M
BEAM
Beam Therapeutics Inc.

Healthcare
19.4K
+ 37.83%
$19.53 - $34.09 $380K - $663K
70.9K $1.38M
TRGP
Targa Resources Corp.

Energy
74
+ 1.76%
$178.44 - $217.22 $13.2K - $16.1K
4.27K $855K
GHYG
Ishares Incus & Intl High Yiel

ETFs
2.28K
+ 24.72%
$43.73 - $44.98 $99.7K - $103K
11.5K $512K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
2.72K
+ 27.68%
$38.0 - $38.88 $103K - $106K
12.5K $479K
BST
Black Rock Science & Technology Trust

Financial Services
4.08K
+ 48.81%
$32.99 - $38.94 $135K - $159K
12.4K $410K
BNL
Broadstone Net Lease, Inc.

Real Estate
525
+ 0.67%
$15.2 - $17.25 $7.98K - $9.06K
79.2K $1.35M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
1.59K
+ 13.43%
$34.34 - $38.51 $54.4K - $61K
13.4K $513K
VDC
Vanguard Consumer Staples ETF

ETFs
42
+ 0.34%
$206.54 - $226.16 $8.67K - $9.5K
12.2K $2.68M
DFIV
Dimensional ETF Tr

ETFs
400
+ 1.86%
$35.33 - $40.77 $14.1K - $16.3K
21.9K $863K
VFH
Vanguard Financial ETF

ETFs
593
+ 3.2%
$114.07 - $127.34 $67.6K - $75.5K
19.1K $2.28M
MGC
Vanguard Mega Cap ETF

ETFs
691
+ 18.69%
$199.2 - $222.69 $138K - $154K
4.39K $883K
PDI
Pimco Dynamic Income Fund

Financial Services
3.26K
+ 15.6%
$18.51 - $20.05 $60.4K - $65.4K
24.2K $478K
Activity Summary
Buys All Purchases 787 New Holdings 88 Increased Positions 699 Sells All Sells 518 Reductions 518 Sold out 0 Options Calls 6 Puts 4
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