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
CPRT
Copart Inc

Consumer Cyclical
5.66K
+ 25.26%
$44.6 - $49.97 $253K - $283K
28.1K $1.26M
BMO
Bank Of Montreal

Financial Services
282
+ 4.53%
$110.44 - $130.66 $31.1K - $36.8K
6.51K $847K
CSGP
Costar Group, Inc.

Real Estate
272
+ 0.79%
$81.42 - $96.83 $22.1K - $26.3K
34.7K $2.92M
TRV
Travelers Companies, Inc.

Financial Services
56
+ 0.46%
$250.62 - $279.43 $14K - $15.6K
12.2K $3.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.6K
+ 41.97%
$25.29 - $28.33 $116K - $130K
15.6K $434K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
651
+ 6.34%
$113.22 - $123.86 $73.7K - $80.6K
10.9K $1.33M
PULS
Pgim ETF Tr

ETFs
3.03K
+ 9.7%
$49.58 - $49.83 $150K - $151K
34.3K $1.71M
TM
Toyota Motor Corp

Consumer Cyclical
543
+ 21.08%
$167.86 - $202.79 $91.1K - $110K
3.12K $596K
SPYG
Spdr Portfolio

ETFs
1.17K
+ 35.2%
$94.33 - $105.31 $110K - $123K
4.5K $470K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.57K
+ 13.4%
$85.01 - $90.35 $133K - $141K
13.2K $1.18M
IP
International Paper CO

Consumer Cyclical
4.19K
+ 3.99%
$45.32 - $55.68 $190K - $233K
109K $5.06M
ADI
Analog Devices Inc

Technology
310
+ 3.38%
$220.68 - $255.63 $68.4K - $79.2K
9.47K $2.33M
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.11K
+ 4.54%
$49.32 - $50.93 $104K - $107K
48.5K $2.46M
DPZ
Dominos Pizza Inc

Consumer Cyclical
689
+ 8.67%
$422.75 - $485.53 $291K - $335K
8.63K $3.73M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.95K
+ 47.33%
$32.29 - $38.12 $95.3K - $112K
9.18K $350K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
10.8K
+ 13.97%
$9.19 - $9.88 $99.1K - $107K
88K $859K
VT
Vanguard Total World Stk Index

ETFs
16
+ 0.1%
$128.41 - $138.03 $2.05K - $2.21K
15.4K $2.12M
A
Agilent Technologies, Inc.

Healthcare
748
+ 16.5%
$112.04 - $128.75 $83.8K - $96.3K
5.28K $677K
MGM
Mgm Resorts International

Consumer Cyclical
1.84K
+ 0.63%
$34.18 - $39.77 $62.9K - $73.2K
293K $10.1M
CCRD
Core Card Corp

Technology
6.1K
+ 57.72%
$26.02 - $29.49 $159K - $180K
16.7K $447K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
10.2K
+ 32.5%
$15.26 - $18.63 $156K - $190K
41.6K $718K
CLX
Clorox CO

Consumer Defensive
607
+ 3.03%
$117.67 - $131.43 $71.4K - $79.8K
20.6K $2.54M
BKH
Black Hills Corp

Utilities
883
+ 5.79%
$55.87 - $61.62 $49.3K - $54.4K
16.1K $993K
TOL
Toll Brothers, Inc.

Consumer Cyclical
111
+ 2.17%
$113.78 - $148.0 $12.6K - $16.4K
5.22K $721K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
345
+ 1.78%
$134.42 - $141.26 $46.4K - $48.7K
19.7K $2.78M
LAKE
Lakeland Industries Inc

Consumer Cyclical
6.16K
+ 13.49%
$13.35 - $15.5 $82.2K - $95.5K
51.8K $757K
TRP
Tc Energy Corp

Energy
1.66K
+ 20.71%
$46.58 - $54.41 $77.3K - $90.3K
9.68K $526K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
2.63K
+ 2.05%
$21.15 - $22.45 $55.6K - $59K
131K $2.92M
DFUS
Dimensional ETF Tr U S Equity

ETFs
120
+ 0.52%
$67.01 - $72.84 $8.04K - $8.74K
23.2K $1.68M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.56K
+ 30.85%
$97.53 - $115.95 $152K - $180K
6.6K $659K
GTES
Gates Industrial Corp PLC

Industrials
4.36K
+ 31.5%
$23.38 - $26.14 $102K - $114K
18.2K $451K
BSX
Boston Scientific Corp

Healthcare
2.63K
+ 20.8%
$97.03 - $108.14 $255K - $284K
15.3K $1.49M
RMD
Resmed Inc

Healthcare
288
+ 8.4%
$252.01 - $293.73 $72.6K - $84.6K
3.72K $1.02M
FID
First Tr Exchange Trded Fd Vi

ETFs
926
+ 0.39%
$19.17 - $20.16 $17.8K - $18.7K
236K $4.66M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.03K
+ 1.86%
$23.82 - $25.84 $24.6K - $26.7K
56.6K $1.46M
GNRC
Generac Holdings Inc.

Industrials
17
+ 0.32%
$146.61 - $202.85 $2.49K - $3.45K
5.25K $878K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
4.06K
+ 4.66%
$24.73 - $25.29 $100K - $103K
91K $2.29M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.01K
+ 14.14%
$107.66 - $112.36 $109K - $114K
8.18K $911K
DGX
Quest Diagnostics Inc

Healthcare
916
+ 81.93%
N/A
2.03K $278K
NNI
Nelnet Inc

Financial Services
207
+ 0.9%
$119.62 - $130.27 $24.8K - $27K
23.1K $2.9M
MRNA
Moderna, Inc.

Healthcare
10.2K
+ 12.83%
$23.51 - $34.67 $240K - $354K
89.8K $2.32M
VIS
Vanguard Industrial ETF

ETFs
61
+ 0.95%
$281.0 - $296.29 $17.1K - $18.1K
6.51K $1.93M
ED
Consolidated Edison Inc

Utilities
1.19K
+ 6.71%
$95.57 - $105.36 $113K - $125K
18.9K $1.9M
DCI
Donaldson CO Inc

Industrials
911
+ 23.92%
$69.82 - $82.14 $63.6K - $74.8K
4.72K $386K
CHW
Calamos Global Dynamic Income Fund

Financial Services
5.65K
+ 2.94%
$7.06 - $7.63 $39.9K - $43.1K
198K $1.49M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
2.33K
+ 7.77%
$21.5 - $23.94 $50.2K - $55.9K
32.4K $774K
PCG
Pg&E Corp

Utilities
3.69K
+ 6.52%
$13.0 - $15.73 $48K - $58.1K
60.3K $909K
FMC
Fmc Corp

Basic Materials
20.9K
+ 29.02%
$33.15 - $44.45 $693K - $930K
93K $3.13M
MBB
Ishares Tr

ETFs
972
+ 4.82%
$92.46 - $95.73 $89.9K - $93K
21.2K $2.01M
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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