Stephens Consulting, LLC Purchases in Q1 2025

Stephens Consulting, LLC

  • $399 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VLY
Valley National Bancorp

Financial Services
120
New
$8.56 - $10.42 $1.03K - $1.25K
120 $1.07M
CDE
Coeur Mining, Inc.

Basic Materials
180
New
$5.02 - $7.29 $904 - $1.31K
180 $1.07M
ORA
Ormat Technologies, Inc.

Utilities
15
New
$62.47 - $72.93 $937 - $1.09K
15 $1.06M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
20
New
$48.56 - $61.02 $971 - $1.22K
20 $1.06M
LUMN
Lumen Technologies, Inc.

Communication Services
270
New
$3.92 - $5.92 $1.06K - $1.6K
270 $1.06M
TBBK
Bancorp, Inc.

Financial Services
20
New
$49.74 - $62.75 $995 - $1.26K
20 $1.06M
TENB
Tenable Holdings, Inc.

Technology
30
New
$34.94 - $44.5 $1.05K - $1.34K
30 $1.05M
COMP
Compass, Inc.

Technology
120
New
$5.35 - $10.24 $642 - $1.23K
120 $1.05M
URBN
Urban Outfitters Inc

Consumer Cyclical
20
New
$48.81 - $60.44 $976 - $1.21K
20 $1.05M
IRTC
I Rhythm Technologies, Inc.

Healthcare
10
New
$89.44 - $119.44 $894 - $1.19K
10 $1.05M
WSFS
Wsfs Financial Corp

Financial Services
20
New
$49.95 - $59.33 $999 - $1.19K
20 $1.04M
TRMK
Trustmark Corp

Financial Services
30
New
$32.92 - $38.83 $988 - $1.16K
30 $1.04M
BKU
Bank United, Inc.

Financial Services
30
New
$31.36 - $41.63 $941 - $1.25K
30 $1.03M
IDCC
Inter Digital, Inc.

Communication Services
5
New
$171.68 - $225.72 $858 - $1.13K
5 $1.03M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
15
New
$63.83 - $75.78 $957 - $1.14K
15 $1.03M
ASTS
Ast Space Mobile, Inc.

Communication Services
45
New
$17.72 - $33.8 $797 - $1.52K
45 $1.02M
PTCT
Ptc Therapeutics, Inc.

Healthcare
20
New
$41.81 - $57.17 $836 - $1.14K
20 $1.02M
WTS
Watts Water Technologies Inc

Industrials
5
New
$195.28 - $224.67 $976 - $1.12K
5 $1.02M
KFY
Korn Ferry

Industrials
15
New
$62.52 - $71.6 $938 - $1.07K
15 $1.02M
SONY
Sony Group Corp

Technology
40
New
$19.88 - $25.64 $795 - $1.03K
40 $1.02M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
30
New
$31.75 - $36.0 $953 - $1.08K
30 $1.01M
UFPT
Ufp Technologies Inc

Healthcare
5
New
$198.85 - $285.04 $994 - $1.43K
5 $1.01M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
10
New
$89.88 - $110.11 $899 - $1.1K
10 $1.01M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
30
New
$32.3 - $53.15 $969 - $1.59K
30 $1.01M
BFH
Bread Financial Holdings, Inc.

Financial Services
20
New
$46.51 - $65.07 $930 - $1.3K
20 $1M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
10
New
$94.63 - $114.82 $946 - $1.15K
10 $1M
RDNT
Rad Net, Inc.

Healthcare
20
New
$45.92 - $72.75 $918 - $1.46K
20 $995K
ZWS
Zurn Water Solutions Corp

Industrials
30
New
$32.38 - $39.44 $971 - $1.18K
30 $990K
ACLX
Arcellx, Inc.

Healthcare
15
New
$60.26 - $79.13 $904 - $1.19K
15 $984K
OII
Oceaneering International Inc

Energy
45
New
$19.14 - $27.93 $861 - $1.26K
45 $982K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
20
New
$44.87 - $56.71 $897 - $1.13K
20 $974K
OSIS
Osi Systems Inc

Technology
5
New
$153.35 - $219.6 $767 - $1.1K
5 $972K
CWT
California Water Service Group

Utilities
20
New
$41.88 - $48.46 $838 - $969
20 $970K
AX
Axos Financial, Inc.

Financial Services
15
New
$61.63 - $73.1 $924 - $1.1K
15 $968K
PTGX
Protagonist Therapeutics, Inc

Healthcare
20
New
$35.09 - $59.76 $702 - $1.2K
20 $968K
ENVA
Enova International, Inc.

Financial Services
10
New
$87.18 - $116.49 $872 - $1.16K
10 $966K
SRRK
Scholar Rock Holding Corp

Healthcare
30
New
$32.15 - $45.55 $965 - $1.37K
30 $965K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
15
New
$59.37 - $95.63 $891 - $1.43K
15 $962K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
30
New
$30.79 - $38.48 $924 - $1.15K
30 $958K
HCC
Warrior Met Coal, Inc.

Basic Materials
20
New
$46.21 - $57.16 $924 - $1.14K
20 $955K
AEIS
Advanced Energy Industries Inc

Industrials
10
New
$94.8 - $131.54 $948 - $1.32K
10 $954K
HAE
Haemonetics Corp

Healthcare
15
New
$59.34 - $80.05 $890 - $1.2K
15 $954K
Blackrock Inc
2
+ 16.67%
N/A
14 $13.3M
ABM
Abm Industries Inc

Industrials
20
New
$45.51 - $54.64 $910 - $1.09K
20 $948K
AI
C3.Ai, Inc.

Technology
45
New
$20.92 - $36.93 $941 - $1.66K
45 $948K
HEES
H&E Equipment Services, Inc.

Industrials
10
New
$43.93 - $100.57 $439 - $1.01K
10 $948K
IBOC
International Bancshares Corp

Financial Services
15
New
$60.62 - $67.91 $909 - $1.02K
15 $946K
FELE
Franklin Electric CO Inc

Industrials
10
New
$93.38 - $106.03 $934 - $1.06K
10 $939K
AGM
Federal Agricultural Mortgage Corp

Financial Services
5
New
$182.78 - $209.07 $914 - $1.05K
5 $938K
Activity Summary
Buys All Purchases 1147 New Holdings 1043 Increased Positions 104 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 1 Puts 1
Track This Portfolio

Track Stephens Consulting, LLC Portfolio

Follow Stephens Consulting, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stephens Consulting, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stephens Consulting, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email