Stephens Inc Purchases in Q1 2025

Stephens Inc

  • $6.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HIG
Hartford Financial Services Group, Inc.

Financial Services
138
+ 0.73%
$106.31 - $123.73 $14.7K - $17.1K
19.1K $2.36M
WEST
Westrock Coffee Holdings, LLC
9K
+ 3.81%
$5.48 - $7.25 $49.3K - $65.3K
245K $1.77M
EXPO
Exponent Inc

Industrials
3.5K
New
$78.9 - $93.95 $276K - $329K
3.5K $283K
HLNE
Hamilton Lane Inc

Financial Services
1.87K
New
$137.87 - $170.18 $257K - $318K
1.87K $277K
ANDE
Andersons, Inc.

Consumer Defensive
6.41K
New
$40.06 - $47.81 $257K - $306K
6.41K $274K
OLED
Universal Display Corp Pa

Technology
1.93K
New
$139.48 - $161.59 $270K - $313K
1.93K $269K
PG
Procter & Gamble CO

Consumer Defensive
47
+ 0.05%
$158.56 - $176.26 $7.45K - $8.28K
93.9K $16M
VLY
Valley National Bancorp

Financial Services
30K
New
$8.56 - $10.42 $257K - $312K
30K $266K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11.7K
+ 12.0%
$20.05 - $20.4 $235K - $239K
109K $2.22M
SM
Sm Energy CO

Energy
8.7K
New
$27.15 - $44.69 $236K - $389K
8.7K $260K
EVRG
Evergy, Inc.

Utilities
3.77K
New
$59.9 - $69.52 $226K - $262K
3.77K $259K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
5.74K
+ 60.74%
$46.06 - $49.24 $264K - $283K
15.2K $708K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
2.72K
+ 46.54%
$60.74 - $73.87 $165K - $201K
8.55K $631K
IEF
Ishares Barclays

ETFs
1.52K
+ 4.06%
$91.17 - $95.39 $138K - $145K
38.9K $3.71M
BMRC
Bank Of Marin Bancorp

Financial Services
11.3K
New
$21.97 - $25.93 $249K - $294K
11.3K $250K
CGDV
Capital Group Divid Value ETF

ETFs
6.86K
+ 97.99%
$34.95 - $37.36 $240K - $256K
13.9K $493K
MDLZ
Mondelez International, Inc.

Consumer Defensive
464
+ 1.75%
$56.12 - $68.15 $26K - $31.6K
27K $1.83M
SPGI
S&P Global Inc.

Financial Services
269
+ 2.48%
$478.26 - $543.77 $129K - $146K
11.1K $5.66M
HWC
Hancock Whitney Corp

Financial Services
4.68K
New
$49.61 - $61.03 $232K - $285K
4.68K $245K
SYK
Stryker Corp

Healthcare
252
+ 2.03%
$355.18 - $399.9 $89.5K - $101K
12.7K $4.72M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.6K
+ 4.62%
$39.18 - $43.52 $141K - $157K
81.5K $3.41M
HOOD
Robinhood Markets, Inc.

Technology
5.84K
New
$35.63 - $65.28 $208K - $381K
5.84K $242K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.56K
+ 16.57%
$94.86 - $97.12 $242K - $248K
18K $1.71M
COPX
Global X Copper Miners ETF

ETFs
6.18K
New
$37.72 - $43.32 $233K - $268K
6.18K $241K
SHW
Sherwin Williams CO

Basic Materials
58
+ 0.25%
$330.16 - $365.55 $19.1K - $21.2K
23K $8.02M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
3.96K
New
$54.94 - $69.15 $218K - $274K
3.96K $228K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.36K
+ 69.94%
$47.79 - $59.89 $304K - $381K
15.5K $776K
ETR
Entergy Corp

Utilities
903
+ 5.8%
$75.26 - $87.89 $68K - $79.4K
16.5K $1.41M
SSB
South State Corp

Financial Services
2.6K
+ 126.8%
$89.4 - $108.33 $233K - $282K
4.65K $431K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.91K
+ 23.09%
$161.13 - $209.29 $308K - $400K
10.2K $1.69M
WEN
Wendy'S CO

Consumer Cyclical
15.3K
New
$14.17 - $16.17 $217K - $248K
15.3K $224K
IRTC
I Rhythm Technologies, Inc.

Healthcare
2.12K
New
$89.44 - $119.44 $190K - $253K
2.12K $222K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.33K
New
$50.44 - $50.7 $218K - $219K
4.33K $219K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.51K
New
$46.15 - $63.53 $162K - $223K
3.51K $216K
LAD
Lithia Motors Inc

Consumer Cyclical
878
+ 127.43%
$285.59 - $385.71 $251K - $339K
1.57K $459K
KWEB
Kraneshares Tr Csi China Inter

ETFs
6.02K
New
$27.29 - $38.29 $164K - $231K
6.02K $210K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.95K
New
$69.69 - $79.99 $206K - $236K
2.95K $210K
HDV
Ishares Core High Dividend ETF

ETFs
250
+ 1.24%
$110.86 - $121.12 $27.7K - $30.3K
20.4K $2.47M
OUNZ
Van Eck Merk Gold Trust

ETFs
6.78K
New
$25.41 - $30.14 $172K - $204K
6.78K $204K
APH
Amphenol Corp

Technology
20.6K
+ 6.92%
$61.62 - $78.55 $1.27M - $1.62M
319K $20.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.16K
New
$21.75 - $24.28 $199K - $222K
9.16K $202K
RRC
Range Resources Corp

Energy
5.04K
New
$35.22 - $41.29 $178K - $208K
5.04K $201K
WES
Western Midstream Partners, LP

Energy
2.46K
+ 6.28%
$37.87 - $42.89 $93.3K - $106K
41.7K $1.71M
WTRG
Essential Utilities, Inc.

Utilities
29
+ 0.05%
$33.49 - $40.57 $971 - $1.18K
61K $2.41M
MPLX
Mplx LP

Energy
108
+ 0.33%
$47.88 - $54.65 $5.17K - $5.9K
32.6K $1.74M
LYG
Lloyds Banking Group PLC

Financial Services
4.01K
+ 2.55%
$2.58 - $3.9 $10.4K - $15.7K
162K $617K
WPC
W. P. Carey Inc.

Real Estate
1.17K
+ 8.71%
$53.5 - $65.05 $62.4K - $75.9K
14.6K $918K
PCEF
Invesco Cef Income Composite E

ETFs
11.4K
+ 12.95%
$18.8 - $19.89 $214K - $226K
99.2K $1.87M
IWP
Ishares Russell Mid Cap Growth

ETFs
40.3K
+ 8.21%
$114.9 - $139.6 $4.63M - $5.63M
532K $62.5M
Activity Summary
Buys All Purchases 551 New Holdings 66 Increased Positions 485 Sells All Sells 580 Reductions 580 Sold out 0 Options Calls 0 Puts 0
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