Stephens Inc Purchases in Q2 2025

Stephens Inc

  • $6.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VRNS
Varonis Systems Inc

Technology
877
+ 10.88%
$37.96 - $50.93 $33.3K - $44.7K
8.93K $453K
PSTG
Pure Storage, Inc.

Technology
158
+ 1.79%
$37.18 - $57.58 $5.87K - $9.1K
8.98K $517K
NVO
Novo Nordisk A S

Healthcare
2.72K
+ 1.84%
$58.08 - $81.05 $158K - $221K
150K $10.4M
IMO
Imperial Oil LTD

Energy
229
+ 1.54%
$60.22 - $81.91 $13.8K - $18.8K
15.1K $1.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.32K
+ 7.79%
$32.66 - $40.75 $43K - $53.7K
18.2K $737K
NGG
National Grid PLC

Utilities
377
+ 3.59%
$62.74 - $74.79 $23.7K - $28.2K
10.9K $808K
FE
Firstenergy Corp

Utilities
3.02K
+ 40.69%
$38.31 - $43.17 $116K - $130K
10.4K $419K
KRE
Spdr S&P Regional Banking ETF

ETFs
910
+ 3.58%
$48.81 - $59.48 $44.4K - $54.1K
26.3K $1.56M
NUE
Nucor Corp

Basic Materials
127
+ 1.15%
$103.22 - $131.43 $13.1K - $16.7K
11.2K $1.44M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.01K
+ 4.59%
$20.16 - $20.49 $101K - $103K
114K $2.34M
IGHG
Proshares Investment Grade Int

ETFs
163
+ 0.24%
$74.89 - $78.35 $12.2K - $12.8K
68.3K $5.35M
TRNO
Terreno Realty Corp

Real Estate
6.58K
+ 18.3%
$51.18 - $63.89 $337K - $420K
42.5K $2.38M
ECL
Ecolab Inc.

Basic Materials
64
+ 1.08%
$225.65 - $270.95 $14.4K - $17.3K
5.96K $1.61M
IRTC
I Rhythm Technologies, Inc.

Healthcare
44
+ 2.07%
$96.84 - $154.71 $4.26K - $6.81K
2.17K $333K
CI
Cigna Corp

Healthcare
301
+ 4.87%
$301.89 - $340.04 $90.9K - $102K
6.48K $2.14M
BST
Black Rock Science & Technology Trust

Financial Services
500
+ 3.13%
$29.62 - $38.3 $14.8K - $19.2K
16.5K $629K
PODD
Insulet Corp

Healthcare
79
+ 5.56%
$238.57 - $327.47 $18.8K - $25.9K
1.5K $470K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.08K
+ 1.08%
$72.02 - $73.82 $77.9K - $79.8K
101K $7.42M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
89
+ 2.06%
$82.32 - $112.47 $7.33K - $10K
4.41K $495K
FNB
Fnb Corp

Financial Services
75
+ 0.09%
$11.48 - $14.58 $861 - $1.09K
82.4K $1.2M
CHK
Chesapeake Energy Corp

Energy
1.07K
+ 9.37%
N/A
12.5K $1.07M
KEYS
Keysight Technologies, Inc.

Technology
280
+ 9.42%
$127.02 - $165.4 $35.6K - $46.3K
3.25K $533K
VXF
Vanguard Extended Market ETF

ETFs
2
+ 0.05%
$150.43 - $192.71 $301 - $385
4.3K $828K
VV
Vanguard Large Cap ETF

ETFs
81
+ 3.65%
$228.25 - $285.3 $18.5K - $23.1K
2.3K $655K
PAVE
Global X Fds Us Infrastructure

ETFs
48
+ 0.34%
$33.78 - $43.68 $1.62K - $2.1K
14.4K $625K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
5
+ 0.08%
$74.67 - $97.29 $373 - $486
6.63K $645K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
675
+ 40.04%
$225.56 - $335.19 $152K - $226K
2.36K $560K
HEI
Heico Corp

Industrials
87
+ 10.38%
$236.44 - $328.0 $20.6K - $28.5K
925 $303K
ES
Eversource Energy

Utilities
223
+ 0.51%
$54.25 - $65.89 $12.1K - $14.7K
44K $2.8M
PNR
Pentair PLC

Industrials
2
+ 0.04%
$76.17 - $103.58 $152 - $207
5.25K $538K
FNDA
Schwab Fundamental U S Small C

ETFs
1.73K
+ 8.25%
$23.85 - $28.69 $41.3K - $49.7K
22.7K $651K
VTWO
Vanguard Russell 2000 ETF

ETFs
40
+ 0.37%
$70.56 - $87.22 $2.82K - $3.49K
10.8K $943K
AEM
Agnico Eagle Mines LTD

Basic Materials
382
+ 14.89%
$99.48 - $124.46 $38K - $47.5K
2.95K $350K
NDSN
Nordson Corp

Industrials
173
+ 6.34%
$167.51 - $223.5 $29K - $38.7K
2.9K $621K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
180
+ 1.99%
$73.0 - $85.5 $13.1K - $15.4K
9.24K $776K
SWK
Stanley Black & Decker, Inc.

Industrials
2.01K
+ 27.38%
$55.86 - $76.98 $112K - $155K
9.36K $634K
FV
First Trust Dorsey Wright Focu

ETFs
1
+ 0.01%
$48.43 - $59.26 $48.4 - $59.3
16K $950K
QJUN
First Tr ETF
1.25K
+ 11.68%
$24.35 - $29.57 $30.3K - $36.8K
11.9K $351K
TYL
Tyler Technologies Inc

Technology
59
+ 1.97%
$521.68 - $592.84 $30.8K - $35K
3.05K $1.81M
IRM
Iron Mountain Inc

Real Estate
3
+ 0.07%
$76.93 - $105.25 $231 - $316
4.19K $429K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
769
+ 9.16%
$54.27 - $63.01 $41.7K - $48.5K
9.17K $574K
DSGX
Descartes Systems Group Inc

Technology
616
+ 7.11%
$94.15 - $116.93 $58K - $72K
9.28K $942K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
6.75K
+ 30.67%
$10.29 - $11.24 $69.5K - $75.9K
28.8K $314K
TDIV
First Trust Nasdaq Technology

ETFs
22
+ 0.55%
$64.41 - $90.17 $1.42K - $1.98K
3.99K $359K
KIO
Kkr Income Opportunities Fund

Financial Services
4.77K
+ 17.76%
$10.99 - $12.56 $52.4K - $59.9K
31.6K $397K
KBE
Spdr S&P Bank ETF

ETFs
688
+ 7.3%
$45.85 - $55.78 $31.5K - $38.4K
10.1K $563K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.15K
+ 16.08%
$32.0 - $39.87 $36.8K - $45.8K
8.29K $330K
EOG
Eog Resources Inc

Energy
904
+ 15.92%
$104.61 - $129.97 $94.6K - $117K
6.58K $787K
EFV
Msci Eafe Value ETF

ETFs
6
+ 0.05%
$52.4 - $64.65 $314 - $388
13K $826K
Activity Summary
Buys All Purchases 628 New Holdings 99 Increased Positions 529 Sells All Sells 520 Reductions 520 Sold out 0 Options Calls 0 Puts 0
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