Stephens Inc Purchases in Q2 2025

Stephens Inc

  • $6.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
667
+ 6.57%
$89.87 - $92.93 $59.9K - $62K
10.8K $996K
CHW
Calamos Global Dynamic Income Fund

Financial Services
4.6K
+ 14.52%
$5.59 - $7.13 $25.7K - $32.8K
36.3K $258K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.75K
+ 1.23%
$18.28 - $18.7 $32K - $32.8K
144K $2.69M
IBB
Ishares Biotechnology ETF

ETFs
471
+ 9.73%
$112.02 - $129.0 $52.8K - $60.8K
5.31K $672K
BOTZ
Global X Fds

ETFs
627
+ 8.18%
$24.51 - $32.65 $15.4K - $20.5K
8.29K $270K
CBRE
Cbre Group, Inc.

Real Estate
163
+ 5.47%
$113.94 - $140.12 $18.6K - $22.8K
3.14K $440K
SHW
Sherwin Williams CO

Basic Materials
540
+ 2.35%
$313.51 - $363.51 $169K - $196K
23.5K $8.07M
SPIB
Spdr Portfolio Intermediate Te

ETFs
906
+ 1.7%
$32.62 - $33.58 $29.6K - $30.4K
54.3K $1.82M
CMI
Cummins Inc

Industrials
58
+ 3.09%
$267.12 - $336.65 $15.5K - $19.5K
1.94K $634K
BKR
Baker Hughes CO

Energy
2.56K
+ 27.23%
$35.0 - $44.92 $89.4K - $115K
11.9K $457K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
329
+ 0.78%
$77.74 - $78.78 $25.6K - $25.9K
42.4K $3.34M
ARGX
Argenx Se

Healthcare
116
+ 22.44%
$532.27 - $656.65 $61.7K - $76.2K
633 $348K
VFF
Village Farms International, Inc.

Consumer Defensive
20K
+ 50.63%
$0.48 - $1.26 $9.6K - $25.2K
59.5K $65K
ITUB
Itau Unibanco Holding S.A.

Financial Services
331
+ 1.07%
$5.24 - $6.81 $1.73K - $2.25K
31.3K $212K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
9.22K
+ 92.2%
$3.84 - $4.48 $35.4K - $41.3K
19.2K $84K
TECK
Teck Resources LTD

Basic Materials
329
+ 4.8%
$29.05 - $41.48 $9.56K - $13.6K
7.19K $290K
MAIN
Main Street Capital Corp

Financial Services
506
+ 12.34%
$49.15 - $59.32 $24.9K - $30K
4.61K $272K
VFH
Vanguard Financial ETF

ETFs
2
+ 0.04%
$104.87 - $127.3 $210 - $255
5.01K $637K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
2.48K
+ 6.99%
$10.6 - $12.44 $26.3K - $30.9K
38K $470K
HQH
Tekla Healthcare Investors

Financial Services
3.89K
+ 13.39%
$14.14 - $16.32 $55K - $63.5K
32.9K $509K
HAIL
Spdr S&P Kensho Smart Mobility

ETFs
2
+ 0.02%
$21.85 - $30.5 $43.7 - $61
8.45K $256K
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
5.31K
+ 3.65%
$7.53 - $8.44 $40K - $44.8K
151K $1.25M
TRP
Tc Energy Corp

Energy
446
+ 4.62%
$44.48 - $51.4 $19.8K - $22.9K
10.1K $492K
MSCI
Msci Inc.

Financial Services
3
+ 0.09%
$506.56 - $576.74 $1.52K - $1.73K
3.17K $1.83M
RGEN
Repligen Corp

Healthcare
1.36K
+ 2.94%
$108.89 - $145.23 $148K - $197K
47.6K $5.92M
CVLG
Covenant Logistics Group, Inc.

Industrials
40
+ 0.22%
$17.73 - $24.29 $709 - $972
18.2K $438K
IQLT
Ishares Msci Intl Quality Fact

ETFs
17
+ 0.18%
$35.9 - $43.76 $610 - $744
9.24K $399K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
2.5K
+ 17.39%
$13.18 - $13.95 $33K - $34.9K
16.9K $230K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
501
+ 4.33%
$90.85 - $102.31 $45.5K - $51.3K
12.1K $1.22M
CLX
Clorox CO

Consumer Defensive
924
+ 32.38%
$118.01 - $148.69 $109K - $137K
3.78K $453K
PCAR
Paccar Inc

Industrials
482
+ 8.04%
$86.4 - $99.09 $41.6K - $47.8K
6.48K $615K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
5
+ 0.02%
$32.99 - $38.56 $165 - $193
32.5K $1.23M
ARHS
Arhaus, Inc.

Consumer Cyclical
3.54K
+ 30.84%
$7.06 - $8.98 $25K - $31.8K
15K $130K
BTO
John Hancock Financial Opportunities Fund

Financial Services
400
+ 3.2%
$28.44 - $35.42 $11.4K - $14.2K
12.9K $456K
VTRS
Viatris Inc

Healthcare
2.76K
+ 10.86%
$7.26 - $9.12 $20K - $25.2K
28.2K $251K
DOCS
Doximity, Inc.

Healthcare
259
+ 5.96%
$50.71 - $61.34 $13.1K - $15.9K
4.6K $282K
NHI
National Health Investors Inc

Real Estate
842
+ 10.77%
$68.74 - $76.77 $57.9K - $64.6K
8.66K $607K
FXO
First Tr Exchange Traded Fd Fi

ETFs
3
+ 0.03%
$45.9 - $56.06 $138 - $168
9.59K $537K
SMTI
Sanara Med Tech Inc.

Healthcare
1.95K
+ 18.0%
$27.02 - $35.1 $52.7K - $68.5K
12.8K $363K
PID
Invesco Exchange Traded Fd Tr

ETFs
1.6K
+ 8.79%
N/A
19.8K $353K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.14K
+ 41.03%
$67.83 - $92.33 $77.3K - $105K
3.92K $284K
SYY
Sysco Corp

Consumer Defensive
140
+ 0.56%
$68.0 - $75.91 $9.52K - $10.6K
25K $1.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
162
+ 1.51%
$35.35 - $42.68 $5.73K - $6.91K
10.9K $463K
MSI
Motorola Solutions, Inc.

Technology
265
+ 5.38%
$394.72 - $440.39 $105K - $117K
5.19K $2.18M
AMZA
Etfis Ser Tr I

ETFs
1.39K
+ 17.16%
$39.22 - $47.77 $54.4K - $66.3K
9.48K $410K
INTC
Intel Corp

Technology
2.71K
+ 2.43%
$18.13 - $22.69 $49K - $61.4K
114K $2.56M
HQL
Tekla Life Sciences Investors

Financial Services
1.9K
+ 9.8%
$10.87 - $13.02 $20.6K - $24.7K
21.2K $271K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
435
+ 6.48%
$66.5 - $71.25 $28.9K - $31K
7.15K $497K
ATO
Atmos Energy Corp

Utilities
166
+ 6.98%
$145.06 - $162.66 $24.1K - $27K
2.55K $392K
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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