Stephens Inc Purchases in Q2 2025

Stephens Inc

  • $6.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
3.22K
+ 10.66%
$9.85 - $11.67 $31.7K - $37.5K
33.4K $375K
PSLV
Sprott Physical Silver Trust

Financial Services
1.2K
+ 7.8%
$9.98 - $12.51 $12K - $15K
16.6K $202K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
1.75K
+ 5.64%
$8.72 - $10.05 $15.3K - $17.6K
32.8K $329K
ICLR
Icon PLC

Healthcare
1.23K
+ 23.02%
$126.62 - $168.7 $156K - $208K
6.58K $957K
LNG
Cheniere Energy, Inc.

Energy
2
+ 0.12%
$197.25 - $244.33 $395 - $489
1.7K $413K
ABEV
Ambev S.A.

Consumer Defensive
1.45K
+ 0.68%
$2.15 - $2.55 $3.12K - $3.7K
215K $518K
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.18K
+ 215.95%
$50.53 - $212.53 $211K - $889K
6.12K $339K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
2K
+ 7.02%
$13.96 - $16.51 $27.9K - $33K
30.5K $496K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
275
+ 6.46%
N/A
4.53K $293K
JPSE
J P Morgan Diversified Return

ETFs
31
+ 0.38%
$38.2 - $45.49 $1.18K - $1.41K
8.11K $369K
RVT
Royce Value Trust, Inc.

Financial Services
276
+ 1.84%
$12.5 - $15.21 $3.45K - $4.2K
15.2K $229K
CERS
Cerus Corp

Healthcare
8.91K
+ 8.79%
$1.22 - $1.51 $10.9K - $13.5K
110K $155K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4
+ 0.05%
$22.92 - $28.05 $91.7 - $112
7.77K $218K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
11
+ 0.11%
$22.63 - $26.95 $249 - $296
10.4K $280K
EXPO
Exponent Inc

Industrials
496
+ 14.18%
$72.88 - $81.75 $36.1K - $40.5K
3.99K $298K
TRN
Trinity Industries Inc

Industrials
846
+ 11.56%
$24.11 - $28.86 $20.4K - $24.4K
8.16K $220K
DTE
Dte Energy CO

Utilities
300
+ 6.59%
$127.39 - $139.49 $38.2K - $41.8K
4.86K $643K
HOLX
Hologic Inc

Healthcare
9
+ 0.23%
$52.73 - $65.22 $475 - $587
3.85K $251K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
40
+ 0.37%
$12.25 - $15.47 $490 - $619
10.7K $166K
FOLD
Amicus Therapeutics, Inc.

Healthcare
8.05K
+ 58.95%
$5.64 - $8.0 $45.4K - $64.4K
21.7K $124K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
265
+ 1.15%
$45.2 - $46.6 $12K - $12.3K
23.4K $1.08M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
265
+ 2.04%
$7.35 - $9.25 $1.95K - $2.45K
13.3K $122K
PHM
Pultegroup Inc

Consumer Cyclical
46
+ 2.07%
$92.02 - $106.54 $4.23K - $4.9K
2.27K $239K
SSB
South State Corp

Financial Services
151
+ 3.24%
$80.59 - $94.67 $12.2K - $14.3K
4.81K $442K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
732
+ 7.13%
$9.25 - $10.26 $6.77K - $7.51K
11K $112K
GLO
Clough Global Opportunities Fund

Financial Services
428
+ 2.94%
$4.47 - $5.43 $1.91K - $2.32K
15K $81K
ITM
Vaneck Intermediate Muni ETF

ETFs
169
+ 2.4%
$44.27 - $45.82 $7.48K - $7.74K
7.22K $328K
BR
Broadridge Financial Solutions, Inc.

Technology
29
+ 2.52%
$217.22 - $246.25 $6.3K - $7.14K
1.18K $286K
O
Realty Income Corp

Real Estate
214
+ 1.37%
$52.27 - $58.52 $11.2K - $12.5K
15.8K $913K
FTSL
First Trust Senior Ln Fund

ETFs
85
+ 1.6%
$44.58 - $46.07 $3.79K - $3.92K
5.41K $248K
CINF
Cincinnati Financial Corp

Financial Services
4
+ 0.08%
$126.6 - $151.6 $506 - $606
4.84K $720K
POOL
Pool Corp

Industrials
95
+ 11.99%
$285.0 - $325.66 $27.1K - $30.9K
887 $258K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
90
+ 2.27%
N/A
4.05K $233K
AGNC
Agnc Investment Corp.

Real Estate
2.19K
+ 5.41%
$8.12 - $9.49 $17.7K - $20.7K
42.5K $390K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
88
+ 0.59%
$50.1 - $51.02 $4.41K - $4.49K
14.9K $759K
KNSL
Kinsale Capital Group, Inc.

Financial Services
14
+ 1.42%
$419.99 - $501.97 $5.88K - $7.03K
1K $484K
VLY
Valley National Bancorp

Financial Services
200
+ 0.67%
$7.87 - $9.2 $1.57K - $1.84K
30.2K $269K
KRG
Kite Realty Group Trust

Real Estate
3
+ 0.03%
$19.53 - $23.3 $58.6 - $69.9
11.1K $251K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
37
+ 0.86%
$49.73 - $51.44 $1.84K - $1.9K
4.33K $222K
PEAK
Healthpeak Properties, Inc.

Real Estate
134
+ 0.94%
N/A
14.4K $273K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
166
+ 1.25%
$25.69 - $26.9 $4.26K - $4.47K
13.4K $356K
MBB
Ishares Tr

ETFs
14
+ 0.2%
$91.41 - $94.22 $1.28K - $1.32K
6.93K $650K
ROST
Ross Stores, Inc.

Consumer Cyclical
19
+ 1.08%
$126.62 - $154.26 $2.41K - $2.93K
1.78K $227K
ESS
Essex Property Trust, Inc.

Real Estate
3
+ 0.3%
N/A
988 $269K
NRZ
New Residential Investment Corp.

Real Estate
157
+ 0.55%
N/A
28.6K $207K
VDC
Vanguard Consumer Staples ETF

ETFs
2
+ 0.07%
$204.89 - $224.73 $410 - $449
2.89K $633K
Invesco Exch Trd Slf Idx Fd
25K
+ 25.79%
N/A
122K $0
Canadian Pacific Kansas City
265
+ 4.25%
N/A
6.5K $0
MLN
Vaneck Long Muni ETF

ETFs
615
+ 2.94%
$16.49 - $17.52 $10.1K - $10.8K
21.5K $363K
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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