Stephens Inc Incresed Positions in Q2 2025

Stephens Inc

  • $6.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
6.92K
+ 59.99%
$36.11 - $49.33 $250K - $341K
18.5K $775K
RSG
Republic Services, Inc.

Industrials
512
+ 2.89%
$227.2 - $258.07 $116K - $132K
18.2K $4.49M
KEX
Kirby Corp

Industrials
514
+ 4.45%
$87.32 - $114.99 $44.9K - $59.1K
12.1K $1.37M
HQY
Healthequity, Inc.

Healthcare
1.08K
+ 20.19%
$76.77 - $113.06 $82.8K - $122K
6.42K $672K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.65K
+ 6.93%
$37.08 - $42.26 $209K - $239K
87.1K $3.61M
CHTR
Charter Communications, Inc.

Communication Services
423
+ 67.04%
$321.68 - $427.25 $136K - $181K
1.05K $430K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
227
+ 0.44%
$41.76 - $49.03 $9.48K - $11.1K
52.3K $2.56M
CB
Chubb LTD

Financial Services
1.32K
+ 8.67%
$274.32 - $302.46 $361K - $398K
16.5K $4.77M
MPC
Marathon Petroleum Corp

Energy
55
+ 0.61%
$118.55 - $170.08 $6.52K - $9.35K
9.05K $1.5M
VLUE
Ishares Msci Usa Value Factor

ETFs
11
+ 0.04%
$93.5 - $113.21 $1.03K - $1.25K
29.1K $3.29M
RY
Royal Bank Of Canada

Financial Services
62
+ 0.66%
$108.36 - $131.55 $6.72K - $8.16K
9.44K $1.24M
NSC
Norfolk Southern Corp

Industrials
13
+ 0.14%
$206.34 - $257.46 $2.68K - $3.35K
9.33K $2.39M
HUBB
Hubbell Inc

Industrials
116
+ 6.81%
$315.94 - $408.41 $36.6K - $47.4K
1.82K $742K
PCEF
Invesco Cef Income Composite E

ETFs
5.65K
+ 5.7%
$16.85 - $19.54 $95.2K - $110K
105K $2.05M
PAA
Plains All American Pipeline LP

Energy
18.2K
+ 19.51%
$16.03 - $20.28 $292K - $370K
112K $2.05M
BSX
Boston Scientific Corp

Healthcare
1.05K
+ 10.67%
$89.7 - $107.41 $93.8K - $112K
10.8K $1.16M
OKTA
Okta, Inc.

Technology
1.87K
+ 54.73%
$91.24 - $127.3 $171K - $238K
5.29K $528K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.86K
+ 6.84%
$22.27 - $29.21 $41.5K - $54.4K
29.1K $850K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
24.9K
+ 212.64%
$5.32 - $6.56 $132K - $163K
36.6K $230K
EFG
Msci Eafe Growth ETF

ETFs
1.11K
+ 38.26%
$89.8 - $112.0 $99.3K - $124K
4K $447K
GLW
Corning Inc

Technology
768
+ 4.62%
$39.07 - $52.59 $30K - $40.4K
17.4K $915K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.4K
+ 8.87%
$63.54 - $68.5 $152K - $164K
29.4K $1.99M
LBRDK
Liberty Broadband Corp

Communication Services
262
+ 2.82%
$73.65 - $101.29 $19.3K - $26.5K
9.56K $940K
FTCS
First Trust Capital Strength E

ETFs
621
+ 0.86%
$81.6 - $92.39 $50.7K - $57.4K
73K $6.63M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.13K
+ 6.28%
$91.23 - $97.27 $103K - $110K
19.1K $1.86M
CLH
Clean Harbors Inc

Industrials
122
+ 3.56%
$182.1 - $233.5 $22.2K - $28.5K
3.55K $819K
TTD
Trade Desk, Inc.

Technology
587
+ 10.04%
$45.27 - $79.4 $26.6K - $46.6K
6.44K $463K
UTG
Reaves Utility Income Fund

Financial Services
1.38K
+ 5.38%
$29.08 - $36.18 $40K - $49.7K
26.9K $973K
D
Dominion Energy, Inc

Utilities
1.69K
+ 1.81%
$49.66 - $58.0 $83.7K - $97.8K
94.8K $5.36M
FIP
Ftai Infrastructure LLC
13K
+ 38.74%
$3.23 - $6.73 $41.9K - $87.2K
46.4K $286K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
13.3K
+ 7.31%
$10.78 - $11.28 $143K - $150K
195K $2.17M
FCBC
First Community Bankshares Inc

Financial Services
2.76K
+ 19.46%
$35.38 - $40.02 $97.7K - $110K
16.9K $663K
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
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
400
+ 4.49%
$62.75 - $79.31 $25.1K - $31.7K
9.31K $738K
TRNO
Terreno Realty Corp

Real Estate
6.58K
+ 18.3%
$51.18 - $63.89 $337K - $420K
42.5K $2.38M
IGHG
Proshares Investment Grade Int

ETFs
163
+ 0.24%
$74.89 - $78.35 $12.2K - $12.8K
68.3K $5.35M
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
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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