Stephens Inc Incresed Positions in Q2 2025

Stephens Inc

  • $6.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
HQH
Tekla Healthcare Investors

Financial Services
3.89K
+ 13.39%
$14.14 - $16.32 $55K - $63.5K
32.9K $509K
MSCI
Msci Inc.

Financial Services
3
+ 0.09%
$506.56 - $576.74 $1.52K - $1.73K
3.17K $1.83M
TRP
Tc Energy Corp

Energy
446
+ 4.62%
$44.48 - $51.4 $19.8K - $22.9K
10.1K $492K
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
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
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
2.5K
+ 17.39%
$13.18 - $13.95 $33K - $34.9K
16.9K $230K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
5
+ 0.02%
$32.99 - $38.56 $165 - $193
32.5K $1.23M
PCAR
Paccar Inc

Industrials
482
+ 8.04%
$86.4 - $99.09 $41.6K - $47.8K
6.48K $615K
BTO
John Hancock Financial Opportunities Fund

Financial Services
400
+ 3.2%
$28.44 - $35.42 $11.4K - $14.2K
12.9K $456K
ARHS
Arhaus, Inc.

Consumer Cyclical
3.54K
+ 30.84%
$7.06 - $8.98 $25K - $31.8K
15K $130K
NHI
National Health Investors Inc

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

ETFs
3
+ 0.03%
$45.9 - $56.06 $138 - $168
9.59K $537K
PID
Invesco Exchange Traded Fd Tr

ETFs
1.6K
+ 8.79%
N/A
19.8K $353K
SMTI
Sanara Med Tech Inc.

Healthcare
1.95K
+ 18.0%
$27.02 - $35.1 $52.7K - $68.5K
12.8K $363K
SYY
Sysco Corp

Consumer Defensive
140
+ 0.56%
$68.0 - $75.91 $9.52K - $10.6K
25K $1.9M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.14K
+ 41.03%
$67.83 - $92.33 $77.3K - $105K
3.92K $284K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
162
+ 1.51%
$35.35 - $42.68 $5.73K - $6.91K
10.9K $463K
HQL
Tekla Life Sciences Investors

Financial Services
1.9K
+ 9.8%
$10.87 - $13.02 $20.6K - $24.7K
21.2K $271K
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
ATO
Atmos Energy Corp

Utilities
166
+ 6.98%
$145.06 - $162.66 $24.1K - $27K
2.55K $392K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
435
+ 6.48%
$66.5 - $71.25 $28.9K - $31K
7.15K $497K
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
ABEV
Ambev S.A.

Consumer Defensive
1.45K
+ 0.68%
$2.15 - $2.55 $3.12K - $3.7K
215K $518K
LNG
Cheniere Energy, Inc.

Energy
2
+ 0.12%
$197.25 - $244.33 $395 - $489
1.7K $413K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
2K
+ 7.02%
$13.96 - $16.51 $27.9K - $33K
30.5K $496K
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.18K
+ 215.95%
$50.53 - $212.53 $211K - $889K
6.12K $339K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
275
+ 6.46%
N/A
4.53K $293K
SO
Southern CO

Utilities
342
+ 0.29%
$84.91 - $92.56 $29K - $31.7K
117K $10.8M
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
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4
+ 0.05%
$22.92 - $28.05 $91.7 - $112
7.77K $218K
EXPO
Exponent Inc

Industrials
496
+ 14.18%
$72.88 - $81.75 $36.1K - $40.5K
3.99K $298K
CERS
Cerus Corp

Healthcare
8.91K
+ 8.79%
$1.22 - $1.51 $10.9K - $13.5K
110K $155K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
11
+ 0.11%
$22.63 - $26.95 $249 - $296
10.4K $280K
TRN
Trinity Industries Inc

Industrials
846
+ 11.56%
$24.11 - $28.86 $20.4K - $24.4K
8.16K $220K
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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