Stephens Inc Purchases in Q3 2025

Stephens Inc

  • $7.43 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AINV
Apollo Investment Corp

Financial Services
546
+ 0.65%
N/A
84.7K $942K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
38
+ 0.88%
$50.73 - $52.47 $1.93K - $1.99K
4.37K $228K
IEMG
Ishares Inc

ETFs
114
+ 1.65%
N/A
7.04K $377K
POWI
Power Integrations Inc

Technology
1.9K
+ 42.11%
$39.37 - $59.54 $75K - $113K
6.43K $258K
GLO
Clough Global Opportunities Fund

Financial Services
411
+ 2.74%
$5.36 - $5.73 $2.2K - $2.36K
15.4K $87K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
38
+ 0.35%
$15.5 - $16.01 $589 - $608
10.8K $171K
NNN
National Retail Properties, Inc.

Real Estate
182
+ 2.84%
$40.68 - $44.1 $7.4K - $8.03K
6.6K $280K
SNV
Synovus Financial Corp

Financial Services
324
+ 6.68%
$46.55 - $59.6 $15.1K - $19.3K
5.18K $254K
HQY
Healthequity, Inc.

Healthcare
701
+ 10.92%
$87.42 - $103.12 $61.3K - $72.3K
7.12K $675K
UL
Unilever PLC

Consumer Defensive
1.81K
+ 3.29%
$58.43 - $65.01 $106K - $118K
56.8K $3.37M
OEF
Ishares S&P 100 ETF

ETFs
6
+ 0.13%
N/A
4.67K $1.24M
KIO
Kkr Income Opportunities Fund

Financial Services
22
+ 0.07%
$12.34 - $12.82 $271 - $282
31.6K $399K
NRZ
New Residential Investment Corp.

Real Estate
359
+ 1.26%
N/A
29K $209K
Aim ETF Products Trust
10.9K
+ 13.45%
N/A
92K $0
Ea Series Trust
200
+ 2.13%
N/A
9.61K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
686
+ 6.72%
N/A
10.9K $0
Ul Solutions Inc
3.4K
New
N/A
3.4K $0
Anglogold Ashanti PLC
40.9K
New
N/A
40.9K $0
Viper Energy Inc
12.7K
New
N/A
12.7K $0
Natwest Group PLC
575
+ 4.7%
N/A
12.8K $0
Uniti Group LLC
13.2K
New
N/A
13.2K $0
Direxion Shs ETF Tr
2.1K
New
N/A
2.1K $0
Ferguson Enterprises Inc
107
+ 5.42%
N/A
2.08K $0
Aim ETF Products Trust
7.85K
+ 9.11%
N/A
94K $0
Fidelis Insurance Holdings L
182K
New
N/A
182K $0
Aim ETF Products Trust
9.01K
+ 12.67%
N/A
80.1K $0
EPPRC
El Paso Enr Cp Tsti 4.75%
3.12K
+ 4.25%
N/A
76.7K $0
PEG
Public Service Enterprise Group Inc

Utilities
273
+ 0.87%
$79.99 - $90.14 $21.8K - $24.6K
31.6K $2.64M
Tidal Trust Ii
8.89K
New
N/A
8.89K $0
Ishares Tr
10.5K
New
N/A
10.5K $0
QTUM
ETF Ser Solutions Defiance Qua
4.7K
New
N/A
4.7K $0
Tidal Trust I
15.1K
New
N/A
15.1K $0
Tidal Trust Ii
4.79K
New
N/A
4.79K $0
Goldman Sachs ETF Tr
9.66K
New
N/A
9.66K $0
Invesco Exch Trd Slf Idx Fd
31.6K
New
N/A
31.6K $0
Ge Vernova Inc
141
+ 1.91%
N/A
7.51K $0
Blackrock Inc
321
+ 4.75%
N/A
7.09K $0
Wec Energy Group Inc
50K
New
N/A
50K $0
BFB
Brown Forman Corp Cl B
75
+ 0.34%
N/A
22K $0
Lam Research Corp
25K
+ 268.32%
N/A
34.3K $0
Capital Group Global Equity
33.4K
+ 16.65%
N/A
234K $0
CGMU
Capital Group Core Plus Income
2.79K
+ 5.56%
N/A
52.9K $0
Capital Group Equity ETF Tr
217K
+ 83.37%
N/A
478K $0
Capital Group New Geography
213K
+ 136.96%
N/A
368K $0
Capital Group Dividend Growe
50.2K
+ 565.24%
N/A
59K $0
Blackrock ETF Trust Ii
128K
+ 283.4%
N/A
173K $0
Venture Global Inc
95.4K
New
N/A
95.4K $0
Clearbridge Energy Midstrm O
14.4K
New
N/A
14.4K $0
Coreweave Inc
18.8K
New
N/A
18.8K $0
Activity Summary
Buys All Purchases 616 New Holdings 110 Increased Positions 506 Sells All Sells 540 Reductions 540 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Stephens Inc Portfolio

Follow Stephens Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stephens Inc , based on Form 13F filings with the SEC.

News

Stay updated on Stephens Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email