Stephens Inc Purchases in Q3 2025

Stephens Inc

  • $7.43 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WES
Western Midstream Partners, LP

Energy
68.9K
+ 52.48%
$37.5 - $41.18 $2.59M - $2.84M
200K $7.87M
HD
Home Depot, Inc.

Consumer Cyclical
900
+ 1.44%
$357.4 - $423.42 $322K - $381K
63.6K $25.8M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
32.3K
New
$84.43 - $97.93 $2.73M - $3.17M
32.3K $2.75M
FTI
Technip Fmc PLC

Energy
66K
+ 290.86%
$32.19 - $40.89 $2.13M - $2.7M
88.7K $3.5M
MO
Altria Group, Inc.

Consumer Defensive
14.8K
+ 6.41%
$57.75 - $67.68 $852K - $999K
245K $16.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.5K
+ 1.83%
$339.37 - $366.46 $509K - $550K
83.4K $30.5M
AES
Aes Corp

Utilities
38.2K
+ 4.82%
$10.77 - $13.94 $411K - $532K
830K $10.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
32.5K
+ 32.25%
$72.57 - $74.72 $2.36M - $2.43M
133K $9.91M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.45K
+ 0.45%
$137.51 - $145.26 $337K - $356K
545K $77.6M
FSLR
First Solar, Inc.

Technology
6.02K
+ 32.46%
$160.84 - $223.53 $968K - $1.35M
24.6K $5.42M
FHN
First Horizon Corp

Financial Services
89.5K
+ 56.11%
$21.16 - $23.23 $1.89M - $2.08M
249K $5.63M
PVAL
Putnam ETF Tr Putnam Focused L
51.3K
+ 297.87%
$39.93 - $42.72 $2.05M - $2.19M
68.5K $2.93M
RTX
Raytheon Technologies Corp

Industrials
80
+ 0.08%
$144.19 - $167.33 $11.5K - $13.4K
103K $17.3M
ETN
Eaton Corp PLC

Industrials
3.34K
+ 6.13%
$342.99 - $392.76 $1.15M - $1.31M
57.9K $21.7M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
94.9K
New
$22.78 - $23.33 $2.16M - $2.21M
94.9K $2.17M
VB
Vanguard Small Cap ETF

ETFs
1.08K
+ 1.03%
$237.58 - $259.17 $256K - $280K
106K $26.9M
IQV
Iqvia Holdings Inc.

Healthcare
7.47K
+ 36.88%
$157.68 - $200.82 $1.18M - $1.5M
27.7K $5.27M
MRK
Merck & Co., Inc.

Healthcare
7.09K
+ 2.3%
$77.6 - $87.37 $550K - $620K
315K $26.4M
GPC
Genuine Parts CO

Consumer Cyclical
6.41K
+ 9.98%
$122.23 - $142.77 $784K - $916K
70.7K $9.79M
IWY
Ishares Tr Russell 200 Growth

ETFs
5.9K
+ 41.79%
$243.93 - $275.62 $1.44M - $1.63M
20K $5.47M
JEPI
J P Morgan Exchange Traded Fd

ETFs
30.6K
+ 4.98%
$55.61 - $57.37 $1.7M - $1.75M
644K $36.8M
UNH
Unitedhealth Group Inc

Healthcare
2.66K
+ 9.14%
$237.77 - $353.61 $633K - $942K
31.8K $11M
LMT
Lockheed Martin Corp

Industrials
855
+ 2.25%
$410.74 - $499.21 $351K - $427K
38.9K $19.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
34.7K
+ 71.57%
$48.5 - $50.19 $1.68M - $1.74M
83.1K $4.16M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
787
+ 0.83%
$89.32 - $107.82 $70.3K - $84.9K
95.2K $10.3M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.12K
+ 3.25%
$50.79 - $76.4 $108K - $162K
67.3K $5.14M
DGRO
Ishares Core Dividend Growth E

ETFs
18.1K
+ 14.52%
$64.12 - $68.08 $1.16M - $1.23M
143K $9.7M
ADEA
Adeia Inc.

Technology
5.33K
+ 0.86%
$12.34 - $16.95 $65.7K - $90.3K
626K $10.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
18.9K
+ 20.77%
$81.75 - $84.54 $1.55M - $1.6M
110K $9.25M
INTU
Intuit Inc

Technology
3.88K
+ 41.23%
$646.03 - $807.39 $2.51M - $3.14M
13.3K $9.09M
VEA
Vanguard Ftse Developed Market

ETFs
2.47K
+ 0.48%
$56.02 - $60.3 $138K - $149K
518K $31.1M
PEP
Pepsico Inc

Consumer Defensive
3.11K
+ 2.31%
$133.81 - $152.16 $415K - $472K
138K $19.3M
CGUS
Capital Group Core Equity ETF
24.3K
+ 10.47%
$36.89 - $39.72 $896K - $965K
256K $10.1M
NEE
Nextera Energy Inc

Utilities
3.94K
+ 1.9%
$69.77 - $77.54 $275K - $306K
211K $15.9M
NXPI
Nxp Semiconductors N.V.

Technology
4.16K
+ 6.4%
$205.16 - $239.07 $854K - $995K
69.2K $15.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.61K
+ 2.6%
$66.38 - $71.68 $439K - $474K
261K $18.6M
ES
Eversource Energy

Utilities
16K
+ 36.31%
$62.86 - $71.14 $1M - $1.14M
59.9K $4.26M
KKR
Kkr & Co. Inc.

Financial Services
15.1K
+ 8.69%
$129.95 - $152.16 $1.96M - $2.29M
189K $24.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.9K
+ 5.57%
$52.12 - $55.33 $674K - $715K
245K $13.5M
AVUV
American Centy ETF Tr Avantis

ETFs
1.85K
+ 1.3%
$90.37 - $102.12 $167K - $189K
145K $14.4M
SSRM
Ssr Mining Inc.

Basic Materials
8.48K
+ 8.91%
$11.8 - $24.58 $100K - $208K
104K $2.53M
HSY
Hershey CO

Consumer Defensive
543
+ 0.95%
$161.95 - $193.45 $87.9K - $105K
57.7K $10.8M
LAMR
Lamar Advertising CO

Real Estate
10.4K
+ 34.07%
$114.98 - $128.82 $1.2M - $1.34M
41K $5.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.2K
+ 6.34%
$97.75 - $100.75 $1.09M - $1.12M
187K $18.8M
BRO
Brown & Brown, Inc.

Financial Services
18K
+ 72.62%
$90.88 - $108.93 $1.63M - $1.96M
42.7K $4.01M
PSIX
Power Solutions International, Inc.

Industrials
12.6K
New
$63.95 - $115.78 $808K - $1.46M
12.6K $1.25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.48K
+ 0.49%
$26.38 - $27.95 $171K - $181K
1.33M $36.2M
MCD
Mcdonalds Corp

Consumer Cyclical
1.39K
+ 2.04%
$291.67 - $316.99 $407K - $442K
69.6K $21.1M
BMY
Bristol Myers Squibb CO

Healthcare
32.5K
+ 13.48%
$43.31 - $48.98 $1.41M - $1.59M
273K $12.3M
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
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