Stephens Inc Purchases in Q1 2025

Stephens Inc

  • $6.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HQL
Tekla Life Sciences Investors

Financial Services
6.95K
+ 56.07%
$12.69 - $14.36 $88.2K - $99.8K
19.3K $245K
PID
Invesco Exchange Traded Fd Tr

ETFs
4.68K
+ 34.65%
N/A
18.2K $324K
FMX
Mexican Economic Development Inc

Consumer Defensive
121
+ 2.08%
$81.23 - $100.59 $9.83K - $12.2K
5.94K $579K
IEMG
Ishares Inc

ETFs
1.45K
+ 26.07%
N/A
7.02K $376K
FCX
Freeport Mcmoran Inc

Basic Materials
2.35K
+ 4.31%
$34.5 - $43.01 $81K - $101K
56.8K $2.15M
VHT
Vanguard Health Care ETF

ETFs
68
+ 1.3%
$254.06 - $273.83 $17.3K - $18.6K
5.3K $1.4M
STT
State Street Corp

Financial Services
1.09K
+ 40.43%
$84.47 - $102.23 $92.2K - $112K
3.79K $339K
SNPS
Synopsys Inc

Technology
389
+ 23.38%
$428.58 - $551.54 $167K - $215K
2.05K $880K
BLDR
Builders First Source, Inc.

Industrials
877
+ 42.47%
$122.8 - $173.51 $108K - $152K
2.94K $367K
PNW
Pinnacle West Capital Corp

Utilities
247
+ 5.57%
$81.76 - $95.25 $20.2K - $23.5K
4.68K $445K
AER
Aer Cap Holdings N.V.

Industrials
3
+ 0.03%
$94.11 - $105.78 $282 - $317
10.4K $1.06M
FVD
First Tr Value Line Divid Inde

ETFs
20
+ 0.03%
$42.61 - $45.51 $852 - $910
70.7K $3.15M
BSJR
Invesco Indx Tr

ETFs
3.08K
+ 15.52%
$22.4 - $22.69 $68.9K - $69.8K
22.9K $512K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
3.18K
+ 19.32%
$21.64 - $22.08 $68.8K - $70.2K
19.6K $424K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
5.37K
+ 5.85%
$10.81 - $11.29 $58K - $60.6K
97.1K $1.06M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1K
+ 11.76%
$74.34 - $81.0 $74.3K - $81K
9.5K $722K
XLU
Utilities Sector Spdr

ETFs
201
+ 1.26%
$74.7 - $80.27 $15K - $16.1K
16.1K $1.27M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
83
+ 3.66%
$88.0 - $115.5 $7.3K - $9.59K
2.35K $268K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
3.27K
+ 26.8%
$21.04 - $21.64 $68.7K - $70.7K
15.4K $325K
FTI
Technip Fmc PLC

Energy
816
+ 5.79%
$25.3 - $32.57 $20.6K - $26.6K
14.9K $472K
SONY
Sony Group Corp

Technology
108
+ 0.76%
$19.88 - $25.64 $2.15K - $2.77K
14.4K $365K
JPIE
J P Morgan Exchange Traded Fd
1.21K
+ 9.05%
$45.46 - $46.18 $55K - $55.9K
14.6K $672K
OKE
Oneok Inc

Energy
1.07K
+ 2.67%
$89.57 - $109.85 $96.2K - $118K
41.2K $4.09M
EOG
Eog Resources Inc

Energy
222
+ 4.07%
$120.54 - $138.05 $26.8K - $30.6K
5.68K $728K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
32
+ 0.98%
$110.55 - $130.35 $3.54K - $4.17K
3.31K $420K
CVCO
Cavco Industries Inc.

Consumer Cyclical
23
+ 3.8%
$431.31 - $539.1 $9.92K - $12.4K
629 $326K
ITA
Ishares Tr

ETFs
7
+ 0.1%
$144.84 - $159.5 $1.01K - $1.12K
7.12K $1.09M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
618
+ 10.14%
$66.9 - $71.57 $41.3K - $44.2K
6.71K $472K
NVMI
Nova Ltd.

Technology
1.27K
+ 8.89%
$184.33 - $273.65 $234K - $348K
15.6K $2.87M
BDX
Becton Dickinson & CO

Healthcare
59
+ 0.32%
$222.79 - $249.08 $13.1K - $14.7K
18.6K $4.26M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.63K
+ 20.47%
$24.91 - $29.02 $115K - $134K
27.3K $682K
IQLT
Ishares Msci Intl Quality Fact

ETFs
663
+ 7.75%
$36.91 - $41.03 $24.5K - $27.2K
9.22K $365K
K
Kellogg CO

Consumer Defensive
236
+ 1.28%
$81.06 - $82.9 $19.1K - $19.6K
18.7K $1.54M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.3K
+ 3.6%
$49.25 - $50.66 $64.1K - $66K
37.4K $1.86M
ROL
Rollins Inc

Consumer Cyclical
1
+ 0.02%
$45.65 - $54.03 $45.7 - $54
6.04K $326K
MAA
Mid America Apartment Communities Inc.

Real Estate
70
+ 2.6%
$146.9 - $170.92 $10.3K - $12K
2.76K $462K
CBRE
Cbre Group, Inc.

Real Estate
341
+ 12.92%
$121.79 - $147.13 $41.5K - $50.2K
2.98K $389K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
806
+ 5.76%
$50.87 - $51.09 $41K - $41.2K
14.8K $755K
IAK
Ishares Tr

ETFs
16
+ 0.48%
$121.85 - $137.9 $1.95K - $2.21K
3.38K $465K
AMZA
Etfis Ser Tr I

ETFs
4
+ 0.05%
$43.54 - $48.7 $174 - $195
8.09K $384K
EMR
Emerson Electric CO

Industrials
11.8K
+ 13.45%
$108.64 - $131.17 $1.28M - $1.55M
99.4K $10.9M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.79K
+ 5.66%
$23.19 - $23.5 $41.6K - $42.2K
33.5K $776K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
2K
+ 7.55%
$16.18 - $17.82 $32.4K - $35.6K
28.5K $477K
SPSB
Spdr Portfolio Short Term Corp

ETFs
401
+ 0.41%
$29.82 - $30.1 $12K - $12.1K
98.6K $2.97M
BKR
Baker Hughes CO

Energy
207
+ 2.26%
$41.16 - $48.85 $8.52K - $10.1K
9.38K $412K
IYH
Ishares Tr

ETFs
40
+ 0.33%
$58.32 - $62.76 $2.33K - $2.51K
12.3K $747K
BBDC
Barings Bdc, Inc.

Financial Services
3.72K
+ 19.46%
$9.36 - $10.78 $34.9K - $40.1K
22.9K $218K
OXY
Occidental Petroleum Corp

Energy
698
+ 6.44%
$45.45 - $52.7 $31.7K - $36.8K
11.5K $569K
ECC
Eagle Point Credit CO Inc.

Financial Services
5K
+ 50.0%
$7.7 - $9.14 $38.5K - $45.7K
15K $121K
Activity Summary
Buys All Purchases 551 New Holdings 66 Increased Positions 485 Sells All Sells 580 Reductions 580 Sold out 0 Options Calls 0 Puts 0
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