Stephens Inc Purchases in Q3 2025

Stephens Inc

  • $7.43 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
867
+ 4.7%
$42.54 - $48.1 $36.9K - $41.7K
19.3K $912K
SAN
Banco Santander, S.A.

Financial Services
13K
New
$8.27 - $10.48 $108K - $137K
13K $136K
SWK
Stanley Black & Decker, Inc.

Industrials
1.01K
+ 10.81%
$66.98 - $79.52 $67.8K - $80.5K
10.4K $770K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.74K
+ 5.96%
$28.92 - $32.19 $50.2K - $55.9K
30.9K $985K
NDSN
Nordson Corp

Industrials
431
+ 14.86%
$209.25 - $227.98 $90.2K - $98.3K
3.33K $756K
FRT
Federal Realty Investment Trust

Real Estate
1.17K
+ 48.69%
$90.61 - $102.67 $106K - $121K
3.59K $363K
EFG
Msci Eafe Growth ETF

ETFs
1.07K
+ 26.85%
$106.99 - $114.46 $115K - $123K
5.07K $577K
UTG
Reaves Utility Income Fund

Financial Services
949
+ 3.53%
$35.81 - $39.62 $34K - $37.6K
27.9K $1.1M
BKR
Baker Hughes CO

Energy
48
+ 0.4%
$38.68 - $50.55 $1.86K - $2.43K
12K $583K
GRMN
Garmin LTD

Technology
31
+ 1.0%
$211.13 - $246.22 $6.55K - $7.63K
3.14K $771K
IDV
Ishares Tr

ETFs
266
+ 0.48%
$34.54 - $37.28 $9.19K - $9.92K
56.1K $2.05M
XLP
Consumer Staples Sector Spdr

ETFs
1.6K
+ 6.78%
N/A
25.2K $1.92M
CLX
Clorox CO

Consumer Defensive
881
+ 23.32%
$117.67 - $131.43 $104K - $116K
4.66K $574K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
518
+ 28.35%
$105.16 - $140.03 $54.5K - $72.5K
2.35K $318K
ADI
Analog Devices Inc

Technology
363
+ 11.24%
$220.68 - $255.63 $80.1K - $92.8K
3.59K $882K
ECL
Ecolab Inc.

Basic Materials
310
+ 5.2%
$259.39 - $285.47 $80.4K - $88.5K
6.27K $1.72M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
64
+ 10.08%
$311.12 - $482.13 $19.9K - $30.9K
699 $318K
ACHR
Archer Aviation Inc.

Industrials
11.5K
New
$8.25 - $13.4 $95.1K - $154K
11.5K $110K
FE
Firstenergy Corp

Utilities
1.11K
+ 10.64%
$39.76 - $45.82 $44.1K - $50.9K
11.5K $528K
IVE
Ishares S&P 500 Value ETF

ETFs
9
+ 0.09%
$194.44 - $206.51 $1.75K - $1.86K
9.53K $1.97M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
11K
+ 39.29%
$9.0 - $9.32 $99K - $103K
39K $359K
URI
United Rentals, Inc.

Industrials
42
+ 13.08%
$774.14 - $975.23 $32.5K - $41K
363 $346K
F
Ford Motor CO

Consumer Cyclical
1.04K
+ 1.25%
$10.82 - $12.09 $11.3K - $12.6K
84.3K $1.01M
RSG
Republic Services, Inc.

Industrials
1.82K
+ 9.97%
$225.33 - $246.01 $409K - $447K
20K $4.6M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
7.68K
New
N/A
7.68K $103K
YUM
Yum Brands Inc

Consumer Cyclical
350
+ 2.87%
$139.5 - $153.94 $48.8K - $53.9K
12.6K $1.91M
HQL
Tekla Life Sciences Investors

Financial Services
2.64K
+ 12.43%
$12.76 - $15.51 $33.7K - $40.9K
23.9K $370K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.8K
+ 7.69%
$45.72 - $47.27 $82.2K - $84.9K
25.2K $1.18M
ELAN
Elanco Animal Health Inc

Healthcare
1.55K
+ 13.54%
$13.68 - $20.14 $21.2K - $31.2K
13K $261K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.86K
+ 14.26%
$50.81 - $51.07 $94.5K - $95K
14.9K $760K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.43K
+ 20.22%
$42.67 - $46.91 $60.9K - $67K
8.49K $397K
KLAC
Kla Corp

Technology
14
+ 3.23%
$843.9 - $1078.6 $11.8K - $15.1K
448 $483K
XEL
Xcel Energy Inc

Utilities
40
+ 0.55%
$67.56 - $80.65 $2.7K - $3.23K
7.25K $585K
PRO
Pros Holdings, Inc.

Technology
360
+ 3.08%
$14.1 - $23.02 $5.08K - $8.29K
12.1K $276K
CBRE
Cbre Group, Inc.

Real Estate
242
+ 7.7%
$137.04 - $165.9 $33.2K - $40.1K
3.39K $533K
RACE
Ferrari N.V.

Consumer Cyclical
201
+ 16.69%
$436.24 - $517.65 $87.7K - $104K
1.41K $681K
ILMN
Illumina, Inc.

Healthcare
981
+ 15.08%
$91.69 - $109.88 $89.9K - $108K
7.49K $710K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.1K
+ 3.86%
$33.26 - $34.01 $69.8K - $71.4K
56.4K $1.91M
CINF
Cincinnati Financial Corp

Financial Services
270
+ 5.58%
$145.8 - $158.1 $39.4K - $42.7K
5.11K $808K
FXD
First Tr Exchange Traded Fd

ETFs
331
+ 2.42%
$63.72 - $70.29 $21.1K - $23.3K
14K $954K
NHI
National Health Investors Inc

Real Estate
56
+ 0.65%
$69.48 - $80.06 $3.89K - $4.48K
8.72K $693K
QTEC
First Trust Nasdaq 100 Technol

ETFs
216
+ 10.16%
$208.95 - $229.72 $45.1K - $49.6K
2.34K $537K
FNDA
Schwab Fundamental U S Small C

ETFs
896
+ 3.94%
$28.75 - $31.93 $25.8K - $28.6K
23.6K $736K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
13.1K
New
$4.73 - $8.22 $62.1K - $108K
13.1K $85K
JNK
Spdr Bloomberg High Yield Bond

ETFs
716
+ 3.75%
$96.22 - $98.19 $68.9K - $70.3K
19.8K $1.94M
ACGL
Arch Capital Group Ltd.

Financial Services
939
+ 12.43%
$85.61 - $93.54 $80.4K - $87.8K
8.5K $770K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.15K
+ 13.81%
$39.37 - $44.24 $45.1K - $50.7K
9.44K $413K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
156
+ 1.18%
$134.42 - $141.26 $21K - $22K
13.3K $1.88M
IYF
Ishares Tr

ETFs
249
+ 2.76%
$119.89 - $127.16 $29.9K - $31.7K
9.26K $1.17M
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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