Stephens Inc Purchases in Q1 2025

Stephens Inc

  • $6.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMLP
First Tr Exchange Traded Iv

ETFs
2
+ 0.01%
$35.79 - $38.28 $71.6 - $76.6
17.8K $669K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
342
+ 8.82%
$59.28 - $66.1 $20.3K - $22.6K
4.22K $268K
FNDA
Schwab Fundamental U S Small C

ETFs
2.58K
+ 14.04%
$26.87 - $30.99 $69.4K - $80.1K
21K $575K
IHF
Ishares Tr

ETFs
100
+ 2.09%
$47.84 - $53.21 $4.78K - $5.32K
4.88K $257K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.88K
+ 10.59%
$25.27 - $28.3 $47.5K - $53.2K
19.6K $509K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
182
+ 2.22%
$58.32 - $65.09 $10.6K - $11.8K
8.4K $505K
ACM
Aecom

Industrials
633
+ 27.7%
$92.54 - $111.05 $58.6K - $70.3K
2.92K $270K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
269
+ 6.14%
$46.55 - $51.16 $12.5K - $13.8K
4.65K $230K
XEL
Xcel Energy Inc

Utilities
4
+ 0.05%
$63.37 - $72.1 $253 - $288
7.54K $534K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.04K
+ 2.52%
$15.88 - $17.78 $16.6K - $18.6K
42.5K $742K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
195
+ 22.29%
$218.17 - $305.86 $42.5K - $59.6K
1.07K $236K
PVAL
Putnam ETF Tr Putnam Focused L
292
+ 2.48%
$36.8 - $39.59 $10.7K - $11.6K
12.1K $459K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
152
+ 2.48%
$94.87 - $96.11 $14.4K - $14.6K
6.28K $602K
PJAN
Innovator U.S. Equity Power Bu

ETFs
800
+ 5.32%
$41.09 - $43.24 $32.9K - $34.6K
15.8K $656K
ITUB
Itau Unibanco Holding S.A.

Financial Services
821
+ 2.73%
$4.87 - $6.28 $4K - $5.16K
30.9K $170K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.01K
+ 7.61%
N/A
14.3K $271K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
139
+ 1.36%
$23.43 - $25.55 $3.26K - $3.55K
10.4K $265K
IVE
Ishares S&P 500 Value ETF

ETFs
110
+ 1.13%
$185.78 - $198.58 $20.4K - $21.8K
9.82K $1.87M
CHTR
Charter Communications, Inc.

Communication Services
5
+ 0.8%
$334.89 - $384.77 $1.67K - $1.92K
631 $232K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
318
+ 0.33%
$19.43 - $19.62 $6.18K - $6.24K
96.5K $1.89M
UBS
Ubs Group Ag

Financial Services
458
+ 4.39%
$30.28 - $35.78 $13.9K - $16.4K
10.9K $333K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
800
+ 2.65%
$9.62 - $10.03 $7.7K - $8.02K
31K $306K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
1.18K
+ 11.15%
$5.37 - $6.09 $6.31K - $7.16K
11.7K $71K
NNN
National Retail Properties, Inc.

Real Estate
51
+ 0.71%
$38.0 - $43.19 $1.94K - $2.2K
7.24K $308K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
26
+ 0.38%
$30.38 - $34.94 $790 - $908
6.91K $236K
HMC
Honda Motor CO LTD

Consumer Cyclical
1.21K
+ 9.16%
$26.9 - $30.41 $32.5K - $36.8K
14.4K $391K
MTG
Mgic Investment Corp

Financial Services
170
+ 1.79%
$22.56 - $25.71 $3.84K - $4.37K
9.67K $239K
NKE
Nike, Inc.

Consumer Cyclical
16.1K
+ 19.45%
$63.29 - $81.72 $1.02M - $1.31M
98.8K $6.27M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
705
+ 4.08%
$8.29 - $8.97 $5.84K - $6.32K
18K $154K
ESS
Essex Property Trust, Inc.

Real Estate
43
+ 4.56%
N/A
985 $268K
PNFP
Pinnacle Financial Partners Inc

Financial Services
254
+ 13.93%
$99.42 - $126.15 $25.3K - $32K
2.08K $220K
QJUN
First Tr ETF
989
+ 10.23%
$26.45 - $29.15 $26.2K - $28.8K
10.7K $281K
FOLD
Amicus Therapeutics, Inc.

Healthcare
2.94K
+ 27.41%
$8.16 - $9.85 $24K - $28.9K
13.7K $111K
TT
Trane Technologies PLC

Industrials
206
+ 11.19%
$332.0 - $400.86 $68.4K - $82.6K
2.05K $689K
BRBR
Bellring Brands, Inc.

Consumer Defensive
175
+ 4.96%
$65.4 - $79.39 $11.4K - $13.9K
3.71K $275K
CHK
Chesapeake Energy Corp

Energy
121
+ 1.07%
N/A
11.4K $978K
ITM
Vaneck Intermediate Muni ETF

ETFs
286
+ 4.23%
$45.21 - $46.67 $12.9K - $13.3K
7.05K $320K
KEX
Kirby Corp

Industrials
612
+ 5.6%
$95.1 - $112.81 $58.2K - $69K
11.5K $1.17M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
300
+ 8.18%
$64.88 - $72.1 $19.5K - $21.6K
3.97K $260K
MLN
Vaneck Long Muni ETF

ETFs
1.01K
+ 5.07%
$17.22 - $18.0 $17.3K - $18.1K
20.9K $363K
HQH
Tekla Healthcare Investors

Financial Services
180
+ 0.62%
$16.23 - $18.27 $2.92K - $3.29K
29K $471K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
34
+ 0.26%
$25.83 - $27.09 $878 - $921
13.3K $354K
PODD
Insulet Corp

Healthcare
19
+ 1.36%
$237.06 - $288.29 $4.5K - $5.48K
1.42K $372K
AMAT
Applied Materials Inc

Technology
4.9K
+ 12.17%
$145.06 - $195.51 $710K - $957K
45.1K $6.55M
ELS
Equity Lifestyle Properties Inc

Real Estate
62
+ 2.0%
$64.36 - $69.32 $3.99K - $4.3K
3.16K $211K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
24
+ 0.56%
$49.67 - $51.43 $1.19K - $1.23K
4.29K $219K
PFE
Pfizer Inc

Healthcare
16.5K
+ 4.75%
$25.01 - $27.13 $412K - $447K
363K $9.21M
MFC
Manulife Financial Corp

Financial Services
1
+ 0.01%
$28.41 - $31.82 $28.4 - $31.8
12.1K $375K
PR
Permian Resources Corporation

Energy
630
+ 6.3%
$12.33 - $16.0 $7.77K - $10.1K
10.6K $147K
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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