Stephens Inc Purchases in Q3 2025

Stephens Inc

  • $7.43 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OHI
Omega Healthcare Investors Inc

Real Estate
676
+ 7.09%
$36.29 - $43.34 $24.5K - $29.3K
10.2K $431K
WEC
Wec Energy Group, Inc.

Utilities
280
+ 5.81%
$103.66 - $114.59 $29K - $32.1K
5.1K $584K
PCG
Pg&E Corp

Utilities
2.69K
+ 7.5%
$13.0 - $15.73 $34.9K - $42.3K
38.5K $581K
LASE
Laser Photonics Corp
18.8K
New
$2.01 - $6.51 $37.8K - $122K
18.8K $81K
CTRA
Coterra Energy Inc.

Energy
4.98K
+ 20.24%
$23.09 - $25.45 $115K - $127K
29.6K $700K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
729
+ 4.0%
$39.8 - $42.86 $29K - $31.2K
18.9K $810K
EWY
Ishares Inc Msci South Korea E

ETFs
470
+ 10.98%
$70.07 - $81.56 $32.9K - $38.3K
4.75K $380K
VXF
Vanguard Extended Market ETF

ETFs
2
+ 0.05%
$193.58 - $213.07 $387 - $426
4.3K $900K
LUV
Southwest Airlines CO

Industrials
2.55K
+ 14.46%
$29.06 - $37.7 $74.1K - $96.1K
20.2K $643K
AMBA
Ambarella Inc

Technology
137
+ 3.74%
$62.49 - $88.81 $8.56K - $12.2K
3.8K $313K
VRNS
Varonis Systems Inc

Technology
171
+ 1.91%
$49.58 - $59.83 $8.48K - $10.2K
9.11K $523K
RFG
Invesco Exchange Traded Fd Tr

ETFs
280
+ 1.2%
$48.87 - $51.69 $13.7K - $14.5K
23.7K $1.21M
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
5.41K
+ 14.78%
$6.27 - $7.05 $33.9K - $38.1K
42K $295K
FN
Fabrinet

Technology
33
+ 4.41%
$277.04 - $389.47 $9.14K - $12.9K
782 $285K
MOS
Mosaic CO

Basic Materials
3.01K
+ 13.75%
$30.93 - $37.81 $93.1K - $114K
24.9K $863K
NTR
Nutrien Ltd.

Basic Materials
521
+ 0.73%
$55.69 - $62.11 $29K - $32.4K
71.6K $4.21M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.03K
+ 11.7%
$42.39 - $44.63 $43.8K - $46.1K
9.87K $440K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.28K
+ 28.63%
$45.07 - $47.56 $57.8K - $61K
5.76K $265K
EWP
Ishares Inc Msci Spain ETF

ETFs
760
+ 16.46%
$43.48 - $49.5 $33K - $37.6K
5.38K $266K
HYLS
First Tr Tactical High Yield L

ETFs
908
+ 0.86%
$41.62 - $42.32 $37.8K - $38.4K
106K $4.46M
EFV
Msci Eafe Value ETF

ETFs
98
+ 0.75%
$62.79 - $68.42 $6.15K - $6.71K
13.1K $889K
IRTC
I Rhythm Technologies, Inc.

Healthcare
140
+ 6.46%
$132.29 - $187.07 $18.5K - $26.2K
2.31K $396K
DRIV
Global X Fds Global X Autonomo

ETFs
11
+ 0.09%
$23.34 - $28.35 $257 - $312
12.6K $355K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
187
+ 1.14%
$24.02 - $27.91 $4.49K - $5.22K
16.6K $462K
CVNA
Carvana Co.

Consumer Cyclical
3
+ 0.21%
$326.09 - $392.66 $978 - $1.18K
1.45K $548K
FMX
Mexican Economic Development Inc

Consumer Defensive
876
+ 14.78%
$83.67 - $106.19 $73.3K - $93K
6.8K $670K
HAL
Halliburton CO

Energy
26
+ 0.19%
$20.5 - $25.11 $533 - $653
13.7K $335K
ITUB
Itau Unibanco Holding S.A.

Financial Services
5.63K
+ 17.99%
$6.18 - $7.41 $34.8K - $41.7K
36.9K $270K
HEI
Heico Corp

Industrials
193
+ 20.86%
$304.5 - $337.56 $58.8K - $65.1K
1.12K $360K
XPO
Xpo Logistics, Inc.

Industrials
385
+ 18.31%
$118.79 - $138.31 $45.7K - $53.2K
2.49K $321K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
11.2K
+ 10.18%
$8.96 - $9.64 $100K - $108K
121K $1.09M
ATEC
Alphatec Holdings, Inc.

Healthcare
568
+ 4.41%
$10.31 - $16.55 $5.86K - $9.4K
13.5K $195K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
828
+ 2.49%
$59.81 - $60.11 $49.5K - $49.8K
34.1K $2.04M
IYJ
Ishares Tr

ETFs
217
+ 4.12%
$142.42 - $148.18 $30.9K - $32.2K
5.48K $799K
TECH
Bio Techne Corp

Healthcare
273
+ 3.35%
$49.87 - $58.78 $13.6K - $16K
8.42K $468K
SLB
Schlumberger Limited

Energy
981
+ 3.69%
$32.37 - $37.31 $31.8K - $36.6K
27.6K $948K
DT
Dynatrace, Inc.

Technology
1.56K
+ 37.93%
$46.04 - $56.64 $72K - $88.6K
5.69K $275K
TM
Toyota Motor Corp

Consumer Cyclical
103
+ 7.0%
$167.86 - $202.79 $17.3K - $20.9K
1.58K $300K
SNAP
Snap Inc

Communication Services
7.5K
+ 65.22%
$6.99 - $10.35 $52.4K - $77.6K
19K $146K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
93
+ 5.59%
$301.44 - $365.84 $28K - $34K
1.76K $568K
AMCR
Amcor PLC

Consumer Cyclical
56.7K
+ 13.67%
$7.97 - $9.94 $452K - $563K
471K $3.85M
HUBB
Hubbell Inc

Industrials
10
+ 0.55%
$410.51 - $450.93 $4.11K - $4.51K
1.83K $787K
FXH
First Tr Exchange Trd Fd Healt

ETFs
70
+ 1.14%
$98.56 - $110.68 $6.9K - $7.75K
6.2K $679K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
83
+ 0.76%
$42.26 - $47.16 $3.51K - $3.91K
11K $507K
PNR
Pentair PLC

Industrials
3
+ 0.06%
$100.62 - $112.59 $302 - $338
5.25K $581K
ATO
Atmos Energy Corp

Utilities
7
+ 0.28%
$151.51 - $170.75 $1.06K - $1.2K
2.55K $435K
FV
First Trust Dorsey Wright Focu

ETFs
1
+ 0.01%
$59.23 - $62.14 $59.2 - $62.1
16K $993K
TDIV
First Trust Nasdaq Technology

ETFs
86
+ 2.16%
$89.27 - $100.33 $7.68K - $8.63K
4.08K $401K
LVHD
Franklin U.S. Low Volatility H

ETFs
530
+ 4.0%
$39.89 - $41.55 $21.1K - $22K
13.8K $570K
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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