Stephens Inc Incresed Positions in Q3 2025

Stephens Inc

  • $7.43 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MAIN
Main Street Capital Corp

Financial Services
6
+ 0.13%
$59.28 - $67.54 $356 - $405
4.61K $293K
VFH
Vanguard Financial ETF

ETFs
14
+ 0.28%
$125.23 - $132.78 $1.75K - $1.86K
5.02K $658K
WCN
Waste Connections, Inc.

Industrials
754
+ 7.36%
$171.32 - $191.84 $129K - $145K
11K $1.93M
RVT
Royce Value Trust, Inc.

Financial Services
255
+ 1.67%
$14.94 - $16.5 $3.81K - $4.21K
15.5K $249K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
228
+ 1.72%
$9.2 - $10.5 $2.1K - $2.39K
13.5K $140K
SDGR
Schrodinger, Inc.

Healthcare
944
+ 9.49%
$18.15 - $23.03 $17.1K - $21.7K
10.9K $218K
PSA
Public Storage

Real Estate
519
+ 1.78%
$271.94 - $298.09 $141K - $155K
29.6K $8.55M
PDI
Pimco Dynamic Income Fund

Financial Services
135
+ 0.79%
$18.85 - $20.07 $2.54K - $2.71K
17.3K $343K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
3.27K
+ 29.96%
$17.97 - $22.57 $58.8K - $73.8K
14.2K $255K
BAX
Baxter International Inc

Healthcare
5.83K
+ 37.26%
$21.71 - $31.23 $127K - $182K
21.5K $489K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
59
+ 0.31%
$4.36 - $5.16 $257 - $304
19.3K $99K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
86
+ 1.2%
$67.48 - $71.55 $5.8K - $6.15K
7.23K $512K
EMLP
First Tr Exchange Traded Iv

ETFs
2
+ 0.01%
$36.99 - $38.38 $74 - $76.8
17.9K $683K
ED
Consolidated Edison Inc

Utilities
105
+ 0.77%
$95.57 - $105.36 $10K - $11.1K
13.8K $1.39M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
726
+ 7.22%
$42.56 - $49.08 $30.9K - $35.6K
10.8K $462K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
350
+ 1.43%
$7.56 - $7.93 $2.65K - $2.78K
24.8K $195K
ABEV
Ambev S.A.

Consumer Defensive
22.5K
+ 10.45%
$2.15 - $2.49 $48.3K - $55.9K
238K $529K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
300
+ 1.78%
$13.53 - $14.11 $4.06K - $4.23K
17.2K $240K
AWK
American Water Works Company, Inc.

Utilities
68
+ 0.99%
$135.05 - $147.0 $9.18K - $10K
6.91K $962K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
9
+ 0.02%
$17.96 - $19.62 $162 - $177
40.5K $754K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
271
+ 1.33%
$18.86 - $19.16 $5.11K - $5.19K
20.7K $395K
MRCC
Monroe Capital Corp

Financial Services
202
+ 1.71%
$6.2 - $7.69 $1.25K - $1.55K
12K $83K
PHYL
Pgim ETF Tr

ETFs
136
+ 1.03%
$35.14 - $35.8 $4.78K - $4.87K
13.3K $475K
LNG
Cheniere Energy, Inc.

Energy
93
+ 5.47%
$222.68 - $244.28 $20.7K - $22.7K
1.79K $421K
PGF
Invesco Exchange Traded Fd Tr

ETFs
93
+ 0.85%
$14.11 - $14.94 $1.31K - $1.39K
11.1K $161K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
38
+ 0.88%
$50.73 - $52.47 $1.93K - $1.99K
4.37K $228K
AINV
Apollo Investment Corp

Financial Services
546
+ 0.65%
N/A
84.7K $942K
IEMG
Ishares Inc

ETFs
114
+ 1.65%
N/A
7.04K $377K
POWI
Power Integrations Inc

Technology
1.9K
+ 42.11%
$39.37 - $59.54 $75K - $113K
6.43K $258K
GLO
Clough Global Opportunities Fund

Financial Services
411
+ 2.74%
$5.36 - $5.73 $2.2K - $2.36K
15.4K $87K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
38
+ 0.35%
$15.5 - $16.01 $589 - $608
10.8K $171K
NNN
National Retail Properties, Inc.

Real Estate
182
+ 2.84%
$40.68 - $44.1 $7.4K - $8.03K
6.6K $280K
HQY
Healthequity, Inc.

Healthcare
701
+ 10.92%
$87.42 - $103.12 $61.3K - $72.3K
7.12K $675K
UL
Unilever PLC

Consumer Defensive
1.81K
+ 3.29%
$58.43 - $65.01 $106K - $118K
56.8K $3.37M
SNV
Synovus Financial Corp

Financial Services
324
+ 6.68%
$46.55 - $59.6 $15.1K - $19.3K
5.18K $254K
PID
Invesco Exchange Traded Fd Tr

ETFs
194
+ 0.98%
N/A
20K $356K
NRZ
New Residential Investment Corp.

Real Estate
359
+ 1.26%
N/A
29K $209K
KIO
Kkr Income Opportunities Fund

Financial Services
22
+ 0.07%
$12.34 - $12.82 $271 - $282
31.6K $399K
OEF
Ishares S&P 100 ETF

ETFs
6
+ 0.13%
N/A
4.67K $1.24M
Aim ETF Products Trust
9.01K
+ 12.67%
N/A
80.1K $0
Aim ETF Products Trust
7.85K
+ 9.11%
N/A
94K $0
Amplify ETF Tr
220
+ 6.22%
N/A
3.76K $0
Aim ETF Products Trust
3.22K
+ 3.33%
N/A
99.7K $0
Ea Series Trust
200
+ 2.13%
N/A
9.61K $0
Aptiv PLC
4.23K
+ 103.32%
N/A
8.33K $0
Neos ETF Trust
35.6K
+ 187.82%
N/A
54.5K $0
SMOT
Vaneck ETF Tr Morningstar Smid
828
+ 1.59%
N/A
53K $0
Aim ETF Products Trust
5.17K
+ 4.73%
N/A
114K $0
Aim ETF Products Trust
3.37K
+ 2.99%
N/A
116K $0
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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