Stephens Inc Sells in Q1 2025

Stephens Inc

  • $6.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
-18.7K
- 2.51%
$49.96 - $103.01 $936K - $1.93M
728K $37.3M
AVGO
Broadcom Inc.

Technology
-19.8K
- 4.74%
$167.43 - $244.7 $3.32M - $4.85M
398K $66.6M
AAPL
Apple Inc.

Technology
-13.9K
- 1.7%
$209.68 - $247.1 $2.92M - $3.44M
808K $179M
VTI
Vanguard Total Stock Market Et

ETFs
-34.6K
- 4.06%
$271.18 - $303.12 $9.37M - $10.5M
818K $225M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-25.3K
- 9.43%
$360.07 - $417.26 $9.13M - $10.6M
243K $87.9M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-421K
- 46.87%
$45.56 - $47.23 $19.2M - $19.9M
478K $22.5M
BX
Blackstone Inc.

Financial Services
-50.9K
- 14.84%
$136.53 - $186.74 $6.94M - $9.5M
292K $40.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-12.9K
- 2.65%
$190.26 - $242.06 $2.46M - $3.12M
474K $90.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9.88K
- 3.62%
$468.34 - $539.52 $4.63M - $5.33M
263K $123M
MRK
Merck & Co., Inc.

Healthcare
-123K
- 27.41%
$83.01 - $101.02 $10.2M - $12.5M
326K $29.3M
GOOG
Alphabet Inc.

Communication Services
-8K
- 2.31%
$156.06 - $207.71 $1.25M - $1.66M
339K $53M
SPY
Spdr S&P 500 ETF Trust

ETFs
-12.9K
- 6.29%
$551.42 - $612.93 $7.11M - $7.9M
192K $107M
IWV
Ishares Russell 3000 ETF

ETFs
-25.2K
- 15.43%
$313.1 - $349.83 $7.88M - $8.8M
138K $43.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
-67.5K
- 9.75%
$182.82 - $196.21 $12.3M - $13.2M
625K $118M
CAT
Caterpillar Inc

Industrials
-20.9K
- 22.85%
$326.75 - $407.63 $6.82M - $8.51M
70.5K $23.2M
MCD
Mcdonalds Corp

Consumer Cyclical
-35.7K
- 36.48%
$279.74 - $321.29 $9.99M - $11.5M
62.2K $19.4M
STZ
Constellation Brands, Inc.

Consumer Defensive
-37.9K
- 75.13%
$161.05 - $222.93 $6.1M - $8.45M
12.5K $2.3M
IWN
Ishares Russell2000 Val ETF

ETFs
-48.1K
- 48.08%
$149.27 - $169.4 $7.17M - $8.14M
51.9K $7.84M
CRM
Salesforce, Inc.

Technology
-5.6K
- 5.23%
$268.36 - $359.95 $1.5M - $2.02M
101K $27.2M
MEAR
Blackrock Short Maturity Munic

ETFs
-170K
- 44.63%
$49.97 - $50.36 $8.48M - $8.54M
210K $10.6M
PAYX
Paychex Inc

Industrials
-59.6K
- 53.08%
$136.06 - $154.52 $8.1M - $9.2M
52.6K $8.12M
VO
Vanguard Mid Cap ETF

ETFs
-24.2K
- 13.97%
$251.87 - $277.95 $6.09M - $6.72M
149K $38.5M
IOO
Ishares Tr Global 100 ETF

ETFs
-57K
- 15.0%
$96.2 - $105.12 $5.48M - $5.99M
323K $31.1M
IWR
Ishares Russell Mid Cap ETF

ETFs
-59.4K
- 12.88%
$82.81 - $92.93 $4.92M - $5.52M
402K $34.2M
VUG
Vanguard Growth ETF

ETFs
-1.99K
- 1.48%
$369.1 - $427.61 $735K - $852K
133K $49.2M
KKR
Kkr & Co. Inc.

Financial Services
-8.18K
- 5.14%
$108.17 - $167.07 $884K - $1.37M
151K $17.4M
ETN
Eaton Corp PLC

Industrials
-7.92K
- 12.63%
$271.83 - $371.23 $2.15M - $2.94M
54.8K $14.9M
IWM
Ishares Russell 2000 ETF

ETFs
-11.3K
- 6.71%
$198.1 - $229.79 $2.23M - $2.59M
157K $31.3M
BAC
Bank Of America Corp

Financial Services
-101K
- 15.73%
$39.61 - $47.74 $3.99M - $4.81M
540K $22.5M
PKG
Packaging Corp Of America

Consumer Cyclical
-15.8K
- 19.25%
$192.03 - $242.13 $3.03M - $3.82M
66.3K $13.1M
GIS
General Mills Inc

Consumer Defensive
-76.7K
- 41.35%
$57.56 - $65.3 $4.42M - $5.01M
109K $6.51M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-51K
- 23.33%
$100.34 - $100.68 $5.12M - $5.13M
168K $16.9M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-50.5K
- 45.19%
$99.16 - $99.52 $5.01M - $5.03M
61.3K $6.09M
ALL
Allstate Corp

Financial Services
-24.5K
- 62.24%
$180.99 - $210.18 $4.43M - $5.15M
14.9K $3.08M
ORCC
Owl Rock Capital Corp

Financial Services
-336K
- 10.1%
N/A
2.99M $40M
KHC
Kraft Heinz CO

Consumer Defensive
-144K
- 73.75%
$28.51 - $32.22 $4.1M - $4.63M
51.1K $1.56M
BK
Bank Of New York Mellon Corp

Financial Services
-59.4K
- 65.23%
$75.42 - $88.95 $4.48M - $5.29M
31.7K $2.66M
ORCL
Oracle Corp

Technology
-12.8K
- 17.16%
$139.81 - $186.47 $1.78M - $2.38M
61.6K $8.61M
IWS
Ishares Russell Midcap Value E

ETFs
-7K
- 0.85%
$122.59 - $135.24 $858K - $946K
817K $103M
ELV
Elevance Health, Inc.

Healthcare
-11.5K
- 54.78%
$365.9 - $436.25 $4.22M - $5.03M
9.51K $4.14M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-82K
- 8.14%
$51.52 - $52.37 $4.23M - $4.3M
925K $48.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-9.04K
- 14.2%
$165.25 - $224.62 $1.49M - $2.03M
54.6K $9.07M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-6.6K
- 9.73%
$408.78 - $448.82 $2.7M - $2.96M
61.2K $25.7M
FSIG
First Tr ETF Iv LTD Duration I
-160K
- 17.05%
$18.74 - $19.04 $3M - $3.05M
780K $14.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-45.8K
- 28.0%
$74.85 - $84.89 $3.43M - $3.89M
118K $9.62M
JBHT
Hunt J B Transport Services Inc

Industrials
-1.3K
- 1.16%
$146.12 - $186.55 $190K - $243K
111K $16.4M
NOW
Service Now, Inc.

Technology
-1.14K
- 16.4%
$783.83 - $1170.39 $891K - $1.33M
5.79K $4.61M
KO
Coca Cola CO

Consumer Defensive
-89K
- 20.79%
$60.81 - $72.32 $5.41M - $6.44M
339K $24.3M
IGV
Ishares Expanded Tech Software

ETFs
-20.5K
- 52.22%
$88.3 - $107.83 $1.81M - $2.21M
18.7K $1.67M
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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