Commonwealth Equity Services, LLC Purchases in Q4 2024

Commonwealth Equity Services, LLC

  • $68.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WFRD
Weatherford International PLC

Energy
5.24K
+ 123.42%
$67.1 - $94.33 $352K - $494K
9.48K $679K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
46.2K
+ 250.05%
$7.13 - $7.87 $329K - $363K
64.6K $463K
POR
Portland General Electric CO

Utilities
10.6K
+ 31.26%
$43.52 - $48.99 $460K - $518K
44.4K $1.94M
USA
Liberty All Star Equity Fund

Financial Services
53.7K
+ 13.95%
$6.82 - $7.46 $366K - $400K
438K $3.05M
SCHO
Schwab Short Term Us Treasury

ETFs
117K
+ 116.65%
$24.06 - $48.88 $2.82M - $5.72M
217K $5.23M
USXF
Ishares Esg Advanced Msci Usa

Technology
5.38K
+ 7.5%
$48.45 - $52.57 $261K - $283K
77K $3.83M
AVT
Avnet Inc

Technology
5.95K
New
$52.09 - $57.69 $310K - $343K
5.95K $311K
GTO
Invesco Actively Managed ETF T

ETFs
9.08K
+ 15.62%
$46.33 - $48.41 $421K - $439K
67.2K $3.12M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
6.55K
+ 27.38%
$49.74 - $50.43 $326K - $331K
30.5K $1.52M
CVCO
Cavco Industries Inc.

Consumer Cyclical
691
New
$409.8 - $533.17 $283K - $368K
691 $308K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
33.6K
+ 188.52%
$8.22 - $9.44 $276K - $317K
51.4K $454K
Capital Group International
25.1K
+ 18.68%
N/A
159K $4.39M
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
3.25K
New
$85.8 - $100.97 $279K - $329K
3.25K $306K
Fidelity Covington Trust
8.64K
New
N/A
8.64K $305K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.79K
+ 8.4%
$62.07 - $66.61 $235K - $253K
48.9K $3.13M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
16.8K
+ 5.2%
$15.9 - $17.05 $267K - $287K
340K $5.66M
Brookfield Asset Managmt LTD
1.85K
+ 6.38%
N/A
30.9K $1.67M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
8.61K
+ 12.32%
$36.74 - $40.43 $316K - $348K
78.5K $2.9M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
462
+ 0.25%
$56.81 - $61.22 $26.2K - $28.3K
183K $10.8M
FCAP
First Capital Inc

Financial Services
10.2K
+ 91.8%
$29.25 - $36.75 $298K - $375K
21.3K $688K
WK
Workiva Inc

Technology
896
+ 13.55%
$76.11 - $114.78 $68.2K - $103K
7.51K $822K
Angel Oak Funds Trust
27.8K
+ 52.37%
N/A
80.8K $890K
RPV
Invesco Exchange Traded Fd Tr

ETFs
2.37K
+ 3.64%
$87.41 - $97.21 $207K - $230K
67.3K $6.08M
Calamos ETF Tr
12.1K
New
N/A
12.1K $297K
CBSH
Commerce Bancshares Inc

Financial Services
3.39K
+ 11.47%
$57.04 - $74.36 $193K - $252K
32.9K $2.05M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
13K
+ 18.38%
$22.04 - $22.59 $287K - $294K
83.8K $1.86M
EIPX
First Tr Exc Trd Fd Iv Ft Ener
12K
New
N/A
12K $294K
GH
Guardant Health, Inc.

Healthcare
9.59K
New
$20.2 - $38.11 $194K - $365K
9.59K $293K
TDW
Tidewater Inc

Energy
5.35K
New
$47.0 - $73.31 $251K - $392K
5.35K $293K
ULH
Universal Logistics Holdings, Inc.

Industrials
6.38K
New
$38.68 - $52.28 $247K - $333K
6.38K $293K
AMSC
American Superconductor Corp

Industrials
11.9K
New
$21.33 - $36.81 $253K - $436K
11.9K $292K
AVSC
American Centy ETF Tr Avantis
5.07K
+ 10.96%
$52.7 - $59.57 $267K - $302K
51.3K $2.79M
Ishares Tr
11.4K
New
N/A
11.4K $290K
SKX
Skechers Usa Inc

Consumer Cyclical
4.13K
+ 11.16%
$59.24 - $72.0 $245K - $297K
41.1K $2.77M
The Alger ETF Trust
9.62K
+ 79.85%
N/A
21.7K $569K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
9.08K
+ 6.25%
$51.58 - $52.91 $468K - $480K
154K $7.98M
FAST
Fastenal CO

Industrials
1.96K
+ 0.65%
$69.99 - $84.35 $137K - $165K
301K $21.7M
EWW
Ishares Inc Msci Mexico ETF

ETFs
6.12K
New
N/A
6.12K $287K
NWL
Newell Brands Inc.

Consumer Defensive
5.45K
+ 5.33%
$7.18 - $11.63 $39.1K - $63.4K
108K $1.07M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
10.4K
New
$25.57 - $30.9 $267K - $322K
10.4K $287K
Innovator Etfs Trust
3.1K
+ 0.91%
N/A
344K $9.38M
PARR
Par Pacific Holdings, Inc.

Energy
18.2K
+ 167.81%
$15.09 - $19.32 $275K - $352K
29.1K $477K
The Alger ETF Trust
11K
New
N/A
11K $286K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2.83K
+ 23.4%
$76.53 - $94.19 $217K - $267K
14.9K $1.28M
KULR
Kulr Technology Group, Inc.

Technology
80.4K
New
$0.27 - $4.8 $21.7K - $386K
80.4K $285K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
3.19K
+ 6.18%
$94.66 - $102.14 $302K - $326K
54.7K $5.22M
IYJ
Ishares Tr

ETFs
2.17K
+ 5.25%
$132.97 - $143.93 $288K - $312K
43.4K $5.8M
CSHI
Shp ETF Tr Neos Enhanced Incom
5.69K
New
N/A
5.69K $283K
ATO
Atmos Energy Corp

Utilities
1.92K
+ 8.21%
$136.41 - $151.43 $262K - $291K
25.3K $3.53M
Activity Summary
Buys All Purchases 2331 New Holdings 238 Increased Positions 2093 Sells All Sells 1669 Reductions 1669 Sold out 0 Options Calls 0 Puts 0
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