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
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
5.95K
New
$41.16 - $43.15 $245K - $257K
5.95K $245K
ISCV
Ishares Morningstar Small Cap

ETFs
3.9K
+ 11.66%
$62.21 - $69.5 $243K - $271K
37.4K $2.37M
Mfs Active Exchange Traded F
10.3K
New
N/A
10.3K $245K
HTGC
Hercules Capital, Inc.

Financial Services
4.9K
+ 1.52%
$18.53 - $20.22 $90.7K - $99K
327K $6.58M
IESC
Ies Holdings, Inc.

Industrials
1.22K
New
$196.89 - $309.86 $239K - $376K
1.22K $244K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
5.08K
+ 46.17%
$39.86 - $46.0 $202K - $234K
16.1K $675K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
6.25K
New
$28.38 - $39.27 $177K - $245K
6.25K $242K
AFLG
First Tr Exchange Traded Fd Vi
7K
New
N/A
7K $242K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
29K
+ 50.24%
$10.37 - $11.62 $300K - $336K
86.6K $900K
STRL
Sterling Construction CO Inc

Industrials
977
+ 30.01%
$142.94 - $199.03 $140K - $194K
4.23K $713K
PRK
Park National Corp

Financial Services
1.4K
New
$160.0 - $206.49 $224K - $289K
1.4K $240K
XSW
Spdr S&P Software & Services E

ETFs
1.27K
New
$156.76 - $204.72 $199K - $260K
1.27K $240K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
1.61K
+ 0.73%
$44.57 - $46.43 $71.6K - $74.6K
222K $10.1M
INOD
Innodata Inc

Technology
6.04K
New
$15.45 - $46.23 $93.3K - $279K
6.04K $239K
XDQQ
Innovator Etfs Tr Growth Accel
2.72K
+ 5.24%
$31.58 - $34.76 $85.7K - $94.4K
54.6K $1.9M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
6.83K
+ 4.66%
$49.58 - $50.28 $339K - $343K
153K $7.62M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
5.13K
+ 54.82%
$57.07 - $62.58 $293K - $321K
14.5K $828K
YLD
Principal Exchange Traded Fds

ETFs
12.7K
+ 83.3%
$19.17 - $19.61 $244K - $250K
28K $537K
TRMB
Trimble Inc.

Technology
1.55K
+ 10.36%
$60.21 - $75.4 $93.4K - $117K
16.5K $1.17M
IYLD
Ishares Tr Ishares Morningstar

ETFs
13.5K
+ 56.95%
$19.48 - $20.66 $264K - $280K
37.3K $727K
ESLT
Elbit Systems LTD

Industrials
911
New
$201.1 - $263.5 $183K - $240K
911 $235K
GTLB
Gitlab Inc.

Technology
4.17K
New
$48.76 - $67.19 $203K - $280K
4.17K $235K
KEMX
Kraneshares Tr

ETFs
8.48K
New
$27.71 - $31.35 $235K - $266K
8.48K $235K
PAX
Patria Investments LTD

Financial Services
19K
+ 66.86%
$10.88 - $12.89 $207K - $245K
47.4K $552K
DFSU
Dimensional ETF Tr Dimen Us Su
4.82K
+ 6.75%
N/A
76.3K $2.89M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
3.42K
+ 1.13%
$13.61 - $14.58 $46.5K - $49.8K
307K $4.42M
Maplebear Inc
5.65K
New
N/A
5.65K $234K
RRGB
Red Robin Gourmet Burgers Inc

Consumer Cyclical
35.8K
+ 101.42%
$4.37 - $6.52 $156K - $233K
71K $390K
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
12.1K
+ 11.0%
N/A
122K $3.14M
SHYD
Vaneck Short High Yield Muni E

ETFs
12.9K
+ 5.52%
$22.45 - $22.81 $289K - $293K
246K $5.52M
CDAY
Ceridian Hcm Holding Inc.

Technology
1.74K
+ 18.71%
N/A
11.1K $803K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
12K
+ 3.97%
$23.48 - $23.73 $282K - $285K
315K $7.42M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
14.3K
+ 33.22%
$23.11 - $25.17 $330K - $360K
57.3K $1.32M
XTJL
Innovator Etfs Tr Us Equity Ac
6.87K
New
$32.61 - $34.05 $224K - $234K
6.87K $231K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
10.7K
+ 1.55%
$53.38 - $60.64 $571K - $649K
700K $38.2M
Tectonic Therapeutic Inc
5K
New
N/A
5K $231K
VICR
Vicor Corp

Technology
4.78K
New
$40.19 - $60.94 $192K - $291K
4.78K $231K
PWOD
Penns Woods Bancorp Inc

Financial Services
203
+ 0.6%
$23.74 - $34.06 $4.82K - $6.91K
34.1K $1.04M
PFGC
Performance Food Group CO

Consumer Defensive
2.72K
New
$78.03 - $90.57 $212K - $246K
2.72K $230K
GAL
Ssga Active ETF Tr

ETFs
5.21K
New
$44.18 - $45.9 $230K - $239K
5.21K $230K
BILL
Bill.Com Holdings, Inc.

Technology
2.7K
New
$51.23 - $97.41 $138K - $263K
2.7K $229K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
932
+ 2.88%
$120.76 - $140.58 $113K - $131K
33.3K $4.24M
APPF
Appfolio Inc

Technology
703
+ 14.5%
$192.07 - $269.26 $135K - $189K
5.55K $1.37M
SFNC
Simmons First National Corp

Financial Services
4.44K
+ 2.21%
$21.01 - $25.53 $93.3K - $113K
205K $4.56M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
25K
+ 5.21%
$51.33 - $53.74 $1.28M - $1.34M
506K $26.1M
CAN
Canaan Inc.

Technology
2.98K
+ 1.4%
$0.94 - $3.09 $2.8K - $9.21K
215K $441K
GES
Guess Inc

Consumer Cyclical
16.1K
New
$13.66 - $19.87 $220K - $319K
16.1K $226K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
30.9K
+ 5.55%
$21.25 - $22.07 $657K - $683K
588K $12.5M
SPTS
Spdr Portfolio Short Term Trea

ETFs
9.07K
+ 9.72%
$28.88 - $29.33 $262K - $266K
102K $2.97M
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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