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
DBL
Double Line Opportunistic Credit Fund

Financial Services
14.5K
New
$15.17 - $15.89 $219K - $230K
14.5K $224K
Innovator Etfs Trust
7.87K
+ 6.17%
N/A
135K $3.39M
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
40.4K
+ 387.72%
$7.45 - $18.94 $301K - $764K
50.8K $412K
HYLS
First Tr Tactical High Yield L

ETFs
6.87K
+ 7.22%
$41.29 - $42.03 $283K - $289K
102K $4.22M
GWRE
Guidewire Software, Inc.

Technology
1.32K
New
$168.58 - $207.12 $223K - $274K
1.32K $223K
KBE
Spdr S&P Bank ETF

ETFs
2.69K
+ 9.31%
$51.33 - $62.76 $138K - $169K
31.6K $1.75M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
2.2K
+ 23.12%
$115.64 - $129.74 $255K - $286K
11.7K $1.37M
Apogee Therapeutics Inc
4.91K
New
N/A
4.91K $222K
KB
Kb Financial Group Inc.

Financial Services
3.91K
New
$56.9 - $72.19 $222K - $282K
3.91K $222K
FNWD
Finward Bancorp

Financial Services
7.86K
New
N/A
7.86K $221K
PEGA
Pegasystems Inc

Technology
2.37K
New
$69.42 - $97.28 $164K - $230K
2.37K $220K
Bank Montreal Medium
375
New
N/A
375 $219K
Jakks Pac Inc
7.78K
New
N/A
7.78K $219K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
4.73K
New
$41.58 - $49.65 $197K - $235K
4.73K $218K
LPX
Louisiana Pacific Corp

Industrials
2.38K
+ 33.1%
$98.02 - $120.27 $233K - $286K
9.55K $989K
Morgan Stanley ETF Trust
4.42K
+ 78.88%
N/A
10K $499K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
5.27K
New
$24.08 - $48.71 $127K - $257K
5.27K $218K
URA
Global X Uranium ETF

ETFs
23.1K
+ 10.55%
$26.78 - $33.46 $618K - $772K
242K $6.48M
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
5.07K
New
$41.02 - $44.55 $208K - $226K
5.07K $217K
AVB
Avalonbay Communities Inc

Real Estate
1.44K
+ 7.45%
$216.28 - $237.81 $312K - $343K
20.8K $4.57M
CORP
Pimco Investment Grade Corp Bd

ETFs
2.57K
+ 38.58%
$95.1 - $99.41 $245K - $256K
9.24K $878K
FDG
American Centy ETF Tr Focused

ETFs
700
+ 5.55%
$91.61 - $109.13 $64.1K - $76.4K
13.3K $1.38M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
8.43K
+ 40.06%
$27.51 - $29.16 $232K - $246K
29.5K $828K
PRCT
Procept Bio Robotics Corp

Healthcare
2.65K
New
$67.27 - $99.45 $178K - $263K
2.65K $213K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
46.4K
+ 18.69%
$12.61 - $15.33 $585K - $712K
295K $3.79M
Pimco ETF Tr
2.5K
+ 2.51%
N/A
102K $10.3M
Viper Energy Inc
2.18K
+ 8.25%
N/A
28.6K $1.4M
KRP
Kimbell Royalty Partners, LP

Energy
13K
New
$15.38 - $16.83 $200K - $218K
13K $211K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
4.65K
New
N/A
4.65K $210K
MC
Moelis & CO

Financial Services
2.84K
New
$65.74 - $80.49 $187K - $228K
2.84K $210K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
32.2K
+ 6.56%
$43.02 - $47.32 $1.39M - $1.52M
523K $22.6M
WABC
Westamerica Bancorporation

Financial Services
1.94K
+ 5.48%
$47.14 - $58.54 $91.5K - $114K
37.4K $1.96M
ATEC
Alphatec Holdings, Inc.

Healthcare
13.2K
+ 55.93%
$4.98 - $10.48 $66K - $139K
36.9K $339K
LEU
Centrus Energy Corp

Energy
2.38K
+ 58.22%
$55.8 - $109.53 $133K - $261K
6.48K $432K
DSGX
Descartes Systems Group Inc

Technology
1.83K
New
$100.21 - $121.37 $183K - $222K
1.83K $207K
FCEF
First Tr Exchange Traded Fd Vi
9.89K
+ 108.21%
N/A
19K $411K
AMBA
Ambarella Inc

Technology
1.67K
+ 32.64%
$54.22 - $76.22 $90.5K - $127K
6.78K $493K
IBUY
Amplify ETF Tr Amplify Online

ETFs
3.17K
New
$59.83 - $69.71 $190K - $221K
3.17K $205K
PID
Invesco Exchange Traded Fd Tr

ETFs
26.9K
+ 13.75%
N/A
223K $4.08M
Columbia ETF Tr I
8.25K
New
N/A
8.25K $204K
FDV
Federated Hermes ETF Tr U S St
8.53K
+ 48.15%
N/A
26.2K $698K
XDAP
Innovator Etfs Tr Us Equity Ac
5.75K
New
$34.19 - $35.77 $197K - $206K
5.75K $204K
ISMD
Northern Lts Fd Tr Iv

ETFs
5.53K
+ 49.59%
$36.81 - $40.75 $204K - $225K
16.7K $626K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
939
+ 10.69%
$174.04 - $205.27 $163K - $193K
9.72K $1.75M
AGX
Argan Inc

Industrials
1.47K
New
$100.91 - $160.81 $149K - $237K
1.47K $202K
IMNM
Immunome Inc.

Healthcare
19K
New
$9.11 - $14.53 $173K - $276K
19K $202K
DBX
Dropbox, Inc.

Technology
6.69K
New
$25.05 - $30.8 $168K - $206K
6.69K $201K
LMND
Lemonade, Inc.

Financial Services
5.49K
New
$15.65 - $51.81 $85.9K - $284K
5.49K $201K
Talen Energy Corp
996
New
N/A
996 $201K
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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