Commonwealth Equity Services, LLC Purchases in Q3 2025

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IMO
Imperial Oil LTD

Energy
592
+ 5.58%
$80.03 - $95.16 $47.4K - $56.3K
11.2K $1.02M
Webull Corp
11.7K
New
N/A
11.7K $173K
PIZ
Invesco Exchange Traded Fd Tr
1.53K
+ 2.64%
N/A
59.3K $2.83M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
5.03K
+ 3.02%
$14.33 - $15.08 $72.1K - $75.9K
172K $2.58M
GTY
Getty Realty Corp

Real Estate
7.56K
+ 17.81%
$26.45 - $28.87 $200K - $218K
50K $1.34M
MSB
Mesabi Trust

Basic Materials
307
+ 1.02%
$23.53 - $32.39 $7.22K - $9.94K
30.4K $890K
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
12.1K
+ 24.52%
$11.15 - $11.99 $135K - $145K
61.4K $731K
SII
Sprott Inc.

Financial Services
624
+ 7.51%
$62.54 - $83.38 $39K - $52K
8.94K $743K
DVOL
First Tr ETF Vi Dorsey Wright
4.39K
+ 12.43%
N/A
39.7K $1.41M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
5.1K
+ 2.64%
$25.93 - $26.42 $132K - $135K
198K $5.19M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
10.9K
New
$8.73 - $17.04 $95.2K - $186K
10.9K $168K
FNDB
Schwab Fundamental U S Broad M

ETFs
781
+ 0.94%
$23.83 - $25.77 $18.6K - $20.1K
84.2K $2.17M
SHBI
Shore Bancshares Inc

Financial Services
10.2K
New
$15.18 - $17.45 $155K - $178K
10.2K $167K
SEE
Sealed Air Corp

Consumer Cyclical
2.8K
+ 18.01%
$28.47 - $35.35 $79.7K - $98.9K
18.3K $648K
RRGB
Red Robin Gourmet Burgers Inc

Consumer Cyclical
6.37K
+ 5.71%
$5.53 - $7.3 $35.2K - $46.5K
118K $809K
Fidelity Covington Trust
2.63K
+ 43.39%
N/A
8.69K $431K
THO
Thor Industries Inc

Consumer Cyclical
1.09K
+ 33.89%
$88.76 - $112.33 $97K - $123K
4.32K $448K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
3.99K
+ 21.11%
$32.62 - $34.4 $130K - $137K
22.9K $786K
PFS
Provident Financial Services Inc

Financial Services
1.27K
+ 1.63%
$17.9 - $20.32 $22.7K - $25.7K
78.9K $1.52M
COLD
Americold Realty Trust

Real Estate
13K
New
$12.14 - $16.98 $158K - $220K
13K $159K
CVI
Cvr Energy Inc

Energy
552
+ 3.83%
$24.93 - $36.82 $13.8K - $20.3K
15K $546K
Global X Fds
1.2K
+ 11.35%
N/A
11.8K $405K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
10.7K
+ 5.55%
$7.56 - $7.93 $80.7K - $84.7K
203K $1.61M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
6.16K
+ 17.18%
$21.11 - $22.3 $130K - $137K
42K $934K
PGZ
Principal Real Estate Income Fund

Financial Services
14.8K
New
$10.29 - $10.57 $152K - $156K
14.8K $155K
Morgan Stanley ETF Trust
2.92K
+ 17.36%
N/A
19.7K $1.01M
ATEC
Alphatec Holdings, Inc.

Healthcare
1.16K
+ 2.92%
$10.31 - $16.55 $11.9K - $19.1K
40.8K $593K
CGNX
Cognex Corp

Technology
1.19K
+ 16.25%
$31.85 - $46.54 $38K - $55.5K
8.53K $386K
HE
Hawaiian Electric Industries Inc

Utilities
12.8K
+ 41.91%
$10.46 - $12.96 $134K - $166K
43.3K $478K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
5.53K
+ 3.25%
$26.71 - $26.81 $148K - $148K
176K $4.7M
NGD
New Gold Inc.

Basic Materials
2.9K
+ 4.88%
$4.13 - $7.18 $12K - $20.8K
62.3K $447K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
13.3K
+ 23.01%
$10.83 - $11.54 $144K - $153K
71K $812K
Liberty Media Corp Del
1.47K
+ 10.41%
N/A
15.6K $1.63M
Morgan Stanley ETF Trust
5.26K
+ 26.99%
N/A
24.7K $644K
American Centy ETF Tr
1.36K
+ 16.16%
N/A
9.79K $749K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
13.6K
New
$7.47 - $13.14 $102K - $179K
13.6K $151K
FID
First Tr Exchange Trded Fd Vi

ETFs
4.12K
+ 2.83%
$19.17 - $20.16 $79K - $83.1K
150K $2.95M
Knife River Corp
2.84K
+ 20.41%
N/A
16.7K $1.29M
Hamilton Insurance Group LTD
2.34K
+ 8.02%
N/A
31.5K $780K
OCFC
Oceanfirst Financial Corp

Financial Services
8.66K
+ 17.62%
$16.32 - $19.01 $141K - $165K
57.8K $1.02M
Morgan Stanley Direct Lendin
14K
+ 48.52%
N/A
42.8K $688K
PMO
Putnam Municipal Opportunities Trust

Financial Services
658
+ 0.21%
$9.72 - $10.47 $6.4K - $6.89K
321K $3.31M
CVLT
Commvault Systems Inc

Technology
437
+ 10.21%
$163.43 - $195.41 $71.4K - $85.4K
4.72K $891K
IAUM
I Shares Gold Trust Micro

ETFs
1.38K
+ 8.26%
$32.6 - $38.5 $44.8K - $52.9K
18K $694K
BCAT
Black Rock Capital Allocation Trust

ETFs
11.2K
+ 17.87%
$14.56 - $15.29 $163K - $171K
73.9K $1.09M
Calamos ETF Tr
3.78K
+ 7.22%
N/A
56.1K $1.63M
JHCB
John Hancock Corporate Bond Et
5.66K
+ 8.13%
$21.19 - $21.92 $120K - $124K
75.3K $1.64M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
4.92K
+ 8.76%
$21.84 - $22.63 $107K - $111K
61K $1.37M
SAND
Sandstorm Gold LTD

Basic Materials
4.81K
+ 18.37%
$9.36 - $12.52 $45K - $60.2K
31K $388K
Activity Summary
Buys All Purchases 1783 New Holdings 229 Increased Positions 1554 Sells All Sells 2388 Reductions 2388 Sold out 0 Options Calls 0 Puts 0
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