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
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
24.7K
+ 25.14%
$10.95 - $12.01 $270K - $297K
123K $1.36M
PBE
Invesco Exchange Traded Fd Tr

ETFs
3.76K
+ 16.93%
$65.93 - $72.24 $248K - $272K
26K $1.73M
IQI
Invesco Quality Municipal Income Trust

Financial Services
22.6K
+ 27.67%
$9.59 - $10.5 $217K - $238K
104K $1.03M
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
17.2K
+ 146.03%
$10.43 - $11.47 $179K - $197K
29K $306K
MID
American Centy ETF Tr Mid Cap

Technology
2.99K
+ 33.7%
$59.66 - $65.17 $179K - $195K
11.9K $716K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.97K
+ 42.48%
$85.41 - $87.1 $168K - $171K
6.6K $570K
BVS
Bioventus Inc.

Healthcare
17.4K
+ 172.63%
$10.5 - $13.71 $183K - $239K
27.5K $289K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
2.7K
+ 5.46%
$84.54 - $91.18 $228K - $246K
52.1K $4.42M
AIT
Applied Industrial Technologies Inc

Industrials
141
+ 1.72%
$220.05 - $280.49 $31K - $39.5K
8.32K $1.99M
First Tr Exchange Traded Fd
12.6K
New
N/A
12.6K $166K
EWBC
East West Bancorp Inc

Financial Services
128
+ 1.1%
$80.04 - $111.23 $10.2K - $14.2K
11.8K $1.13M
QTOC
Innovator Etfs Tr Growth Accel
5.15K
+ 54.6%
N/A
14.6K $427K
SG
Sweetgreen, Inc.

Consumer Cyclical
5.78K
+ 91.47%
$31.7 - $43.97 $183K - $254K
12.1K $388K
AER
Aer Cap Holdings N.V.

Industrials
1.32K
+ 3.61%
$91.85 - $100.3 $121K - $132K
37.9K $3.63M
Exchange Traded Concepts Tru
2.53K
+ 17.72%
N/A
16.8K $824K
EOCT
Innovator Etfs Tr Emerging Mar
7.59K
+ 21.42%
N/A
43K $1.12M
Aim ETF Products Trust
4.44K
+ 8.57%
N/A
56.2K $1.72M
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.4K
+ 5.52%
$32.65 - $33.68 $341K - $351K
200K $6.54M
CHH
Choice Hotels International Inc

Consumer Cyclical
76
+ 0.59%
$128.7 - $152.73 $9.78K - $11.6K
12.9K $1.84M
NUSC
Nuveen Esg Small Cap ETF

ETFs
7.15K
+ 4.95%
$41.74 - $46.2 $298K - $330K
151K $6.34M
FTI
Technip Fmc PLC

Energy
4.68K
+ 49.19%
$25.16 - $31.95 $118K - $150K
14.2K $411K
OC
Owens Corning

Industrials
1.47K
+ 10.1%
$169.41 - $210.81 $249K - $310K
16K $2.73M
VOOV
Vanguard S&P 500 Value ETF

ETFs
5.75K
+ 3.96%
$184.21 - $199.29 $1.06M - $1.14M
151K $27.8M
TARA
Protara Therapeutics, Inc.

Healthcare
17.6K
+ 90.45%
$1.68 - $7.53 $29.5K - $132K
37K $195K
JPRE
J P Morgan Exchange Traded Fd

ETFs
3.96K
+ 49.15%
$46.45 - $51.64 $184K - $204K
12K $568K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
12.7K
+ 46.8%
$18.2 - $27.01 $230K - $342K
39.7K $852K
MORN
Morningstar, Inc.

Financial Services
393
+ 27.52%
$312.56 - $358.78 $123K - $141K
1.82K $613K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
16.8K
+ 30.98%
$11.12 - $11.98 $187K - $201K
71K $802K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
4.84K
+ 3.0%
$13.24 - $14.35 $64K - $69.4K
166K $2.28M
Cingulate Inc
31.7K
+ 281.54%
N/A
43K $212K
POST
Post Holdings, Inc.

Consumer Defensive
1.41K
+ 28.83%
$106.14 - $120.72 $149K - $170K
6.28K $719K
Goldman Sachs ETF Tr
3.2K
+ 55.66%
N/A
8.96K $459K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
13K
+ 9.23%
$21.66 - $22.69 $282K - $295K
154K $3.35M
MBNE
Ssga Active Tr Spdr Nuveen Mun

ETFs
6.4K
+ 14.79%
$29.3 - $30.73 $188K - $197K
49.7K $1.46M
HMC
Honda Motor CO LTD

Consumer Cyclical
8.07K
+ 33.35%
$23.7 - $32.62 $191K - $263K
32.3K $921K
Neos ETF Trust
2.83K
+ 57.4%
N/A
7.76K $406K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
4.26K
+ 5.02%
$67.38 - $75.88 $287K - $323K
89.1K $6.03M
BST
Black Rock Science & Technology Trust

Financial Services
2.92K
+ 7.36%
$34.86 - $38.04 $102K - $111K
42.5K $1.56M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.74K
+ 10.08%
$62.09 - $82.32 $108K - $143K
18.9K $1.27M
NEXT
Next Decade Corp.

Energy
3.08K
+ 7.25%
$4.64 - $7.71 $14.3K - $23.8K
45.6K $352K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
4.76K
+ 37.73%
$21.71 - $25.45 $103K - $121K
17.4K $429K
CRF
Cornerstone Total Return Fund Inc

Financial Services
3.78K
+ 1.93%
$8.02 - $9.66 $30.3K - $36.5K
200K $1.74M
IAI
Ishares Tr Us Broker Dealers &

ETFs
573
+ 13.12%
$127.59 - $153.41 $73.1K - $87.9K
4.94K $712K
SPSC
Sps Commerce Inc

Technology
966
+ 36.47%
$165.0 - $198.81 $159K - $192K
3.62K $665K
Flutter Entmt PLC
473
+ 36.3%
N/A
1.78K $459K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1.13K
+ 11.37%
$128.97 - $141.41 $146K - $160K
11.1K $1.45M
GGAL
Grupo Financiero Galicia Sa

Financial Services
618
+ 11.27%
$41.94 - $68.72 $25.9K - $42.5K
6.1K $380K
First Tr Exchng Traded Fd Vi
4.73K
+ 15.93%
N/A
34.4K $1.03M
SD
Sandridge Energy Inc

Energy
12.6K
New
$10.5 - $12.95 $133K - $164K
12.6K $148K
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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