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
VFQY
Vanguard Wellington Fd U S Qua

ETFs
281
+ 5.48%
$142.94 - $152.69 $40.2K - $42.9K
5.41K $816K
NSPR
Inspire Md, Inc.

Healthcare
32.6K
New
$2.22 - $2.79 $72.3K - $90.8K
32.6K $78K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
4.41K
+ 1.75%
$7.95 - $8.31 $35.1K - $36.7K
256K $2.12M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
140
+ 3.19%
$158.03 - $197.08 $22.1K - $27.6K
4.53K $758K
TPG
Tpg Inc.

Financial Services
537
+ 5.93%
$52.84 - $64.4 $28.4K - $34.6K
9.6K $552K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
5.19K
+ 43.07%
$14.1 - $15.94 $73.2K - $82.8K
17.3K $246K
AVRE
American Centy ETF Tr Avantis
1.4K
+ 3.37%
$43.53 - $45.34 $60.7K - $63.2K
42.7K $1.9M
Outlook Therapeutics Inc
85K
+ 301.94%
N/A
113K $120K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
3.38K
+ 29.04%
$14.53 - $17.13 $49K - $57.8K
15K $251K
TMC
Tmc The Metals CO Inc.

Basic Materials
13.4K
+ 28.26%
$4.67 - $8.1 $62.6K - $109K
60.8K $388K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
7.63K
+ 51.94%
$9.0 - $9.32 $68.7K - $71.1K
22.3K $207K
PUK
Prudential PLC

Financial Services
1.7K
+ 19.13%
$24.27 - $28.15 $41.2K - $47.8K
10.6K $296K
EBS
Emergent Bio Solutions Inc.

Healthcare
4.82K
+ 39.23%
$5.63 - $9.32 $27.2K - $45K
17.1K $151K
Fidelity Covington Trust
1.46K
+ 15.91%
N/A
10.6K $347K
DBO
Invesco Db Oil Fund

ETFs
3.25K
+ 2.55%
$13.18 - $14.57 $42.8K - $47.3K
131K $1.76M
Pgim Rock ETF Tr
498
+ 1.17%
N/A
43K $1.34M
PBI
Pitney Bowes Inc

Industrials
5.43K
+ 24.58%
$10.92 - $12.79 $59.3K - $69.5K
27.5K $314K
TFLR
T Rowe Price Exchange Traded F
1.39K
+ 2.77%
N/A
51.7K $2.66M
Tidal Trust Ii
10.5K
New
N/A
10.5K $73K
VNQI
Vanguard Global Ex U.S. Real

ETFs
254
+ 0.66%
$45.22 - $48.34 $11.5K - $12.3K
38.7K $1.85M
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
5.17K
+ 23.31%
$10.5 - $11.4 $54.2K - $58.9K
27.3K $311K
BHF
Brighthouse Financial, Inc.

Financial Services
1.42K
+ 25.23%
$43.36 - $57.59 $61.7K - $82K
7.06K $375K
LEVI
Levi Strauss & CO

Consumer Cyclical
5
+ 0.03%
$18.87 - $23.3 $94.4 - $117
14.8K $345K
CPSH
Cps Technologies Corp

Technology
19.8K
New
$2.42 - $4.06 $48K - $80.5K
19.8K $71K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
1.02K
+ 2.55%
$18.02 - $19.46 $18.4K - $19.8K
41K $791K
GLPG
Galapagos Nv

Healthcare
466
+ 5.56%
$27.87 - $34.64 $13K - $16.1K
8.85K $306K
CMBS
Ishares Cmbs ETF

ETFs
1.22K
+ 3.81%
$48.14 - $49.26 $58.8K - $60.2K
33.3K $1.64M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.2K
+ 7.35%
$98.64 - $113.55 $217K - $250K
32.1K $3.33M
ENVA
Enova International, Inc.

Financial Services
377
+ 5.22%
$100.56 - $127.32 $37.9K - $48K
7.6K $875K
FICS
First Tr Exchange Traded Fd Vi

ETFs
3.5K
+ 6.74%
$37.37 - $39.97 $131K - $140K
55.4K $2.11M
Inspirato Incorporated
42.2K
+ 34.92%
N/A
163K $483K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
1.57K
+ 14.57%
$38.58 - $40.06 $60.4K - $62.7K
12.3K $489K
GOSS
Gossamer Bio, Inc.

Healthcare
7.4K
+ 20.98%
$1.21 - $3.46 $8.95K - $25.6K
42.7K $112K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
809
+ 3.95%
$259.44 - $278.65 $210K - $225K
21.3K $5.52M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
638
+ 16.7%
$123.13 - $140.8 $78.6K - $89.8K
4.46K $573K
DGT
Spdr Global Dow ETF
169
+ 4.55%
N/A
3.89K $628K
VERI
Veritone, Inc.

Technology
14K
New
$1.42 - $5.91 $19.9K - $83K
14K $68K
PAXS
Pimco Access Income Fund

Financial Services
1.32K
+ 3.42%
$14.97 - $16.42 $19.7K - $21.6K
39.8K $648K
DX
Dynex Capital Inc

Real Estate
5.03K
+ 6.17%
$11.85 - $12.93 $59.7K - $65.1K
86.6K $1.06M
First Tr Exchng Traded Fd Vi
2.05K
+ 13.81%
N/A
16.9K $379K
PIN
Invesco India ETF Trust India
4.59K
+ 18.06%
N/A
30K $752K
EUFN
Ishares Msci Europe Financials

ETFs
607
+ 3.55%
$31.4 - $34.74 $19.1K - $21.1K
17.7K $608K
PZZA
Papa Johns International Inc

Consumer Cyclical
1.74K
+ 8.06%
$40.08 - $50.41 $69.7K - $87.6K
23.3K $1.12M
Solid Biosciences Inc
10.9K
New
N/A
10.9K $67K
Tidal Trust Ii
1.71K
+ 10.08%
N/A
18.6K $502K
ARDX
Ardelyx, Inc.

Healthcare
1K
+ 2.63%
$3.92 - $6.64 $3.92K - $6.64K
39K $215K
DAKT
Daktronics Inc

Technology
7
+ 0.06%
$15.38 - $24.04 $108 - $168
11.4K $238K
EGP
Eastgroup Properties Inc

Real Estate
371
+ 28.15%
$159.46 - $169.88 $59.2K - $63K
1.69K $286K
FCLD
Fidelity Covington Tr Cloud CO
894
+ 1.88%
$26.24 - $30.18 $23.5K - $27K
48.5K $1.42M
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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