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
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
866
+ 12.76%
$41.35 - $45.87 $35.8K - $39.7K
7.65K $352K
BB
Blackberry LTD

Technology
13.1K
New
$3.58 - $5.0 $47.1K - $65.7K
13.1K $64K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
1.91K
+ 5.89%
$25.57 - $27.37 $48.8K - $52.2K
34.3K $898K
Dimensional ETF Trust
781
+ 17.95%
N/A
5.13K $300K
First Tr Exchng Traded Fd Vi
1.95K
+ 16.01%
N/A
14.1K $440K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
3.24K
+ 9.23%
$18.32 - $18.72 $59.3K - $60.6K
38.3K $712K
CZWI
Citizens Community Bancorp Inc.

Financial Services
1.47K
+ 8.53%
$14.0 - $16.69 $20.6K - $24.6K
18.7K $301K
FHB
First Hawaiian, Inc.

Financial Services
2.66K
+ 7.09%
$23.66 - $26.43 $62.9K - $70.3K
40.2K $998K
VRAR
Glimpse Group, Inc.

Technology
37.2K
New
N/A
37.2K $61K
PALL
Abrdn Palladium ETF Trust

ETFs
16
+ 0.37%
$99.79 - $117.24 $1.6K - $1.88K
4.35K $496K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
917
+ 2.59%
$47.21 - $48.3 $43.3K - $44.3K
36.3K $1.75M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
1.55K
+ 1.14%
$9.6 - $10.5 $14.9K - $16.2K
138K $1.43M
Tidal Trust I
38
+ 0.18%
N/A
20.9K $763K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
4.46K
+ 12.43%
$11.19 - $11.74 $49.9K - $52.3K
40.3K $466K
Fortuna Mng Corp
1.71K
+ 9.54%
N/A
19.6K $176K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
10.4K
+ 95.08%
$5.31 - $5.66 $55.5K - $59.1K
21.4K $119K
Natwest Group PLC
4.15K
+ 12.74%
N/A
36.7K $519K
LEGR
First Tr ETF Indxx Innovation

ETFs
475
+ 3.63%
$52.62 - $56.39 $25K - $26.8K
13.6K $762K
MTD
Mettler Toledo International Inc

Healthcare
8
+ 0.87%
$1166.48 - $1324.06 $9.33K - $10.6K
928 $1.14M
CHW
Calamos Global Dynamic Income Fund

Financial Services
737
+ 0.58%
$7.06 - $7.63 $5.2K - $5.62K
128K $966K
DCOM
Dime Community Bancshares, Inc.

Financial Services
964
+ 10.21%
$27.13 - $31.78 $26.2K - $30.6K
10.4K $311K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
2.17K
+ 9.39%
$24.03 - $24.57 $52K - $53.2K
25.2K $616K
ATLO
Ames National Corp

Financial Services
8
+ 0.04%
$17.9 - $20.71 $143 - $166
22.8K $462K
BIO
Bio Rad Laboratories, Inc.

Healthcare
40
+ 3.5%
$241.95 - $303.82 $9.68K - $12.2K
1.18K $332K
Global X Fds
55
+ 0.14%
N/A
38.1K $914K
PIE
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.04%
$20.73 - $24.46 $124 - $147
16.2K $395K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.5K
+ 0.53%
$23.27 - $23.51 $34.8K - $35.2K
284K $6.64M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
3.42K
+ 4.55%
$9.32 - $10.2 $31.8K - $34.8K
78.4K $800K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
618
+ 0.9%
$21.15 - $22.45 $13.1K - $13.9K
69.6K $1.55M
ESGG
Flexshares Stoxx Global Esg Se

ETFs
57
+ 1.29%
$186.33 - $197.17 $10.6K - $11.2K
4.48K $885K
MFG
Mizuho Financial Group Inc

Financial Services
6.15K
+ 50.29%
$5.42 - $6.85 $33.3K - $42.1K
18.4K $123K
Surf Air Mobility Inc
12.9K
New
N/A
12.9K $55K
BC
Brunswick Corp

Consumer Cyclical
211
+ 4.11%
$56.64 - $66.85 $12K - $14.1K
5.35K $338K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
1.97K
+ 29.13%
$53.89 - $68.51 $106K - $135K
8.74K $478K
FRME
First Merchants Corp

Financial Services
1.92K
+ 6.27%
$37.07 - $41.88 $71.3K - $80.5K
32.6K $1.23M
ATAI
Atai Life Sciences N.V.

Healthcare
10K
New
$2.62 - $5.61 $26.2K - $56.2K
10K $53K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
251
+ 2.71%
$28.5 - $34.53 $7.15K - $8.67K
9.5K $315K
Pgim Rock ETF Tr
513
+ 1.36%
N/A
38.1K $1.15M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
2.08K
+ 10.34%
$19.44 - $20.43 $40.5K - $42.6K
22.2K $452K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
538
+ 9.51%
$48.35 - $53.13 $26K - $28.6K
6.2K $327K
VMO
Invesco Municipal Opportunity Trust

Financial Services
1.62K
+ 2.16%
$8.9 - $9.67 $14.4K - $15.7K
76.9K $743K
IRBT
Irobot Corp

Consumer Cyclical
11.9K
+ 59.54%
$3.14 - $5.23 $37.4K - $62.3K
31.9K $115K
FCF
First Commonwealth Financial Corp

Financial Services
188
+ 0.32%
$16.07 - $18.02 $3.02K - $3.39K
58.1K $991K
ESG
Flexshares Stoxx Us Esg Select
4
+ 0.06%
N/A
6.83K $1.05M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
89
+ 1.21%
$57.58 - $64.29 $5.12K - $5.72K
7.44K $473K
Pgim Rock ETF Tr
874
+ 3.65%
N/A
24.8K $747K
VTYX
Ventyx Biosciences, Inc.

Healthcare
7.81K
+ 28.74%
$2.02 - $3.27 $15.8K - $25.5K
35K $109K
Calamos ETF Tr
1.47K
+ 8.28%
N/A
19.2K $503K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
31.5K
New
$1.02 - $1.58 $32.1K - $49.8K
31.5K $50K
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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