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
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
19.8K
New
$3.86 - $4.04 $76.4K - $80K
19.8K $78K
Mackenzie Rlty Cap Inc
24.4K
New
N/A
24.4K $77K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
3.04K
+ 12.29%
$16.54 - $17.92 $50.2K - $54.4K
27.7K $492K
DMLP
Dorchester Minerals, L.P.

Energy
1.16K
+ 9.91%
$30.69 - $34.41 $35.7K - $40K
12.9K $430K
Fidelity Covington Trust
2.34K
+ 28.26%
N/A
10.6K $300K
XDSQ
Innovator Etfs Tr Us Equity Ac
915
+ 2.88%
$34.76 - $37.22 $31.8K - $34.1K
32.7K $1.19M
Morgan Stanley ETF Trust
1.32K
+ 31.06%
N/A
5.57K $331K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1.12K
+ 4.92%
$43.67 - $47.04 $49K - $52.7K
23.9K $1.08M
MVST
Microvast Holdings, Inc.

Industrials
4.25K
+ 11.73%
$0.16 - $2.75 $680 - $11.7K
40.5K $84K
CASS
Cass Information Systems Inc

Industrials
2.25K
+ 7.02%
$39.91 - $46.17 $89.9K - $104K
34.3K $1.41M
SNV
Synovus Financial Corp

Financial Services
55
+ 0.52%
$42.5 - $58.73 $2.34K - $3.23K
10.6K $544K
SDEF
Tidal ETF Tr Sound Enhanced Fi
4.71K
+ 44.06%
N/A
15.4K $279K
First Tr Exchng Traded Fd Vi
2.45K
+ 7.11%
N/A
36.9K $771K
VOTE
Engine No 1 ETF Tr

ETFs
926
+ 18.9%
$66.37 - $71.58 $61.5K - $66.3K
5.83K $401K
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.41K
+ 17.24%
$48.59 - $49.45 $68.6K - $69.8K
9.6K $472K
NTNX
Nutanix, Inc.

Technology
544
+ 2.81%
$56.46 - $73.18 $30.7K - $39.8K
19.9K $1.22M
TPG
Tpg Inc.

Financial Services
498
+ 6.62%
$58.29 - $71.51 $29K - $35.6K
8.02K $504K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
24.1K
+ 106.23%
$27.45 - $55.56 $661K - $1.34M
46.7K $1.32M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
757
+ 6.97%
$125.0 - $133.2 $94.6K - $101K
11.6K $1.46M
GVA
Granite Construction Inc

Industrials
223
+ 3.82%
$79.33 - $100.2 $17.7K - $22.3K
6.06K $531K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
90
+ 1.4%
$64.79 - $77.75 $5.83K - $7K
6.51K $502K
S
Sentinel One, Inc.

Technology
6.08K
+ 15.85%
$22.05 - $28.68 $134K - $174K
44.4K $986K
SMB
Vaneck Short Muni ETF

ETFs
4.34K
+ 17.18%
$17.07 - $17.26 $74K - $74.9K
29.6K $506K
BTMD
Biote Corp.

Healthcare
11K
New
$5.04 - $6.93 $55.4K - $76.2K
11K $68K
TGRW
T Rowe Price Exchange Traded F

Technology
735
+ 4.02%
$37.03 - $41.54 $27.2K - $30.5K
19K $757K
KODK
Eastman Kodak CO

Industrials
10.1K
New
$4.5 - $7.45 $45.7K - $75.6K
10.1K $67K
FTF
Franklin LTD Duration Income Trust

Financial Services
10.1K
New
$6.39 - $6.77 $64.5K - $68.3K
10.1K $67K
Lithium Amers Corp New
19.5K
+ 54.94%
N/A
54.9K $163K
AZZ
Azz Inc

Industrials
850
+ 17.61%
$75.86 - $96.0 $64.5K - $81.6K
5.68K $465K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
5.27K
+ 12.8%
$18.2 - $19.3 $95.9K - $102K
46.4K $846K
FCAL
First Tr Iii Calif Mun High In

ETFs
1.61K
+ 8.95%
$49.2 - $50.51 $79.1K - $81.2K
19.6K $967K
Lazard Inc
469
+ 1.25%
N/A
37.9K $1.95M
MTDR
Matador Resources CO

Energy
39
+ 0.42%
$50.33 - $60.91 $1.96K - $2.38K
9.28K $522K
Neuberger Berman ETF Trust
1.41K
+ 23.67%
N/A
7.34K $372K
QSI
Quantum Si Inc

Healthcare
9.88K
+ 46.73%
$0.63 - $3.6 $6.22K - $35.6K
31K $84K
HUMA
Humacyte, Inc.

Healthcare
17.7K
+ 26.98%
$3.46 - $5.81 $61.1K - $103K
83.1K $420K
CTA
Simplify Exch Traded Fds Simpl

ETFs
1.28K
+ 8.68%
$25.8 - $28.97 $33.1K - $37.2K
16.1K $448K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
44.5K
New
$1.23 - $3.78 $54.7K - $168K
44.5K $64K
TPIF
Timothy Plan Intl ETF (De)

ETFs
3.14K
+ 34.29%
$26.38 - $28.72 $82.8K - $90.2K
12.3K $327K
Cibus Inc
22.2K
New
N/A
22.2K $62K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
638
+ 4.14%
$28.23 - $35.28 $18K - $22.5K
16K $510K
BTO
John Hancock Financial Opportunities Fund

Financial Services
425
+ 2.35%
$31.82 - $39.45 $13.5K - $16.8K
18.5K $660K
UTHR
United Therapeutics Corp

Healthcare
301
+ 3.66%
$348.66 - $410.0 $105K - $123K
8.53K $3.01M
First Tr Exchng Traded Fd Vi
2.61K
+ 12.81%
N/A
23K $490K
SOCL
Global X Fds Global X Social M

ETFs
1.57K
+ 24.92%
$41.05 - $45.92 $64.3K - $71.9K
7.85K $332K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
1.53K
+ 16.04%
$38.17 - $42.95 $58.3K - $65.6K
11K $431K
CNM
Core & Main, Inc.

Industrials
97
+ 1.17%
$41.91 - $55.78 $4.07K - $5.41K
8.4K $427K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
491
+ 0.69%
$33.71 - $34.99 $16.6K - $17.2K
71.9K $2.48M
CRNT
Ceragon Networks LTD

Technology
12.4K
New
$2.4 - $4.95 $29.8K - $61.4K
12.4K $58K
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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