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
MGIC
Magic Software Enterprises LTD

Technology
652
+ 3.26%
$18.8 - $21.68 $12.3K - $14.1K
20.7K $422K
NURE
Nuveen Short Term Reit ETF

ETFs
1.69K
+ 15.22%
$28.04 - $30.31 $47.5K - $51.3K
12.8K $369K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
75
+ 1.17%
$46.25 - $56.87 $3.47K - $4.27K
6.49K $325K
NBTB
Nbt Bancorp Inc

Financial Services
133
+ 0.08%
$40.56 - $45.07 $5.39K - $5.99K
159K $6.62M
Pgim Rock ETF Tr
359
+ 1.19%
N/A
30.5K $887K
Abrdn Asia Pacific Income Fu
1.38K
+ 3.53%
N/A
40.4K $658K
Calamos ETF Tr
940
+ 4.81%
N/A
20.5K $547K
CPRI
Capri Holdings LTD

Consumer Cyclical
43
+ 0.26%
$16.99 - $22.03 $731 - $947
16.3K $325K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
1.82K
+ 11.8%
$13.38 - $14.14 $24.3K - $25.7K
17.2K $243K
AZZ
Azz Inc

Industrials
29
+ 1.3%
$96.74 - $119.54 $2.81K - $3.47K
2.27K $247K
FNWD
Finward Bancorp

Financial Services
24
+ 0.3%
N/A
7.94K $255K
WRE
Washington Real Estate Investment Trust
1.06K
+ 5.86%
N/A
19.1K $323K
FCAL
First Tr Iii Calif Mun High In

ETFs
415
+ 2.24%
$47.44 - $48.99 $19.7K - $20.3K
18.9K $923K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
510
+ 0.35%
$23.09 - $23.43 $11.8K - $11.9K
144K $3.37M
PCH
Potlatchdeltic Corp

Real Estate
299
+ 3.07%
$39.34 - $44.24 $11.8K - $13.2K
10K $409K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
1.46K
+ 6.39%
$19.19 - $20.37 $27.9K - $29.6K
24.2K $482K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
4.88K
+ 2.73%
$12.93 - $13.4 $63.1K - $65.4K
184K $2.39M
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
8.22K
+ 28.85%
$1.36 - $2.24 $11.2K - $18.4K
36.7K $72K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
254
+ 0.31%
$21.77 - $22.57 $5.53K - $5.73K
81.9K $1.84M
American Centy ETF Tr
205
+ 5.72%
N/A
3.79K $256K
AUR
Aurora Innovation, Inc.

Technology
4.07K
+ 5.61%
$5.05 - $6.56 $20.6K - $26.7K
76.6K $413K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
699
+ 3.74%
$10.16 - $11.84 $7.1K - $8.28K
19.4K $225K
Global X Fds
52
+ 0.58%
N/A
9.03K $315K
IBRX
Immunity Bio, Inc.

Healthcare
17.6K
+ 32.16%
$2.24 - $3.01 $39.5K - $53.1K
72.5K $178K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
434
+ 4.44%
$37.67 - $41.83 $16.3K - $18.2K
10.2K $424K
NOV
Nov Inc.

Energy
1.02K
+ 4.4%
$11.88 - $14.16 $12.1K - $14.4K
24.2K $321K
Pgim Rock ETF Tr
620
+ 5.57%
N/A
11.7K $350K
UA
Under Armour Inc Cl C

Consumer Cyclical
26.2K
+ 46.13%
$4.66 - $6.93 $122K - $181K
82.9K $401K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
6.76K
+ 8.59%
$5.79 - $5.98 $39.2K - $40.4K
85.4K $496K
QTOC
Innovator Etfs Tr Growth Accel
372
+ 2.46%
N/A
15.5K $514K
RRX
Regal Rexnord Corp

Industrials
260
+ 6.85%
$137.95 - $159.91 $35.9K - $41.6K
4.05K $582K
XRX
Xerox Holdings Corp

Technology
12.7K
+ 116.79%
$3.62 - $6.65 $46.1K - $84.7K
23.6K $89K
FSIG
First Tr ETF Iv LTD Duration I
974
+ 0.67%
$19.03 - $19.33 $18.5K - $18.8K
146K $2.8M
First Tr Exchange Traded Fd
1.41K
+ 5.5%
N/A
27.1K $562K
Lexeo Therapeutics Inc
700
+ 6.87%
N/A
10.9K $72K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
57
+ 0.54%
$27.42 - $31.65 $1.56K - $1.8K
10.5K $321K
EBND
Spdr Bloomberg Emerging Market

ETFs
1.47K
+ 14.81%
$20.95 - $21.57 $30.8K - $31.7K
11.4K $243K
WOR
Worthington Industries Inc

Industrials
1.16K
+ 27.77%
$52.79 - $67.39 $61.1K - $78K
5.33K $296K
ALXO
Alx Oncology Holdings Inc

Healthcare
1.28K
+ 6.63%
$0.44 - $1.87 $563 - $2.39K
20.6K $38K
First Tr Exchng Traded Fd Vi
425
+ 1.49%
N/A
28.9K $623K
MILN
Global X Funds Global X Millen

ETFs
301
+ 1.33%
$47.48 - $50.72 $14.3K - $15.3K
23K $1.14M
PR
Permian Resources Corporation

Energy
9.85K
+ 8.37%
$12.8 - $14.51 $126K - $143K
127K $1.63M
Tidal Trust Iii
750
+ 7.08%
N/A
11.4K $250K
BOH
Bank Of Hawaii Corp

Financial Services
558
+ 13.39%
$61.35 - $71.13 $34.2K - $39.7K
4.73K $310K
XSW
Spdr S&P Software & Services E

ETFs
99
+ 8.14%
$177.48 - $205.24 $17.6K - $20.3K
1.32K $260K
JAN
Jan One Inc.

Industrials
10.4K
New
N/A
10.4K $28K
BMBL
Bumble Inc.

Technology
5.39K
+ 47.1%
$6.07 - $8.57 $32.7K - $46.2K
16.8K $103K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
899
+ 26.31%
$81.24 - $97.99 $73K - $88.1K
4.32K $359K
DNN
Denison Mines Corp.

Energy
3.5K
+ 17.27%
$1.69 - $2.86 $5.92K - $10K
23.8K $65K
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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