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
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
5K
+ 25.05%
$11.06 - $12.89 $55.3K - $64.4K
24.9K $283K
APAM
Artisan Partners Asset Management Inc.

Financial Services
618
+ 7.45%
$41.74 - $49.17 $25.8K - $30.4K
8.91K $384K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
1.84K
+ 4.3%
$15.03 - $16.21 $27.7K - $29.9K
44.7K $689K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
1.05K
+ 10.62%
$24.13 - $24.45 $25.4K - $25.8K
11K $266K
KIO
Kkr Income Opportunities Fund

Financial Services
3.35K
+ 23.64%
$13.03 - $15.04 $43.6K - $50.3K
17.5K $234K
L
Loews Corp

Financial Services
33
+ 0.83%
$76.49 - $87.05 $2.52K - $2.87K
4K $338K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
1.04K
+ 2.38%
$14.65 - $15.8 $15.3K - $16.5K
44.9K $676K
VALQ
American Centy ETF Tr Stoxx Us

ETFs
497
+ 8.69%
$60.7 - $64.63 $30.2K - $32.1K
6.22K $379K
IDVO
Amplify ETF Tr Intl Enhanced D
1.54K
+ 6.69%
N/A
24.6K $735K
BHF
Brighthouse Financial, Inc.

Financial Services
139
+ 2.49%
$43.95 - $52.91 $6.11K - $7.35K
5.72K $275K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
444
+ 0.49%
$54.63 - $62.03 $24.3K - $27.5K
91.5K $5.07M
Liberty Media Corp Del
20K
New
N/A
20K $24K
UVV
Universal Corp

Consumer Defensive
250
+ 4.21%
$49.67 - $57.99 $12.4K - $14.5K
6.19K $339K
AL
Air Lease Corp

Industrials
56
+ 0.78%
$42.79 - $52.16 $2.4K - $2.92K
7.2K $347K
Lithium Americas Argentina C
14.4K
+ 59.78%
N/A
38.4K $101K
PDI
Pimco Dynamic Income Fund

Financial Services
93.8K
+ 10.67%
$18.33 - $20.85 $1.72M - $1.95M
973K $17.8M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
3.15K
+ 16.65%
$15.88 - $17.71 $50.1K - $55.8K
22.1K $360K
Longeveron Inc
12.5K
New
N/A
12.5K $22K
PEG
Public Service Enterprise Group Inc

Utilities
14.6K
+ 5.69%
$81.87 - $94.51 $1.2M - $1.38M
271K $22.9M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
215
+ 3.5%
$91.86 - $98.85 $19.7K - $21.3K
6.36K $593K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
1.16K
+ 9.06%
$23.7 - $24.34 $27.4K - $28.2K
13.9K $333K
CSM
Proshares Large Cap Core Plus

ETFs
94
+ 0.49%
$64.59 - $69.02 $6.07K - $6.49K
19.3K $1.27M
BIGZ
Black Rock Innovation & Growth Trust
2.89K
+ 24.31%
$7.43 - $8.08 $21.5K - $23.4K
14.8K $110K
JMBS
Janus Detroit Str Tr Henderson

ETFs
5.05K
+ 6.12%
$44.03 - $46.65 $222K - $236K
87.5K $3.87M
Lyft Inc
20K
New
N/A
20K $20K
Morgan Stanley ETF Trust
290
+ 1.27%
N/A
23.1K $1.17M
FITE
Spdr S&P Kensho Future Securit

ETFs
1
+ 0.03%
$61.03 - $69.48 $61 - $69.5
3.95K $264K
WRAP
Wrap Technologies, Inc.

Technology
1.23K
+ 4.4%
$1.34 - $1.95 $1.65K - $2.4K
29.2K $62K
MPV
Barings Participation Investors

Financial Services
97
+ 0.08%
$16.29 - $17.37 $1.58K - $1.68K
120K $2.05M
Biosig Technologies Inc
12.5K
New
N/A
12.5K $19K
EGAN
Egain Corp

Technology
900
+ 7.11%
$4.79 - $6.29 $4.31K - $5.66K
13.6K $84K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
53
+ 0.4%
$19.11 - $24.18 $1.01K - $1.28K
13.2K $300K
JKHY
Henry Jack & Associates Inc

Technology
173
+ 1.92%
$171.12 - $186.18 $29.6K - $32.2K
9.2K $1.61M
ROUS
Hartford Multifactor Us Equity

ETFs
1K
+ 3.03%
$50.86 - $54.39 $51K - $54.6K
34.1K $1.74M
RYAAY
Ryanair Holdings PLC

Industrials
821
+ 7.79%
$42.1 - $47.3 $34.6K - $38.8K
11.4K $495K
SAND
Sandstorm Gold LTD

Basic Materials
4.82K
+ 28.47%
$5.36 - $6.48 $25.8K - $31.2K
21.7K $121K
DCOM
Dime Community Bancshares, Inc.

Financial Services
62
+ 0.72%
$27.53 - $36.59 $1.71K - $2.27K
8.62K $265K
FOVL
Ishares Tr Focused Value Facto

ETFs
157
+ 3.95%
$67.4 - $76.06 $10.6K - $11.9K
4.13K $289K
GNMA
Ishares Gnma Bond ETF

ETFs
641
+ 12.05%
$42.8 - $44.74 $27.4K - $28.7K
5.96K $256K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
9.13K
+ 10.09%
$52.1 - $57.26 $475K - $522K
99.6K $5.19M
SSNC
Ss&C Technologies Holdings Inc

Technology
88
+ 1.19%
$69.93 - $77.36 $6.15K - $6.81K
7.51K $569K
CWS
Advisorshares Tr Advisorshares

ETFs
463
+ 14.06%
$64.77 - $71.56 $30K - $33.1K
3.76K $243K
AKBA
Akebia Therapeutics, Inc.

Healthcare
2.25K
+ 10.84%
$1.26 - $2.13 $2.83K - $4.79K
23K $44K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
204
+ 2.04%
$51.94 - $55.55 $10.6K - $11.3K
10.2K $544K
Manager Directed Portfolios
3.76K
+ 17.27%
N/A
25.6K $259K
Mira Pharmaceuticals Inc
15.1K
New
N/A
15.1K $17K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
5.61K
+ 8.02%
$29.34 - $32.61 $165K - $183K
75.6K $2.27M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
3.78K
+ 10.21%
$10.67 - $11.89 $40.4K - $45K
40.8K $446K
SCHQ
Schwab Strategic Tr Long Term

ETFs
1.27K
+ 19.77%
$31.33 - $35.13 $39.7K - $44.5K
7.67K $241K
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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