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
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
46
+ 0.23%
$53.57 - $54.48 $2.46K - $2.51K
20K $1.08M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
2.31K
+ 8.5%
$7.72 - $8.46 $17.8K - $19.6K
29.5K $229K
RDOG
Alps ETF Trust Alps Reit Divid

ETFs
21
+ 0.18%
$35.2 - $38.13 $739 - $801
11.6K $425K
CHRD
Oasis Petroleum Inc.

Energy
33
+ 1.26%
$99.37 - $114.13 $3.28K - $3.77K
2.65K $263K
Cohen & Steers Infrastructur
116K
New
N/A
116K $9K
GPS
Gap Inc

Consumer Cyclical
839
+ 4.17%
N/A
20.9K $448K
IMTB
Ishares Tr

ETFs
45
+ 0.37%
$42.98 - $44.52 $1.93K - $2K
12.2K $540K
LINC
Lincoln Educational Services Corp

Consumer Defensive
101
+ 0.78%
$18.81 - $24.5 $1.9K - $2.47K
13.1K $308K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
62
+ 1.26%
$47.07 - $50.11 $2.92K - $3.11K
4.97K $247K
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
176
+ 1.04%
$11.57 - $12.52 $2.04K - $2.2K
17.1K $207K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
151
+ 1.56%
$26.51 - $27.85 $4K - $4.21K
9.82K $271K
Alps ETF Tr
34
+ 0.16%
N/A
20.8K $545K
Fly E Group Inc
10K
New
N/A
10K $7K
Ishares Tr
13
+ 0.07%
N/A
17.8K $464K
KOS
Kosmos Energy Ltd.

Energy
6.25K
+ 10.35%
$1.62 - $2.39 $10.1K - $14.9K
66.6K $111K
MINN
Trust For Professional Mgrs Ma
15
+ 0.11%
$21.53 - $22.36 $323 - $335
13.1K $291K
AMSF
Amerisafe Inc

Financial Services
90
+ 0.53%
N/A
17.1K $752K
BRCC
Brc Inc.

Consumer Defensive
1.35K
+ 7.52%
$1.29 - $2.03 $1.74K - $2.74K
19.3K $30K
CADL
Candel Therapeutics, Inc.

Healthcare
620
+ 0.76%
$4.79 - $7.0 $2.97K - $4.34K
82.2K $419K
CVV
Cvd Equipment Corp

Industrials
50
+ 0.32%
$2.78 - $4.14 $139 - $207
15.9K $53K
First Tr Exchng Traded Fd Vi
170
+ 1.49%
N/A
11.6K $352K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
63
+ 0.56%
$9.19 - $9.88 $579 - $622
11.4K $111K
HDB
Hdfc Bank LTD

Financial Services
12.2K
+ 126.12%
$34.14 - $78.94 $417K - $964K
21.9K $748K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
65
+ 0.52%
N/A
12.5K $311K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
443
+ 2.71%
$38.13 - $39.74 $16.9K - $17.6K
16.8K $659K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
134
+ 3.48%
$79.9 - $92.0 $10.7K - $12.3K
3.99K $319K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
4
+ 0.03%
$10.1 - $11.09 $40.4 - $44.4
13.2K $145K
CHCO
City Holding CO

Financial Services
16
+ 0.83%
$118.89 - $133.58 $1.9K - $2.14K
1.94K $240K
Mira Pharmaceuticals Inc
523
+ 1.76%
N/A
30.2K $41K
MITK
Mitek Systems Inc

Technology
797
+ 3.73%
$8.8 - $10.55 $7.01K - $8.41K
22.1K $216K
PNNT
Pennantpark Investment Corp

Financial Services
1.6K
+ 3.54%
$6.68 - $7.44 $10.7K - $11.9K
46.7K $313K
VTC
Vanguard Scottsdale Fds Total

ETFs
17
+ 0.54%
$76.18 - $78.81 $1.3K - $1.34K
3.15K $247K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
53
+ 0.32%
$23.9 - $24.45 $1.27K - $1.3K
16.6K $403K
PSR
Invesco Actively

ETFs
8
+ 0.32%
$89.62 - $94.13 $717 - $753
2.48K $230K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
74
+ 0.25%
$20.18 - $20.7 $1.49K - $1.53K
29.1K $599K
Ishares Tr
39
+ 0.16%
N/A
24.5K $604K
MMLP
Martin Midstream Partners L.P.

Energy
11
+ 0.03%
$2.8 - $3.48 $30.8 - $38.3
35.7K $109K
RELX
Relx PLC

Communication Services
1.91K
+ 14.16%
$45.13 - $54.19 $86.4K - $104K
15.4K $737K
S
Sentinel One, Inc.

Technology
2.25K
+ 4.09%
$15.81 - $19.78 $35.6K - $44.6K
57.3K $1.01M
YEXT
Yext, Inc.

Technology
289
+ 1.41%
$7.73 - $9.16 $2.23K - $2.65K
20.8K $177K
ERC
Allspring Multi Sector Income Fund

Financial Services
126
+ 1.21%
$9.18 - $9.7 $1.16K - $1.22K
10.6K $101K
GRNT
Granite Ridge Resources, Inc.
2.22K
+ 21.85%
$4.79 - $6.34 $10.7K - $14.1K
12.4K $67K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
4.7K
+ 2.94%
$12.11 - $12.64 $57K - $59.5K
165K $2.04M
Tcw ETF Trust
38
+ 0.4%
N/A
9.58K $450K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
801
+ 0.79%
$2.55 - $2.63 $2.04K - $2.11K
102K $264K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
97
+ 0.44%
$3.19 - $3.34 $309 - $324
22.2K $72K
QSI
Quantum Si Inc

Healthcare
10.7K
+ 41.8%
$1.0 - $2.14 $10.7K - $22.8K
36.2K $51K
BFLY
Butterfly Network, Inc.

Healthcare
5.7K
+ 3.77%
$1.33 - $2.17 $7.58K - $12.4K
157K $303K
Clearbridge Energy Midstrm O
15.2K
New
N/A
15.2K $0
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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