Commonwealth Equity Services, LLC Incresed Positions in Q3 2024

Commonwealth Equity Services, LLC

  • $66 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UTL
Unitil Corp

Utilities
18
+ 0.15%
$51.06 - $62.47 $919 - $1.12K
11.8K $714K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
185
+ 0.78%
$31.95 - $38.02 $5.91K - $7.03K
24K $899K
LSAF
Two Rds Shared Tr

ETFs
656
+ 3.09%
$36.68 - $41.38 $24.1K - $27.1K
21.9K $906K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
4.52K
+ 19.99%
$22.11 - $22.46 $100K - $102K
27.1K $608K
AGRO
Adecoagro S.A.

Consumer Defensive
1
+ 0.0%
$9.04 - $11.64 $9.04 - $11.6
76.7K $850K
GBCI
Glacier Bancorp, Inc.

Financial Services
51
+ 0.43%
$36.29 - $47.47 $1.85K - $2.42K
12K $550K
CVLT
Commvault Systems Inc

Technology
95
+ 3.52%
$119.99 - $155.51 $11.4K - $14.8K
2.8K $430K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
10.2K
+ 7.76%
$19.97 - $21.86 $204K - $224K
142K $2.92M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
7.54K
+ 15.21%
$17.62 - $21.88 $133K - $165K
57.1K $1.14M
Angel Oak Funds Trust
7.98K
+ 17.7%
N/A
53K $592K
SECT
Sector 10, Inc.

ETFs
1.66K
+ 36.14%
$48.64 - $53.77 $80.7K - $89.2K
6.25K $336K
EQT
Eqt Corp

Energy
3.78K
+ 3.35%
$30.21 - $37.21 $114K - $141K
116K $4.27M
HSBC
Hsbc Holdings PLC

Financial Services
118
+ 0.21%
$40.42 - $45.91 $4.77K - $5.42K
56.6K $2.56M
JPRE
J P Morgan Exchange Traded Fd

ETFs
994
+ 14.07%
$43.9 - $51.94 $43.6K - $51.6K
8.06K $410K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
73
+ 0.05%
$10.96 - $12.01 $800 - $877
153K $1.78M
Rbb Fd Inc
1.81K
+ 33.49%
N/A
7.21K $359K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
2.85K
+ 14.95%
$22.25 - $24.44 $63.3K - $69.6K
21.9K $529K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
1.64K
+ 0.56%
$24.29 - $24.63 $39.7K - $40.3K
292K $7.14M
MOGA
Moog Inc Cla
9
+ 0.33%
N/A
2.75K $555K
ERIC
Ericsson Lm Telephone CO

Technology
726
+ 1.13%
$6.19 - $7.77 $4.49K - $5.64K
65.1K $494K
BLD
Top Build Corp

Industrials
110
+ 4.58%
$360.4 - $479.09 $39.6K - $52.7K
2.51K $1.02M
Goldman Sachs ETF Tr
1.47K
+ 34.37%
N/A
5.76K $305K
Exchange Traded Concepts Tru
1.72K
+ 13.7%
N/A
14.3K $661K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
625
+ 0.93%
$46.89 - $52.24 $29.3K - $32.7K
67.5K $3.5M
TDF
Templeton Dragon Fund Inc

Financial Services
8.8K
+ 71.54%
$7.58 - $9.16 $66.7K - $80.6K
21.1K $193K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
3.42K
+ 13.6%
$21.49 - $22.22 $73.5K - $76K
28.6K $633K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
306
+ 0.14%
$10.65 - $11.21 $3.26K - $3.43K
218K $2.44M
UWMC
Uwm Holdings Corp

Financial Services
7.18K
+ 36.34%
$6.62 - $9.52 $47.6K - $68.4K
27K $230K
CBFV
Cb Financial Services, Inc.

Financial Services
4
+ 0.02%
$21.81 - $29.39 $87.2 - $118
17.3K $485K
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
550
+ 1.67%
$12.74 - $15.85 $7.01K - $8.72K
33.5K $529K
RS
Reliance Steel & Aluminum CO

Basic Materials
268
+ 6.68%
$271.23 - $308.75 $72.7K - $82.7K
4.28K $1.24M
SANM
Sanmina Corp

Technology
1K
+ 9.78%
$62.98 - $75.33 $63K - $75.3K
11.2K $768K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
5.48K
+ 14.68%
$14.84 - $16.4 $81.3K - $89.9K
42.8K $664K
Dbx ETF Tr
1.06K
+ 1.8%
N/A
59.7K $1.88M
EWL
Ishares Inc Msci Switzerlnd

ETFs
945
+ 9.2%
$48.06 - $52.85 $45.4K - $49.9K
11.2K $585K
WD
Walker & Dunlop, Inc.

Financial Services
5
+ 0.09%
$93.87 - $113.96 $469 - $570
5.87K $666K
VSTO
Vista Outdoor Inc.

Consumer Cyclical
1.95K
+ 23.57%
$36.41 - $40.8 $70.9K - $79.4K
10.2K $400K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
2.72K
+ 2.91%
$21.51 - $22.16 $58.6K - $60.3K
96.3K $2.13M
PINK
Simplify Exchange Traded Fds S

ETFs
2.03K
+ 13.37%
$30.71 - $33.23 $62.4K - $67.5K
17.2K $565K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
243
+ 1.32%
$58.97 - $64.0 $14.3K - $15.6K
18.6K $1.18M
ATR
Aptargroup, Inc.

Healthcare
21
+ 0.48%
$138.54 - $160.11 $2.91K - $3.36K
4.35K $697K
KMX
Carmax Inc

Consumer Cyclical
144
+ 0.76%
$71.21 - $85.78 $10.3K - $12.4K
19.1K $1.48M
Pgim Rock ETF Tr
2.9K
+ 29.39%
N/A
12.8K $339K
Ark 21 Shares Bitcoin ETF
767
+ 7.09%
N/A
11.6K $735K
KEX
Kirby Corp

Industrials
652
+ 31.57%
$107.57 - $129.59 $70.1K - $84.5K
2.72K $333K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
2.9K
+ 15.96%
$28.82 - $30.15 $83.5K - $87.3K
21.1K $615K
MNKD
Mannkind Corp

Healthcare
2.04K
+ 2.98%
$5.01 - $6.7 $10.2K - $13.7K
70.4K $443K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
1.05K
+ 8.98%
$39.98 - $43.99 $41.9K - $46.1K
12.7K $559K
HFRO
Highland Income Fund\Ma

Financial Services
24K
+ 4.69%
$5.8 - $6.44 $139K - $155K
535K $3.28M
Activity Summary
Buys All Purchases 1961 New Holdings 211 Increased Positions 1750 Sells All Sells 1993 Reductions 1993 Sold out 0 Options Calls 0 Puts 0
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