Commonwealth Equity Services, LLC Reduced Holdings in Q4 2024

Commonwealth Equity Services, LLC

  • $68.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
-5.1K
- 23.52%
$8.85 - $11.25 $45.1K - $57.3K
16.6K $147K
First Tr Exchng Traded Fd Vi
-4.44K
- 9.82%
N/A
40.7K $880K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-965
- 7.89%
$43.36 - $48.87 $41.8K - $47.2K
11.3K $499K
NSSC
Napco Security Technologies, Inc

Industrials
-928
- 13.88%
$34.51 - $42.2 $32K - $39.2K
5.76K $205K
PATH
Ui Path, Inc.

Technology
-4.41K
- 4.14%
$11.95 - $15.5 $52.7K - $68.3K
102K $1.3M
BLW
Blackrock LTD Duration Income Trust

Financial Services
-3.5K
- 8.69%
$13.98 - $14.51 $48.9K - $50.7K
36.7K $519K
SIMO
Silicon Motion Technology Corp

Technology
-41
- 0.45%
$51.13 - $61.14 $2.1K - $2.51K
9.13K $493K
RWO
Spdr Dow Jones Global Real Est

ETFs
-477
- 5.07%
$42.41 - $47.31 $20.2K - $22.6K
8.94K $383K
SR
Spire Inc

Utilities
-1.01K
- 10.89%
$62.24 - $73.38 $62.9K - $74.2K
8.28K $561K
AMH
American Homes 4 Rent

Real Estate
-1.48K
- 20.67%
$35.02 - $39.25 $51.8K - $58.1K
5.68K $212K
FT
Franklin Universal Trust

Financial Services
-2.99K
- 1.79%
$7.22 - $7.79 $21.6K - $23.3K
164K $1.2M
PBJ
Invesco Exchange Traded Fd Tr

ETFs
-727
- 4.64%
$46.33 - $49.09 $33.7K - $35.7K
14.9K $694K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-60
- 0.35%
$108.28 - $117.54 $6.5K - $7.05K
16.9K $1.84M
UBSI
United Bankshares Inc

Financial Services
-1.88K
- 11.06%
$35.53 - $43.29 $66.7K - $81.3K
15.1K $567K
ERII
Energy Recovery, Inc.

Industrials
-1.89K
- 14.75%
$14.66 - $19.93 $27.7K - $37.7K
10.9K $161K
XBAP
Innovator ETF Tr Us Equity Acc
-2.24K
- 11.25%
$33.19 - $34.23 $74.4K - $76.7K
17.7K $603K
PENN
Penn National Gaming Inc

Consumer Cyclical
-5.42K
- 11.63%
$18.13 - $22.34 $98.3K - $121K
41.2K $817K
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
-2K
- 17.04%
$28.96 - $31.91 $57.9K - $63.9K
9.74K $283K
VVR
Invesco Senior Income Trust

Financial Services
-13.7K
- 22.28%
$3.83 - $4.07 $52.3K - $55.6K
47.6K $188K
EWA
Ishares Msci Australia ETF

ETFs
-1.08K
- 10.06%
$23.77 - $26.95 $25.7K - $29.2K
9.68K $231K
NWFL
Norwood Financial Corp

Financial Services
-1.88K
- 6.99%
$25.18 - $32.49 $47.4K - $61.2K
25.1K $682K
Pgim Rock ETF Tr
-2.47K
- 19.25%
N/A
10.3K $277K
AVNT
Avient Corp

Basic Materials
-188
- 3.4%
$40.12 - $53.17 $7.54K - $10K
5.34K $218K
DEA
Easterly Government Properties, Inc.

Real Estate
-2.57K
- 18.13%
$10.93 - $14.48 $28.1K - $37.2K
11.6K $132K
EXPI
Exp World Holdings, Inc.

Real Estate
-321
- 1.47%
$11.51 - $14.77 $3.69K - $4.74K
21.6K $248K
First Tr Exchng Traded Fd Vi
-1.85K
- 10.64%
N/A
15.6K $469K
Healthcare Rlty Tr
-152
- 0.31%
N/A
48.2K $817K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-3.41K
- 3.84%
$32.84 - $33.81 $112K - $115K
85.6K $2.88M
IGHG
Proshares Investment Grade Int

ETFs
-926
- 8.7%
$76.8 - $78.32 $71.1K - $72.5K
9.72K $760K
PPT
Putnam Premier Income Trust

Financial Services
-8.72K
- 5.02%
$3.49 - $3.73 $30.4K - $32.5K
165K $588K
BNY
Blackrock New York Municipal Income Trust

Financial Services
-3.84K
- 15.4%
$10.13 - $11.07 $38.9K - $42.5K
21.1K $215K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
-2.74K
- 5.28%
$29.46 - $30.58 $80.7K - $83.8K
49.1K $1.48M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-858
- 5.0%
$21.0 - $23.52 $18K - $20.2K
16.3K $348K
FSLY
Fastly, Inc.

Technology
-15.3K
- 33.23%
$6.33 - $11.34 $96.7K - $173K
30.7K $290K
GLQ
Clough Global Equity Fund

Financial Services
-7.61K
- 32.05%
$6.57 - $7.12 $50K - $54.2K
16.1K $108K
EFAD
Proshares Tr Proshares Msci Ea

ETFs
-292
- 3.04%
$37.0 - $41.71 $10.8K - $12.2K
9.31K $345K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-3.61K
- 10.07%
$10.65 - $11.42 $38.5K - $41.3K
32.3K $348K
NLOK
Norton Life Lock Inc.

Technology
-1.92K
- 3.07%
N/A
60.7K $1.66M
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
-271
- 1.7%
$17.71 - $21.16 $4.8K - $5.73K
15.7K $281K
PWC
Invesco Exchange Traded Fd Tr
-803
- 6.23%
N/A
12.1K $567K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
-4.56K
- 11.78%
$9.24 - $9.69 $42.1K - $44.2K
34.1K $316K
AMRN
Amarin Corp Plcuk

Healthcare
-52.7K
- 25.88%
$0.44 - $0.63 $23.2K - $33.2K
151K $73K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
-4.49K
- 10.78%
$11.15 - $12.48 $50.1K - $56K
37.2K $434K
PTLO
Portillo'S Inc.

Consumer Cyclical
-486
- 3.98%
$8.66 - $13.88 $4.21K - $6.75K
11.7K $110K
AMED
Amedisys Inc

Healthcare
-332
- 7.96%
$83.78 - $97.71 $27.8K - $32.4K
3.84K $349K
BKH
Black Hills Corp

Utilities
-241
- 1.55%
$57.6 - $64.66 $13.9K - $15.6K
15.3K $897K
RHI
Robert Half International Inc.

Industrials
-1.35K
- 10.1%
$65.55 - $76.8 $88.2K - $103K
12K $844K
CPER
United States Copper Index Fun

ETFs
-832
- 8.07%
$25.16 - $29.15 $20.9K - $24.3K
9.48K $238K
CAPR
Capricor Therapeutics, Inc.

Healthcare
-622
- 1.99%
$12.9 - $21.99 $8.02K - $13.7K
30.7K $423K
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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