D.A. Davidson & Co. New Holdings in Q3 2025

D.A. Davidson & Co.

  • $15.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMSC
American Superconductor Corp

Industrials
6.28K
New
$35.98 - $64.63 $226K - $406K
6.28K $369K
MDB
Mongo Db, Inc.

Technology
1.16K
New
$201.0 - $334.87 $233K - $389K
1.16K $360K
QBTS
D Wave Quantum Inc.

Technology
14.5K
New
$14.81 - $27.72 $214K - $401K
14.5K $357K
CRSP
Crispr Therapeutics Ag

Healthcare
5.38K
New
$48.51 - $68.14 $261K - $367K
5.38K $348K
SYM
Symbotic Inc.

Financial Services
6.33K
New
$39.68 - $63.21 $251K - $400K
6.33K $341K
ISSC
Innovative Solutions & Support Inc

Industrials
28.1K
New
$10.9 - $19.73 $307K - $555K
28.1K $337K
LEU
Centrus Energy Corp

Energy
1.08K
New
$166.58 - $315.62 $181K - $342K
1.08K $336K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
3.39K
New
$67.16 - $93.48 $227K - $317K
3.39K $315K
LITE
Lumentum Holdings Inc.

Technology
1.86K
New
$90.44 - $171.5 $168K - $319K
1.86K $302K
OKTA
Okta, Inc.

Technology
3.19K
New
$88.51 - $101.1 $283K - $323K
3.19K $292K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2.18K
New
$122.0 - $138.74 $266K - $303K
2.18K $276K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2.08K
New
$96.73 - $137.09 $201K - $285K
2.08K $275K
HPQ
Hp Inc

Technology
9.87K
New
$24.45 - $29.35 $241K - $290K
9.87K $268K
TPR
Tapestry, Inc.

Consumer Cyclical
2.33K
New
$86.48 - $116.14 $202K - $271K
2.33K $264K
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
10.6K
New
$22.32 - $24.46 $237K - $260K
10.6K $253K
UBSI
United Bankshares Inc

Financial Services
6.78K
New
$35.03 - $38.73 $238K - $263K
6.78K $252K
CMCL
Caledonia Mining Corp PLC

Basic Materials
7K
New
$19.3 - $36.6 $135K - $256K
7K $251K
OLN
Olin Corp

Basic Materials
10K
New
$18.23 - $26.93 $183K - $270K
10K $250K
BKE
Buckle Inc

Consumer Cyclical
4.25K
New
$46.95 - $61.58 $199K - $261K
4.25K $249K
RIGS
Riverfront Strategic Income Fd

ETFs
10.5K
New
$22.47 - $23.92 $235K - $250K
10.5K $243K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
22.3K
New
$9.99 - $10.91 $223K - $243K
22.3K $242K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.22K
New
$30.13 - $33.37 $218K - $241K
7.22K $241K
IREN
Iris Energy LTD

Financial Services
5.23K
New
$15.1 - $47.14 $78.9K - $246K
5.23K $239K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.86K
New
$101.96 - $132.43 $189K - $246K
1.86K $237K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.03K
New
$45.72 - $47.27 $230K - $238K
5.03K $236K
FNDX
Schwab Fundamental U S Large C

ETFs
8.88K
New
$24.38 - $26.34 $216K - $234K
8.88K $233K
TWLO
Twilio Inc

Communication Services
2.31K
New
$92.44 - $132.7 $213K - $306K
2.31K $230K
WST
West Pharmaceutical Services Inc

Healthcare
877
New
$210.08 - $279.1 $184K - $245K
877 $230K
ITRI
Itron, Inc.

Technology
1.82K
New
$117.47 - $138.42 $214K - $252K
1.82K $227K
ITT
Itt Inc.

Industrials
1.27K
New
$155.93 - $182.88 $199K - $233K
1.27K $227K
CXDO
Crexendo, Inc.

Communication Services
35.4K
New
$5.3 - $6.99 $188K - $248K
35.4K $226K
ILPT
Industrial Logistics Properties Trust

Real Estate
38.6K
New
$4.53 - $6.45 $175K - $249K
38.6K $225K
KWEB
Kraneshares Tr Csi China Inter

ETFs
5.25K
New
$33.63 - $42.59 $177K - $224K
5.25K $220K
PI
Impinj Inc

Technology
1.2K
New
$111.65 - $200.78 $134K - $241K
1.2K $216K
MRCC
Monroe Capital Corp

Financial Services
30.9K
New
$6.2 - $7.69 $192K - $238K
30.9K $215K
CLH
Clean Harbors Inc

Industrials
930
New
$225.84 - $250.43 $210K - $233K
930 $215K
LIT
Global X Fds Global X Lithium

ETFs
3.77K
New
$38.41 - $56.85 $145K - $214K
3.77K $214K
NTRS
Northern Trust Corp

Financial Services
1.57K
New
$123.6 - $134.6 $194K - $211K
1.57K $210K
CW
Curtiss Wright Corp

Industrials
387
New
$472.43 - $542.94 $183K - $210K
387 $210K
ALLY
Ally Financial Inc.

Financial Services
5.3K
New
$36.95 - $44.58 $196K - $236K
5.3K $207K
TYL
Tyler Technologies Inc

Technology
392
New
$522.22 - $611.76 $205K - $240K
392 $205K
ONTO
Onto Innovation Inc.

Technology
1.59K
New
$90.0 - $136.73 $143K - $217K
1.59K $205K
FIX
Comfort Systems Usa Inc

Industrials
249
New
$521.66 - $825.18 $130K - $205K
249 $205K
RGCO
Rgc Resources Inc

Utilities
9.13K
New
$19.68 - $23.16 $180K - $211K
9.13K $204K
DY
Dycom Industries Inc

Industrials
700
New
$244.32 - $294.01 $171K - $206K
700 $204K
INCY
Incyte Corp

Healthcare
2.4K
New
$67.27 - $86.96 $162K - $209K
2.4K $203K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
8.43K
New
$23.8 - $24.29 $201K - $205K
8.43K $203K
NEU
Newmarket Corp

Basic Materials
245
New
$680.5 - $848.94 $167K - $208K
245 $202K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.13K
New
$94.1 - $119.16 $201K - $254K
2.13K $200K
Activity Summary
Buys All Purchases 916 New Holdings 143 Increased Positions 773 Sells All Sells 487 Reductions 487 Sold out 0 Options Calls 10 Puts 9
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