Stephens Inc Purchases in Q4 2024

Stephens Inc

  • $6.84 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
41.7K
+ 17.74%
$105.76 - $120.76 $4.41M - $5.04M
277K $29.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
31.2K
+ 4.71%
$183.23 - $199.79 $5.71M - $6.22M
692K $128M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
70.1K
+ 357.5%
$35.45 - $40.33 $2.48M - $2.83M
89.7K $3.21M
IWV
Ishares Russell 3000 ETF

ETFs
3.83K
+ 2.41%
$323.08 - $349.08 $1.24M - $1.34M
163K $54.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.82K
+ 11.91%
$275.15 - $388.2 $777K - $1.1M
26.5K $9.08M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5.21K
+ 8.33%
$417.69 - $450.94 $2.18M - $2.35M
67.8K $28.8M
VTV
Vanguard Value ETF

ETFs
24.9K
+ 7.07%
$168.32 - $181.87 $4.19M - $4.52M
377K $63.8M
BA
Boeing CO

Industrials
7.51K
+ 18.23%
$138.14 - $180.72 $1.04M - $1.36M
48.7K $8.61M
RDVY
First Trust Rising Dividend Ac

ETFs
39.6K
+ 85.68%
$58.65 - $64.37 $2.32M - $2.55M
85.8K $5.07M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.16K
+ 6.87%
$311.11 - $335.64 $1.6M - $1.73M
80.2K $25.8M
G
Genpact LTD

Technology
48.6K
+ 372.69%
$38.17 - $46.82 $1.86M - $2.28M
61.6K $2.65M
META
Meta Platforms, Inc.

Communication Services
1.13K
+ 1.45%
$554.08 - $632.68 $624K - $712K
78.6K $46.4M
BK
Bank Of New York Mellon Corp

Financial Services
21.4K
+ 30.77%
$70.82 - $81.87 $1.52M - $1.76M
91.1K $7M
IVV
Ishares Core S&P 500 ETF

ETFs
3.07K
+ 25.34%
$570.51 - $610.59 $1.75M - $1.88M
15.2K $8.94M
AVLV
American Centy ETF Tr Avantis
28.1K
New
$65.51 - $71.22 $1.84M - $2M
28.1K $1.88M
KMI
Kinder Morgan, Inc.

Energy
39.7K
+ 27.51%
$22.59 - $28.54 $897K - $1.13M
184K $5.04M
ARCC
Ares Capital Corp

Financial Services
31.4K
+ 2.83%
$20.74 - $22.27 $652K - $700K
1.14M $25M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.95K
+ 12.18%
$338.38 - $446.21 $660K - $871K
18K $7.81M
EMR
Emerson Electric CO

Industrials
2.57K
+ 3.02%
$108.13 - $134.33 $278K - $345K
87.7K $10.9M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
19.6K
+ 31.01%
$58.39 - $67.04 $1.14M - $1.31M
82.6K $5.24M
APP
App Lovin Corp

Technology
604
+ 9.12%
$130.67 - $401.5 $78.9K - $243K
7.22K $2.34M
BMY
Bristol Myers Squibb CO

Healthcare
12.1K
+ 7.78%
$51.92 - $59.94 $627K - $724K
167K $9.47M
ORCC
Owl Rock Capital Corp

Financial Services
107K
+ 3.31%
N/A
3.33M $44.5M
FDVV
Fidelity High Dividend ETF

ETFs
28.2K
+ 39.18%
$49.66 - $52.63 $1.4M - $1.49M
100K $5.01M
SHOP
Shopify Inc.

Technology
404
+ 0.85%
$78.14 - $119.49 $31.6K - $48.3K
48.1K $5.11M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
25.2K
+ 28.25%
$50.62 - $50.97 $1.27M - $1.28M
114K $5.79M
ADEA
Adeia Inc.

Technology
636
+ 0.11%
$11.43 - $14.61 $7.27K - $9.29K
594K $8.31M
SOUN
Soundhound Ai, Inc.

Technology
58.9K
New
$4.51 - $24.23 $266K - $1.43M
58.9K $1.17M
CPB
Campbell Soup CO

Consumer Defensive
36.1K
+ 70.49%
$41.42 - $48.71 $1.5M - $1.76M
87.3K $3.66M
PAYX
Paychex Inc

Industrials
3.55K
+ 3.26%
$135.86 - $148.73 $482K - $528K
112K $15.7M
VB
Vanguard Small Cap ETF

ETFs
3.45K
+ 3.62%
$233.76 - $261.58 $806K - $902K
98.8K $23.7M
CB
Chubb LTD

Financial Services
4.43K
+ 44.9%
$271.57 - $301.89 $1.2M - $1.34M
14.3K $3.95M
AVUV
American Centy ETF Tr Avantis

ETFs
10.8K
+ 9.53%
$94.37 - $106.41 $1.02M - $1.14M
124K $11.9M
KD
Kyndryl Holdings, Inc.

Technology
31.7K
New
$22.43 - $35.79 $711K - $1.13M
31.7K $1.1M
FDL
First Tr Morningstar Dividend

ETFs
48.2K
+ 9.61%
$39.59 - $43.95 $1.91M - $2.12M
550K $22.1M
HEQT
Simplify Exchange Traded Fds H
33.8K
New
$28.73 - $30.22 $971K - $1.02M
33.8K $995K
USB
Us Bancorp \De\

Financial Services
7.89K
+ 2.69%
$43.98 - $53.66 $347K - $423K
301K $14.4M
REAL
The Real Real, Inc.

Consumer Cyclical
89.5K
New
$2.89 - $11.18 $259K - $1M
89.5K $978K
USFR
Wisdomtree Floating Rate Treas

ETFs
17.3K
+ 2.02%
$50.23 - $50.46 $867K - $870K
873K $43.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.6K
+ 10.65%
$53.94 - $58.15 $731K - $789K
141K $7.94M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
45.9K
+ 5.87%
$20.6 - $20.71 $946K - $951K
828K $17.1M
IONQ
Ion Q, Inc.

Technology
22.4K
New
$8.17 - $48.24 $183K - $1.08M
22.4K $935K
IGHG
Proshares Investment Grade Int

ETFs
11.2K
+ 21.31%
$76.8 - $78.32 $860K - $877K
63.7K $4.98M
MBB
Ishares Tr

ETFs
10.5K
+ 110.36%
$91.26 - $95.82 $961K - $1.01M
20.1K $1.84M
FCNCA
First Citizens Bancshares Inc

Financial Services
5
+ 0.15%
$1818.92 - $2353.08 $9.09K - $11.8K
3.32K $7.02M
SLP
Simulations Plus, Inc.

Healthcare
32.4K
New
$27.22 - $34.28 $883K - $1.11M
32.4K $904K
SMTC
Semtech Corp

Technology
14.4K
New
$40.58 - $69.1 $583K - $993K
14.4K $888K
FTLS
First Tr Long/Short Equity ETF

ETFs
13.3K
New
$63.1 - $67.29 $839K - $895K
13.3K $874K
CGXU
Capital Group Intl Focus Equit

ETFs
33.9K
New
$24.67 - $26.94 $835K - $912K
33.9K $835K
Activity Summary
Buys All Purchases 527 New Holdings 80 Increased Positions 447 Sells All Sells 642 Reductions 642 Sold out 0 Options Calls 0 Puts 0
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