Concurrent Investment Advisors, LLC Purchases in Q4 2024

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AZO
Autozone Inc

Consumer Cyclical
4
+ 1.91%
$2981.19 - $3370.27 $11.9K - $13.5K
213 $682M
SSNC
Ss&C Technologies Holdings Inc

Technology
245
+ 8.24%
$69.93 - $77.36 $17.1K - $19K
3.22K $244M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
779
+ 14.54%
$67.29 - $73.38 $52.4K - $57.2K
6.14K $417M
ILMN
Illumina, Inc.

Healthcare
131
+ 8.19%
$128.99 - $155.15 $16.9K - $20.3K
1.73K $231M
RWL
Invesco Exchange Traded Fd Tr

ETFs
238
+ 3.18%
$97.11 - $104.1 $23.1K - $24.8K
7.72K $756M
NRG
Nrg Energy, Inc.

Utilities
294
+ 5.53%
$85.3 - $101.61 $25.1K - $29.9K
5.61K $506M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
232
+ 7.33%
$69.3 - $74.3 $16.1K - $17.2K
3.4K $243M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
784
+ 1.09%
$20.98 - $21.19 $16.4K - $16.6K
72.6K $1.53B
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
99
+ 2.03%
$43.37 - $51.46 $4.29K - $5.09K
4.98K $240M
TROW
Price T Rowe Group Inc

Financial Services
41
+ 1.12%
$106.48 - $124.69 $4.37K - $5.11K
3.71K $420M
EA
Electronic Arts Inc.

Communication Services
90
+ 5.59%
$140.69 - $167.97 $12.7K - $15.1K
1.7K $249M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
115
+ 0.67%
$16.4 - $17.85 $1.89K - $2.05K
17.3K $304M
RPM
Rpm International Inc

Basic Materials
114
+ 6.55%
$120.09 - $140.26 $13.7K - $16K
1.86K $228M
Cava Group Inc
394
+ 16.19%
N/A
2.83K $319M
DVOL
First Tr ETF Vi Dorsey Wright
349
+ 4.47%
N/A
8.16K $276M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
893
+ 18.22%
$33.05 - $43.75 $29.5K - $39.1K
5.79K $234M
EVRG
Evergy, Inc.

Utilities
315
+ 3.57%
$59.06 - $65.0 $18.6K - $20.5K
9.14K $562M
BIT
Black Rock Multi Sector Income Trust

Financial Services
1.48K
+ 13.81%
$14.25 - $15.15 $21.1K - $22.4K
12.2K $178M
Blackrock Income Tr Inc
2.21K
+ 19.29%
N/A
13.6K $157M
CSX
Csx Corp

Industrials
3.31K
+ 8.13%
$31.58 - $36.88 $105K - $122K
44.1K $1.42B
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.38K
+ 14.1%
$26.79 - $30.35 $36.9K - $41.8K
11.1K $302M
CINF
Cincinnati Financial Corp

Financial Services
2
+ 0.12%
$132.86 - $160.16 $266 - $320
1.68K $241M
Flaherty & Crumrine Dynamic
1.92K
+ 11.74%
N/A
18.3K $364M
SCHA
Schwab Strategic Tr Us Small C

ETFs
19.1K
+ 101.32%
$25.33 - $51.16 $484K - $978K
38K $983M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
1.55K
+ 10.34%
$18.18 - $19.49 $28.2K - $30.2K
16.6K $302M
OHI
Omega Healthcare Investors Inc

Real Estate
2.29K
+ 8.52%
$37.51 - $42.56 $86K - $97.6K
29.2K $1.11B
TAP
Molson Coors Beverage CO

Consumer Defensive
180
+ 2.79%
$53.97 - $63.88 $9.71K - $11.5K
6.64K $381M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
800
+ 2.99%
$47.98 - $49.47 $38.4K - $39.6K
27.5K $1.33B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
448
+ 2.68%
$47.26 - $48.18 $21.2K - $21.6K
17.2K $814M
IWR
Ishares Russell Mid Cap ETF

ETFs
65
+ 0.6%
$87.25 - $95.52 $5.67K - $6.21K
10.9K $961M
AOR
Ishares Tr Core Growth Allocat

ETFs
439
+ 5.05%
$57.32 - $59.66 $25.2K - $26.2K
9.13K $523M
SHYD
Vaneck Short High Yield Muni E

ETFs
690
+ 2.28%
$22.45 - $22.81 $15.5K - $15.7K
30.9K $695M
IBB
Ishares Biotechnology ETF

ETFs
436
+ 11.75%
$131.21 - $148.85 $57.2K - $64.9K
4.15K $548M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
235
+ 4.64%
$49.84 - $59.6 $11.7K - $14K
5.3K $281M
GUG
Guggenheim Active Allocation Fund

ETFs
3.17K
+ 13.55%
$14.87 - $16.49 $47.1K - $52.3K
26.6K $395M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
391
+ 3.43%
$20.05 - $20.15 $7.84K - $7.88K
11.8K $237M
IXN
Ishares Global Information Tec

ETFs
8
+ 0.26%
$80.67 - $87.84 $645 - $703
3.09K $261M
OGE
Oge Energy Corp.

Utilities
87
+ 0.81%
$39.65 - $44.08 $3.45K - $3.83K
10.8K $447M
PBRA
Petroleo Bras Ads (Ea Reptg 2
1.83K
+ 15.78%
N/A
13.4K $159M
MU
Micron Technology Inc

Technology
1.54K
+ 24.36%
$84.16 - $113.41 $130K - $175K
7.87K $663M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
1.85K
+ 5.58%
$10.26 - $10.82 $19K - $20.1K
35.1K $364M
AIG
American International Group, Inc.

Financial Services
95
+ 3.4%
$70.0 - $79.22 $6.65K - $7.53K
2.89K $210M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.25K
+ 4.75%
$7.83 - $8.16 $9.77K - $10.2K
27.5K $216M
VEEV
Veeva Systems Inc

Healthcare
15
+ 1.28%
$201.81 - $250.45 $3.03K - $3.76K
1.18K $249M
Vanguard Wellington Fd
68
+ 2.47%
N/A
2.83K $283M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
187
+ 2.01%
$49.58 - $50.28 $9.27K - $9.4K
9.47K $471M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
483
+ 5.67%
$31.36 - $35.93 $15.1K - $17.4K
9.01K $288M
WES
Western Midstream Partners, LP

Energy
8
+ 0.13%
$35.7 - $40.71 $286 - $326
6.06K $233M
BLW
Blackrock LTD Duration Income Trust

Financial Services
450
+ 2.99%
$13.98 - $14.51 $6.29K - $6.53K
15.5K $219M
Activity Summary
Buys All Purchases 626 New Holdings 100 Increased Positions 526 Sells All Sells 356 Reductions 356 Sold out 0 Options Calls 43 Puts 11
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