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
DFAT
Dimensional ETF Tr U S Target

ETFs
9
+ 0.2%
$54.54 - $61.04 $491 - $549
4.6K $256M
BP
Bp PLC

Energy
1.58K
+ 6.24%
$28.16 - $33.14 $44.4K - $52.2K
26.8K $793M
HUSV
First Tr ETF Iii Horizon Manag
794
+ 2.32%
N/A
35K $1.31B
RGLD
Royal Gold Inc

Basic Materials
110
+ 6.31%
$131.05 - $154.26 $14.4K - $17K
1.85K $244M
SON
Sonoco Products CO

Consumer Cyclical
475
+ 11.6%
$48.6 - $54.89 $23.1K - $26.1K
4.57K $223M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
47
+ 0.36%
$19.38 - $19.58 $911 - $920
13K $252M
AOM
Ishares Tr Core Moderate Alloc

ETFs
182
+ 3.34%
$43.44 - $45.05 $7.91K - $8.2K
5.63K $245M
WPM
Wheaton Precious Metals Corp.

Basic Materials
336
+ 8.08%
$56.08 - $68.53 $18.8K - $23K
4.49K $253M
MCR
Mfs Charter Income Trust

Financial Services
1K
+ 2.46%
$6.16 - $6.57 $6.16K - $6.57K
41.7K $266M
PPL
Ppl Corp

Utilities
97
+ 1.3%
$31.47 - $35.0 $3.05K - $3.4K
7.56K $245M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
79
+ 0.34%
$5.64 - $5.93 $446 - $468
23.6K $134M
GDV
Gabelli Dividend & Income Trust

Financial Services
19
+ 0.21%
$23.77 - $25.59 $452 - $486
8.98K $217M
FNX
First Tr Mid Cap Core Alphadex

ETFs
1
+ 0.06%
$114.77 - $127.28 $115 - $127
1.81K $209M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.08K
+ 1.8%
$22.39 - $23.45 $24.3K - $25.4K
61.3K $1.41B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
55
+ 0.35%
$18.62 - $19.05 $1.02K - $1.05K
15.6K $292M
LYG
Lloyds Banking Group PLC

Financial Services
789
+ 4.42%
$2.67 - $3.23 $2.11K - $2.55K
18.7K $50.7M
PEAK
Healthpeak Properties, Inc.

Real Estate
927
+ 10.09%
N/A
10.1K $205M
HES
Hess Corp

Energy
2
+ 0.1%
$127.66 - $148.65 $255 - $297
2.03K $270M
FSIG
First Tr ETF Iv LTD Duration I
1.65K
+ 1.47%
$18.8 - $19.23 $31K - $31.7K
114K $2.14B
PAA
Plains All American Pipeline LP

Energy
21
+ 0.08%
$16.27 - $18.67 $342 - $392
27.9K $476M
CION
Cion Investment Corp

Financial Services
1.09K
+ 2.62%
$11.25 - $12.08 $12.3K - $13.2K
42.8K $488M
DELL
Dell Technologies Inc.

Technology
30
+ 0.76%
$111.96 - $144.21 $3.36K - $4.33K
3.95K $455M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
83
+ 0.72%
$51.58 - $52.91 $4.28K - $4.39K
11.6K $599M
BTG
B2 Gold Corp

Basic Materials
2.83K
+ 10.66%
$2.42 - $3.47 $6.84K - $9.81K
29.3K $71.6M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
1.96K
+ 3.82%
$10.56 - $11.31 $20.7K - $22.1K
53.2K $571M
CPT
Camden Property Trust

Real Estate
27
+ 1.45%
$112.52 - $127.03 $3.04K - $3.43K
1.89K $219M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
1.76K
+ 5.61%
$13.32 - $14.58 $23.4K - $25.7K
33.1K $444M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
2.61K
+ 6.46%
$9.84 - $10.98 $25.7K - $28.7K
43K $424M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
153
+ 3.69%
$47.63 - $52.63 $7.29K - $8.05K
4.3K $207M
MPW
Medical Properties Trust Inc

Real Estate
3.29K
+ 23.02%
$3.72 - $5.77 $12.3K - $19K
17.6K $69.5M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
93
+ 0.42%
$11.1 - $12.03 $1.03K - $1.12K
22.3K $251M
DNP
Dnp Select Income Fund Inc

Financial Services
2.71K
+ 8.34%
$8.82 - $9.96 $23.9K - $27K
35.2K $311M
EFX
Equifax Inc

Industrials
46
+ 6.11%
$245.03 - $293.5 $11.3K - $13.5K
799 $204M
UA
Under Armour Inc Cl C

Consumer Cyclical
51
+ 0.25%
$7.37 - $9.94 $376 - $507
20.3K $151M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
9
+ 0.05%
$12.1 - $13.52 $109 - $122
16.7K $205M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.85K
+ 3.62%
$44.87 - $46.86 $128K - $134K
81.5K $3.66B
BNDX
Vanguard Total International B

ETFs
3.08K
+ 2.22%
$48.91 - $50.61 $151K - $156K
142K $6.97B
QSR
Restaurant Brands International Inc.

Consumer Cyclical
146
+ 3.36%
$64.91 - $73.47 $9.48K - $10.7K
4.49K $293M
SOXX
Ishares Semiconductor ETF

ETFs
491
+ 5.85%
$211.27 - $239.8 $104K - $118K
8.88K $1.91B
STLD
Steel Dynamics Inc

Basic Materials
5
+ 0.28%
N/A
1.81K $206M
VGIT
Vanguard Intermediate Term Tre

ETFs
40
+ 0.39%
$57.78 - $60.4 $2.31K - $2.42K
10.2K $593M
SKY
Skyline Champion Corp

Consumer Cyclical
30
+ 0.81%
$88.1 - $108.92 $2.64K - $3.27K
3.74K $329M
PFG
Principal Financial Group Inc

Financial Services
16
+ 0.55%
$74.91 - $91.26 $1.2K - $1.46K
2.92K $226M
OMC
Omnicom Group Inc.

Communication Services
696
+ 14.36%
$85.82 - $105.47 $59.7K - $73.4K
5.54K $477M
PPG
Ppg Industries Inc

Basic Materials
320
+ 6.6%
$119.09 - $131.37 $38.1K - $42K
5.17K $617M
STZ
Constellation Brands, Inc.

Consumer Defensive
38
+ 4.19%
$219.66 - $257.62 $8.35K - $9.79K
944 $209M
Canopy Growth Corp
5.17K
+ 26.56%
N/A
24.6K $67.5M
NVS
Novartis Ag

Healthcare
409
+ 10.95%
$96.78 - $117.18 $39.6K - $47.9K
4.14K $403M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
559
+ 4.88%
$99.2 - $108.47 $55.5K - $60.6K
12K $1.2B
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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