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
NTAP
Net App, Inc.

Technology
2.04K
New
$115.31 - $131.11 $235K - $267K
2.04K $236M
EMN
Eastman Chemical CO

Basic Materials
2.56K
New
$90.03 - $110.64 $231K - $283K
2.56K $234M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
72
+ 1.79%
$173.13 - $258.09 $12.5K - $18.6K
4.1K $946M
BITO
Proshares Tr Bitcoin Strategy

ETFs
10.1K
New
$16.99 - $27.42 $171K - $276K
10.1K $229M
CABO
Cable One, Inc.

Communication Services
631
New
$316.06 - $425.99 $199K - $269K
631 $229M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.3K
New
$78.5 - $102.01 $180K - $235K
2.3K $227M
CBSH
Commerce Bancshares Inc

Financial Services
2.33K
+ 8.23%
$57.04 - $74.36 $133K - $173K
30.6K $1.91B
IGM
Ishares Expanded Tech Sector E

ETFs
1.98K
+ 49.85%
$94.19 - $106.95 $187K - $212K
5.96K $608M
T
At&T Inc.

Communication Services
470
+ 0.17%
$21.22 - $23.88 $9.97K - $11.2K
278K $6.33B
BLDR
Builders First Source, Inc.

Industrials
1.56K
New
$142.93 - $198.25 $224K - $310K
1.56K $224M
EXLS
Exl Service Holdings, Inc.

Technology
5K
New
$38.1 - $47.02 $190K - $235K
5K $222M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
11.6K
New
$18.42 - $22.58 $214K - $262K
11.6K $219M
NTES
Net Ease, Inc.

Communication Services
2.44K
New
$76.28 - $104.26 $186K - $254K
2.44K $217M
QTUM
ETF Ser Solutions Defiance Qua
2.67K
New
N/A
2.67K $217M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4.76K
New
$45.38 - $46.88 $216K - $223K
4.76K $217M
NRZ
New Residential Investment Corp.

Real Estate
24K
+ 28.4%
N/A
109K $1.18B
OVV
Ovintiv Inc.

Energy
5.29K
New
$37.74 - $46.71 $199K - $247K
5.29K $214M
CLH
Clean Harbors Inc

Industrials
911
New
$228.61 - $263.39 $208K - $240K
911 $210M
NXST
Nexstar Media Group, Inc.

Communication Services
1.33K
New
$157.01 - $188.5 $208K - $250K
1.33K $209M
AXON
Axon Enterprise, Inc.

Industrials
95
+ 12.15%
$399.22 - $689.78 $37.9K - $65.5K
877 $521M
SPGI
S&P Global Inc.

Financial Services
685
+ 9.43%
$480.36 - $529.17 $329K - $362K
7.95K $3.96B
CCL
Carnival Corp

Consumer Cyclical
8.25K
New
$17.34 - $26.8 $143K - $221K
8.25K $205M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.74K
New
$23.29 - $23.93 $204K - $209K
8.74K $205M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
13.4K
+ 103.18%
$14.45 - $15.15 $193K - $203K
26.4K $399M
J P Morgan Exchange Traded F
3.02K
New
N/A
3.02K $203M
EQIX
Equinix Inc

Real Estate
137
+ 10.29%
$865.69 - $985.0 $119K - $135K
1.47K $1.38B
CRDO
Credo Technology Group Holding LTD

Technology
3.01K
New
$30.16 - $77.25 $90.7K - $232K
3.01K $202M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
4.25K
New
$46.18 - $48.09 $196K - $205K
4.25K $202M
Fidelity Wise Origin Bitcoin
761
+ 14.25%
N/A
6.1K $498M
ITW
Illinois Tool Works Inc

Industrials
1.26K
+ 9.06%
$253.56 - $278.5 $319K - $351K
15.1K $3.84B
BIGZ
Black Rock Innovation & Growth Trust
26.5K
New
$7.43 - $8.08 $197K - $214K
26.5K $197M
MGV
Vanguard Mega Cap Value

ETFs
2.1K
+ 10.78%
$124.06 - $133.48 $261K - $281K
21.6K $2.7B
SUB
Ishares Short Term National Mu

ETFs
1.88K
+ 67.14%
$104.94 - $106.2 $197K - $199K
4.68K $493M
BDX
Becton Dickinson & CO

Healthcare
1.44K
+ 15.44%
$220.02 - $243.75 $316K - $351K
10.8K $2.44B
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.34K
+ 17.19%
$94.77 - $97.36 $221K - $228K
15.9K $1.52B
JMEE
J P Morgan Exchange Traded Fd

ETFs
3.24K
+ 32.0%
$60.1 - $66.4 $195K - $215K
13.4K $807M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.24K
+ 15.07%
$183.23 - $199.79 $226K - $247K
9.43K $1.75B
RBLX
Roblox Corp

Communication Services
2.03K
+ 38.83%
$39.86 - $61.45 $80.9K - $125K
7.26K $420M
EW
Edwards Lifesciences Corp

Healthcare
439
+ 2.29%
$64.54 - $75.92 $28.3K - $33.3K
19.6K $1.45B
ABT
Abbott Laboratories

Healthcare
2.04K
+ 4.19%
$111.93 - $119.39 $228K - $243K
50.6K $5.72B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.52K
+ 14.35%
$45.39 - $62.98 $68.9K - $95.7K
12.1K $687M
ARLP
Alliance Resource Partners LP

Energy
5.97K
+ 28.78%
$24.84 - $28.58 $148K - $171K
26.7K $702M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
11.6K
New
$14.98 - $16.73 $173K - $193K
11.6K $173M
PH
Parker Hannifin Corp

Industrials
247
+ 8.19%
$621.74 - $709.46 $154K - $175K
3.26K $2.07B
HPE
Hewlett Packard Enterprise CO

Technology
4.73K
+ 6.16%
$19.31 - $23.95 $91.3K - $113K
81.5K $1.74B
SNAP
Snap Inc

Communication Services
15.4K
+ 52.61%
$9.98 - $12.86 $153K - $198K
44.6K $480M
IWF
Ishares Russell 1000 Gr ETF

ETFs
52
+ 0.93%
$370.24 - $418.94 $19.3K - $21.8K
5.62K $2.26B
AMCR
Amcor PLC

Consumer Cyclical
20.4K
+ 136.28%
$9.34 - $11.37 $191K - $232K
35.4K $333M
MET
Metlife Inc

Financial Services
2.14K
+ 7.58%
$78.15 - $88.25 $167K - $189K
30.3K $2.48B
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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