Concurrent Investment Advisors, LLC Sells in Q4 2024

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
-1.3K
- 7.94%
$78.09 - $80.04 $102K - $104K
15.1K $1.19B
MBB
Ishares Tr

ETFs
-592
- 3.3%
$91.26 - $95.82 $54K - $56.7K
17.4K $1.59B
NUE
Nucor Corp

Basic Materials
-49
- 1.35%
$115.78 - $167.74 $5.67K - $8.22K
3.59K $419M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-61
- 0.6%
$114.08 - $125.68 $6.96K - $7.67K
10.2K $1.17B
VFF
Village Farms International, Inc.

Consumer Defensive
-119K
- 64.34%
$0.74 - $0.93 $88.3K - $111K
66.2K $51M
CAH
Cardinal Health Inc

Healthcare
-1.7K
- 16.19%
$107.89 - $125.33 $183K - $213K
8.78K $1.04B
FTNT
Fortinet, Inc.

Technology
-2.05K
- 43.37%
$76.49 - $99.21 $156K - $203K
2.67K $252M
ICLN
Ishares

ETFs
-722
- 2.28%
$11.35 - $14.51 $8.19K - $10.5K
30.9K $352M
IAK
Ishares Tr

ETFs
-805
- 29.48%
$123.78 - $138.16 $99.6K - $111K
1.93K $244M
F
Ford Motor CO

Consumer Cyclical
-2.55K
- 1.52%
$9.69 - $11.4 $24.7K - $29K
165K $1.26B
PEG
Public Service Enterprise Group Inc

Utilities
-356
- 2.36%
$81.87 - $94.51 $29.1K - $33.6K
14.7K $1.24B
INTU
Intuit Inc

Technology
-222
- 4.23%
$602.01 - $706.25 $134K - $157K
5.02K $3.16B
IRBO
Ishares Robotics & Artificial

ETFs
-3.53K
- 31.93%
N/A
7.52K $279M
IR
Ingersoll Rand Inc.

Industrials
-794
- 22.85%
$90.46 - $105.35 $71.8K - $83.6K
2.68K $243M
CSWC
Capital Southwest Corp

Financial Services
-1.99K
- 12.57%
$20.85 - $25.85 $41.5K - $51.4K
13.8K $302M
VLO
Valero Energy Corp

Energy
-32
- 0.42%
$118.59 - $144.02 $3.79K - $4.61K
7.54K $925M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-777
- 19.76%
$108.28 - $117.54 $84.1K - $91.3K
3.16K $344M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-247
- 1.61%
N/A
15.1K $1.7B
NSA
National Storage Affiliates Trust

Real Estate
-738
- 11.79%
$37.2 - $47.44 $27.5K - $35K
5.52K $209M
Bunge Global Sa
-60
- 1.3%
N/A
4.57K $355M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-3.61K
- 15.46%
$11.91 - $14.14 $42.9K - $51K
19.7K $241M
GOLD
Barrick Gold Corp

Basic Materials
-926
- 5.46%
$15.23 - $21.19 $14.1K - $19.6K
16K $248M
EMB
Ishares Tr

ETFs
-716
- 13.6%
$88.94 - $93.46 $63.7K - $66.9K
4.55K $405M
TALO
Talos Energy Inc.

Energy
-5K
- 8.58%
$9.08 - $11.97 $45.4K - $59.9K
53.3K $517M
AGNC
Agnc Investment Corp.

Real Estate
-4.54K
- 13.54%
$9.21 - $10.59 $41.9K - $48.1K
29K $267M
Ge Healthcare Technologies I
-100
- 2.17%
N/A
4.51K $352M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-773
- 9.88%
$124.61 - $133.96 $96.3K - $104K
7.05K $909M
RIO
Rio Tinto PLC

Basic Materials
-423
- 9.93%
$58.59 - $71.15 $24.8K - $30.1K
3.84K $226M
Annaly Capital Management In
-2.01K
- 9.38%
N/A
19.4K $355M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-2.74K
- 4.64%
$11.39 - $12.41 $31.2K - $34K
56.2K $656M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-81
- 0.87%
$101.82 - $114.06 $8.25K - $9.24K
9.25K $956M
USA
Liberty All Star Equity Fund

Financial Services
-8.25K
- 10.78%
$6.82 - $7.46 $56.3K - $61.6K
68.3K $475M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-221
- 2.08%
$115.08 - $119.55 $25.4K - $26.4K
10.4K $1.2B
FID
First Tr Exchange Trded Fd Vi

ETFs
-1.75K
- 5.81%
$16.06 - $17.64 $28K - $30.8K
28.3K $461M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-6.5K
- 15.31%
$5.83 - $6.64 $37.9K - $43.2K
36K $215M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-64
- 0.21%
$21.96 - $24.21 $1.41K - $1.55K
30.5K $677M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-4.43K
- 24.52%
$11.42 - $12.5 $50.5K - $55.3K
13.6K $157M
IT
Gartner Inc

Technology
-102
- 14.39%
$481.22 - $551.8 $49.1K - $56.3K
607 $294M
STX
Seagate Technology Holdings PLC

Technology
-39
- 1.47%
$86.31 - $112.64 $3.37K - $4.39K
2.62K $226M
YUM
Yum Brands Inc

Consumer Cyclical
-157
- 2.16%
$130.36 - $139.54 $20.5K - $21.9K
7.11K $954M
IYH
Ishares Tr

ETFs
-410
- 7.53%
$57.53 - $65.24 $23.6K - $26.7K
5.04K $293M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.82K
- 3.67%
$40.86 - $43.42 $74.4K - $79K
47.8K $2B
VO
Vanguard Mid Cap ETF

ETFs
-259
- 0.6%
$261.5 - $284.63 $67.7K - $73.7K
42.7K $11.3B
STAG
Stag Industrial, Inc.

Real Estate
-32
- 0.32%
$33.22 - $39.1 $1.06K - $1.25K
10.1K $340M
RMD
Resmed Inc

Healthcare
-108
- 5.63%
$228.69 - $256.07 $24.7K - $27.7K
1.81K $414M
DRLL
Ea Ser Tr Strive U S Energy Et
-278
- 0.49%
N/A
56.6K $1.54B
TTEK
Tetra Tech Inc

Industrials
-128
- 1.93%
$39.8 - $50.52 $5.09K - $6.47K
6.5K $259M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-131
- 1.41%
$185.87 - $204.12 $24.3K - $26.7K
9.14K $1.72B
WELL
Welltower Inc.

Real Estate
-104
- 0.54%
$123.11 - $139.3 $12.8K - $14.5K
19.2K $2.41B
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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