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
Capital Group Core Balanced
-3K
- 1.54%
N/A
191K $5.99B
FEP
First Trust Europe Alphadex Fu

ETFs
-456
- 4.14%
$35.46 - $38.46 $16.2K - $17.5K
10.6K $379M
URI
United Rentals, Inc.

Industrials
-4
- 0.88%
$704.44 - $880.32 $2.82K - $3.52K
449 $316M
FDVV
Fidelity High Dividend ETF

ETFs
-392
- 0.94%
$49.66 - $52.63 $19.5K - $20.6K
41.2K $2.06B
NEAR
Blackrock Short Maturity Bond

ETFs
-791
- 6.39%
$50.28 - $51.08 $39.8K - $40.4K
11.6K $585M
OXY
Occidental Petroleum Corp

Energy
-755
- 14.68%
$45.36 - $55.91 $34.2K - $42.2K
4.39K $217M
OTIS
Otis Worldwide Corp

Industrials
-58
- 1.57%
$92.57 - $106.01 $5.37K - $6.15K
3.64K $337M
Hartford Fds Exchange Traded
-1.18K
- 8.7%
N/A
12.4K $482M
LAMR
Lamar Advertising CO

Real Estate
-169
- 7.71%
$121.37 - $138.11 $20.5K - $23.3K
2.02K $246M
MKTX
Marketaxess Holdings Inc

Financial Services
-46
- 4.08%
$225.3 - $293.66 $10.4K - $13.5K
1.08K $245M
YYY
Amplify ETF Tr High Income ETF

ETFs
-2.11K
- 10.65%
$11.52 - $12.3 $24.3K - $25.9K
17.7K $204M
FLO
Flowers Foods Inc

Consumer Defensive
-207
- 1.4%
$20.4 - $23.31 $4.22K - $4.83K
14.6K $302M
HTGC
Hercules Capital, Inc.

Financial Services
-2.68K
- 8.31%
$18.53 - $20.22 $49.7K - $54.3K
29.6K $595M
ARCC
Ares Capital Corp

Financial Services
-5.39K
- 6.5%
$20.74 - $22.27 $112K - $120K
77.6K $1.7B
ADC
Agree Realty Corp

Real Estate
-72
- 1.07%
$69.44 - $77.65 $5K - $5.59K
6.67K $470M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-99
- 3.0%
$89.81 - $104.0 $8.89K - $10.3K
3.2K $289M
TEF
Telefonica S A

Communication Services
-1.53K
- 4.12%
$4.02 - $4.88 $6.13K - $7.45K
35.5K $143M
FE
Firstenergy Corp

Utilities
-14
- 0.18%
$39.14 - $44.52 $548 - $623
7.79K $310M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
-2.3K
- 9.45%
$9.57 - $10.31 $22K - $23.7K
22.1K $212M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-5.04K
- 29.76%
$11.18 - $13.68 $56.3K - $68.9K
11.9K $151M
SII
Sprott Inc.

Financial Services
-636
- 9.3%
$41.42 - $47.55 $26.3K - $30.2K
6.2K $262M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-700
- 2.66%
$19.99 - $20.7 $14K - $14.5K
25.6K $512M
Te Connectivity PLC
-103
- 5.27%
N/A
1.85K $265M
SNPS
Synopsys Inc

Technology
-21
- 2.26%
$485.36 - $588.0 $10.2K - $12.3K
908 $441M
MCO
Moodys Corp

Financial Services
-58
- 6.44%
$454.04 - $500.88 $26.3K - $29.1K
842 $399M
FAST
Fastenal CO

Industrials
-457
- 4.87%
$69.99 - $84.35 $32K - $38.5K
8.92K $641M
ENLC
En Link Midstream, LLC

Energy
-800
- 1.72%
$13.74 - $16.01 $11K - $12.8K
45.8K $648M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-3.43K
- 24.0%
$8.24 - $11.07 $28.3K - $38K
10.9K $101M
VPU
Vanguard Utilities ETF

ETFs
-63
- 4.34%
$160.52 - $179.11 $10.1K - $11.3K
1.39K $227M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-2
- 0.08%
$84.3 - $106.41 $169 - $213
2.5K $215M
LNC
Lincoln National Corp

Financial Services
-858
- 6.1%
$30.46 - $36.84 $26.1K - $31.6K
13.2K $418M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-572
- 2.33%
$9.77 - $10.51 $5.59K - $6.01K
23.9K $234M
VV
Vanguard Large Cap ETF

ETFs
-125
- 7.63%
$260.27 - $280.65 $32.5K - $35.1K
1.51K $408M
VVR
Invesco Senior Income Trust

Financial Services
-2.36K
- 2.11%
$3.83 - $4.07 $9.05K - $9.62K
110K $433M
SCM
Stellus Capital Investment Corp

Financial Services
-1.67K
- 9.22%
$13.14 - $14.33 $21.9K - $23.9K
16.4K $226M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-144
- 0.61%
$37.15 - $41.12 $5.35K - $5.92K
23.6K $892M
STRL
Sterling Construction CO Inc

Industrials
-848
- 16.29%
$142.94 - $199.03 $121K - $169K
4.36K $734M
DGX
Quest Diagnostics Inc

Healthcare
-70
- 3.06%
N/A
2.22K $335M
CBOE
Cboe Global Markets, Inc.

Financial Services
-36
- 2.71%
$191.61 - $217.84 $6.9K - $7.84K
1.29K $252M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-449
- 2.64%
$24.55 - $25.16 $11K - $11.3K
16.5K $408M
FICO
Fair Isaac Corp

Technology
-17
- 5.04%
$1911.01 - $2382.4 $32.5K - $40.5K
320 $637M
WCC
Wesco International Inc

Industrials
-193
- 14.67%
$164.11 - $213.19 $31.7K - $41.1K
1.12K $203M
VGSH
Vanguard

ETFs
-235
- 5.0%
$58.02 - $58.88 $13.6K - $13.8K
4.46K $260M
VMO
Invesco Municipal Opportunity Trust

Financial Services
-311
- 1.18%
$9.47 - $10.33 $2.95K - $3.21K
26.1K $254M
HLN
Haleon PLC

Healthcare
-372
- 2.93%
$9.23 - $10.71 $3.43K - $3.98K
12.3K $117M
JXN
Jackson Financial Inc.

Financial Services
-43
- 1.65%
$84.91 - $113.74 $3.65K - $4.89K
2.57K $224M
IWN
Ishares Russell2000 Val ETF

ETFs
-57
- 3.47%
$162.69 - $181.35 $9.27K - $10.3K
1.59K $261M
IQI
Invesco Quality Municipal Income Trust

Financial Services
-375
- 2.41%
$9.59 - $10.5 $3.6K - $3.94K
15.2K $150M
PR
Permian Resources Corporation

Energy
-2.73K
- 7.83%
$13.41 - $16.21 $36.6K - $44.2K
32.1K $462M
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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