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
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-126
- 2.75%
$103.6 - $112.52 $13.1K - $14.2K
4.46K $468M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-112
- 1.07%
$40.26 - $42.88 $4.51K - $4.8K
10.4K $420M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-119
- 0.92%
$25.3 - $26.31 $3.01K - $3.13K
12.8K $328M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-369
- 6.03%
$62.09 - $82.32 $22.9K - $30.4K
5.75K $385M
PATH
Ui Path, Inc.

Technology
-745
- 3.0%
$11.95 - $15.5 $8.9K - $11.5K
24.1K $306M
AOA
Ishares Tr Core Aggressive All

ETFs
-27
- 0.67%
$76.61 - $79.88 $2.07K - $2.16K
4.01K $308M
ESS
Essex Property Trust, Inc.

Real Estate
-12
- 1.51%
N/A
781 $223M
CARY
Angel Oak Fds Tr Income Etf(De
-61
- 0.4%
N/A
15.3K $314M
ATO
Atmos Energy Corp

Utilities
-97
- 1.72%
$136.41 - $151.43 $13.2K - $14.7K
5.54K $772M
KIM
Kimco Realty Corp

Real Estate
-667
- 2.34%
$22.75 - $25.78 $15.2K - $17.2K
27.9K $653M
CF
Cf Industries Holdings, Inc.

Basic Materials
-87
- 2.65%
$81.39 - $94.14 $7.08K - $8.19K
3.2K $273M
ABCB
Ameris Bancorp

Financial Services
-156
- 1.86%
$60.0 - $72.37 $9.36K - $11.3K
8.23K $515M
IWS
Ishares Russell Midcap Value E

ETFs
-26
- 1.6%
$128.08 - $140.32 $3.33K - $3.65K
1.6K $207M
BGB
Blackstone Strategic Credit Fund

Financial Services
-523
- 4.75%
$12.19 - $12.64 $6.38K - $6.61K
10.5K $128M
VLY
Valley National Bancorp

Financial Services
-750
- 3.61%
$8.7 - $10.78 $6.52K - $8.08K
20K $181M
DE
Deere & CO

Industrials
-77
- 1.89%
$389.45 - $466.0 $30K - $35.9K
4K $1.7B
JCI
Johnson Controls International PLC

Industrials
-172
- 2.75%
$74.23 - $86.6 $12.8K - $14.9K
6.09K $480M
FTHI
First Trust Exchange Traded Fd

ETFs
-544
- 1.79%
$22.89 - $24.02 $12.5K - $13.1K
29.9K $695M
NOK
Nokia Corp

Technology
-1.4K
- 4.45%
$4.13 - $4.95 $5.78K - $6.93K
30.1K $133M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-58
- 2.52%
$118.0 - $127.04 $6.84K - $7.37K
2.24K $273M
K
Kellogg CO

Consumer Defensive
-51
- 0.86%
$80.34 - $81.29 $4.1K - $4.15K
5.85K $474M
VRSK
Verisk Analytics, Inc.

Industrials
-35
- 2.48%
$262.86 - $294.75 $9.2K - $10.3K
1.38K $379M
GM
General Motors CO

Consumer Cyclical
-1.8K
- 15.46%
$44.82 - $60.2 $80.5K - $108K
9.82K $523M
NTNX
Nutanix, Inc.

Technology
-79
- 1.94%
$56.46 - $73.18 $4.46K - $5.78K
3.99K $244M
FDX
Fedex Corp

Industrials
-49
- 1.98%
$260.5 - $305.15 $12.8K - $15K
2.43K $682M
HWM
Howmet Aerospace Inc.

Industrials
-389
- 7.43%
$99.72 - $120.09 $38.8K - $46.7K
4.85K $530M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-11
- 2.01%
$1146.59 - $1270.6 $12.6K - $14K
536 $636M
PIPR
Piper Sandler Companies

Financial Services
-19
- 2.69%
$280.53 - $348.81 $5.33K - $6.63K
688 $206M
SPOT
Spotify Technology S.A.

Communication Services
-257
- 16.71%
$362.95 - $502.38 $93.3K - $129K
1.28K $573M
GLW
Corning Inc

Technology
-152
- 2.42%
$44.11 - $49.76 $6.7K - $7.56K
6.12K $291M
IYY
Ishares Tr

ETFs
-33
- 0.93%
$138.14 - $149.13 $4.56K - $4.92K
3.52K $504M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-114
- 1.0%
$202.91 - $229.76 $23.1K - $26.2K
11.2K $2.36B
VGT
Vanguard Information Technolog

ETFs
-621
- 5.54%
$571.78 - $647.97 $355K - $402K
10.6K $6.59B
MFC
Manulife Financial Corp

Financial Services
-27
- 0.26%
$29.21 - $32.87 $789 - $887
10.3K $317M
IVT
Inven Trust Properties Corp.

Real Estate
-295
- 2.56%
$28.52 - $31.3 $8.41K - $9.23K
11.2K $338M
PCYO
Pure Cycle Corp

Utilities
-1K
- 7.69%
$10.52 - $14.63 $10.5K - $14.6K
12K $152M
ROK
Rockwell Automation, Inc

Industrials
-11
- 1.12%
$264.65 - $302.92 $2.91K - $3.33K
974 $278M
VTRS
Viatris Inc

Healthcare
-412
- 1.68%
$11.32 - $13.37 $4.66K - $5.51K
24.1K $300M
CRAI
Cra International, Inc.

Industrials
-5
- 0.36%
$168.27 - $206.55 $841 - $1.03K
1.4K $261M
Brookfield Corp
-28
- 0.6%
N/A
4.61K $265M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-7
- 0.11%
$98.04 - $108.11 $686 - $757
6.27K $638M
VRSN
Verisign Inc

Technology
-27
- 1.88%
$176.68 - $206.96 $4.77K - $5.59K
1.41K $292M
GPN
Global Payments Inc

Industrials
-232
- 4.67%
$97.57 - $119.38 $22.6K - $27.7K
4.73K $530M
CPRT
Copart Inc

Consumer Cyclical
-32
- 0.56%
$51.36 - $63.8 $1.64K - $2.04K
5.64K $324M
AMP
Ameriprise Financial Inc

Financial Services
-21
- 3.2%
$473.15 - $574.01 $9.94K - $12.1K
636 $339M
UAL
United Airlines Holdings, Inc.

Industrials
-1.4K
- 33.21%
$55.62 - $102.44 $77.7K - $143K
2.81K $273M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-3.17K
- 11.01%
$7.33 - $12.37 $23.3K - $39.2K
25.6K $271M
VMC
Vulcan Materials CO

Basic Materials
-10
- 0.19%
$237.95 - $292.31 $2.38K - $2.92K
5.29K $1.36B
TFC
Truist Financial Corp

Financial Services
-1.08K
- 0.81%
$41.51 - $48.1 $44.6K - $51.7K
132K $5.74B
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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email