Advisor Group Holdings, Inc. Reduced Holdings in Q4 2024

Advisor Group Holdings, Inc.

  • $39.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SEE
Sealed Air Corp

Consumer Cyclical
-1.19K
- 10.25%
$33.59 - $37.3 $39.8K - $44.2K
10.4K $350K
SLP
Simulations Plus, Inc.

Healthcare
-2.08K
- 79.28%
$27.22 - $34.28 $56.7K - $71.4K
544 $15K
UTZ
Utz Brands, Inc.

Consumer Defensive
-3.53K
- 52.37%
$15.46 - $18.02 $54.5K - $63.6K
3.21K $50K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-1.84K
- 1.9%
$10.65 - $11.42 $19.6K - $21K
95.3K $1.03M
BOX
Box Inc

Technology
-1.65K
- 11.85%
$31.6 - $35.65 $52.1K - $58.8K
12.3K $387K
MEAR
Blackrock Short Maturity Munic

ETFs
-571
- 0.52%
$49.94 - $50.28 $28.5K - $28.7K
109K $5.42M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-2.06K
- 1.03%
$23.08 - $23.28 $47.6K - $48K
198K $4.59M
PMX
Pimco Municipal Income Fund Iii

Financial Services
-7.15K
- 41.19%
$7.23 - $8.52 $51.7K - $60.9K
10.2K $75K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
-3.02K
- 12.19%
$10.44 - $11.67 $31.5K - $35.2K
21.8K $230K
EUDG
Wisdomtree Tr

ETFs
-1.65K
- 39.4%
$29.79 - $33.83 $49.3K - $56K
2.54K $75K
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
-119
- 2.35%
$55.05 - $80.66 $6.55K - $9.6K
4.95K $317K
BIBL
Northern Lts Fd Tr Iv

ETFs
-392
- 1.31%
$38.73 - $42.41 $15.2K - $16.6K
29.5K $1.15M
HOOD
Robinhood Markets, Inc.

Technology
-48.9K
- 38.57%
$22.33 - $43.2 $1.09M - $2.11M
77.9K $2.9M
SWBI
Smith & Wesson Brands, Inc.

Industrials
-1.21K
- 6.37%
$9.79 - $14.1 $11.8K - $17K
17.8K $179K
APPF
Appfolio Inc

Technology
-377
- 16.15%
$192.07 - $269.26 $72.4K - $102K
1.96K $482K
BGS
B&G Foods, Inc.

Consumer Defensive
-5.25K
- 34.3%
$6.21 - $8.91 $32.6K - $46.8K
10.1K $69K
CVI
Cvr Energy Inc

Energy
-396
- 2.93%
$15.9 - $25.09 $6.3K - $9.94K
13.1K $245K
GMOM
Cambria ETF Tr Cambria Global

ETFs
-1.53K
- 5.84%
$28.62 - $30.45 $43.7K - $46.5K
24.6K $708K
FCPT
Four Corners Property Trust, Inc.

Real Estate
-1.43K
- 11.13%
$26.74 - $29.73 $38.2K - $42.4K
11.4K $309K
RODM
Hartford Multifactor Developed

ETFs
-330
- 1.21%
$28.36 - $30.42 $9.36K - $10K
27K $768K
NTNX
Nutanix, Inc.

Technology
-1.38K
- 14.93%
$56.46 - $73.18 $77.7K - $101K
7.84K $479K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-2.94K
- 37.21%
$31.2 - $41.46 $91.7K - $122K
4.96K $186K
ZWS
Zurn Water Solutions Corp

Industrials
-1.95K
- 39.16%
$35.79 - $40.92 $69.6K - $79.6K
3.02K $112K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-7.31K
- 9.33%
$42.05 - $48.31 $307K - $353K
71K $3.29M
MBI
Mbia Inc

Financial Services
-18.7K
- 96.57%
$3.34 - $7.03 $62.4K - $131K
663 $4K
MFM
Mfs Municipal Income Trust

Financial Services
-10.8K
- 50.56%
$5.3 - $5.75 $57K - $61.8K
10.5K $56K
PMM
Putnam Managed Municipal Income Trust

Financial Services
-6K
- 10.92%
$5.97 - $6.52 $35.8K - $39.1K
48.9K $292K
RRX
Regal Rexnord Corp

Industrials
-261
- 11.01%
$153.56 - $182.22 $40.1K - $47.6K
2.11K $327K
IPO
Renaissance Cap Greenwich Fds

ETFs
-1.7K
- 14.18%
$41.85 - $47.0 $71.3K - $80K
10.3K $449K
SGRY
Surgery Partners, Inc.

Healthcare
-232
- 4.31%
$19.61 - $33.03 $4.55K - $7.66K
5.15K $108K
TDOC
Teladoc Health, Inc.

Healthcare
-6.71K
- 13.03%
$8.57 - $12.02 $57.5K - $80.7K
44.8K $407K
TELL
Tellurian Inc.

Energy
-74.3K
- 23.49%
$0.97 - $1.0 $72K - $74.3K
242K $241K
DWLD
Davis Fundamental ETF Tr

ETFs
-1.48K
- 21.94%
$36.31 - $39.73 $53.7K - $58.8K
5.27K $191K
HMOP
Hartford Fds Exchange Traded T

ETFs
-630
- 1.17%
$38.56 - $39.45 $24.3K - $24.9K
53.1K $2.05M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-1.93K
- 3.99%
$34.96 - $35.65 $67.4K - $68.7K
46.4K $1.63M
PBW
Invesco Exchange Traded Fd Tr

ETFs
-3.15K
- 6.83%
$19.01 - $21.64 $59.9K - $68.1K
43K $859K
INDY
Ishares India 50 ETF

ETFs
-284
- 3.17%
$50.84 - $56.05 $14.4K - $15.9K
8.67K $440K
JPUS
Jpmorgan Diversified Return Us

ETFs
-161
- 1.97%
$114.05 - $123.77 $18.4K - $19.9K
8.02K $915K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-1.26K
- 25.9%
$92.95 - $129.87 $117K - $164K
3.61K $413K
PMO
Putnam Municipal Opportunities Trust

Financial Services
-3.7K
- 10.84%
$10.01 - $10.93 $37K - $40.4K
30.4K $308K
UGP
Ultrapar Holdings Inc

Energy
-1.3K
- 2.71%
$2.57 - $3.95 $3.34K - $5.13K
46.6K $122K
VMI
Valmont Industries Inc

Industrials
-260
- 27.43%
$287.0 - $352.14 $74.6K - $91.6K
688 $210K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-659
- 9.76%
$94.54 - $104.98 $62.3K - $69.2K
6.1K $582K
CWT
California Water Service Group

Utilities
-715
- 20.59%
$45.33 - $54.6 $32.4K - $39K
2.76K $125K
PBHC
Pathfinder Bancorp, Inc.

Financial Services
-5.2K
- 31.92%
$15.76 - $18.91 $82K - $98.3K
11.1K $194K
POST
Post Holdings, Inc.

Consumer Defensive
-508
- 16.66%
$106.14 - $120.72 $53.9K - $61.3K
2.54K $290K
TSI
Tcw Strategic Income Fund Inc

Financial Services
-7.23K
- 8.25%
$4.81 - $5.12 $34.8K - $37K
80.4K $386K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
-76
- 1.13%
$36.2 - $46.69 $2.75K - $3.55K
6.62K $240K
TAL
Tal Education Group

Consumer Defensive
-2.9K
- 15.22%
$9.45 - $12.13 $27.4K - $35.2K
16.2K $162K
Activity Summary
Buys All Purchases 2078 New Holdings 178 Increased Positions 1900 Sells All Sells 3543 Reductions 3543 Sold out 0 Options Calls 10 Puts 5
Track This Portfolio

Track Advisor Group Holdings, Inc. Portfolio

Follow Advisor Group Holdings, Inc. 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 Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email