Cambridge Investment Research Advisors, Inc. Reduced Holdings in Q4 2024

Cambridge Investment Research Advisors, Inc.

  • $29.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
YORW
York Water CO

Utilities
-2.58K
- 17.38%
$32.72 - $38.15 $84.5K - $98.5K
12.3K $402K
First Tr Exchng Traded Fd Vi Ft Vest
-4.95K
- 12.97%
N/A
33.2K $1.24M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-1.29K
- 6.3%
$83.21 - $88.08 $107K - $113K
19.2K $1.63M
PHK
Pimco High Income Fund

Financial Services
-17.5K
- 3.68%
$4.85 - $5.16 $84.9K - $90.3K
458K $2.23M
MMLG
First Tr Exc Viii First Multi

Technology
-7.76K
- 16.72%
$28.07 - $31.89 $218K - $247K
38.7K $1.17M
POOL
Pool Corp

Industrials
-13
- 0.32%
$339.32 - $390.03 $4.41K - $5.07K
4K $1.37M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-8.78K
- 12.72%
$19.23 - $20.44 $169K - $180K
60.3K $1.21M
Innovator Etfs Trust
-5.79K
- 35.9%
N/A
10.3K $282K
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-1.47K
- 19.46%
N/A
6.1K $495K
PMF
Pimco Municipal Income Fund

Financial Services
-1.07K
- 1.04%
$8.88 - $10.38 $9.5K - $11.1K
102K $917K
ILDR
First Tr Exchange Traded Fd Vi
-6.68K
- 32.6%
$24.07 - $27.12 $161K - $181K
13.8K $352K
CBT
Cabot Corp

Basic Materials
-390
- 7.28%
$90.64 - $117.0 $35.3K - $45.6K
4.97K $453K
ILCV
Ishares Morningstar Value ETF

ETFs
-490
- 0.57%
$80.23 - $85.43 $39.3K - $41.9K
85.5K $6.92M
SFNC
Simmons First National Corp

Financial Services
-9.91K
- 8.39%
$21.01 - $25.53 $208K - $253K
108K $2.4M
WSO
Watsco Inc

Industrials
-161
- 4.3%
$466.57 - $568.78 $75.1K - $91.6K
3.58K $1.7M
Aim ETF Products Trust Us Larcp B20
-5.18K
- 17.48%
N/A
24.5K $760K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-1.65K
- 1.54%
$14.4 - $15.83 $23.7K - $26.1K
105K $1.53M
BFB
Brown Forman Corp Cl B
-292
- 2.52%
N/A
11.3K $429K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-2.26K
- 10.26%
$27.09 - $32.06 $61.2K - $72.4K
19.8K $554K
NSSC
Napco Security Technologies, Inc

Industrials
-875
- 3.86%
$34.51 - $42.2 $30.2K - $36.9K
21.8K $774K
PRI
Primerica, Inc.

Financial Services
-571
- 22.68%
$265.71 - $304.93 $152K - $174K
1.95K $528K
TTEK
Tetra Tech Inc

Industrials
-908
- 6.43%
$39.8 - $50.52 $36.1K - $45.9K
13.2K $527K
UBSI
United Bankshares Inc

Financial Services
-4.07K
- 12.91%
$35.53 - $43.29 $144K - $176K
27.4K $1.03M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-3.76K
- 8.63%
$25.25 - $26.34 $94.9K - $99K
39.8K $1.01M
RTM
Invesco S&P 500 Equal Weight M

ETFs
-1.7K
- 10.02%
N/A
15.3K $498K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-5.56K
- 13.41%
$19.99 - $20.7 $111K - $115K
35.9K $719K
BRCC
Brc Inc.

Consumer Defensive
-33K
- 26.42%
$2.82 - $3.5 $93K - $115K
91.8K $291K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
-2.06K
- 2.61%
$23.56 - $25.94 $48.5K - $53.4K
76.8K $1.87M
Amplify ETF Tr Amplify
-8.14K
- 7.47%
N/A
101K $226K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-2.58K
- 8.27%
$24.25 - $26.7 $62.5K - $68.8K
28.6K $703K
SAND
Sandstorm Gold LTD

Basic Materials
-18.7K
- 25.92%
$5.36 - $6.48 $100K - $121K
53.3K $298K
UHS
Universal Health Services Inc

Healthcare
-195
- 9.79%
$175.8 - $236.9 $34.3K - $46.2K
1.8K $322K
SCVL
Shoe Carnival Inc

Consumer Cyclical
-1.2K
- 13.9%
$32.69 - $41.93 $39.2K - $50.3K
7.43K $246K
Greystone Housing Impact Inv Ben
-3.83K
- 15.57%
N/A
20.8K $213K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
-7.67K
- 4.15%
$10.84 - $11.38 $83.1K - $87.2K
177K $1.93M
HRL
Hormel Foods Corp

Consumer Defensive
-3.64K
- 6.65%
$29.21 - $33.55 $106K - $122K
51K $1.6M
SOCL
Global X Fds Global X Social M

ETFs
-2.52K
- 10.07%
$41.05 - $45.92 $103K - $116K
22.5K $951K
MEDP
Medpace Holdings, Inc.

Healthcare
-380
- 12.16%
$308.93 - $363.58 $117K - $138K
2.75K $912K
OPCH
Option Care Health, Inc.

Healthcare
-1.58K
- 13.73%
$21.74 - $31.64 $34.4K - $50K
9.93K $230K
VRSK
Verisk Analytics, Inc.

Industrials
-632
- 10.27%
$262.86 - $294.75 $166K - $186K
5.52K $1.52M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-3.44K
- 4.66%
$23.42 - $24.2 $80.4K - $83.1K
70.2K $1.65M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-587
- 16.04%
$150.51 - $170.38 $88.3K - $100K
3.07K $468K
ACRE
Ares Commercial Real Estate Corp

Real Estate
-6.62K
- 8.49%
$5.89 - $7.29 $39K - $48.2K
71.3K $420K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-5.7K
- 10.93%
$18.62 - $19.05 $106K - $108K
46.4K $868K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-8.31K
- 34.97%
$16.22 - $18.28 $135K - $152K
15.5K $277K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-1.73K
- 1.76%
$20.92 - $23.57 $36.1K - $40.7K
96.3K $2.06M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-16.4K
- 2.67%
$24.94 - $25.74 $409K - $422K
598K $15.3M
CMC
Commercial Metals CO

Basic Materials
-950
- 6.85%
$49.22 - $63.32 $46.8K - $60.2K
12.9K $641K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-1.69K
- 9.18%
$34.74 - $38.36 $58.7K - $64.8K
16.7K $584K
Activity Summary
Buys All Purchases 1879 New Holdings 261 Increased Positions 1618 Sells All Sells 1501 Reductions 1501 Sold out 0 Options Calls 0 Puts 0
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