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
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-2.44K
- 27.55%
$34.64 - $35.72 $84.3K - $87K
6.41K $226K
IVT
Inven Trust Properties Corp.

Real Estate
-7.95K
- 8.9%
$28.52 - $31.3 $227K - $249K
81.4K $2.45M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
-6.43K
- 13.96%
$8.57 - $9.34 $55.1K - $60.1K
39.7K $347K
LAD
Lithia Motors Inc

Consumer Cyclical
-555
- 18.87%
$303.15 - $394.27 $168K - $219K
2.39K $853K
DRIV
Global X Fds Global X Autonomo

ETFs
-2.12K
- 3.56%
$22.45 - $24.22 $47.6K - $51.4K
57.5K $1.32M
PNW
Pinnacle West Capital Corp

Utilities
-487
- 4.78%
$84.03 - $94.52 $40.9K - $46K
9.69K $822K
Agenus
-7.51K
- 34.75%
N/A
14.1K $39K
Masterbrand
-232
- 1.21%
N/A
18.9K $276K
PSN
Parsons Corp

Industrials
-359
- 9.09%
$92.25 - $113.31 $33.1K - $40.7K
3.59K $331K
TOLZ
Dj Brookfield Global

ETFs
-1.38K
- 17.49%
$48.31 - $52.66 $66.6K - $72.6K
6.5K $319K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
-641
- 10.78%
$56.18 - $62.7 $36K - $40.2K
5.3K $300K
Putnam ETF Trust
-1.04K
- 8.13%
N/A
11.7K $563K
TYA
Simplify Exchange Traded Fds S

ETFs
-3.6K
- 24.0%
N/A
11.4K $140K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-381
- 4.08%
$109.14 - $121.63 $41.6K - $46.3K
8.96K $984K
LYG
Lloyds Banking Group PLC

Financial Services
-7.73K
- 5.74%
$2.67 - $3.23 $20.6K - $25K
127K $345K
PATH
Ui Path, Inc.

Technology
-5.35K
- 6.9%
$11.95 - $15.5 $63.9K - $82.9K
72.2K $917K
PBA
Pembina Pipeline Corp

Energy
-556
- 4.48%
$35.89 - $43.35 $20K - $24.1K
11.9K $438K
ESS
Essex Property Trust, Inc.

Real Estate
-103
- 2.33%
N/A
4.32K $1.23M
FIVA
Fidelity Covington Tr

ETFs
-211
- 0.73%
$24.17 - $26.43 $5.1K - $5.58K
28.7K $694K
UTZ
Utz Brands, Inc.

Consumer Defensive
-2.65K
- 16.98%
$15.46 - $18.02 $41K - $47.8K
13K $203K
Abrdn Asia Pacific
-2.17K
- 14.66%
N/A
12.6K $186K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.42K
- 0.58%
$54.54 - $61.04 $77.4K - $86.6K
245K $13.6M
GAB
Gabelli Equity Trust Inc

Financial Services
-11.8K
- 15.01%
$5.36 - $5.83 $63.3K - $68.9K
66.9K $360K
WAL
Western Alliance Bancorporation

Financial Services
-746
- 21.62%
$80.51 - $96.1 $60.1K - $71.7K
2.71K $226K
BCV
Bancroft Fund LTD

Financial Services
-7.38K
- 11.46%
$16.68 - $18.56 $123K - $137K
57K $1.01M
SWBI
Smith & Wesson Brands, Inc.

Industrials
-1.34K
- 6.66%
$9.79 - $14.1 $13.1K - $18.9K
18.8K $190K
IFN
India Fund Inc

Financial Services
-468
- 2.43%
$15.71 - $18.91 $7.35K - $8.85K
18.8K $296K
MLAB
Mesa Laboratories Inc

Technology
-578
- 19.31%
$98.59 - $135.91 $57K - $78.6K
2.42K $319K
USCI
United States Commodity Index Funds Trust

ETFs
-1.35K
- 25.8%
$61.93 - $66.56 $83.4K - $89.7K
3.87K $256K
EAD
Allspring Income Opportunities Fund

Financial Services
-3.81K
- 2.12%
$6.76 - $7.2 $25.7K - $27.4K
176K $1.21M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.67K
- 1.42%
$41.09 - $45.94 $110K - $123K
185K $7.79M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-10.2K
- 4.47%
$8.74 - $9.22 $89.2K - $94.1K
218K $1.95M
GMS
Gms Inc.

Industrials
-474
- 9.96%
$84.83 - $103.84 $40.2K - $49.2K
4.28K $363K
KEYS
Keysight Technologies, Inc.

Technology
-499
- 6.78%
$149.01 - $172.53 $74.4K - $86.1K
6.86K $1.1M
ORCC
Owl Rock Capital Corp

Financial Services
-17.1K
- 4.92%
N/A
332K $5.01M
CCK
Crown Holdings Inc

Consumer Cyclical
-240
- 6.62%
$81.89 - $97.79 $19.7K - $23.5K
3.38K $280K
FFIN
First Financial Bankshares Inc

Financial Services
-600
- 1.25%
$35.49 - $43.05 $21.3K - $25.8K
47.4K $1.71M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
-3.03K
- 7.74%
$13.32 - $14.34 $40.3K - $43.4K
36.1K $490K
TKR
Timken CO

Industrials
-209
- 5.18%
$70.76 - $87.24 $14.8K - $18.2K
3.83K $273K
BHK
Blackrock Core Bond Trust

Financial Services
-1.99K
- 6.88%
$10.39 - $12.03 $20.7K - $23.9K
26.9K $282K
APPS
Digital Turbine, Inc.

Technology
-8.37K
- 22.35%
$1.21 - $3.7 $10.1K - $31K
29.1K $49K
RZG
Invesco Fd Tr S&P Smallcap 600
-574
- 3.03%
N/A
18.3K $908K
GWW
W.W. Grainger, Inc.

Industrials
-134
- 2.69%
$1023.06 - $1220.93 $137K - $164K
4.84K $5.1M
TOK
Ishares Msci Kokusai ETF

ETFs
-546
- 13.25%
$115.11 - $121.56 $62.9K - $66.4K
3.58K $415K
CGNX
Cognex Corp

Technology
-738
- 9.15%
$35.61 - $43.05 $26.3K - $31.8K
7.33K $263K
REET
Ishares Global Reit ETF

ETFs
-155
- 0.7%
$23.43 - $26.54 $3.63K - $4.11K
22K $527K
BETZ
Listed Fds Trroundhill Sports
-3.39K
- 19.49%
N/A
14K $265K
BWA
Borgwarner Inc

Consumer Cyclical
-527
- 5.2%
$31.48 - $35.49 $16.6K - $18.7K
9.6K $305K
DBND
Doubleline ETF Tr Opportunisti

ETFs
-610
- 3.55%
$45.15 - $47.26 $27.5K - $28.8K
16.6K $751K
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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