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
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-1.44K
- 3.69%
$23.55 - $24.04 $34K - $34.7K
37.6K $887K
INDY
Ishares India 50 ETF

ETFs
-366
- 5.94%
$50.84 - $56.05 $18.6K - $20.5K
5.8K $295K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
-783
- 14.7%
$74.89 - $84.46 $58.6K - $66.1K
4.54K $362K
First Tr Exchng Traded Fd Vi Vest
-2.18K
- 3.81%
N/A
54.9K $1.74M
LEGR
First Tr ETF Indxx Innovation

ETFs
-957
- 10.13%
$45.88 - $48.22 $43.9K - $46.1K
8.49K $394K
PSR
Invesco Actively

ETFs
-187
- 4.55%
$89.02 - $99.55 $16.6K - $18.6K
3.92K $354K
MUR
Murphy Oil Corp

Energy
-761
- 9.78%
$28.14 - $36.09 $21.4K - $27.5K
7.02K $212K
RGEN
Repligen Corp

Healthcare
-290
- 14.71%
$123.41 - $160.92 $35.8K - $46.7K
1.68K $242K
CPT
Camden Property Trust

Real Estate
-257
- 9.51%
$112.52 - $127.03 $28.9K - $32.6K
2.44K $284K
MUST
Columbia ETF Tr I Multi Sector

ETFs
-2.1K
- 12.88%
$20.25 - $20.87 $42.6K - $43.9K
14.2K $289K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
-209
- 0.68%
$18.1 - $19.97 $3.78K - $4.17K
30.6K $555K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-1.3K
- 4.29%
$9.94 - $11.39 $12.9K - $14.8K
29K $290K
ORI
Old Republic International Corp

Financial Services
-2.1K
- 6.35%
$34.4 - $38.98 $72.1K - $81.7K
30.9K $1.12M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-698
- 1.5%
N/A
46K $421K
BANX
Arrow Mark Financial Corp.

Financial Services
-2.62K
- 17.1%
$19.65 - $21.5 $51.4K - $56.2K
12.7K $266K
HRZN
Horizon Technology Finance Corp

Financial Services
-2.27K
- 13.13%
$8.57 - $10.68 $19.5K - $24.2K
15K $135K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-286
- 4.77%
$59.26 - $65.51 $16.9K - $18.7K
5.72K $346K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-172
- 1.86%
$143.69 - $159.92 $24.7K - $27.5K
9.07K $1.31M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
-2.34K
- 7.56%
$10.38 - $11.36 $24.3K - $26.6K
28.6K $301K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
-469
- 2.17%
$31.36 - $35.93 $14.7K - $16.9K
21.2K $677K
LYFT
Lyft, Inc.

Technology
-4.11K
- 12.4%
$12.36 - $18.59 $50.8K - $76.3K
29K $374K
Morgan Stanley ETF Trust Eaton Vance
-446
- 3.31%
N/A
13K $649K
BNTX
Bio N Tech Se

Healthcare
-216
- 4.72%
$99.72 - $122.68 $21.5K - $26.5K
4.36K $497K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-9.63K
- 7.95%
$1.07 - $1.47 $10.3K - $14.2K
111K $119K
EXK
Endeavour Silver Corp

Basic Materials
-6.75K
- 8.58%
$3.56 - $5.55 $24K - $37.5K
71.9K $263K
HSBC
Hsbc Holdings PLC

Financial Services
-2.06K
- 16.06%
$43.83 - $49.51 $90.4K - $102K
10.8K $533K
PSCM
Invesco S&P Smallcap Materials

ETFs
-51
- 0.79%
$73.5 - $85.96 $3.75K - $4.38K
6.37K $469K
CMF
Ishares California Muni Bond E

ETFs
-708
- 9.51%
$56.66 - $58.1 $40.1K - $41.1K
6.74K $386K
KIM
Kimco Realty Corp

Real Estate
-2.31K
- 7.06%
$22.75 - $25.78 $52.6K - $59.6K
30.4K $713K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
-2.33K
- 13.14%
$16.46 - $17.93 $38.3K - $41.8K
15.4K $265K
MMT
Mfs Multimarket Income Trust

Financial Services
-6K
- 5.93%
$4.57 - $4.88 $27.4K - $29.3K
95.1K $446K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
-3.26K
- 5.32%
$6.56 - $7.11 $21.4K - $23.2K
58K $389K
ALLY
Ally Financial Inc.

Financial Services
-1.57K
- 6.05%
$34.12 - $39.98 $53.7K - $62.9K
24.4K $879K
FAST
Fastenal CO

Industrials
-991
- 1.91%
$69.99 - $84.35 $69.4K - $83.6K
51K $3.67M
ALTY
Global X Funds Global X Altern

ETFs
-3.3K
- 22.15%
$11.57 - $12.13 $38.2K - $40K
11.6K $134K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
-1.8K
- 5.52%
$10.27 - $11.25 $18.4K - $20.2K
30.7K $318K
EQNR
Equinor Asa

Energy
-65
- 0.25%
$21.88 - $27.12 $1.42K - $1.76K
26.4K $624K
SLVM
Sylvamo Corp

Basic Materials
-299
- 9.53%
$78.56 - $95.69 $23.5K - $28.6K
2.84K $224K
TAFI
Ab Active Etfs Inc Tax Aware S
-612
- 0.77%
N/A
78.5K $1.96M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
-898
- 14.97%
$40.72 - $42.75 $36.6K - $38.4K
5.1K $210K
Innovator Etfs Trust Equity Defi
-1.89K
- 5.04%
N/A
35.6K $935K
PIZ
Invesco Exchange Traded Fd Tr
-399
- 2.13%
N/A
18.3K $666K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-7
- 0.1%
$68.55 - $74.48 $480 - $521
6.94K $478K
IDA
Idacorp Inc

Utilities
-558
- 18.95%
$100.11 - $118.96 $55.9K - $66.4K
2.39K $261K
VKQ
Invesco Municipal Trust

Financial Services
-1.95K
- 3.6%
$9.54 - $10.29 $18.6K - $20.1K
52.2K $513K
IYLD
Ishares Tr Ishares Morningstar

ETFs
-654
- 2.48%
$19.48 - $20.66 $12.7K - $13.5K
25.7K $502K
TMST
Timken Steel Corp

Basic Materials
-2.1K
- 11.11%
N/A
16.8K $237K
BLNK
Blink Charging Co.

Industrials
-19.9K
- 46.42%
$1.39 - $2.25 $27.7K - $44.8K
23K $32K
Fortuna
-4.45K
- 6.57%
N/A
63.3K $271K
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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