Cetera Investment Advisers Purchases in Q4 2024

Cetera Investment Advisers

  • $45.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
5.93K
+ 76.98%
$94.54 - $104.98 $560K - $622K
13.6K $1.3M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
1.33K
+ 85.46%
$202.45 - $354.85 $269K - $471K
2.88K $889K
NRG
Nrg Energy, Inc.

Utilities
6.82K
+ 10.57%
$85.3 - $101.61 $581K - $693K
71.3K $6.43M
OC
Owens Corning

Industrials
3.94K
+ 21.25%
$169.41 - $210.81 $667K - $830K
22.4K $3.82M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.01K
+ 8.3%
$129.13 - $198.21 $131K - $201K
13.2K $2.45M
BECN
Beacon Roofing Supply Inc

Industrials
5.48K
New
$84.82 - $113.77 $465K - $623K
5.48K $556K
ONOF
Global X Fds Adaptive U S Risk

ETFs
10.1K
+ 3.76%
$33.86 - $36.59 $343K - $371K
280K $9.81M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
33.7K
+ 28.93%
$18.04 - $18.54 $607K - $624K
150K $2.71M
CG
Carlyle Group Inc.

Financial Services
5.05K
+ 12.61%
$43.2 - $54.81 $218K - $277K
45.1K $2.28M
CRDO
Credo Technology Group Holding LTD

Technology
3.73K
+ 45.38%
$30.16 - $77.25 $113K - $288K
12K $806K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
14.4K
+ 55.3%
$41.17 - $43.34 $593K - $625K
40.5K $1.67M
EWBC
East West Bancorp Inc

Financial Services
3.26K
+ 17.96%
$80.04 - $111.23 $261K - $363K
21.4K $2.05M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
28.6K
+ 69.14%
$20.28 - $21.2 $581K - $607K
70K $1.43M
OSIS
Osi Systems Inc

Technology
2.49K
+ 29.54%
$131.41 - $187.75 $327K - $467K
10.9K $1.82M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
47.9K
+ 13.0%
$15.05 - $16.03 $720K - $767K
416K $6.35M
HAL
Halliburton CO

Energy
26.9K
+ 26.63%
$25.77 - $31.99 $694K - $862K
128K $3.48M
FQAL
Fidelity Covington Tr Quality

ETFs
7.71K
+ 11.16%
$64.43 - $68.47 $497K - $528K
76.8K $5.03M
XMPT
Vaneck Cef Muni Income ETF

ETFs
31.5K
+ 38.7%
$21.33 - $23.19 $672K - $731K
113K $2.43M
WM
Waste Management Inc

Industrials
7.57K
+ 4.46%
$201.79 - $228.46 $1.53M - $1.73M
177K $35.8M
ZETA
Zeta Global Holdings Corp.

Technology
29.9K
New
$17.37 - $36.74 $520K - $1.1M
29.9K $538K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
51.9K
+ 163.43%
$10.56 - $11.31 $548K - $587K
83.6K $897K
PHYS
Sprott Physical Gold Trust

Financial Services
40.2K
+ 3.68%
$19.66 - $21.66 $790K - $870K
1.13M $22.8M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
1.98K
+ 13.06%
$213.99 - $238.91 $424K - $473K
17.1K $3.84M
RY
Royal Bank Of Canada

Financial Services
5.66K
+ 16.22%
$119.72 - $128.02 $678K - $725K
40.6K $4.89M
FE
Firstenergy Corp

Utilities
22.3K
+ 28.77%
$39.14 - $44.52 $872K - $992K
99.7K $3.97M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
15.3K
+ 17.71%
$31.29 - $32.43 $479K - $496K
102K $3.26M
PINS
Pinterest, Inc.

Communication Services
25.2K
+ 41.54%
$28.24 - $34.15 $713K - $862K
86K $2.49M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
23.3K
New
$22.43 - $23.09 $523K - $538K
23.3K $523K
JIG
J P Morgan Exchange Traded Fd

ETFs
9.02K
+ 106.93%
$62.5 - $67.55 $564K - $609K
17.5K $1.09M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
21.5K
+ 4.36%
$40.26 - $42.88 $865K - $921K
514K $20.8M
DEW
Wisdomtree Tr Global High Divi

ETFs
12K
+ 27.44%
$52.19 - $55.55 $627K - $667K
55.8K $2.92M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.67K
+ 2.59%
$125.36 - $147.37 $209K - $246K
66.2K $8.69M
ILMN
Illumina, Inc.

Healthcare
3.35K
+ 16.93%
$128.99 - $155.15 $431K - $519K
23.1K $3.09M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 5.56%
$664750.0 - $724132.5 $665K - $724K
19 $12.9M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
13.4K
+ 10.71%
$46.9 - $50.96 $630K - $684K
139K $6.58M
ESAB
Esab Corp

Industrials
2.74K
+ 22.2%
$102.05 - $135.08 $279K - $369K
15.1K $1.81M
CIEN
Ciena Corp

Technology
660
+ 3.45%
$61.45 - $91.14 $40.6K - $60.2K
19.8K $1.68M
SONY
Sony Group Corp

Technology
183K
+ 409.09%
$17.53 - $96.8 $3.21M - $17.7M
228K $4.83M
CASY
Caseys General Stores Inc

Consumer Cyclical
355
+ 2.06%
$366.65 - $427.88 $130K - $152K
17.6K $6.98M
IRBO
Ishares Robotics & Artificial

ETFs
15.3K
+ 62.35%
N/A
39.8K $1.28M
URA
Global X Uranium ETF

ETFs
58.9K
+ 9.92%
$26.78 - $33.46 $1.58M - $1.97M
653K $17.5M
IBHG
Ishares Tr Ibonds 2027 Term Hi
22.8K
+ 47.71%
$22.11 - $22.54 $504K - $513K
70.5K $1.57M
RF
Regions Financial Corp

Financial Services
18.5K
+ 6.75%
$22.45 - $27.47 $415K - $508K
292K $6.88M
COOP
Mr. Cooper Group Inc.

Financial Services
4.75K
+ 57.36%
$87.37 - $101.43 $415K - $482K
13K $1.25M
RYLD
Global X Fds Russell 2000 Cove

ETFs
26.4K
+ 8.57%
$15.97 - $16.79 $421K - $443K
334K $5.46M
WTFC
Wintrust Financial Corp

Financial Services
2.13K
+ 15.61%
$104.15 - $138.5 $222K - $295K
15.8K $1.97M
STKL
Sun Opta Inc.

Consumer Defensive
59.4K
+ 276.87%
$5.72 - $7.89 $340K - $469K
80.8K $622K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
67.7K
+ 10.25%
$19.47 - $20.95 $1.32M - $1.42M
728K $14.2M
WULF
Terawulf Inc.

Financial Services
81.1K
+ 421.87%
$3.82 - $8.82 $310K - $716K
100K $568K
Activity Summary
Buys All Purchases 2265 New Holdings 231 Increased Positions 2034 Sells All Sells 1399 Reductions 1399 Sold out 0 Options Calls 8 Puts 15
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