Cetera Investment Advisers Purchases in Q4 2024

Cetera Investment Advisers

  • $45.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADC
Agree Realty Corp

Real Estate
2.9K
+ 11.6%
$69.44 - $77.65 $201K - $225K
27.9K $1.96M
PTC
Ptc Inc.

Technology
358
+ 6.59%
$175.97 - $201.89 $63K - $72.3K
5.79K $1.07M
PRI
Primerica, Inc.

Financial Services
268
+ 17.17%
$265.71 - $304.93 $71.2K - $81.7K
1.83K $496K
PEN
Penumbra Inc

Healthcare
23
+ 1.33%
$190.97 - $253.66 $4.39K - $5.83K
1.76K $417K
TSE
Trinseo PLC

Basic Materials
16K
New
$3.25 - $6.79 $52K - $109K
16K $81K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
6.47K
+ 28.23%
$12.66 - $13.39 $81.8K - $86.6K
29.4K $377K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
1.19K
+ 1.23%
$13.61 - $14.58 $16.3K - $17.4K
98K $1.41M
KEYS
Keysight Technologies, Inc.

Technology
324
+ 2.09%
$149.01 - $172.53 $48.3K - $55.9K
15.9K $2.55M
PGZ
Principal Real Estate Income Fund

Financial Services
9.37K
+ 89.42%
$9.74 - $11.19 $91.3K - $105K
19.8K $196K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1.46K
+ 36.55%
$61.87 - $64.86 $90.3K - $94.7K
5.46K $338K
EVRG
Evergy, Inc.

Utilities
1.74K
+ 2.69%
$59.06 - $65.0 $103K - $113K
66.5K $4.1M
EMGF
Ishares Msci Emerging Markets

ETFs
6.37K
+ 13.84%
$45.23 - $51.49 $288K - $328K
52.4K $2.37M
KGC
Kinross Gold Corp

Basic Materials
9.19K
+ 13.04%
$9.03 - $10.75 $83K - $98.8K
79.7K $738K
SMAR
Smartsheet Inc

Technology
1.24K
+ 9.41%
$55.35 - $56.51 $68.7K - $70.1K
14.4K $808K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
437
+ 7.15%
$182.19 - $195.69 $79.6K - $85.5K
6.55K $1.21M
HOUS
Anywhere Real Estate Inc.

Real Estate
23.4K
New
$3.31 - $5.43 $77.5K - $127K
23.4K $77K
XDSQ
Innovator Etfs Tr Us Equity Ac
523
+ 1.21%
$34.76 - $37.22 $18.2K - $19.5K
43.7K $1.59M
USA
Liberty All Star Equity Fund

Financial Services
19.8K
+ 6.25%
$6.82 - $7.46 $135K - $147K
336K $2.33M
TPYP
Managed Portfolio Ser Tortoise

ETFs
1.45K
+ 14.53%
$31.7 - $36.82 $46K - $53.5K
11.4K $390K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
5.82K
+ 6.29%
$23.42 - $24.2 $136K - $141K
98.3K $2.3M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
1.43K
+ 9.11%
$4.34 - $10.57 $6.21K - $15.1K
17.1K $149K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
5.38K
+ 9.54%
$46.46 - $51.66 $250K - $278K
61.8K $2.98M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
3.53K
+ 15.15%
$24.66 - $27.63 $87K - $97.5K
26.8K $678K
KRP
Kimbell Royalty Partners, LP

Energy
4.51K
+ 37.83%
$15.38 - $16.83 $69.3K - $75.8K
16.4K $266K
CSM
Proshares Large Cap Core Plus

ETFs
982
+ 7.24%
$64.59 - $69.02 $63.4K - $67.8K
14.6K $962K
SKX
Skechers Usa Inc

Consumer Cyclical
951
+ 2.95%
$59.24 - $72.0 $56.3K - $68.5K
33.2K $2.23M
BLW
Blackrock LTD Duration Income Trust

Financial Services
6.54K
+ 12.62%
$13.98 - $14.51 $91.4K - $94.8K
58.3K $823K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
2.05K
+ 3.54%
$19.62 - $21.98 $40.2K - $45.1K
59.9K $1.24M
MEAR
Blackrock Short Maturity Munic

ETFs
1.91K
+ 3.26%
$49.94 - $50.28 $95.5K - $96.1K
60.6K $3.03M
NTRS
Northern Trust Corp

Financial Services
61
+ 1.12%
$88.4 - $111.16 $5.39K - $6.78K
5.49K $562K
FN
Fabrinet

Technology
1.15K
+ 10.71%
$214.76 - $271.08 $246K - $311K
11.8K $2.6M
G
Genpact LTD

Technology
595
+ 4.69%
$38.17 - $46.82 $22.7K - $27.9K
13.3K $569K
PSI
Invesco Exchange Traded Fd Tr

ETFs
1.11K
+ 5.22%
$53.26 - $60.98 $59.2K - $67.8K
22.4K $1.3M
CNQ
Canadian Natural Resources LTD

Energy
8.15K
+ 10.63%
$29.51 - $37.6 $240K - $306K
84.8K $2.62M
HES
Hess Corp

Energy
934
+ 4.99%
$127.66 - $148.65 $119K - $139K
19.6K $2.61M
QTWO
Q2 Holdings, Inc.

Technology
108
+ 3.72%
$77.81 - $110.85 $8.4K - $12K
3.01K $303K
NRZ
New Residential Investment Corp.

Real Estate
9.94K
+ 3.71%
N/A
278K $2.01M
WETF
Wisdom Tree Investments, Inc.

Financial Services
13.2K
+ 23.41%
N/A
69.8K $380K
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
1.97K
+ 1.87%
$18.81 - $19.59 $37.1K - $38.6K
108K $2.08M
HPS
John Hancock Preferred Income Fund Iii

Financial Services
21.6K
+ 18.82%
$14.79 - $17.23 $320K - $373K
137K $2.05M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
2.34K
+ 8.69%
$45.73 - $47.09 $107K - $110K
29.3K $1.35M
L
Loews Corp

Financial Services
596
+ 16.24%
$76.49 - $87.05 $45.6K - $51.9K
4.27K $361K
MC
Moelis & CO

Financial Services
546
+ 9.51%
$65.74 - $80.49 $35.9K - $43.9K
6.29K $464K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
204
+ 2.75%
$72.85 - $89.2 $14.9K - $18.2K
7.61K $634K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1.72K
+ 1.4%
N/A
125K $5.07M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
3.58K
+ 4.28%
$23.62 - $24.47 $84.5K - $87.6K
87.2K $2.09M
HURN
Huron Consulting Group Inc.

Industrials
213
+ 7.59%
$103.48 - $129.83 $22K - $27.7K
3.02K $375K
JHML
John Hancock Multifactor Large

ETFs
954
+ 5.53%
$68.78 - $73.44 $65.6K - $70.1K
18.2K $1.27M
PGEN
Precigen, Inc.

Healthcare
23.3K
+ 8.93%
$0.67 - $1.12 $15.6K - $26K
284K $317K
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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