Cetera Investment Advisers Purchases in Q4 2024

Cetera Investment Advisers

  • $45.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMG
Affiliated Managers Group, Inc.

Financial Services
70
+ 2.48%
$175.77 - $196.52 $12.3K - $13.8K
2.9K $535K
GBF
Ishares Tr

ETFs
503
+ 12.55%
$101.93 - $106.84 $51.3K - $53.7K
4.51K $461K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
594
+ 14.62%
$50.7 - $54.98 $30.1K - $32.7K
4.66K $245K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
2.69K
+ 14.85%
$21.07 - $24.76 $56.7K - $66.6K
20.8K $452K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
6.74K
+ 17.94%
$4.76 - $5.09 $32.1K - $34.3K
44.3K $220K
ESS
Essex Property Trust, Inc.

Real Estate
115
+ 3.97%
N/A
3.01K $822K
IYT
Ishares Tr U.S. Transportation

ETFs
961
+ 3.93%
$66.79 - $75.4 $64.2K - $72.5K
25.4K $1.72M
KAI
Kadant Inc

Industrials
80
+ 12.5%
$316.45 - $422.93 $25.3K - $33.8K
720 $248K
SBR
Sabine Royalty Trust

Energy
231
+ 4.06%
$60.18 - $66.67 $13.9K - $15.4K
5.92K $383K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
329
+ 4.62%
$154.42 - $163.91 $50.8K - $53.9K
7.44K $1.15M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
602
+ 7.89%
$36.57 - $41.01 $22K - $24.7K
8.24K $311K
GAB
Gabelli Equity Trust Inc

Financial Services
15.7K
+ 3.2%
$5.36 - $5.83 $84.1K - $91.5K
505K $2.72M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
527
+ 3.41%
$34.72 - $35.93 $18.3K - $18.9K
16K $570K
EVTC
Evertec, Inc.

Technology
690
+ 6.93%
$32.22 - $36.8 $22.2K - $25.4K
10.6K $367K
BBAX
J P Morgan Betabuilders Develo

ETFs
1.09K
+ 24.25%
$48.75 - $54.36 $53.1K - $59.3K
5.59K $272K
GII
Spdr S&P Global Infrasture ETF

ETFs
755
+ 13.04%
$57.64 - $63.28 $43.5K - $47.8K
6.54K $387K
SAM
Boston Beer CO Inc

Consumer Defensive
56
+ 4.62%
$270.2 - $323.56 $15.1K - $18.1K
1.27K $380K
PSN
Parsons Corp

Industrials
1.2K
+ 16.82%
$92.25 - $113.31 $111K - $136K
8.33K $768K
TOL
Toll Brothers, Inc.

Consumer Cyclical
7.28K
+ 23.42%
$123.8 - $167.8 $902K - $1.22M
38.4K $4.83M
WWD
Woodward, Inc.

Industrials
272
+ 8.37%
$159.67 - $187.29 $43.4K - $50.9K
3.52K $586K
EEFT
Euronet Worldwide, Inc.

Technology
75
+ 1.33%
$96.0 - $106.61 $7.2K - $8K
5.7K $585K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
2.67K
+ 5.73%
$10.2 - $10.51 $27.3K - $28.1K
49.3K $510K
WAFD
Washington Federal Inc

Financial Services
1.44K
+ 21.02%
$31.95 - $38.06 $46.1K - $54.9K
8.31K $267K
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
10.8K
+ 20.33%
$11.07 - $13.15 $120K - $142K
64.1K $714K
EVGO
E Vgo Inc.

Consumer Cyclical
6.9K
+ 49.33%
$3.84 - $8.92 $26.5K - $61.5K
20.9K $84K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
1.9K
+ 11.12%
$36.95 - $39.5 $70.1K - $74.9K
18.9K $700K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
8.46K
+ 8.97%
$32.75 - $35.81 $277K - $303K
103K $3.39M
STLA
Stellantis N.V.

Consumer Cyclical
5.89K
+ 11.72%
$12.37 - $13.99 $72.9K - $82.5K
56.2K $733K
PAGP
Plains Gp Holdings LP

Energy
2.55K
+ 1.43%
$17.2 - $20.02 $43.8K - $51K
181K $3.33M
ASB
Associated Banc Corp

Financial Services
109
+ 1.15%
$20.64 - $28.14 $2.25K - $3.07K
9.61K $229K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
5K
+ 21.98%
$10.92 - $12.66 $54.6K - $63.3K
27.7K $306K
CIFR
Cipher Mining Inc.

Financial Services
931
+ 3.48%
$3.58 - $7.43 $3.33K - $6.92K
27.7K $128K
VPC
Etfis Ser Tr I Virtus Private

ETFs
1.62K
+ 9.29%
$21.52 - $22.98 $34.9K - $37.2K
19.1K $414K
HTAB
Hartford Fds Exchange Traded

ETFs
6.57K
+ 2.91%
$19.26 - $19.88 $127K - $131K
232K $4.49M
IVR
Invesco Mortgage Capital Inc.

Real Estate
20.8K
+ 19.56%
$7.72 - $9.16 $160K - $190K
127K $1.02M
NXE
Nex Gen Energy Ltd.

Energy
2.65K
+ 2.6%
$6.6 - $8.88 $17.5K - $23.5K
105K $690K
INQQ
Exchange Traded Concepts Tr In

ETFs
2.02K
+ 4.87%
$15.6 - $17.3 $31.5K - $35K
43.6K $705K
MOMO
Hello Group Inc.

Communication Services
2.28K
+ 3.64%
$6.32 - $7.86 $14.4K - $17.9K
64.9K $500K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
547
+ 5.45%
$33.03 - $34.15 $18.1K - $18.7K
10.6K $357K
IPAR
Inter Parfums Inc

Consumer Defensive
96
+ 1.68%
$118.08 - $139.92 $11.3K - $13.4K
5.8K $762K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
10.1K
+ 4.92%
$47.77 - $51.75 $481K - $521K
214K $10.4M
LMAT
Lemaitre Vascular Inc

Healthcare
284
+ 11.5%
$85.64 - $107.97 $24.3K - $30.7K
2.75K $253K
ROLL
Rbc Bearings Inc

Industrials
99
+ 2.39%
N/A
4.23K $1.04M
SNN
Smith & Nephew PLC

Healthcare
4.01K
+ 35.31%
$24.29 - $30.81 $97.5K - $124K
15.4K $377K
ALT
Altimmune, Inc.

Healthcare
1.27K
+ 9.71%
$6.02 - $9.85 $7.65K - $12.5K
14.4K $103K
ACWI
Ishares Msci Acwi ETF

ETFs
1.49K
+ 2.02%
$117.05 - $123.03 $174K - $183K
75.4K $8.86M
STEM
Stem, Inc.

Technology
416
+ 0.45%
$0.32 - $0.75 $133 - $312
93.2K $55K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
2.8K
+ 7.64%
$12.44 - $13.19 $34.8K - $36.9K
39.4K $490K
CF
Cf Industries Holdings, Inc.

Basic Materials
425
+ 1.42%
$81.39 - $94.14 $34.6K - $40K
30.3K $2.59M
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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