Cetera Investment Advisers Purchases in Q4 2024

Cetera Investment Advisers

  • $45.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVLT
Commvault Systems Inc

Technology
179
+ 11.65%
$132.26 - $177.6 $23.7K - $31.8K
1.72K $258K
ENS
Ener Sys

Industrials
997
+ 13.7%
$91.53 - $104.0 $91.3K - $104K
8.27K $764K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
147
+ 2.86%
$100.38 - $107.86 $14.8K - $15.9K
5.29K $544K
ISCV
Ishares Morningstar Small Cap

ETFs
380
+ 0.92%
$62.21 - $69.5 $23.6K - $26.4K
41.6K $2.64M
ECLN
First Tr Exchange Traded Fd Iv

ETFs
1K
+ 2.6%
$28.36 - $31.18 $28.4K - $31.2K
39.5K $1.14M
IGE
Ishares Tr North Amern Nat Res

ETFs
1.08K
+ 5.74%
$41.52 - $48.01 $44.8K - $51.8K
19.9K $849K
MIST
Milestone Pharmaceuticals Inc.

Healthcare
60
+ 0.24%
$1.43 - $2.36 $85.8 - $142
24.7K $58K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
463
+ 4.32%
$104.54 - $137.94 $48.4K - $63.9K
11.2K $1.36M
AFG
American Financial Group Inc

Financial Services
62
+ 1.33%
$126.81 - $149.08 $7.86K - $9.24K
4.71K $645K
ESPR
Esperion Therapeutics, Inc.

Healthcare
5.15K
+ 32.96%
$1.61 - $3.83 $8.29K - $19.7K
20.8K $45K
NJR
New Jersey Resources Corp

Utilities
555
+ 5.04%
$45.17 - $51.61 $25.1K - $28.6K
11.6K $539K
SRDX
Surmodics Inc

Healthcare
161
+ 0.97%
$37.5 - $40.13 $6.04K - $6.46K
16.8K $666K
BBD
Bank Bradesco

Financial Services
10.1K
New
$1.87 - $2.77 $18.9K - $28K
10.1K $19K
CAMT
Camtek LTD

Technology
171
+ 3.34%
$71.12 - $87.61 $12.2K - $15K
5.29K $427K
SACH
Sachem Capital Corp.

Real Estate
14.3K
New
$1.17 - $2.52 $16.8K - $36.1K
14.3K $19K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
2.44K
+ 8.6%
$12.16 - $13.26 $29.6K - $32.3K
30.7K $388K
WFG
West Fraser Timber Co., LTD

Basic Materials
540
+ 21.45%
$84.65 - $101.14 $45.7K - $54.6K
3.06K $264K
BFK
Blackrock Municipal Income Trust

Financial Services
3.47K
+ 15.28%
$9.79 - $10.72 $33.9K - $37.2K
26.2K $257K
EIG
Employers Holdings, Inc.

Financial Services
75
+ 1.73%
$47.48 - $53.89 $3.56K - $4.04K
4.41K $226K
OMFS
Invesco Exchange Traded Self I

ETFs
436
+ 5.04%
$38.83 - $43.9 $16.9K - $19.1K
9.08K $359K
ZTEK
Zentek Ltd.

Healthcare
20K
New
$0.56 - $1.29 $11.2K - $25.8K
20K $18K
BCAT
Black Rock Capital Allocation Trust

ETFs
4.16K
+ 11.85%
$15.1 - $16.65 $62.9K - $69.3K
39.3K $595K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
404
+ 17.82%
$156.32 - $178.25 $63.2K - $72K
2.67K $419K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
1.18K
+ 10.69%
$16.46 - $17.93 $19.5K - $21.2K
12.2K $210K
PHT
Pioneer High Income Fund, Inc.

Financial Services
3.26K
+ 9.21%
$7.71 - $8.03 $25.2K - $26.2K
38.7K $299K
SYM
Symbotic Inc.

Financial Services
1.33K
+ 5.72%
$22.73 - $38.78 $30.3K - $51.7K
24.6K $584K
DFIV
Dimensional ETF Tr

ETFs
44.1K
+ 7.43%
$34.86 - $37.97 $1.54M - $1.67M
637K $22.6M
EFC
Ellington Financial Inc.

Real Estate
1.84K
+ 18.21%
$11.92 - $12.81 $21.9K - $23.5K
11.9K $144K
FCF
First Commonwealth Financial Corp

Financial Services
1.05K
+ 8.04%
$16.24 - $19.41 $17.1K - $20.4K
14.2K $239K
QS
Quantum Scape Corp

Consumer Cyclical
7.38K
+ 17.34%
$4.73 - $6.5 $34.9K - $48K
49.9K $259K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
802
+ 4.04%
$28.24 - $29.18 $22.6K - $23.4K
20.6K $584K
IESC
Ies Holdings, Inc.

Industrials
10
+ 0.12%
$196.89 - $309.86 $1.97K - $3.1K
8.67K $1.74M
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
3.14K
+ 6.67%
$11.71 - $12.47 $36.8K - $39.2K
50.3K $593K
PRGS
Progress Software Corp

Technology
367
+ 8.29%
$63.94 - $69.89 $23.5K - $25.6K
4.8K $312K
HBM
Hudbay Minerals Inc.

Basic Materials
3.76K
+ 24.31%
$7.84 - $9.72 $29.5K - $36.5K
19.2K $155K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
1.95K
+ 9.53%
$19.51 - $21.41 $38K - $41.7K
22.4K $438K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
4.57K
+ 11.81%
$8.36 - $9.06 $38.2K - $41.4K
43.2K $363K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
1.96K
+ 8.24%
$22.12 - $24.37 $43.4K - $47.8K
25.8K $603K
CRUS
Cirrus Logic, Inc.

Technology
643
+ 30.27%
$99.58 - $125.3 $64K - $80.6K
2.77K $275K
PFI
Invesco Exchange Traded Fd Tr

ETFs
49
+ 0.91%
$54.89 - $63.81 $2.69K - $3.13K
5.44K $310K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
460
+ 3.42%
$49.84 - $59.6 $22.9K - $27.4K
13.9K $738K
MNA
Iq Merger Arbitrage ETF

ETFs
349
+ 4.65%
$32.6 - $33.04 $11.4K - $11.5K
7.86K $258K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
8.89K
+ 2.28%
$5.64 - $5.93 $50.1K - $52.7K
398K $2.27M
CLOV
Clover Health Investments, Corp.

Healthcare
1.4K
+ 7.88%
$2.78 - $4.35 $3.89K - $6.09K
19.2K $60K
FINV
Fin Volution Group

Financial Services
448
+ 3.18%
$5.75 - $7.13 $2.58K - $3.19K
14.5K $98K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
2.32K
+ 9.59%
$5.19 - $7.23 $12K - $16.7K
26.5K $161K
SENS
Senseonics Holdings, Inc.

Healthcare
2.21K
+ 3.74%
$0.25 - $0.59 $551 - $1.3K
61.2K $31K
GOSS
Gossamer Bio, Inc.

Healthcare
12.5K
+ 99.71%
$0.66 - $1.07 $8.25K - $13.4K
25K $22K
BAP
Credicorp LTD

Financial Services
32
+ 2.37%
$180.17 - $198.65 $5.77K - $6.36K
1.38K $253K
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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