Cetera Investment Advisers Purchases in Q4 2024

Cetera Investment Advisers

  • $45.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRBU
Caribou Biosciences, Inc.

Healthcare
357
+ 2.31%
$1.59 - $2.79 $568 - $996
15.8K $25K
EQNR
Equinor Asa

Energy
4.47K
+ 6.62%
$21.88 - $27.12 $97.8K - $121K
72K $1.71M
FLMB
Franklin Muni Green Bd ETF

ETFs
697
+ 2.36%
$23.71 - $24.42 $16.5K - $17K
30.3K $718K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
174K
+ 103.36%
$24.31 - $49.53 $4.23M - $8.62M
342K $8.35M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
2.05K
+ 2.9%
$5.34 - $5.65 $10.9K - $11.6K
72.7K $393K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
879
+ 1.49%
$10.84 - $11.38 $9.53K - $10K
60K $655K
MTG
Mgic Investment Corp

Financial Services
792
+ 6.04%
$23.32 - $26.4 $18.5K - $20.9K
13.9K $329K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
161
+ 1.26%
$7.63 - $8.39 $1.23K - $1.35K
13K $101K
WEN
Wendy'S CO

Consumer Cyclical
2.58K
+ 6.63%
$16.26 - $20.42 $41.9K - $52.7K
41.5K $676K
FLO
Flowers Foods Inc

Consumer Defensive
1.1K
+ 8.93%
$20.4 - $23.31 $22.5K - $25.7K
13.4K $277K
NMIH
Nmi Holdings, Inc.

Financial Services
476
+ 8.61%
$36.32 - $41.53 $17.3K - $19.8K
6.01K $220K
TRNO
Terreno Realty Corp

Real Estate
383
+ 9.94%
$58.62 - $66.94 $22.5K - $25.6K
4.24K $250K
BBDC
Barings Bdc, Inc.

Financial Services
993
+ 1.34%
$9.27 - $10.33 $9.21K - $10.3K
74.8K $716K
KTF
Dws Municipal Income Trust

Financial Services
27
+ 0.17%
$9.43 - $10.2 $255 - $275
16.3K $154K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
810
+ 1.93%
$10.26 - $10.82 $8.31K - $8.76K
42.8K $443K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
402
+ 2.17%
$22.51 - $23.61 $9.05K - $9.49K
18.9K $427K
ISVL
Ishares Tr Intl Developed Smal
1.28K
+ 9.05%
$33.77 - $37.67 $43.1K - $48K
15.4K $526K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
1.01K
+ 0.73%
$42.95 - $45.72 $43.3K - $46.1K
139K $6.02M
DERM
Journey Medical Corp

Healthcare
2.48K
+ 21.81%
$3.97 - $6.53 $9.84K - $16.2K
13.8K $56K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
2.65K
+ 16.61%
$0.86 - $1.75 $2.28K - $4.64K
18.6K $19K
IOT
Samsara Inc.

Technology
2.41K
+ 9.41%
$42.67 - $56.35 $103K - $136K
28K $1.22M
TSI
Tcw Strategic Income Fund Inc

Financial Services
28
+ 0.12%
$4.81 - $5.12 $135 - $143
23.8K $114K
FTS
Fortis Inc.

Utilities
1.39K
+ 8.07%
$41.04 - $45.81 $56.9K - $63.5K
18.6K $772K
NCA
Nuveen California Municipal Value Fund

Financial Services
1.8K
+ 5.18%
$8.37 - $9.19 $15.1K - $16.6K
36.6K $308K
PFN
Pimco Income Strategy Fund Ii

Financial Services
818
+ 0.94%
$7.33 - $7.72 $6K - $6.31K
87.8K $653K
DOUG
Douglas Elliman Inc.

Real Estate
3.34K
+ 3.49%
$1.43 - $2.7 $4.78K - $9.03K
99.2K $165K
CVE
Cenovus Energy Inc.

Energy
3.68K
+ 8.67%
$14.35 - $18.36 $52.8K - $67.5K
46.1K $698K
MCHI
Ishares Msci China ETF

ETFs
394
+ 5.48%
$46.1 - $59.67 $18.2K - $23.5K
7.59K $355K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
76
+ 2.83%
$74.93 - $97.17 $5.69K - $7.38K
2.77K $209K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
1.68K
+ 8.42%
$11.44 - $13.22 $19.2K - $22.2K
21.6K $249K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
322
+ 2.15%
$5.84 - $6.96 $1.88K - $2.24K
15.3K $90K
ELAN
Elanco Animal Health Inc

Healthcare
4.55K
+ 17.21%
$11.63 - $14.67 $53K - $66.8K
31K $375K
PEXL
Pacer Fds Tr Us Export Leaders

ETFs
17
+ 0.27%
$47.96 - $51.34 $815 - $873
6.3K $303K
RIG
Transocean Ltd.

Energy
20K
+ 11.38%
$3.47 - $4.67 $69.3K - $93.2K
195K $732K
AGI
Alamos Gold Inc

Basic Materials
1.13K
+ 4.95%
$17.54 - $21.38 $19.7K - $24.1K
23.9K $439K
HLMN
Hillman Solutions Corp.

Industrials
1.33K
+ 4.09%
$9.66 - $11.54 $12.8K - $15.3K
33.7K $328K
PMX
Pimco Municipal Income Fund Iii

Financial Services
2.85K
+ 7.43%
$7.23 - $8.52 $20.6K - $24.3K
41.2K $302K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
176
+ 1.04%
$11.6 - $12.83 $2.04K - $2.26K
17.2K $200K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
5.98K
+ 10.21%
$75.65 - $83.47 $453K - $499K
64.6K $4.92M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
15
+ 0.24%
$102.08 - $110.92 $1.53K - $1.66K
6.23K $637K
VRRM
Verra Mobility Corp

Industrials
1.22K
+ 9.76%
$22.68 - $27.76 $27.6K - $33.8K
13.7K $331K
VSDA
Victory Portfolios Ii Victorys

ETFs
483
+ 2.83%
$50.67 - $55.17 $24.5K - $26.6K
17.6K $892K
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
183
+ 1.65%
$11.06 - $12.89 $2.02K - $2.36K
11.3K $127K
E
Eni Spa

Energy
284
+ 3.55%
$26.32 - $31.82 $7.47K - $9.04K
8.29K $226K
NFRA
Flexshares Stoxx Global Broad

ETFs
306
+ 4.94%
$54.11 - $59.58 $16.6K - $18.2K
6.5K $352K
AAXJ
Ishares Msci All Country Asia

ETFs
2.53K
+ 7.98%
$72.15 - $82.16 $183K - $208K
34.3K $2.48M
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
496
+ 1.78%
$14.82 - $15.89 $7.35K - $7.88K
28.4K $421K
RODE
Lattice Strtgies Tr Hartford M

ETFs
40.8K
+ 8.92%
$27.41 - $29.85 $1.12M - $1.22M
498K $13.7M
LXP
Lxp Industrial Trust

Real Estate
4.06K
+ 15.6%
$8.12 - $9.89 $32.9K - $40.1K
30.1K $244K
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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