Lido Advisors, LLC Purchases in Q3 2025

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TNC
Tennant CO

Industrials
1
+ 0.01%
$79.52 - $85.34 $79.5 - $85.3
8.39K $680K
VOOV
Vanguard S&P 500 Value ETF

ETFs
50
+ 2.68%
$187.97 - $199.47 $9.4K - $9.97K
1.92K $382K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
14
+ 0.03%
$21.15 - $22.45 $296 - $314
48.2K $1.08M
CNQ
Canadian Natural Resources LTD

Energy
782
+ 10.76%
$29.31 - $32.93 $22.9K - $25.8K
8.05K $257K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
756
+ 1.66%
$9.82 - $10.43 $7.42K - $7.89K
46.3K $479K
ACGL
Arch Capital Group Ltd.

Financial Services
329
+ 3.79%
$85.61 - $93.54 $28.2K - $30.8K
9K $816K
NMR
Nomura Holdings Inc

Financial Services
2.25K
+ 14.55%
$6.28 - $7.56 $14.1K - $17K
17.7K $128K
RNST
Renasant Corp

Financial Services
506
+ 5.79%
$35.52 - $39.77 $18K - $20.1K
9.25K $341K
COOK
Traeger, Inc.

Consumer Cyclical
22.2K
New
$1.22 - $2.02 $27.1K - $44.9K
22.2K $27K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
746
+ 2.6%
$13.77 - $14.45 $10.3K - $10.8K
29.4K $424K
ACHR
Archer Aviation Inc.

Industrials
4.33K
+ 34.55%
$8.25 - $13.4 $35.7K - $58K
16.9K $161K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
116
+ 4.86%
$94.73 - $102.36 $11K - $11.9K
2.5K $252K
CSTL
Castle Biosciences Inc

Healthcare
5
+ 0.05%
$14.65 - $24.65 $73.3 - $123
10K $228K
IYG
Ishares Tr

ETFs
120
+ 3.73%
$85.16 - $90.57 $10.2K - $10.9K
3.34K $299K
GHG
Green Tree Hospitality Group Ltd.

Consumer Cyclical
10.6K
New
$2.01 - $2.59 $21.3K - $27.5K
10.6K $23K
FPE
First Tr Pfd Secs & Income ETF

ETFs
994
+ 9.81%
$17.81 - $18.39 $17.7K - $18.3K
11.1K $202K
PCG
Pg&E Corp

Utilities
37
+ 0.2%
$13.0 - $15.73 $481 - $582
18.7K $281K
FNDB
Schwab Fundamental U S Broad M

ETFs
35
+ 0.29%
$23.83 - $25.77 $834 - $902
12.3K $315K
BAX
Baxter International Inc

Healthcare
3.77K
+ 43.31%
$21.71 - $31.23 $81.9K - $118K
12.5K $284K
BLND
Blend Labs, Inc.

Technology
5.91K
New
$2.73 - $4.37 $16.1K - $25.8K
5.91K $21K
APPS
Digital Turbine, Inc.

Technology
126
+ 0.32%
$3.86 - $6.4 $486 - $806
39.3K $251K
TGTX
Tg Therapeutics, Inc.

Healthcare
541
+ 3.94%
$26.39 - $39.19 $14.3K - $21.2K
14.3K $515K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
331
+ 2.72%
N/A
12.5K $780K
DOX
Amdocs LTD

Technology
509
+ 21.53%
$81.2 - $92.62 $41.3K - $47.1K
2.87K $235K
GPI
Group 1 Automotive Inc

Consumer Cyclical
42
+ 4.87%
$406.1 - $488.25 $17.1K - $20.5K
904 $395K
JCPB
J P Morgan Exchange Traded Fd

ETFs
184
+ 0.88%
$46.37 - $47.77 $8.53K - $8.79K
21.2K $1.01M
AER
Aer Cap Holdings N.V.

Industrials
64
+ 2.44%
$107.25 - $124.42 $6.86K - $7.96K
2.69K $325K
AVY
Avery Dennison Corp

Industrials
281
+ 13.42%
$158.71 - $184.63 $44.6K - $51.9K
2.38K $385K
DX
Dynex Capital Inc

Real Estate
1.18K
+ 2.26%
$11.85 - $12.93 $14K - $15.2K
53.3K $655K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
490
+ 0.63%
$18.32 - $18.72 $8.98K - $9.17K
77.8K $1.45M
TOUR
Tuniu Corp

Consumer Cyclical
18.5K
New
$0.76 - $0.98 $14.1K - $18.2K
18.5K $18K
AVB
Avalonbay Communities Inc

Real Estate
213
+ 9.33%
$182.72 - $204.51 $38.9K - $43.6K
2.5K $481K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
808
+ 7.59%
N/A
11.5K $232K
RYAAY
Ryanair Holdings PLC

Industrials
123
+ 3.17%
$55.19 - $66.72 $6.79K - $8.21K
4K $240K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
389
+ 2.11%
$14.12 - $14.91 $5.49K - $5.8K
18.8K $280K
SEIC
Sei Investments CO

Financial Services
993
+ 7.29%
$84.85 - $93.8 $84.3K - $93.1K
14.6K $1.24M
IR
Ingersoll Rand Inc.

Industrials
209
+ 4.62%
$74.98 - $89.02 $15.7K - $18.6K
4.73K $390K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
620
+ 0.57%
$23.03 - $23.12 $14.3K - $14.3K
109K $2.51M
URBN
Urban Outfitters Inc

Consumer Cyclical
282
+ 4.09%
$66.84 - $79.79 $18.8K - $22.5K
7.17K $512K
KIND
Nextdoor Holdings, Inc.

Communication Services
353
+ 1.38%
$1.58 - $2.31 $558 - $815
26K $54K
AIG
American International Group, Inc.

Financial Services
1.93K
+ 9.72%
$76.34 - $85.87 $148K - $166K
21.8K $1.71M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
206
+ 3.09%
N/A
6.86K $382K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
55
+ 0.37%
$18.96 - $20.04 $1.04K - $1.1K
15.1K $301K
OC
Owens Corning

Industrials
27
+ 1.53%
$136.56 - $157.69 $3.69K - $4.26K
1.79K $253K
NOK
Nokia Corp

Technology
2.74K
+ 24.87%
$4.05 - $5.23 $11.1K - $14.3K
13.7K $66K
RGA
Reinsurance Group Of America Inc

Financial Services
104
+ 6.07%
$177.1 - $199.23 $18.4K - $20.7K
1.82K $349K
ALLY
Ally Financial Inc.

Financial Services
184
+ 2.7%
$36.95 - $44.58 $6.8K - $8.2K
7.01K $274K
KR
Kroger CO

Consumer Defensive
1.38K
+ 6.99%
$64.52 - $74.35 $89.2K - $103K
21.2K $1.43M
VRRM
Verra Mobility Corp

Industrials
595
+ 6.31%
$23.49 - $25.65 $14K - $15.3K
10K $247K
Activity Summary
Buys All Purchases 1139 New Holdings 206 Increased Positions 933 Sells All Sells 348 Reductions 348 Sold out 0 Options Calls 51 Puts 97
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