Private Advisor Group, LLC Purchases in Q3 2025

Private Advisor Group, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NUSC
Nuveen Esg Small Cap ETF

ETFs
649
+ 6.88%
$40.43 - $44.52 $26.2K - $28.9K
10.1K $444K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
378
+ 2.6%
$29.52 - $34.78 $11.2K - $13.1K
14.9K $504K
VAL
Valaris LTD

Energy
386
+ 6.26%
$43.9 - $52.99 $16.9K - $20.5K
6.55K $319K
DTM
Dt Midstream, Inc.

Energy
378
+ 7.39%
$99.17 - $113.27 $37.5K - $42.8K
5.49K $620K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.48K
+ 0.98%
N/A
254K $6.04M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.71K
+ 3.2%
$19.57 - $19.98 $52.9K - $54K
87.1K $1.73M
VFVA
Vanguard Wellington Fd U S Val

ETFs
10
+ 0.16%
$116.21 - $129.7 $1.16K - $1.3K
6.14K $782K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.94K
+ 1.28%
$23.27 - $23.51 $45.2K - $45.7K
154K $3.6M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.34K
+ 1.39%
$22.84 - $22.95 $53.4K - $53.7K
171K $3.92M
ARW
Arrow Electronics Inc

Technology
574
+ 28.22%
$114.66 - $133.24 $65.8K - $76.5K
2.61K $315K
INTF
Ishares Tr

ETFs
1.26K
+ 19.64%
$33.72 - $36.17 $42.4K - $45.4K
7.65K $274K
MIN
Mfs Intermediate Income Trust

Financial Services
24.2K
+ 8.31%
$2.64 - $2.72 $63.8K - $65.7K
315K $843K
OSUR
Orasure Technologies Inc

Healthcare
17.9K
New
$2.75 - $3.48 $49.2K - $62.3K
17.9K $56K
APO
Apollo Global Management, Inc.

Financial Services
1.26K
+ 9.6%
$131.55 - $156.05 $166K - $197K
14.4K $1.92M
IBHG
Ishares Tr Ibonds 2027 Term Hi
2.49K
+ 12.97%
$22.38 - $22.53 $55.6K - $56K
21.7K $487K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.09K
+ 14.02%
$24.11 - $24.94 $50.4K - $52.2K
17K $424K
UITB
Usaa ETF Tr Core Intermediate

ETFs
301
+ 0.33%
$46.38 - $47.74 $14K - $14.4K
90.3K $4.29M
ADSK
Autodesk, Inc.

Technology
218
+ 2.35%
N/A
9.51K $2.34M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
4.06K
+ 26.87%
$10.21 - $11.08 $41.4K - $45K
19.2K $212K
PUI
Invesco Exchange Traded Fd Tr

ETFs
673
+ 12.25%
$41.17 - $46.02 $27.7K - $31K
6.17K $283K
ISCG
Ishares Morningstar Small Cap

ETFs
66
+ 0.59%
$49.84 - $55.14 $3.29K - $3.64K
11.2K $610K
LECO
Lincoln Electric Holdings Inc

Industrials
39
+ 2.48%
$210.22 - $247.76 $8.2K - $9.66K
1.61K $379K
DGII
Digi International Inc

Technology
300
+ 1.12%
$31.14 - $38.11 $9.34K - $11.4K
27.1K $988K
BTO
John Hancock Financial Opportunities Fund

Financial Services
1.17K
+ 5.82%
$34.05 - $37.84 $40K - $44.4K
21.3K $767K
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
1.04K
+ 2.77%
N/A
38.5K $1.88M
ACIU
Ac Immune Sa

Healthcare
16.6K
New
$1.99 - $3.04 $33K - $50.5K
16.6K $50K
PCEF
Invesco Cef Income Composite E

ETFs
1.89K
+ 7.34%
$19.5 - $20.24 $36.9K - $38.3K
27.7K $553K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
2.01K
+ 6.1%
$23.48 - $23.7 $47.1K - $47.5K
34.9K $824K
BIBL
Northern Lts Fd Tr Iv

ETFs
163
+ 1.2%
$41.43 - $44.43 $6.75K - $7.24K
13.7K $610K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
261
+ 2.07%
$15.38 - $20.2 $4.01K - $5.27K
12.8K $259K
AROW
Arrow Financial Corp

Financial Services
7
+ 0.03%
$26.16 - $29.8 $183 - $209
25.1K $709K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
307
+ 0.44%
$41.8 - $43.15 $12.8K - $13.2K
70K $2.99M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
213
+ 0.19%
$8.57 - $9.09 $1.83K - $1.94K
115K $1.04M
RJF
Raymond James Financial Inc

Financial Services
87
+ 5.03%
$154.64 - $176.43 $13.5K - $15.3K
1.82K $313K
JAN
Jan One Inc.

Industrials
22.9K
New
N/A
22.9K $47K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
3.72K
+ 15.05%
$10.18 - $10.96 $37.8K - $40.7K
28.4K $306K
LTC
Ltc Properties Inc

Real Estate
473
+ 3.6%
$34.04 - $36.86 $16.1K - $17.4K
13.6K $501K
COTY
Coty Inc.

Consumer Defensive
15K
+ 64.91%
$3.69 - $5.15 $55.4K - $77.3K
38.1K $153K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
3.72K
+ 2.28%
N/A
166K $2.05M
MLPX
Global X Mlp & Energy Infrastr

ETFs
712
+ 8.18%
$59.5 - $62.99 $42.4K - $44.8K
9.41K $590K
GNMA
Ishares Gnma Bond ETF

ETFs
756
+ 2.51%
$43.21 - $44.75 $32.7K - $33.8K
30.9K $1.37M
AB
Alliancebernstein Holding L.P.

Financial Services
1.98K
+ 16.07%
$37.76 - $42.88 $74.6K - $84.7K
14.3K $545K
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
525
+ 9.36%
$41.35 - $45.87 $21.7K - $24.1K
6.13K $281K
VLY
Valley National Bancorp

Financial Services
521
+ 2.27%
$9.18 - $11.1 $4.78K - $5.78K
23.4K $248K
JXI
Ishares Tr Global Utils ETF

ETFs
65
+ 0.66%
$73.06 - $77.66 $4.75K - $5.05K
9.89K $767K
NRG
Nrg Energy, Inc.

Utilities
213
+ 3.38%
$144.77 - $173.91 $30.8K - $37K
6.51K $1.05M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
657
+ 3.34%
$14.53 - $17.13 $9.55K - $11.3K
20.3K $340K
GURU
Global X Guru Index ETF

ETFs
6
+ 0.08%
$53.48 - $60.21 $321 - $361
7.08K $421K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
596
+ 4.01%
$28.32 - $30.69 $16.9K - $18.3K
15.5K $470K
Activity Summary
Buys All Purchases 1442 New Holdings 208 Increased Positions 1234 Sells All Sells 956 Reductions 956 Sold out 0 Options Calls 39 Puts 25
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