Private Advisor Group, LLC Incresed Positions in Q3 2025

Private Advisor Group, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TCHP
T Rowe Price Exchange Traded F

Technology
1.45K
+ 12.91%
$44.9 - $49.35 $65K - $71.4K
12.7K $618K
MHO
M/I Homes, Inc.

Consumer Cyclical
89
+ 3.03%
$111.91 - $157.22 $9.96K - $14K
3.03K $437K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
2.01K
+ 17.83%
$23.39 - $28.55 $46.9K - $57.2K
13.3K $378K
SBND
Columbia ETF Tr I Short Durati

ETFs
5.26K
+ 9.99%
$18.7 - $19.03 $98.3K - $100K
57.9K $1.1M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
225
+ 0.81%
$46.4 - $51.49 $10.4K - $11.6K
27.9K $1.4M
CROX
Crocs, Inc.

Consumer Cyclical
2K
+ 57.0%
$74.39 - $108.79 $149K - $217K
5.5K $459K
QVMM
Invesco ETF Tr Ii S&P Midcap 4
779
+ 1.54%
$28.76 - $30.88 $22.4K - $24.1K
51.5K $1.56M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.69K
+ 23.13%
$39.06 - $43.42 $66K - $73.3K
8.99K $390K
MELI
Mercadolibre Inc

Consumer Cyclical
347
+ 13.59%
$2292.04 - $2514.05 $795K - $872K
2.9K $6.78M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
1.01K
+ 6.59%
$58.7 - $62.94 $59.2K - $63.4K
16.3K $1.01M
ESPR
Esperion Therapeutics, Inc.

Healthcare
13.5K
+ 33.66%
$0.98 - $2.84 $13.2K - $38.3K
53.6K $142K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
7.8K
+ 3.6%
$12.09 - $12.69 $94.2K - $98.9K
224K $2.8M
BGR
Black Rock Energy & Resources Trust

Financial Services
6.54K
+ 18.66%
$13.14 - $13.64 $86K - $89.2K
41.6K $564K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
4.94K
+ 4.53%
$11.51 - $12.4 $56.9K - $61.3K
114K $1.4M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
8.72K
+ 50.27%
$11.93 - $12.5 $104K - $109K
26.1K $312K
STEW
Boulder Growth & Income Fund

Financial Services
4.62K
+ 13.91%
$17.4 - $18.57 $80.4K - $85.8K
37.8K $687K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
5.37K
+ 8.81%
$9.44 - $10.23 $50.7K - $54.9K
66.3K $674K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
1.9K
+ 20.42%
$35.99 - $38.74 $68.5K - $73.8K
11.2K $434K
SAR
Saratoga Investment Corp.

Financial Services
7.01K
+ 4.63%
$24.15 - $25.55 $169K - $179K
158K $3.85M
GNTX
Gentex Corp

Consumer Cyclical
857
+ 7.45%
$22.66 - $29.06 $19.4K - $24.9K
12.4K $349K
FDT
First Trust Developed Markets

ETFs
67
+ 0.49%
$68.09 - $76.05 $4.56K - $5.1K
13.8K $1.04M
HEFA
Ishares Currency Hedged Msci E

ETFs
152
+ 0.28%
$37.2 - $39.61 $5.65K - $6.02K
54.3K $2.15M
ZTS
Zoetis Inc.

Healthcare
2.4K
+ 9.01%
$141.13 - $159.19 $339K - $383K
29.1K $4.25M
CDXS
Codexis, Inc.

Healthcare
38.5K
+ 7.36%
$2.35 - $3.33 $90.5K - $128K
561K $1.37M
QLV
Flexshares Us Quality Low Vola

ETFs
544
+ 3.85%
$67.98 - $71.94 $37K - $39.1K
14.7K $1.06M
VONE
Vanguard Russell 1000 ETF

ETFs
45
+ 1.21%
$280.68 - $303.97 $12.6K - $13.7K
3.77K $1.14M
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
3.41K
+ 33.64%
$21.34 - $23.65 $72.7K - $80.5K
13.5K $314K
BIIB
Biogen Inc.

Healthcare
229
+ 5.4%
$122.68 - $148.84 $28.1K - $34.1K
4.47K $625K
TRP
Tc Energy Corp

Energy
235
+ 1.66%
$46.58 - $54.41 $10.9K - $12.8K
14.4K $783K
IDV
Ishares Tr

ETFs
106
+ 0.25%
$34.54 - $37.28 $3.66K - $3.95K
42.3K $1.55M
AGI
Alamos Gold Inc

Basic Materials
300
+ 3.18%
$24.3 - $34.86 $7.29K - $10.5K
9.74K $339K
CPB
Campbell Soup CO

Consumer Defensive
2.59K
+ 33.75%
$30.41 - $34.03 $78.9K - $88.3K
10.3K $324K
JBL
Jabil Inc

Technology
414
+ 17.81%
$202.08 - $234.45 $83.7K - $97.1K
2.74K $594K
HTGC
Hercules Capital, Inc.

Financial Services
406
+ 0.32%
$18.34 - $19.53 $7.45K - $7.93K
126K $2.38M
PLUG
Plug Power Inc

Industrials
8.89K
+ 11.47%
$1.37 - $2.65 $12.2K - $23.6K
86.4K $201K
SSSS
Suro Capital Corp.

Financial Services
6.86K
+ 17.19%
$8.05 - $9.32 $55.2K - $63.9K
46.8K $413K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
1.87K
+ 3.19%
N/A
60.5K $2.77M
FYX
First Tr Small Cap Core Alphad

ETFs
179
+ 3.17%
$96.35 - $111.0 $17.2K - $19.9K
5.83K $634K
VEEV
Veeva Systems Inc

Healthcare
153
+ 3.92%
$269.2 - $297.91 $41.2K - $45.6K
4.06K $1.21M
GERN
Geron Corp

Healthcare
71.4K
+ 20.54%
$1.1 - $1.47 $78.5K - $105K
419K $573K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
3.78K
+ 17.4%
$21.89 - $22.2 $82.8K - $84K
25.5K $563K
GVI
Ishares Tr

ETFs
534
+ 1.3%
$105.8 - $107.81 $56.5K - $57.6K
41.5K $4.46M
VTWV
Vanguard Russell 2000 Value Et

ETFs
34
+ 0.72%
$138.45 - $158.63 $4.71K - $5.39K
4.74K $739K
AME
Ametek Inc

Industrials
174
+ 2.42%
$176.44 - $192.03 $30.7K - $33.4K
7.36K $1.38M
ORI
Old Republic International Corp

Financial Services
13
+ 0.06%
$35.74 - $42.47 $465 - $552
20.5K $872K
PNR
Pentair PLC

Industrials
105
+ 1.2%
$100.62 - $112.59 $10.6K - $11.8K
8.89K $984K
RMD
Resmed Inc

Healthcare
98
+ 2.75%
$252.01 - $293.73 $24.7K - $28.8K
3.66K $1M
MPW
Medical Properties Trust Inc

Real Estate
1.98K
+ 2.08%
$3.98 - $5.13 $7.86K - $10.1K
96.9K $491K
AUR
Aurora Innovation, Inc.

Technology
14.3K
+ 55.46%
$5.05 - $6.56 $72.4K - $94.1K
40.2K $216K
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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