Concurrent Investment Advisors, LLC Purchases and Sells in Q3 2025

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

Top Buys

Incresed Positions

708 operations
Stock Shares change Price Range Shares Held Trade History
37.4K
+ 5.63%
$202.38 - $256.87 $7.58M - $9.62M
702K $175B
430K
+ 447.43%
$61.62 - $72.77 $26.5M - $31.3M
526K $38.3B
54.2K
+ 7.61%
$153.3 - $186.58 $8.31M - $10.1M
767K $143B
370K
+ 172.16%
$56.05 - $67.13 $20.8M - $24.9M
585K $39.2B
6.31K
+ 2.78%
$174.36 - $254.72 $1.1M - $1.61M
233K $56.6B
15.2K
+ 3.68%
$491.09 - $535.64 $7.47M - $8.15M
428K $222B
View all

New Holdings

166 operations
Stock Shares change Price Range Shares Held Trade History
445K
New
$15.97 - $19.27 $7.11M - $8.58M
445K $7.12B
151K
New
$40.45 - $42.49 $6.12M - $6.42M
151K $6.42B
BLACKROCK ETF TRUST II
81.9K
New
N/A
81.9K $4.03B
37.3K
New
$51.99 - $90.17 $1.94M - $3.36M
37.3K $3.33B
GLOBAL X FDS
41K
New
N/A
41K $2.88B
SCHWAB STRATEGIC TR
83.3K
New
N/A
83.3K $2.1B
View all

Top Sells

Reduced Positions

498 operations
Stock Shares change Price Range Shares Held Trade History
-237K
- 87.34%
$50.79 - $76.4 $12M - $18.1M
34.4K $2.63B
-135K
- 86.84%
N/A
20.4K $839M
-41.8K
- 33.44%
$129.01 - $139.72 $5.4M - $5.84M
83.2K $11.6B
-140K
- 46.16%
$38.45 - $43.08 $5.4M - $6.05M
164K $7B
-6.3K
- 35.4%
$433.66 - $544.47 $2.73M - $3.43M
11.5K $5.14B
-20.9K
- 4.78%
$211.65 - $238.24 $4.43M - $4.99M
417K $91.6B
View all

Options

Calls

42 operations
Stock Shares change Price Range Shares Held Trade History
13.4K
+ 130.1%
$184.85 - $231.54 $2.48M - $3.1M
23.7K $5.49B
9.5K
New
$202.38 - $256.87 $1.92M - $2.44M
9.5K $2.39B
4.3K
New
$225.11 - $247.9 $968K - $1.07M
4.3K $1.06B
1.4K
New
$357.4 - $423.42 $500K - $593K
1.4K $567M
200
+ 14.29%
$293.94 - $444.72 $58.8K - $88.9K
1.6K $710M
5K
New
$42.54 - $48.1 $213K - $241K
5K $236M
View all

Puts

24 operations
Stock Shares change Price Range Shares Held Trade History
6.3K
+ 45.99%
$617.65 - $666.84 $3.89M - $4.2M
20K $13.3B
5.8K
New
$202.38 - $256.87 $1.17M - $1.49M
5.8K $1.48B
2K
New
$155.17 - $185.42 $310K - $371K
2K $371M
2.5K
New
$63.84 - $120.06 $160K - $300K
2.5K $300M
1K
New
$142.01 - $236.06 $142K - $236K
1K $236M
500
New
$293.94 - $444.72 $147K - $222K
500 $222M
View all
Activity Summary
Buys All Purchases 874 New Holdings 166 Increased Positions 708 Sells All Sells 498 Reductions 498 Sold out 0 Options Calls 42 Puts 24
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email