Concurrent Investment Advisors, LLC Purchases in Q3 2025

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIGZ
Black Rock Innovation & Growth Trust
22.1K
+ 62.75%
N/A
57.4K $385M
PDEC
Innovator U.S. Equity Power Bu
908
+ 2.1%
N/A
44.2K $1.86B
IWR
Ishares Russell Mid Cap ETF

ETFs
470
+ 2.71%
$92.26 - $97.51 $43.4K - $45.8K
17.8K $1.72B
PSA
Public Storage

Real Estate
535
+ 7.85%
$271.94 - $298.09 $145K - $159K
7.35K $2.12B
LNC
Lincoln National Corp

Financial Services
484
+ 2.68%
$33.37 - $43.29 $16.2K - $21K
18.6K $749M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
211
+ 2.37%
$134.94 - $145.86 $28.5K - $30.8K
9.12K $1.33B
EA
Electronic Arts Inc.

Communication Services
94
+ 3.83%
$147.79 - $202.05 $13.9K - $19K
2.55K $514M
PHG
Koninklijke Philips Nv

Healthcare
1.39K
+ 5.4%
$23.84 - $28.62 $33.1K - $39.7K
27.1K $737M
CASY
Caseys General Stores Inc

Consumer Cyclical
24
+ 1.22%
$494.52 - $565.32 $11.9K - $13.6K
1.99K $1.12B
VOD
Vodafone Group Public LTD CO

Communication Services
10.4K
New
$10.67 - $12.06 $111K - $126K
10.4K $121M
FDX
Fedex Corp

Industrials
385
+ 11.51%
$217.1 - $243.2 $83.6K - $93.6K
3.73K $880M
Tavia Acquisition Corp
11.5K
New
N/A
11.5K $119M
CDNS
Cadence Design Systems Inc

Technology
165
+ 11.72%
$309.46 - $373.37 $51.1K - $61.6K
1.57K $553M
HCA
Hca Healthcare, Inc.

Healthcare
51
+ 2.28%
$334.32 - $426.2 $17.1K - $21.7K
2.29K $974M
DNP
Dnp Select Income Fund Inc

Financial Services
10.2K
+ 16.15%
$9.65 - $10.02 $98.4K - $102K
73.3K $734M
UBS
Ubs Group Ag

Financial Services
1.03K
+ 10.16%
$33.77 - $42.38 $34.8K - $43.7K
11.2K $458M
CARY
Angel Oak Fds Tr Income Etf(De
5.41K
+ 35.6%
N/A
20.6K $431M
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.83K
+ 13.03%
$29.12 - $29.34 $112K - $112K
33.2K $974M
Newhold Invt Corp Iii
11.1K
New
N/A
11.1K $113M
MPWR
Monolithic Power Systems Inc

Technology
1
+ 0.17%
$711.24 - $922.81 $711 - $923
591 $544M
Weride Inc
3.98K
+ 10.96%
N/A
40.3K $398M
DSL
Double Line Income Solutions Fund

Financial Services
8.79K
+ 7.52%
$11.99 - $12.67 $105K - $111K
126K $1.54B
EWJ
Ishares Msci Japan ETF

ETFs
1.11K
+ 24.59%
$71.69 - $81.49 $79.2K - $90K
5.6K $449M
HSY
Hershey CO

Consumer Defensive
51
+ 1.05%
$161.95 - $193.45 $8.26K - $9.87K
4.91K $918M
MNST
Monster Beverage Corp

Consumer Defensive
200
+ 0.95%
$58.65 - $67.31 $11.7K - $13.5K
21.3K $1.43B
NGG
National Grid PLC

Utilities
1.67K
+ 27.44%
$67.98 - $74.38 $113K - $124K
7.74K $563M
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
6.88K
+ 25.85%
$13.78 - $14.59 $94.7K - $100K
33.5K $489M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
19.5K
+ 34.43%
$2.59 - $3.75 $50.5K - $73.1K
76.1K $248M
Gsk PLC
246
+ 1.19%
N/A
20.9K $904M
SJNK
Spdr Bloomberg Short Term High

ETFs
4.21K
+ 44.97%
$25.28 - $25.63 $106K - $108K
13.6K $347M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
252
+ 1.84%
$41.53 - $66.18 $10.5K - $16.7K
14K $793M
IOO
Ishares Tr Global 100 ETF

ETFs
370
+ 7.4%
$107.55 - $120.01 $39.8K - $44.4K
5.37K $645M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
830
+ 4.29%
$20.98 - $26.94 $17.4K - $22.4K
20.2K $497M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
824
+ 5.06%
$75.26 - $80.19 $62K - $66.1K
17.1K $1.37B
DSI
Ishares Msci Kld 400 Social Et

ETFs
513
+ 13.14%
$115.96 - $125.95 $59.5K - $64.6K
4.42K $556M
URA
Global X Uranium ETF

ETFs
1.11K
+ 20.33%
$36.45 - $50.4 $40.6K - $56.1K
6.59K $314M
OTIS
Otis Worldwide Corp

Industrials
1.72K
+ 23.36%
$84.93 - $101.07 $146K - $174K
9.09K $831M
NVS
Novartis Ag

Healthcare
185
+ 1.73%
$113.5 - $129.73 $21K - $24K
10.8K $1.39B
EEMA
Ishares Msci Emerging Markets

ETFs
507
+ 8.6%
$81.98 - $92.25 $41.6K - $46.8K
6.4K $587M
ADSK
Autodesk, Inc.

Technology
234
+ 7.65%
N/A
3.29K $1.05B
Flaherty & Crumrine Dynamic
3.19K
+ 11.77%
N/A
30.2K $655M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.91K
+ 29.95%
$50.81 - $51.07 $97K - $97.5K
8.28K $423M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
8.61K
+ 38.48%
$10.81 - $11.15 $93.1K - $96K
31K $342M
Tcw ETF Trust
2.39K
+ 35.14%
N/A
9.2K $366M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
5.69K
+ 47.93%
$15.52 - $16.28 $88.2K - $92.6K
17.5K $285M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
3.95K
+ 29.08%
$22.45 - $23.2 $88.8K - $91.7K
17.6K $405M
TDOC
Teladoc Health, Inc.

Healthcare
12.2K
New
$6.78 - $8.85 $82.6K - $108K
12.2K $94.2M
IWS
Ishares Russell Midcap Value E

ETFs
513
+ 17.76%
$132.83 - $140.61 $68.1K - $72.1K
3.4K $475M
FDD
First Trust Stoxx European Sel

ETFs
4.57K
+ 16.03%
$15.26 - $16.67 $69.8K - $76.2K
33.1K $534M
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
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