Concurrent Investment Advisors, LLC Purchases in Q1 2025

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OGE
Oge Energy Corp.

Utilities
2.92K
+ 26.95%
$39.76 - $46.32 $116K - $135K
13.8K $632M
D
Dominion Energy, Inc

Utilities
1.9K
+ 5.65%
$52.85 - $57.43 $101K - $109K
35.5K $1.99B
BDX
Becton Dickinson & CO

Healthcare
673
+ 6.26%
$222.79 - $249.08 $150K - $168K
11.4K $2.62B
EXLS
Exl Service Holdings, Inc.

Technology
3.46K
+ 69.24%
$44.13 - $51.8 $153K - $179K
8.46K $399M
TTE
Total Energies Se

Energy
2.01K
+ 43.51%
N/A
6.62K $428M
ISRG
Intuitive Surgical Inc

Healthcare
1.01K
+ 8.28%
$476.63 - $610.45 $479K - $614K
13.2K $6.51B
Intuitive Machines Inc
23.2K
New
N/A
23.2K $173M
Flaherty & Crumrine Dynamic
8.27K
+ 45.3%
N/A
26.5K $537M
YUM
Yum Brands Inc

Consumer Cyclical
48
+ 0.68%
$123.25 - $162.53 $5.92K - $7.8K
7.16K $1.13B
PDEC
Innovator U.S. Equity Power Bu
5.39K
+ 14.33%
N/A
43K $1.62B
XEL
Xcel Energy Inc

Utilities
1.89K
+ 17.39%
$63.37 - $72.1 $120K - $136K
12.8K $904M
HBAN
Huntington Bancshares Inc

Financial Services
11.1K
New
$14.28 - $17.39 $158K - $192K
11.1K $166M
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.46K
+ 22.79%
$50.17 - $51.45 $174K - $178K
18.7K $941M
Canadian Pacific Kansas City
2.47K
+ 70.03%
N/A
5.99K $421M
KR
Kroger CO

Consumer Defensive
1.43K
+ 13.93%
$58.36 - $67.72 $83.6K - $97K
11.7K $793M
SPOT
Spotify Technology S.A.

Communication Services
59
+ 4.61%
$457.79 - $648.32 $27K - $38.3K
1.34K $737M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.08K
+ 114.3%
$161.05 - $222.93 $174K - $241K
2.02K $371M
JHMM
John Hancock Multifactor Mid C

ETFs
3.73K
+ 16.83%
$55.69 - $63.12 $208K - $236K
25.9K $1.48B
SLB
Schlumberger Limited

Energy
2.77K
+ 22.93%
$38.4 - $43.74 $106K - $121K
14.8K $620M
UA
Under Armour Inc Cl C

Consumer Cyclical
31K
+ 152.76%
$5.95 - $7.79 $185K - $242K
51.3K $305M
Thomson Reuters Corp
764
+ 52.95%
N/A
2.21K $381M
IIM
Invesco Value Municipal Income Trust

Financial Services
12.5K
New
$11.84 - $12.49 $148K - $156K
12.5K $150M
EXC
Exelon Corp

Utilities
1.24K
+ 11.57%
$37.3 - $46.08 $46.4K - $57.3K
12K $552M
NXPI
Nxp Semiconductors N.V.

Technology
1.53K
+ 18.97%
$189.99 - $245.86 $290K - $376K
9.59K $1.82B
FSMD
Fidelity Covington Tr Small Mi

ETFs
4.26K
+ 39.39%
$38.04 - $43.22 $162K - $184K
15.1K $590M
CSX
Csx Corp

Industrials
9.09K
+ 20.63%
$29.11 - $33.67 $265K - $306K
53.2K $1.56B
AIG
American International Group, Inc.

Financial Services
1.17K
+ 40.36%
$70.5 - $86.94 $82.2K - $101K
4.06K $353M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.19K
+ 60.32%
$40.03 - $46.81 $168K - $196K
11.1K $454M
FSIG
First Tr ETF Iv LTD Duration I
7.07K
+ 6.22%
$18.74 - $19.04 $132K - $135K
121K $2.29B
MFC
Manulife Financial Corp

Financial Services
4.28K
+ 41.44%
$28.41 - $31.82 $122K - $136K
14.6K $455M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
13.3K
New
$10.1 - $10.61 $134K - $141K
13.3K $136M
LUV
Southwest Airlines CO

Industrials
4.05K
+ 22.77%
$28.18 - $34.84 $114K - $141K
21.8K $734M
OXY
Occidental Petroleum Corp

Energy
2.7K
+ 61.44%
$45.45 - $52.7 $123K - $142K
7.08K $350M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.72K
+ 24.14%
$165.25 - $224.62 $615K - $836K
19.2K $3.18B
JBLU
Jetblue Airways Corp

Industrials
27.1K
New
$4.82 - $8.09 $130K - $219K
27.1K $130M
MKC
Mccormick & CO Inc

Consumer Defensive
1.15K
+ 19.42%
$71.24 - $84.73 $81.8K - $97.3K
7.06K $581M
HCA
Hca Healthcare, Inc.

Healthcare
106
+ 5.21%
$296.7 - $345.55 $31.5K - $36.6K
2.14K $740M
MNST
Monster Beverage Corp

Consumer Defensive
206
+ 1.05%
$46.16 - $58.58 $9.51K - $12.1K
19.8K $1.16B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
10.1K
New
$12.03 - $12.69 $121K - $128K
10.1K $123M
VMO
Invesco Municipal Opportunity Trust

Financial Services
13.5K
+ 51.74%
$9.44 - $9.93 $128K - $134K
39.7K $376M
EFX
Equifax Inc

Industrials
529
+ 66.21%
$235.63 - $278.34 $125K - $147K
1.33K $323M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
787
+ 7.57%
$114.57 - $118.14 $90.2K - $93K
11.2K $1.32B
IGLB
Ishares 10+ Year Investment Gr

ETFs
2.27K
+ 34.46%
$48.32 - $51.22 $110K - $116K
8.85K $445M
ETR
Entergy Corp

Utilities
240
+ 2.36%
$75.26 - $87.89 $18.1K - $21.1K
10.4K $890M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.74K
+ 45.41%
$93.57 - $120.35 $162K - $209K
5.56K $532M
ARLP
Alliance Resource Partners LP

Energy
3.27K
+ 12.22%
$24.47 - $29.24 $79.9K - $95.5K
30K $818M
NEAR
Blackrock Short Maturity Bond

ETFs
2.18K
+ 18.82%
$50.4 - $50.89 $110K - $111K
13.8K $701M
HYG
Ishares Tr

ETFs
1.41K
+ 9.35%
$78.51 - $80.11 $111K - $113K
16.5K $1.3B
GRMN
Garmin LTD

Technology
437
+ 23.41%
$204.55 - $241.93 $89.4K - $106K
2.3K $500M
Activity Summary
Buys All Purchases 897 New Holdings 214 Increased Positions 683 Sells All Sells 261 Reductions 261 Sold out 0 Options Calls 22 Puts 11
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