Concurrent Investment Advisors, LLC Purchases in Q3 2024

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Flaherty & Crumrine Dynamic
921
+ 5.98%
N/A
16.3K $351M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
78
+ 0.13%
$22.38 - $23.66 $1.75K - $1.85K
60.2K $1.41B
ALK
Alaska Air Group, Inc.

Industrials
309
+ 3.65%
$32.92 - $45.21 $10.2K - $14K
8.77K $397M
ADBE
Adobe Inc.

Technology
378
+ 10.01%
$508.13 - $586.55 $192K - $222K
4.15K $2.15B
STGW
Stagwell Inc

Communication Services
6.73K
+ 23.31%
$6.02 - $7.37 $40.5K - $49.6K
35.6K $250M
OXY
Occidental Petroleum Corp

Energy
1.77K
+ 52.48%
$49.91 - $63.73 $88.3K - $113K
5.14K $265M
CHY
Calamos Convertible & High Income Fund

Financial Services
3.02K
+ 14.33%
$11.13 - $12.01 $33.6K - $36.3K
24.1K $288M
VMO
Invesco Municipal Opportunity Trust

Financial Services
4.65K
+ 21.31%
$9.87 - $10.38 $45.9K - $48.2K
26.5K $272M
LAMR
Lamar Advertising CO

Real Estate
156
+ 7.66%
$110.9 - $135.58 $17.3K - $21.2K
2.19K $293M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
527
+ 10.99%
$46.17 - $51.13 $24.3K - $26.9K
5.32K $272M
YYY
Amplify ETF Tr High Income ETF

ETFs
3.45K
+ 21.11%
$11.48 - $12.36 $39.6K - $42.6K
19.8K $244M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
2.84K
+ 13.22%
$9.33 - $10.18 $26.5K - $29K
24.4K $248M
CBOE
Cboe Global Markets, Inc.

Financial Services
7
+ 0.53%
$168.57 - $213.65 $1.18K - $1.5K
1.33K $272M
BOTZ
Global X Fds

ETFs
1.01K
+ 10.42%
$27.68 - $32.27 $27.8K - $32.5K
10.7K $343M
DKNG
Draft Kings Inc.

Consumer Cyclical
727
+ 4.99%
$29.85 - $41.1 $21.7K - $29.9K
15.3K $600M
HDV
Ishares Core High Dividend ETF

ETFs
176
+ 6.92%
$107.62 - $118.76 $18.9K - $20.9K
2.72K $320M
VDC
Vanguard Consumer Staples ETF

ETFs
76
+ 4.48%
$201.77 - $221.32 $15.3K - $16.8K
1.77K $387M
TEF
Telefonica S A

Communication Services
4.22K
+ 12.85%
$4.18 - $4.9 $17.6K - $20.7K
37.1K $180M
FEP
First Trust Europe Alphadex Fu

ETFs
464
+ 4.39%
$35.46 - $39.44 $16.5K - $18.3K
11K $429M
HIG
Hartford Financial Services Group, Inc.

Financial Services
32
+ 1.51%
$98.71 - $117.61 $3.16K - $3.76K
2.15K $253M
RMTI
Rockwell Medical, Inc.

Healthcare
10K
New
$1.67 - $4.4 $16.7K - $44K
10K $39.7M
CX
Cemex Sab De Cv

Basic Materials
7.36K
+ 37.35%
$5.6 - $6.88 $41.2K - $50.6K
27.1K $165M
VNLA
Janus Henderson Short Duration

ETFs
711
+ 8.87%
$48.34 - $49.08 $34.4K - $34.9K
8.73K $428M
AOM
Ishares Tr Core Moderate Alloc

ETFs
636
+ 13.22%
$42.66 - $45.18 $27.1K - $28.7K
5.45K $246M
CF
Cf Industries Holdings, Inc.

Basic Materials
5
+ 0.15%
$69.38 - $85.8 $347 - $429
3.29K $282M
VLUE
Ishares Msci Usa Value Factor

ETFs
68
+ 1.22%
$99.14 - $109.18 $6.74K - $7.42K
5.66K $617M
AEM
Agnico Eagle Mines LTD

Basic Materials
464
New
$65.04 - $84.24 $30.2K - $39.1K
464 $37.3M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.84K
+ 8.1%
$9.67 - $10.51 $17.7K - $19.3K
24.5K $257M
SCM
Stellus Capital Investment Corp

Financial Services
2.7K
+ 17.57%
$13.39 - $14.41 $36.2K - $39K
18.1K $248M
OTIS
Otis Worldwide Corp

Industrials
83
+ 2.3%
$91.43 - $104.43 $7.59K - $8.67K
3.7K $384M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
19
+ 0.76%
$305.34 - $350.41 $5.8K - $6.66K
2.5K $864M
AOR
Ishares Tr Core Growth Allocat

ETFs
188
+ 2.21%
$55.15 - $59.31 $10.4K - $11.2K
8.69K $515M
RIO
Rio Tinto PLC

Basic Materials
175
+ 4.28%
$59.71 - $71.21 $10.4K - $12.5K
4.26K $303M
TTEK
Tetra Tech Inc

Industrials
5.26K
+ 385.0%
$45.59 - $237.74 $240K - $1.25M
6.63K $313M
VRSK
Verisk Analytics, Inc.

Industrials
130
+ 10.16%
$260.31 - $285.99 $33.8K - $37.2K
1.41K $378M
CNI
Canadian National Railway CO

Industrials
338
+ 4.7%
$110.1 - $123.65 $37.2K - $41.8K
7.52K $881M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
30
+ 3.61%
$1024.09 - $1201.76 $30.7K - $36.1K
861 $906M
IYH
Ishares Tr

ETFs
186
+ 3.54%
$60.29 - $66.38 $11.2K - $12.3K
5.45K $354M
STAG
Stag Industrial, Inc.

Real Estate
17
+ 0.17%
$35.42 - $40.98 $602 - $697
10.1K $394M
GRMN
Garmin LTD

Technology
37
+ 2.0%
$161.1 - $183.29 $5.96K - $6.78K
1.89K $332M
IGV
Ishares Expanded Tech Software

ETFs
273
+ 10.83%
$77.94 - $89.37 $21.3K - $24.4K
2.79K $250M
VGIT
Vanguard Intermediate Term Tre

ETFs
133
+ 1.32%
$57.8 - $60.8 $7.69K - $8.09K
10.2K $616M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
378
+ 4.25%
$49.07 - $50.44 $18.5K - $19.1K
9.28K $468M
INTU
Intuit Inc

Technology
333
+ 6.78%
$602.97 - $670.49 $201K - $223K
5.25K $3.26B
CLOV
Clover Health Investments, Corp.

Healthcare
10.1K
New
$1.2 - $3.5 $12.1K - $35.3K
10.1K $28.5M
CTVA
Corteva, Inc.

Basic Materials
97
+ 2.12%
$50.72 - $58.78 $4.92K - $5.7K
4.67K $275M
MPLX
Mplx LP

Energy
154
+ 1.38%
$40.44 - $45.07 $6.23K - $6.94K
11.3K $502M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
126
+ 2.32%
$41.02 - $46.01 $5.17K - $5.8K
5.55K $253M
IQI
Invesco Quality Municipal Income Trust

Financial Services
1.93K
+ 14.12%
$9.86 - $10.44 $19K - $20.1K
15.6K $162M
Activity Summary
Buys All Purchases 673 New Holdings 122 Increased Positions 551 Sells All Sells 285 Reductions 285 Sold out 0 Options Calls 45 Puts 11
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