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
PR
Permian Resources Corporation

Energy
3.9K
+ 12.59%
$12.9 - $16.79 $50.2K - $65.4K
34.8K $474M
DELL
Dell Technologies Inc.

Technology
354
+ 9.92%
$87.89 - $145.97 $31.1K - $51.7K
3.92K $465M
LPLA
Lpl Financial Holdings Inc.

Financial Services
37
+ 3.61%
$193.0 - $282.1 $7.14K - $10.4K
1.06K $247M
DTC
Solo Brands, Inc.

Consumer Cyclical
62.5K
+ 42.14%
$1.09 - $2.5 $68.2K - $156K
211K $297M
BP
Bp PLC

Energy
1.67K
+ 7.06%
$30.78 - $37.05 $51.3K - $61.7K
25.3K $793M
MU
Micron Technology Inc

Technology
864
+ 15.8%
$86.27 - $136.82 $74.5K - $118K
6.33K $657M
PSX
Phillips 66

Energy
865
+ 4.39%
$125.0 - $147.17 $108K - $127K
20.6K $2.7B
WFC
Wells Fargo & Company

Financial Services
643
+ 1.58%
$51.58 - $60.97 $33.2K - $39.2K
41.4K $2.34B
PSTG
Pure Storage, Inc.

Technology
268
+ 3.89%
$45.73 - $67.71 $12.3K - $18.1K
7.16K $359M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.22K
+ 3.73%
$49.83 - $62.75 $60.6K - $76.4K
33.8K $1.95B
DPZ
Dominos Pizza Inc

Consumer Cyclical
123
+ 6.01%
$402.52 - $505.35 $49.5K - $62.2K
2.17K $933M
SNAP
Snap Inc

Communication Services
2.23K
+ 8.26%
$8.29 - $16.84 $18.5K - $37.5K
29.2K $313M
ENVX
Enovix Corp

Industrials
3.38K
+ 10.52%
$7.61 - $18.31 $25.7K - $61.8K
35.5K $331M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.02K
+ 21.28%
$217.89 - $392.15 $222K - $400K
5.82K $1.63B
COP
Conocophillips

Energy
2.37K
+ 4.29%
$102.3 - $116.61 $242K - $276K
57.5K $6.06B
MSFT
Microsoft Corp

Technology
6.12K
+ 3.52%
$395.15 - $467.56 $2.42M - $2.86M
180K $77.4B
MCHP
Microchip Technology Inc

Technology
5.41K
+ 8.39%
$72.0 - $95.98 $389K - $519K
69.9K $5.61B
EW
Edwards Lifesciences Corp

Healthcare
636
+ 3.43%
$59.7 - $93.78 $38K - $59.6K
19.2K $1.27B
GOOG
Alphabet Inc.

Communication Services
6.53K
+ 6.51%
$149.54 - $192.66 $976K - $1.26M
107K $17.9B
QCOM
Qualcomm Inc

Technology
3.32K
+ 8.51%
$156.12 - $209.64 $519K - $696K
42.4K $7.2B
MRK
Merck & Co., Inc.

Healthcare
4.23K
+ 3.74%
$111.15 - $128.97 $470K - $545K
117K $13.3B
NVO
Novo Nordisk A S

Healthcare
807
+ 2.27%
$119.07 - $145.42 $96.1K - $117K
36.4K $4.34B
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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