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
OWL
Blue Owl Capital Inc.

Financial Services
10.1K
+ 10.15%
$16.93 - $20.8 $170K - $209K
109K $1.85B
SAP
Sap Se

Technology
320
+ 8.32%
$252.42 - $311.93 $80.8K - $99.8K
4.17K $1.11B
EPI
Wisdomtree Tr India Earnings F

ETFs
318
+ 1.31%
$43.79 - $47.63 $13.9K - $15.1K
24.5K $1.08B
EOG
Eog Resources Inc

Energy
177
+ 1.51%
$112.12 - $126.1 $19.8K - $22.3K
11.9K $1.33B
EMN
Eastman Chemical CO

Basic Materials
1.21K
+ 9.26%
$58.79 - $81.56 $71.4K - $99K
14.3K $903M
DRI
Darden Restaurants Inc

Consumer Cyclical
55
+ 1.7%
$184.73 - $220.27 $10.2K - $12.1K
3.29K $625M
EMR
Emerson Electric CO

Industrials
211
+ 0.42%
$128.6 - $149.63 $27.1K - $31.6K
50.5K $6.62B
TTD
Trade Desk, Inc.

Technology
3.11K
+ 30.09%
$43.93 - $89.76 $137K - $279K
13.4K $659M
LNTH
Lantheus Holdings, Inc.

Healthcare
366
+ 10.25%
$50.11 - $83.83 $18.3K - $30.7K
3.94K $202M
LYB
Lyondell Basell Industries N.V.

Basic Materials
282
+ 2.2%
$48.34 - $67.22 $13.6K - $19K
13.1K $642M
CL
Colgate Palmolive CO

Consumer Defensive
1.97K
+ 7.94%
$79.36 - $93.33 $157K - $184K
26.8K $2.14B
BSX
Boston Scientific Corp

Healthcare
54
+ 0.36%
$97.03 - $108.14 $5.24K - $5.84K
15.1K $1.48B
MTDR
Matador Resources CO

Energy
45
+ 0.08%
$44.93 - $52.55 $2.02K - $2.36K
55.8K $2.51B
WM
Waste Management Inc

Industrials
331
+ 1.17%
$213.88 - $237.1 $70.8K - $78.5K
28.7K $6.34B
UPS
United Parcel Service Inc

Industrials
7.71K
+ 16.28%
$82.58 - $105.54 $637K - $814K
55.1K $4.6B
ICE
Intercontinental Exchange, Inc.

Financial Services
196
+ 1.13%
$167.28 - $188.45 $32.8K - $36.9K
17.5K $2.95B
RSG
Republic Services, Inc.

Industrials
165
+ 1.06%
$225.33 - $246.01 $37.2K - $40.6K
15.7K $3.61B
MDLZ
Mondelez International, Inc.

Consumer Defensive
359
+ 0.67%
$60.9 - $70.75 $21.9K - $25.4K
53.8K $3.36B
NOW
Service Now, Inc.

Technology
229
+ 5.44%
$850.86 - $1044.69 $195K - $239K
4.44K $4.08B
INTU
Intuit Inc

Technology
80
+ 1.43%
$646.03 - $807.39 $51.7K - $64.6K
5.67K $3.87B
KO
Coca Cola CO

Consumer Defensive
4.11K
+ 1.83%
$65.67 - $71.67 $270K - $295K
228K $15.1B
HON
Honeywell International Inc

Industrials
78
+ 0.21%
$207.7 - $240.4 $16.2K - $18.8K
37.2K $7.83B
BROS
Dutch Bros Inc.

Consumer Cyclical
468
+ 0.27%
$52.34 - $74.24 $24.5K - $34.7K
171K $8.97B
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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