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
IDU
Ishares Tr U S Utils ETF

ETFs
579
+ 1.26%
$87.2 - $102.21 $50.5K - $59.2K
46.7K $4.76B
UNP
Union Pacific Corp

Industrials
1.42K
+ 8.11%
$221.78 - $256.09 $314K - $363K
18.9K $4.66B
PAYX
Paychex Inc

Industrials
2.23K
+ 8.86%
$116.17 - $135.19 $259K - $301K
27.4K $3.68B
FXU
First Tr Exchange Traded Fd Ut

ETFs
17K
+ 253.87%
$32.72 - $38.48 $557K - $655K
23.7K $913M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.6K
+ 12.16%
$44.83 - $47.42 $474K - $502K
97.5K $4.6B
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
29.9K
+ 288.96%
$19.88 - $21.63 $595K - $647K
40.3K $866M
TFC
Truist Financial Corp

Financial Services
3.3K
+ 2.53%
$38.22 - $44.94 $126K - $148K
133K $5.7B
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.21K
+ 50.64%
$106.11 - $113.72 $552K - $592K
15.5K $1.75B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.6K
+ 24.13%
$85.84 - $85.84 $395K - $395K
23.7K $2.3B
American Healthcare Reit Inc
24.6K
New
N/A
24.6K $642M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.15K
+ 3.3%
$285.48 - $330.24 $328K - $379K
36K $11.6B
GD
General Dynamics Corp

Industrials
1.56K
+ 11.48%
$279.51 - $308.09 $437K - $482K
15.2K $4.59B
XLG
Invesco Exchange Traded Fd Tr

ETFs
11.3K
+ 20.61%
$42.54 - $47.97 $481K - $543K
66.2K $3.15B
Linde PLC
957
+ 20.69%
N/A
5.58K $2.66B
PSA
Public Storage

Real Estate
836
+ 19.58%
$283.13 - $365.01 $237K - $305K
5.11K $1.86B
ICSH
Blackrock Ultra Short Term Bon

ETFs
12.4K
New
$50.32 - $50.75 $624K - $630K
12.4K $629M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
357
+ 0.14%
$33.62 - $38.33 $12K - $13.7K
259K $9.77B
QUAL
Ishares Msci Usa Quality Facto

ETFs
910
+ 1.68%
$162.64 - $179.3 $148K - $163K
55.2K $9.89B
CVNA
Carvana Co.

Consumer Cyclical
631
+ 5.59%
$122.32 - $175.15 $77.2K - $111K
11.9K $2.08B
PWB
Invesco Exchange Traded Fd Tr

ETFs
6.28K
New
$86.85 - $98.91 $545K - $621K
6.28K $619M
DHI
Horton D R Inc

Consumer Cyclical
868
+ 9.61%
$135.21 - $197.06 $117K - $171K
9.9K $1.89B
UMH
Umh Properties, Inc.

Real Estate
31.2K
New
$16.04 - $20.43 $500K - $637K
31.2K $614M
AXP
American Express CO

Financial Services
731
+ 6.98%
$225.92 - $271.17 $165K - $198K
11.2K $3.04B
HYLS
First Tr Tactical High Yield L

ETFs
8.11K
+ 4.06%
$40.54 - $42.23 $329K - $343K
208K $8.73B
FPE
First Tr Pfd Secs & Income ETF

ETFs
15.8K
+ 3.72%
$17.35 - $18.22 $274K - $288K
441K $7.98B
CARR
Carrier Global Corp

Industrials
816
+ 2.66%
$61.9 - $80.88 $50.5K - $66K
31.5K $2.53B
MGC
Vanguard Mega Cap ETF

ETFs
2.89K
New
$185.93 - $206.64 $537K - $597K
2.89K $597M
T Rowe Price ETF Inc
17.9K
New
N/A
17.9K $596M
SLB
Schlumberger Limited

Energy
14.4K
+ 269.11%
$39.57 - $49.67 $569K - $714K
19.7K $827M
ED
Consolidated Edison Inc

Utilities
2.96K
+ 17.58%
$88.42 - $104.97 $262K - $311K
19.8K $2.06B
SPG
Simon Property Group Inc

Real Estate
151
+ 0.49%
$146.09 - $170.11 $22.1K - $25.7K
30.9K $5.22B
CME
Cme Group Inc.

Financial Services
1.9K
+ 34.34%
$193.43 - $220.62 $368K - $420K
7.44K $1.64B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
617
+ 1.46%
$127.29 - $141.5 $78.5K - $87.3K
42.8K $5.97B
FISV
Fiserv Inc

Technology
1.11K
+ 9.83%
N/A
12.3K $2.22B
SPGI
S&P Global Inc.

Financial Services
58
+ 0.8%
$446.32 - $527.38 $25.9K - $30.6K
7.27K $3.75B
DLR
Digital Realty Trust, Inc.

Real Estate
3.12K
+ 94.6%
$144.47 - $162.98 $451K - $509K
6.42K $1.04B
PH
Parker Hannifin Corp

Industrials
308
+ 11.38%
$501.01 - $635.92 $154K - $196K
3.02K $1.9B
PEP
Pepsico Inc

Consumer Defensive
413
+ 0.45%
$161.9 - $179.3 $66.9K - $74.1K
91.2K $15.5B
PKG
Packaging Corp Of America

Consumer Cyclical
1.29K
+ 16.65%
$176.32 - $215.7 $228K - $279K
9.06K $1.95B
WMB
Williams Companies, Inc.

Energy
10.4K
+ 57.08%
$41.24 - $46.22 $428K - $479K
28.5K $1.3B
CLX
Clorox CO

Consumer Defensive
760
+ 4.96%
$131.73 - $166.97 $100K - $127K
16.1K $2.62B
IMTB
Ishares Tr

ETFs
11.8K
New
$42.23 - $44.8 $500K - $530K
11.8K $527M
GILD
Gilead Sciences, Inc.

Healthcare
907
+ 3.12%
$66.59 - $83.99 $60.4K - $76.2K
30K $2.52B
NEM
Newmont Corp

Basic Materials
4.47K
+ 19.16%
$41.65 - $55.85 $186K - $250K
27.8K $1.49B
FTSL
First Trust Senior Ln Fund

ETFs
10.6K
+ 8.79%
$45.51 - $46.26 $483K - $491K
131K $6.03B
ADC
Agree Realty Corp

Real Estate
6.74K
New
$61.47 - $76.71 $414K - $517K
6.74K $508M
IWV
Ishares Russell 3000 ETF

ETFs
1.47K
+ 101.73%
$294.75 - $326.73 $434K - $481K
2.92K $953M
GTO
Invesco Actively Managed ETF T

ETFs
9.55K
+ 42.84%
$46.22 - $48.77 $441K - $466K
31.8K $1.54B
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.01K
+ 45.62%
$156.14 - $187.2 $314K - $376K
6.41K $1.19B
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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