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
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.73K
+ 16.59%
$98.97 - $99.59 $271K - $272K
19.2K $1.91B
ROKU
Roku, Inc

Communication Services
3.67K
New
$51.67 - $77.48 $190K - $284K
3.67K $274M
TRV
Travelers Companies, Inc.

Financial Services
808
+ 29.74%
$201.87 - $242.35 $163K - $196K
3.53K $825M
MTN
Vail Resorts Inc

Consumer Cyclical
1.56K
New
$167.58 - $188.32 $261K - $293K
1.56K $271M
KKR
Kkr & Co. Inc.

Financial Services
985
+ 17.75%
$104.51 - $133.23 $103K - $131K
6.53K $853M
CHWY
Chewy, Inc.

Consumer Cyclical
9.05K
New
$22.22 - $32.67 $201K - $296K
9.05K $265M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
2.95K
New
N/A
2.95K $264M
NOC
Northrop Grumman Corp

Industrials
173
+ 9.34%
$423.73 - $533.14 $73.3K - $92.2K
2.03K $1.07B
MNST
Monster Beverage Corp

Consumer Defensive
4.42K
+ 30.9%
$45.01 - $52.47 $199K - $232K
18.7K $976M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.59K
+ 11.58%
$77.22 - $89.49 $123K - $143K
15.4K $1.37B
MDLZ
Mondelez International, Inc.

Consumer Defensive
132
+ 0.45%
$64.35 - $75.71 $8.49K - $9.99K
29.7K $2.19B
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
13.3K
New
$17.09 - $20.23 $228K - $269K
13.3K $253M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.9K
New
$19.2 - $19.63 $248K - $254K
12.9K $253M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.24K
+ 1.79%
$32.65 - $36.69 $40.4K - $45.4K
70.3K $2.56B
O
Realty Income Corp

Real Estate
486
+ 2.34%
$52.36 - $63.42 $25.4K - $30.8K
21.3K $1.35B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.34K
+ 104.32%
$96.3 - $106.49 $226K - $249K
4.59K $480M
HPQ
Hp Inc

Technology
6.89K
New
$32.02 - $38.11 $221K - $263K
6.89K $247M
STE
Steris PLC

Healthcare
323
+ 4.41%
$213.51 - $247.14 $69K - $79.8K
7.65K $1.86B
Brookfield Corp
4.63K
New
N/A
4.63K $246M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
541
+ 35.34%
$460.0 - $505.78 $249K - $274K
2.07K $964M
VEEV
Veeva Systems Inc

Healthcare
1.17K
New
$180.43 - $223.9 $211K - $262K
1.17K $245M
RGLD
Royal Gold Inc

Basic Materials
1.74K
New
$125.01 - $146.5 $218K - $255K
1.74K $245M
BR
Broadridge Financial Solutions, Inc.

Technology
425
+ 5.05%
$196.56 - $218.55 $83.5K - $92.9K
8.84K $1.9B
Mach Natural Resources LP
15.1K
New
N/A
15.1K $242M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.1K
New
$102.05 - $114.97 $214K - $241K
2.1K $241M
UAL
United Airlines Holdings, Inc.

Industrials
4.21K
New
$37.88 - $58.85 $159K - $248K
4.21K $240M
WYNN
Wynn Resorts LTD

Consumer Cyclical
2.5K
New
$73.55 - $97.62 $184K - $244K
2.5K $240M
BWXT
Bwx Technologies, Inc.

Industrials
1.81K
+ 58.03%
$92.38 - $108.7 $167K - $197K
4.93K $536M
JXN
Jackson Financial Inc.

Financial Services
2.61K
New
$69.1 - $91.97 $180K - $240K
2.61K $238M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
3.09K
New
$70.21 - $78.25 $217K - $242K
3.09K $238M
IWD
Ishares Russell 1000 Val ETF

ETFs
643
+ 8.51%
$173.36 - $189.8 $111K - $122K
8.2K $1.56B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
8.61K
New
$26.01 - $27.41 $224K - $236K
8.61K $235M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
828
New
$256.4 - $289.78 $212K - $240K
828 $235M
RWT
Redwood Trust Inc

Real Estate
28.7K
+ 269.87%
$6.37 - $8.08 $183K - $232K
39.3K $304M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.09K
+ 11.08%
$111.9 - $124.28 $121K - $135K
10.9K $1.34B
KEYS
Keysight Technologies, Inc.

Technology
386
+ 4.98%
$119.86 - $158.87 $46.3K - $61.3K
8.14K $1.29B
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
3.73K
+ 12.26%
$51.45 - $52.96 $192K - $197K
34.1K $1.8B
RBLX
Roblox Corp

Communication Services
5.23K
New
$36.18 - $47.64 $189K - $249K
5.23K $231M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.1K
+ 18.22%
$20.69 - $21.17 $229K - $234K
71.8K $1.51B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.92K
+ 11.35%
$92.1 - $95.52 $177K - $183K
18.8K $1.8B
AWK
American Water Works Company, Inc.

Utilities
33
+ 0.25%
$127.76 - $149.9 $4.22K - $4.95K
13.2K $1.93B
CPT
Camden Property Trust

Real Estate
1.86K
New
$107.5 - $126.88 $200K - $236K
1.86K $230M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
11.4K
New
$20.05 - $20.17 $229K - $230K
11.4K $229M
CINF
Cincinnati Financial Corp

Financial Services
1.68K
New
$115.7 - $138.2 $194K - $232K
1.68K $228M
SOFI
So Fi Technologies, Inc.

Financial Services
14.8K
+ 16.54%
$6.32 - $8.19 $93.5K - $121K
104K $819M
MISL
First Tr Exchange Traded Fd In
7.18K
New
N/A
7.18K $228M
DOW
Dow Inc.

Basic Materials
3K
+ 7.44%
$50.15 - $55.41 $151K - $166K
43.3K $2.37B
STLD
Steel Dynamics Inc

Basic Materials
1.8K
New
N/A
1.8K $227M
ACGL
Arch Capital Group Ltd.

Financial Services
2.03K
New
$94.47 - $114.25 $192K - $232K
2.03K $227M
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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