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
NAD
Nuveen Quality Municipal Income Fund

Financial Services
13.7K
+ 30.19%
$11.72 - $12.38 $160K - $169K
59K $730M
APH
Amphenol Corp

Technology
3.35K
+ 37.08%
$58.39 - $70.41 $195K - $236K
12.4K $806M
IAU
Ishares Gold Trust

ETFs
2.58K
+ 22.0%
$44.06 - $50.5 $114K - $130K
14.3K $710M
Ark 21 Shares Bitcoin ETF
2.7K
+ 39.74%
N/A
9.48K $601M
PAAS
Pan American Silver Corp

Basic Materials
9.33K
New
$18.58 - $24.18 $173K - $226K
9.33K $195M
CEG
Constellation Energy Corp

Utilities
12
+ 0.38%
$167.08 - $262.86 $2K - $3.15K
3.19K $829M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
3.81K
+ 21.07%
N/A
21.9K $1.09B
ABC
Amerisourcebergen Corp

Healthcare
832
+ 12.12%
N/A
7.7K $1.73B
HWM
Howmet Aerospace Inc.

Industrials
864
+ 19.77%
$77.3 - $100.22 $66.8K - $86.6K
5.24K $525M
IGT
International Game Technology PLC

Consumer Cyclical
6.4K
+ 11.05%
$19.84 - $23.77 $127K - $152K
64.3K $1.37B
TIP
Ishares Tr Tips Bd ETF

ETFs
1.55K
+ 41.9%
$105.92 - $110.83 $164K - $171K
5.23K $578M
EFG
Msci Eafe Growth ETF

ETFs
740
+ 3.79%
$96.84 - $108.77 $71.7K - $80.5K
20.3K $2.18B
UNM
Unum Group

Financial Services
674
+ 3.9%
$49.81 - $59.44 $33.6K - $40.1K
18K $1.07B
NEP
Nextera Energy Partners, LP

Utilities
6.58K
+ 57.53%
$23.83 - $28.64 $157K - $189K
18K $498M
ARLP
Alliance Resource Partners LP

Energy
6.87K
+ 49.54%
$22.57 - $25.89 $155K - $178K
20.7K $519M
VXF
Vanguard Extended Market ETF

ETFs
35
+ 0.27%
$163.98 - $182.92 $5.74K - $6.4K
13.1K $2.39B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
585
+ 5.38%
$95.1 - $106.76 $55.6K - $62.5K
11.5K $1.22B
XEL
Xcel Energy Inc

Utilities
1.11K
+ 12.64%
$52.11 - $65.3 $58K - $72.7K
9.92K $648M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.85K
+ 56.77%
$44.66 - $49.15 $172K - $189K
10.6K $500M
ARES
Ares Management Corp

Financial Services
283
+ 4.88%
$133.73 - $158.05 $37.8K - $44.7K
6.08K $948M
FHN
First Horizon Corp

Financial Services
11.2K
New
$14.63 - $17.45 $164K - $195K
11.2K $174M
APO
Apollo Global Management, Inc.

Financial Services
337
+ 1.77%
$99.16 - $125.81 $33.4K - $42.4K
19.3K $2.41B
CL
Colgate Palmolive CO

Consumer Defensive
867
+ 7.4%
$95.54 - $108.77 $82.8K - $94.3K
12.6K $1.31B
VV
Vanguard Large Cap ETF

ETFs
584
+ 55.36%
$236.92 - $263.4 $138K - $154K
1.64K $431M
LLY
Eli Lilly & CO

Healthcare
695
+ 3.01%
$772.14 - $960.02 $537K - $667K
23.8K $21.1B
HSY
Hershey CO

Consumer Defensive
423
+ 4.05%
$182.45 - $203.25 $77.2K - $86K
10.9K $2.08B
LNG
Cheniere Energy, Inc.

Energy
804
+ 21.43%
$172.24 - $186.09 $138K - $150K
4.56K $819M
ARCC
Ares Capital Corp

Financial Services
7.33K
+ 9.69%
$19.8 - $21.28 $145K - $156K
83K $1.74B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
197
+ 0.66%
$69.16 - $76.64 $13.6K - $15.1K
30.1K $2.26B
KNSL
Kinsale Capital Group, Inc.

Financial Services
163
+ 15.87%
$370.41 - $491.09 $60.4K - $80K
1.19K $554M
EPD
Enterprise Products Partners L.P.

Energy
4.91K
+ 4.36%
$27.88 - $30.0 $137K - $147K
118K $3.42B
GUG
Guggenheim Active Allocation Fund

ETFs
8K
+ 52.05%
$15.15 - $16.65 $121K - $133K
23.4K $387M
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.06K
+ 57.62%
$28.75 - $29.46 $146K - $149K
13.8K $407M
ROP
Roper Technologies Inc

Industrials
320
+ 9.15%
$515.25 - $576.55 $165K - $184K
3.82K $2.13B
KLAC
Kla Corp

Technology
265
+ 25.31%
$696.17 - $892.35 $184K - $236K
1.31K $1.02B
TTD
Trade Desk, Inc.

Technology
434
+ 4.94%
$83.08 - $110.79 $36.1K - $48.1K
9.22K $1.01B
PBRA
Petroleo Bras Ads (Ea Reptg 2
11.6K
New
N/A
11.6K $153M
JCI
Johnson Controls International PLC

Industrials
1.24K
+ 24.71%
$65.52 - $77.61 $81.2K - $96.2K
6.26K $486M
CAG
Conagra Brands Inc.

Consumer Defensive
1.29K
+ 4.91%
$28.13 - $32.83 $36.3K - $42.4K
27.6K $897M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
358
+ 1.96%
$64.57 - $71.76 $23.1K - $25.7K
18.6K $1.34B
PHM
Pultegroup Inc

Consumer Cyclical
245
+ 7.26%
$103.95 - $144.98 $25.5K - $35.5K
3.62K $520M
HQI
Hire Quest, Inc.

Industrials
10.4K
New
$11.64 - $14.69 $120K - $152K
10.4K $147M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
588
+ 14.56%
$125.95 - $142.04 $74.1K - $83.5K
4.63K $657M
CMI
Cummins Inc

Industrials
12
+ 0.4%
$266.63 - $326.4 $3.2K - $3.92K
2.99K $968M
FMIL
Fidelity Covington Tr New Mill
2.43K
+ 16.92%
N/A
16.8K $765M
AVY
Avery Dennison Corp

Industrials
591
+ 12.02%
$202.27 - $224.18 $120K - $132K
5.51K $1.22B
WDAY
Workday, Inc.

Technology
452
+ 31.67%
$207.75 - $264.68 $93.9K - $120K
1.88K $459M
IGE
Ishares Tr North Amern Nat Res

ETFs
3.11K
+ 6.81%
$42.07 - $45.59 $131K - $142K
48.7K $2.15B
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
12K
New
$10.63 - $11.81 $127K - $141K
12K $139M
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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