Concurrent Investment Advisors, LLC New Holdings in Q4 2024

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IONQ
Ion Q, Inc.

Technology
9.49K
New
$8.17 - $48.24 $77.5K - $458K
9.49K $396M
CG
Carlyle Group Inc.

Financial Services
7.02K
New
$43.2 - $54.81 $303K - $384K
7.02K $354M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
13.1K
New
$19.44 - $28.35 $254K - $371K
13.1K $337M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12.3K
New
$26.63 - $30.23 $327K - $371K
12.3K $327M
Sitio Royalties Corp
16.1K
New
N/A
16.1K $308M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.91K
New
$77.23 - $82.11 $302K - $321K
3.91K $304M
KRE
Spdr S&P Regional Banking ETF

ETFs
4.87K
New
$54.6 - $68.9 $266K - $335K
4.87K $294M
MDU
Mdu Resources Group Inc

Industrials
16.3K
New
$15.1 - $30.28 $246K - $493K
16.3K $294M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
17.3K
New
$16.46 - $17.94 $285K - $311K
17.3K $285M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
5.69K
New
$48.43 - $52.86 $276K - $301K
5.69K $283M
BE
Bloom Energy Corp

Industrials
12.5K
New
$9.04 - $27.45 $113K - $344K
12.5K $278M
UHS
Universal Health Services Inc

Healthcare
1.42K
New
$175.8 - $236.9 $250K - $337K
1.42K $255M
BRBR
Bellring Brands, Inc.

Consumer Defensive
3.3K
New
$60.38 - $78.79 $199K - $260K
3.3K $249M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
8.82K
New
$27.09 - $32.06 $239K - $283K
8.82K $247M
HOOD
Robinhood Markets, Inc.

Technology
6.56K
New
$22.33 - $43.2 $146K - $283K
6.56K $244M
AFLG
First Tr Exchange Traded Fd Vi
6.94K
New
N/A
6.94K $240M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
22.2K
New
$10.65 - $11.42 $236K - $253K
22.2K $239M
QDEF
Flexshares Quality Div Defensi

ETFs
3.38K
New
$70.22 - $73.73 $237K - $249K
3.38K $237M
NTAP
Net App, Inc.

Technology
2.04K
New
$115.31 - $131.11 $235K - $267K
2.04K $236M
EMN
Eastman Chemical CO

Basic Materials
2.56K
New
$90.03 - $110.64 $231K - $283K
2.56K $234M
BITO
Proshares Tr Bitcoin Strategy

ETFs
10.1K
New
$16.99 - $27.42 $171K - $276K
10.1K $229M
CABO
Cable One, Inc.

Communication Services
631
New
$316.06 - $425.99 $199K - $269K
631 $229M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.3K
New
$78.5 - $102.01 $180K - $235K
2.3K $227M
BLDR
Builders First Source, Inc.

Industrials
1.56K
New
$142.93 - $198.25 $224K - $310K
1.56K $224M
BGR
Black Rock Energy & Resources Trust

Financial Services
17.6K
New
$12.51 - $13.79 $221K - $243K
17.6K $223M
EXLS
Exl Service Holdings, Inc.

Technology
5K
New
$38.1 - $47.02 $190K - $235K
5K $222M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
11.6K
New
$18.42 - $22.58 $214K - $262K
11.6K $219M
NTES
Net Ease, Inc.

Communication Services
2.44K
New
$76.28 - $104.26 $186K - $254K
2.44K $217M
QTUM
ETF Ser Solutions Defiance Qua
2.67K
New
N/A
2.67K $217M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4.76K
New
$45.38 - $46.88 $216K - $223K
4.76K $217M
OVV
Ovintiv Inc.

Energy
5.29K
New
$37.74 - $46.71 $199K - $247K
5.29K $214M
CLH
Clean Harbors Inc

Industrials
911
New
$228.61 - $263.39 $208K - $240K
911 $210M
NXST
Nexstar Media Group, Inc.

Communication Services
1.33K
New
$157.01 - $188.5 $208K - $250K
1.33K $209M
CCL
Carnival Corp

Consumer Cyclical
8.25K
New
$17.34 - $26.8 $143K - $221K
8.25K $205M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.74K
New
$23.29 - $23.93 $204K - $209K
8.74K $205M
J P Morgan Exchange Traded F
3.02K
New
N/A
3.02K $203M
CRDO
Credo Technology Group Holding LTD

Technology
3.01K
New
$30.16 - $77.25 $90.7K - $232K
3.01K $202M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
4.25K
New
$46.18 - $48.09 $196K - $205K
4.25K $202M
BIGZ
Black Rock Innovation & Growth Trust
26.5K
New
$7.43 - $8.08 $197K - $214K
26.5K $197M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
11.6K
New
$14.98 - $16.73 $173K - $193K
11.6K $173M
BDN
Brandywine Realty Trust

Real Estate
25.1K
New
$5.07 - $6.53 $127K - $164K
25.1K $140M
Teekay Corporation LTD
18.1K
New
N/A
18.1K $126M
WULF
Terawulf Inc.

Financial Services
22K
New
$3.82 - $8.82 $84K - $194K
22K $125M
APLD
Applied Blockchain, Inc.

Financial Services
16.1K
New
$5.97 - $10.68 $96.2K - $172K
16.1K $123M
GEL
Genesis Energy LP

Energy
91K
New
$9.92 - $13.67 $903K - $1.24M
91K $118M
AMCX
Amc Networks Inc.

Communication Services
10.7K
New
$7.66 - $9.92 $81.9K - $106K
10.7K $106M
KOPN
Kopin Corp

Technology
51.5K
New
$0.69 - $1.53 $35.5K - $78.7K
51.5K $70M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
10.1K
New
$5.34 - $5.65 $53.9K - $57K
10.1K $54.7M
MASS
908 Devices Inc.

Healthcare
23.5K
New
$1.88 - $3.91 $44.1K - $91.8K
23.5K $51.6M
Activity Summary
Buys All Purchases 626 New Holdings 100 Increased Positions 526 Sells All Sells 356 Reductions 356 Sold out 0 Options Calls 43 Puts 11
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