Concurrent Investment Advisors, LLC Sells in Q2 2025

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ICLN
Ishares

ETFs
-5.22K
- 28.18%
$10.56 - $13.31 $55.1K - $69.5K
13.3K $174M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-66
- 5.71%
$419.99 - $501.97 $27.7K - $33.1K
1.09K $527M
CPRT
Copart Inc

Consumer Cyclical
-69
- 1.61%
$47.72 - $63.84 $3.29K - $4.4K
4.21K $206M
TIP
Ishares Tr Tips Bd ETF

ETFs
-255
- 3.64%
$107.93 - $110.97 $27.5K - $28.3K
6.75K $743M
American Healthcare Reit Inc
-5.27K
- 21.04%
N/A
19.8K $727M
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.45K
- 11.92%
$41.79 - $54.16 $102K - $133K
18.1K $955M
ENVX
Enovix Corp

Industrials
-22.1K
- 33.25%
$5.46 - $10.53 $121K - $233K
44.5K $460M
TUSI
Touchstone ETF Tr Ultra Short
-1.14K
- 1.72%
N/A
65.4K $1.66B
MFC
Manulife Financial Corp

Financial Services
-1.26K
- 8.62%
$26.93 - $32.44 $33.9K - $40.8K
13.3K $426M
OMF
One Main Holdings, Inc.

Financial Services
-2.02K
- 18.86%
$40.42 - $57.0 $81.6K - $115K
8.69K $495M
KRE
Spdr S&P Regional Banking ETF

ETFs
-621
- 14.35%
$48.81 - $59.48 $30.3K - $36.9K
3.71K $220M
VLO
Valero Energy Corp

Energy
-315
- 4.45%
$104.69 - $141.77 $33K - $44.7K
6.77K $910M
LGOV
First Tr ETF Iv Long Duration

ETFs
-956
- 2.02%
$20.73 - $21.92 $19.8K - $21K
46.4K $993M
VDC
Vanguard Consumer Staples ETF

ETFs
-116
- 2.43%
$204.89 - $224.73 $23.8K - $26.1K
4.66K $1.02B
Sitio Royalties Corp
-5
- 0.03%
N/A
15.9K $291M
AMCR
Amcor PLC

Consumer Cyclical
-602
- 1.71%
$8.57 - $9.81 $5.16K - $5.91K
34.5K $317M
HTRB
Hartford Fds Total Return Bd E

ETFs
-667
- 9.5%
$33.14 - $34.12 $22.1K - $22.8K
6.35K $215M
CPT
Camden Property Trust

Real Estate
-40
- 2.17%
$106.53 - $122.8 $4.26K - $4.91K
1.81K $203M
JBLU
Jetblue Airways Corp

Industrials
-887
- 3.28%
$3.43 - $5.42 $3.04K - $4.81K
26.2K $111M
YEAR
Ab Active Etfs Inc Ultra Short
-385
- 3.25%
N/A
11.5K $581M
IT
Gartner Inc

Technology
-25
- 4.73%
$377.5 - $449.52 $9.44K - $11.2K
504 $204M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-2.75K
- 7.58%
$5.17 - $5.91 $14.2K - $16.3K
33.5K $198M
DVOL
First Tr ETF Vi Dorsey Wright
-349
- 4.28%
N/A
7.81K $274M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-3.04K
- 11.48%
$7.69 - $11.46 $23.3K - $34.8K
23.4K $268M
DIAL
Columbia ETF Tr I Diversified

ETFs
-1.14K
- 6.98%
$17.43 - $18.21 $19.9K - $20.8K
15.2K $277M
KOPN
Kopin Corp

Technology
-30.6K
- 58.16%
$0.74 - $1.67 $22.6K - $51.1K
22K $33.7M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-433
- 2.87%
$45.68 - $47.4 $19.8K - $20.5K
14.7K $694M
OGS
One Gas, Inc.

Utilities
-15
- 0.41%
$71.59 - $81.38 $1.07K - $1.22K
3.64K $261M
JKHY
Henry Jack & Associates Inc

Technology
-19
- 0.51%
$163.54 - $186.02 $3.11K - $3.53K
3.7K $667M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-389
- 1.13%
$77.94 - $79.5 $30.3K - $30.9K
34.1K $2.71B
FSK
Fs Kkr Capital Corp

Financial Services
-233
- 0.81%
$17.95 - $21.5 $4.18K - $5.01K
28.5K $591M
MSCI
Msci Inc.

Financial Services
-25
- 5.46%
$506.56 - $576.74 $12.7K - $14.4K
433 $250M
TM
Toyota Motor Corp

Consumer Cyclical
-9
- 0.49%
$158.63 - $195.39 $1.43K - $1.76K
1.81K $312M
Solventum Corp
-115
- 4.05%
N/A
2.73K $207M
Vanguard Wellington Fd
-100
- 3.54%
N/A
2.73K $275M
VVR
Invesco Senior Income Trust

Financial Services
-3.67K
- 3.3%
$3.31 - $3.8 $12.1K - $13.9K
107K $408M
LII
Lennox International Inc

Industrials
-38
- 3.49%
$508.76 - $605.77 $19.3K - $23K
1.05K $603M
CRH.L
Crh PLC

Basic Materials
-230
- 6.64%
N/A
3.24K $297M
PCYO
Pure Cycle Corp

Utilities
-1K
- 8.33%
$9.86 - $11.0 $9.86K - $11K
11K $118M
CARY
Angel Oak Fds Tr Income Etf(De
-323
- 2.08%
N/A
15.2K $316M
AVDE
American Centy ETF Tr Avantis

ETFs
-11.7K
- 10.53%
$59.32 - $74.36 $692K - $868K
99.2K $7.34B
STAG
Stag Industrial, Inc.

Real Estate
-175
- 1.61%
$30.08 - $37.02 $5.26K - $6.48K
10.7K $389M
VEEV
Veeva Systems Inc

Healthcare
-233
- 20.73%
$209.39 - $289.94 $48.8K - $67.6K
891 $257M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-246
- 1.66%
$20.16 - $20.49 $4.96K - $5.04K
14.6K $299M
HLN
Haleon PLC

Healthcare
-357
- 2.18%
$9.27 - $11.41 $3.31K - $4.07K
16K $166M
CRAI
Cra International, Inc.

Industrials
-104
- 7.98%
$160.48 - $195.43 $16.7K - $20.3K
1.2K $225M
VFF
Village Farms International, Inc.

Consumer Defensive
-28.8K
- 43.49%
$0.48 - $1.26 $13.8K - $36.3K
37.4K $41.1M
FITB
Fifth Third Bancorp

Financial Services
-330
- 4.33%
$33.32 - $41.51 $11K - $13.7K
7.3K $300M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-28
- 0.24%
$34.58 - $34.88 $968 - $977
11.8K $410M
Activity Summary
Buys All Purchases 994 New Holdings 202 Increased Positions 792 Sells All Sells 287 Reductions 287 Sold out 0 Options Calls 40 Puts 11
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