Advisor Group Holdings, Inc. Purchases in Q1 2025

Advisor Group Holdings, Inc.

  • $42.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CMS
Cms Energy Corp

Utilities
3.72K
+ 14.42%
$64.99 - $75.11 $242K - $279K
29.5K $2.22M
FBIZ
First Business Financial Services, Inc.

Financial Services
10.6K
+ 14275.68%
$42.78 - $56.35 $452K - $595K
10.6K $501K
QWLD
Spdr Index Shs Fds

ETFs
3.64K
+ 48.94%
$122.65 - $131.03 $446K - $476K
11.1K $1.41M
RNG
Ring Central, Inc.

Technology
22.5K
+ 362.39%
$24.76 - $36.77 $557K - $827K
28.7K $710K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
7.76K
+ 202.66%
$61.23 - $63.33 $475K - $491K
11.6K $729K
WMS
Advanced Drainage Systems, Inc.

Industrials
5.13K
+ 54.16%
$105.29 - $126.99 $540K - $651K
14.6K $1.59M
OSCR
Oscar Health, Inc.

Healthcare
37.7K
+ 350.21%
$12.83 - $17.3 $484K - $653K
48.5K $635K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
9.04K
+ 184.08%
$55.05 - $58.37 $498K - $528K
14K $775K
RGTI
Rigetti Computing, Inc.

Technology
89.4K
+ 304.32%
$6.05 - $19.51 $541K - $1.74M
119K $940K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
5.73K
+ 118.15%
$93.57 - $120.35 $536K - $689K
10.6K $1.01M
FBNC
First Bancorp

Financial Services
12.4K
+ 404.1%
$38.72 - $45.94 $480K - $570K
15.5K $621K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
18.5K
+ 76.04%
$33.65 - $43.06 $622K - $797K
42.8K $1.44M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
8.7K
+ 14.44%
$67.43 - $75.54 $587K - $657K
69K $4.72M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
10.3K
+ 22.86%
$55.58 - $62.24 $575K - $644K
55.6K $3.14M
BCAL
Southern Calif Bancorp Com

Financial Services
40.2K
+ 96.37%
$14.33 - $16.6 $576K - $667K
81.9K $1.17M
OWL
Blue Owl Capital Inc.

Financial Services
31.8K
+ 66.02%
$18.49 - $26.68 $589K - $849K
80.1K $1.6M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
7.22K
+ 19.55%
$43.6 - $49.84 $315K - $360K
44.2K $2.1M
CFLT
Confluent, Inc.

Technology
21.5K
+ 420.74%
$23.44 - $37.65 $504K - $810K
26.6K $623K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
9.4K
+ 42.48%
$46.86 - $50.66 $440K - $476K
31.5K $1.53M
NURE
Nuveen Short Term Reit ETF

ETFs
15.3K
+ 1130.12%
$30.4 - $32.64 $467K - $501K
16.7K $522K
PRI
Primerica, Inc.

Financial Services
1.65K
+ 228.93%
$271.41 - $296.43 $447K - $488K
2.37K $672K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
7.35K
+ 45.4%
N/A
23.5K $1.52M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
34.5K
+ 80.89%
$14.19 - $15.67 $489K - $540K
77.1K $1.12M
PSIX
Power Solutions International, Inc.

Industrials
19.5K
+ 741.46%
$25.28 - $43.7 $493K - $852K
22.1K $559K
ITRI
Itron, Inc.

Technology
4.73K
+ 77.04%
$92.6 - $110.29 $438K - $522K
10.9K $1.14M
THW
Tekla World Healthcare Fund

Financial Services
38K
+ 58.49%
$11.09 - $12.2 $422K - $464K
103K $1.19M
WASH
Washington Trust Bancorp Inc

Financial Services
15.3K
+ 481.89%
$29.16 - $33.96 $447K - $521K
18.5K $571K
PSMR
Pacer Fds Tr Swan Sos Moderate

ETFs
18.2K
+ 68.21%
$26.8 - $28.73 $486K - $521K
44.8K $1.21M
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
32.3K
+ 74.39%
$12.82 - $13.57 $414K - $438K
75.7K $1.02M
CRDO
Credo Technology Group Holding LTD

Technology
23K
+ 137.15%
$39.45 - $85.5 $909K - $1.97M
39.8K $1.6M
FNK
First Trust Mid Cap Value Alph

ETFs
11.1K
+ 36.94%
$48.96 - $55.86 $544K - $621K
41.2K $2.08M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
10.8K
+ 755.21%
$40.55 - $48.43 $438K - $523K
12.2K $526K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
14.3K
+ 219.41%
$38.82 - $64.98 $556K - $930K
20.8K $809K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
4.91K
+ 120.86%
$90.12 - $109.07 $443K - $536K
8.98K $867K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
37.8K
+ 35.0%
N/A
146K $1.79M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
5.55K
+ 17.17%
$61.2 - $68.24 $339K - $379K
37.8K $2.5M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
4.7K
+ 92.22%
$97.76 - $107.35 $459K - $504K
9.79K $984K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
7.42K
+ 22.55%
$52.16 - $56.68 $387K - $420K
40.3K $2.24M
HTGC
Hercules Capital, Inc.

Financial Services
28.2K
+ 29.65%
$18.01 - $22.0 $509K - $621K
124K $2.37M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
3.23K
+ 49.33%
$110.12 - $124.59 $355K - $402K
9.76K $1.22M
CASY
Caseys General Stores Inc

Consumer Cyclical
370
+ 4.72%
$378.71 - $442.54 $140K - $164K
8.22K $3.57M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
59.2K
+ 32.76%
$8.24 - $8.68 $487K - $513K
240K $1.98M
GSHD
Goosehead Insurance, Inc.

Financial Services
3.83K
+ 1193.15%
$98.59 - $123.84 $378K - $474K
4.15K $490K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
24.2K
+ 47.59%
$18.55 - $18.81 $448K - $455K
75K $1.4M
PSMD
Pacer Fds Tr Swan Sos Moderate

ETFs
16.5K
+ 39.18%
$28.38 - $29.91 $469K - $494K
58.7K $1.68M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
4.02K
+ 99.78%
$111.29 - $123.42 $447K - $496K
8.05K $918K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
6.59K
+ 660.88%
$66.59 - $77.68 $439K - $512K
7.59K $523K
CPRI
Capri Holdings LTD

Consumer Cyclical
23.3K
+ 412.2%
$19.02 - $25.84 $443K - $602K
29K $571K
MBIN
Merchants Bancorp

Financial Services
12.2K
+ 941.85%
$34.75 - $43.49 $424K - $530K
13.5K $499K
Activity Summary
Buys All Purchases 4365 New Holdings 727 Increased Positions 3638 Sells All Sells 2657 Reductions 2657 Sold out 0 Options Calls 114 Puts 15
Track This Portfolio

Track Advisor Group Holdings, Inc. Portfolio

Follow Advisor Group Holdings, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email