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
INMD
In Mode Ltd.

Healthcare
6.01K
+ 43.08%
$15.9 - $19.4 $95.5K - $117K
20K $354K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
9.38K
+ 22.31%
$16.84 - $18.41 $158K - $173K
51.4K $868K
NIC
Nicolet Bankshares Inc

Financial Services
673
+ 5.15%
$100.7 - $119.94 $67.8K - $80.7K
13.7K $1.5M
CRAK
Vaneck ETF Tr Oil Refiners ETF

ETFs
4.21K
+ 559.84%
$27.75 - $29.75 $117K - $125K
4.96K $142K
IMXI
International Money Express, Inc.

Technology
9.72K
+ 4281.06%
$12.62 - $21.21 $123K - $206K
9.95K $125K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
442
+ 0.7%
$18.63 - $21.12 $8.23K - $9.34K
63.6K $1.31M
TPIF
Timothy Plan Intl ETF (De)

ETFs
4.14K
+ 652.28%
$26.06 - $29.44 $108K - $122K
4.78K $137K
TUSK
Mammoth Energy Services, Inc.

Industrials
59.6K
New
$1.97 - $3.38 $117K - $201K
59.6K $121K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
1.77K
+ 21.86%
$72.7 - $77.51 $129K - $137K
9.86K $732K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
12K
+ 194.54%
$10.54 - $12.29 $126K - $147K
18.1K $191K
SLRC
Slr Investment Corp.

Financial Services
4.04K
+ 5.48%
$16.18 - $17.82 $65.4K - $72K
77.8K $1.31M
PECO
Phillips Edison & Company, Inc.

Real Estate
8.5K
+ 4.3%
$34.43 - $37.49 $293K - $319K
206K $7.52M
QTRX
Quanterix Corp

Healthcare
18.6K
+ 3609.32%
$6.51 - $12.08 $121K - $225K
19.1K $124K
DBAW
Xtrackers Msci All World Ex Us

ETFs
3.33K
+ 235.46%
$33.88 - $36.42 $113K - $121K
4.74K $167K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
12.4K
+ 36.02%
$9.88 - $10.25 $122K - $127K
46.8K $466K
LMND
Lemonade, Inc.

Financial Services
6.51K
+ 39.5%
$30.77 - $38.56 $200K - $251K
23K $722K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
7.64K
+ 133.2%
$16.82 - $20.0 $128K - $153K
13.4K $228K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
11.2K
+ 11.71%
$8.4 - $9.45 $93.7K - $105K
106K $958K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
2.54K
+ 280.84%
$45.88 - $46.8 $116K - $119K
3.44K $158K
ECH
Ishares Inc Mcsi Chile ETF

ETFs
2.23K
+ 21.16%
$24.56 - $30.94 $54.7K - $68.9K
12.8K $380K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
12.9K
+ 18.19%
$9.85 - $10.28 $127K - $133K
84K $833K
PVAL
Putnam ETF Tr Putnam Focused L
3.05K
+ 7261.9%
$36.8 - $39.59 $112K - $121K
3.09K $117K
UFCS
United Fire Group Inc

Financial Services
3.77K
+ 85.13%
$24.78 - $29.72 $93.4K - $112K
8.19K $241K
MAG
Mag Silver Corp

Basic Materials
7.18K
+ 209.18%
$13.74 - $17.1 $98.6K - $123K
10.6K $162K
TYL
Tyler Technologies Inc

Technology
180
+ 8.1%
$553.41 - $646.74 $99.6K - $116K
2.4K $1.4M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
2.76K
+ 70.47%
$41.0 - $48.93 $113K - $135K
6.67K $288K
BFK
Blackrock Municipal Income Trust

Financial Services
11.4K
+ 35.64%
$9.89 - $10.29 $112K - $117K
43.3K $428K
PLTM
Granite Shares Platinum Trust

ETFs
10.9K
+ 116.37%
$8.9 - $9.71 $96.7K - $105K
20.2K $195K
WD
Walker & Dunlop, Inc.

Financial Services
1.46K
+ 157.24%
$82.09 - $96.76 $120K - $141K
2.38K $203K
ANDE
Andersons, Inc.

Consumer Defensive
1.72K
+ 10.68%
$40.06 - $47.81 $68.8K - $82.1K
17.8K $764K
BELFB
Bel Fuse Inc.

Technology
1.96K
+ 45.1%
$73.55 - $86.91 $144K - $170K
6.29K $470K
CIEN
Ciena Corp

Technology
3.17K
+ 97.3%
$60.43 - $98.18 $192K - $311K
6.43K $388K
FMC
Fmc Corp

Basic Materials
5.05K
+ 32.16%
$34.54 - $56.38 $174K - $284K
20.7K $874K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
885
+ 15.15%
$191.06 - $228.87 $169K - $203K
6.73K $1.29M
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
23.6K
+ 10.57%
$4.81 - $5.25 $114K - $124K
247K $1.22M
CMPS
Compass Pathways PLC

Healthcare
13K
+ 333.86%
N/A
16.9K $144K
AG
First Majestic Silver Corp

Basic Materials
11.2K
+ 37.37%
$5.28 - $7.25 $59.3K - $81.5K
41.3K $276K
AUR
Aurora Innovation, Inc.

Technology
13.7K
+ 31.07%
$6.1 - $10.19 $83.4K - $139K
57.7K $388K
SLN
Silence Therapeutics PLC

Healthcare
58.3K
+ 443.33%
$2.82 - $7.41 $165K - $432K
71.5K $201K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
21.8K
+ 9.36%
$5.87 - $6.26 $128K - $136K
254K $1.5M
SAND
Sandstorm Gold LTD

Basic Materials
11.4K
+ 94.31%
$5.54 - $7.65 $63.2K - $87.3K
23.5K $177K
GCMG
Gcm Grosvenor Inc.

Financial Services
8.28K
+ 1775.75%
$12.49 - $14.41 $103K - $119K
8.74K $115K
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
6.71K
+ 18.01%
$12.23 - $12.98 $82K - $87.1K
44K $567K
DMAC
Dia Medica Therapeutics Inc.

Healthcare
29.3K
+ 2781.23%
$3.79 - $6.65 $111K - $195K
30.4K $115K
SOUN
Soundhound Ai, Inc.

Technology
264K
+ 152.16%
$8.12 - $20.62 $2.14M - $5.44M
437K $3.55M
VPN
Global X Fds Data Ctr Reits &

ETFs
6.86K
+ 177.97%
N/A
10.7K $170K
MIN
Mfs Intermediate Income Trust

Financial Services
39.7K
+ 46.62%
$2.64 - $2.72 $105K - $108K
125K $335K
DFND
Siren Divcon Dividend Defender

ETFs
2.65K
+ 226.22%
$40.05 - $44.09 $106K - $117K
3.82K $155K
VBF
Invesco Bond Fund

Financial Services
7K
+ 66.85%
$15.2 - $15.85 $106K - $111K
17.5K $270K
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
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