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
CWT
California Water Service Group

Utilities
2.07K
+ 75.05%
$41.88 - $48.46 $86.7K - $100K
4.83K $233K
TBJL
Innovator 20+ Year Treasury Bo

ETFs
4.33K
+ 14.02%
$19.32 - $20.46 $83.6K - $88.5K
35.2K $711K
SPVM
Invesco S&P 500 Value With Mom

ETFs
1.88K
+ 376.4%
$55.27 - $60.16 $104K - $113K
2.38K $136K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
4.1K
+ 27.32%
$29.5 - $33.51 $121K - $137K
19.1K $582K
STM
St Microelectronics N.V.

Technology
7.83K
+ 36.05%
$21.64 - $28.22 $169K - $221K
29.6K $649K
XT
Ishares Tr Exponential Technol

ETFs
3.44K
+ 8.09%
$57.56 - $64.0 $198K - $220K
46K $2.65M
SYNA
Synaptics Inc

Technology
1.72K
+ 922.04%
$61.71 - $87.87 $106K - $151K
1.9K $121K
HQL
Tekla Life Sciences Investors

Financial Services
8.87K
+ 60.01%
$12.69 - $14.36 $113K - $127K
23.7K $300K
MBI
Mbia Inc

Financial Services
21.8K
+ 3281.15%
$4.98 - $7.33 $108K - $159K
22.4K $111K
BRBR
Bellring Brands, Inc.

Consumer Defensive
1.46K
+ 64.41%
$65.4 - $79.39 $95.2K - $116K
3.71K $276K
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
16.7K
+ 33.02%
$4.96 - $5.5 $82.6K - $91.6K
67.1K $358K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
7.28K
+ 226.56%
$14.7 - $16.24 $107K - $118K
10.5K $154K
FEMB
First Tr ETF Emerging Markets

ETFs
3.7K
+ 61.26%
$25.88 - $27.49 $95.6K - $102K
9.73K $261K
PMO
Putnam Municipal Opportunities Trust

Financial Services
10.1K
+ 33.34%
$9.96 - $10.76 $101K - $109K
40.6K $413K
MTN
Vail Resorts Inc

Consumer Cyclical
1.37K
+ 32.47%
$153.58 - $184.72 $211K - $254K
5.6K $896K
FAT
Fat Brands, Inc

Consumer Cyclical
70K
+ 175.29%
$2.88 - $6.0 $201K - $420K
110K $316K
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.26K
+ 34.95%
$99.42 - $126.15 $125K - $159K
4.87K $516K
AINV
Apollo Investment Corp

Financial Services
9.22K
+ 10.84%
N/A
94.2K $1.05M
LEU
Centrus Energy Corp

Energy
1.92K
+ 53.16%
$62.21 - $119.74 $119K - $229K
5.52K $343K
FUND
Sprott Focus Trust Inc.

Financial Services
13.8K
+ 488.01%
$7.19 - $7.74 $99.2K - $107K
16.6K $123K
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
3.91K
+ 96.35%
$25.88 - $27.09 $101K - $106K
7.96K $211K
FLBR
Franklin Templeton ETF Tr

ETFs
4.38K
+ 33.44%
$14.0 - $16.96 $61.3K - $74.3K
17.5K $288K
CVLT
Commvault Systems Inc

Technology
588
+ 44.44%
$146.82 - $187.9 $86.3K - $110K
1.91K $301K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
32.5K
+ 99.26%
$7.93 - $13.21 $258K - $430K
65.3K $517K
REX
Rex American Resources Corp

Basic Materials
2.79K
+ 381.17%
$35.87 - $44.13 $100K - $123K
3.53K $132K
SCJ
Ishares Msci Japan Small Cap E

ETFs
1.19K
+ 37.59%
$70.92 - $79.42 $84.2K - $94.3K
4.35K $333K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
13K
+ 14.3%
$11.83 - $13.03 $154K - $170K
104K $1.26M
DDS
Dillard'S, Inc.

Consumer Cyclical
355
+ 95.69%
$353.25 - $508.77 $125K - $181K
726 $260K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
4.54K
+ 26.99%
$24.57 - $26.23 $112K - $119K
21.4K $524K
CACC
Credit Acceptance Corp

Financial Services
51
+ 3.24%
$440.44 - $525.64 $22.5K - $26.8K
1.62K $838K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
8.15K
+ 31.52%
$17.74 - $21.48 $145K - $175K
34K $603K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
4.78K
+ 47.63%
$43.82 - $58.86 $210K - $282K
14.8K $676K
MMI
Marcus & Millichap, Inc.

Real Estate
2.93K
+ 315.38%
$33.94 - $39.48 $99.5K - $116K
3.86K $133K
CHW
Calamos Global Dynamic Income Fund

Financial Services
18.7K
+ 32.7%
$6.39 - $7.05 $119K - $132K
75.7K $483K
CENX
Century Aluminum CO

Basic Materials
5.09K
+ 47.96%
$16.6 - $21.83 $84.5K - $111K
15.7K $291K
INMB
Inmune Bio, Inc.

Healthcare
11.6K
+ 505.43%
$4.93 - $10.48 $57.3K - $122K
13.9K $108K
TR
Tootsie Roll Industries Inc

Consumer Defensive
3.26K
+ 50.98%
$30.44 - $32.85 $99.3K - $107K
9.66K $304K
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
2.02K
+ 16.01%
N/A
14.7K $713K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
6.88K
+ 2414.74%
$14.27 - $15.19 $98.2K - $105K
7.17K $102K
S
Sentinel One, Inc.

Technology
10.2K
+ 46.39%
$18.17 - $24.97 $185K - $254K
32.1K $583K
EIRL
Ishares Tr Msci Ireland ETF

ETFs
1.61K
+ 29.97%
$56.3 - $63.32 $90.9K - $102K
7K $413K
ICLR
Icon PLC

Healthcare
2K
+ 27.36%
$174.99 - $222.58 $349K - $444K
9.29K $1.62M
AROW
Arrow Financial Corp

Financial Services
3.66K
+ 2633.81%
$25.65 - $27.88 $93.9K - $102K
3.8K $99K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
2.5K
+ 44.71%
$41.45 - $46.58 $103K - $116K
8.08K $344K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
9.69K
+ 23.06%
$14.1 - $15.62 $137K - $151K
51.7K $730K
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
11.4K
+ 18.96%
$9.38 - $9.81 $107K - $112K
71.6K $677K
ACCD
Accolade, Inc.

Healthcare
5.05K
+ 29.99%
$3.35 - $7.01 $16.9K - $35.4K
21.9K $152K
ITUB
Itau Unibanco Holding S.A.

Financial Services
12.6K
+ 27.91%
$4.87 - $6.28 $61.3K - $79K
57.7K $317K
VERU
Veru Inc.

Healthcare
202K
+ 616.51%
$0.45 - $1.28 $90.9K - $259K
235K $115K
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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