Cambridge Investment Research Advisors, Inc. Purchases in Q1 2025

Cambridge Investment Research Advisors, Inc.

  • $29.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Trust For Professional Manag Activepassive
11.7K
+ 100.26%
N/A
23.4K $794K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
114K
+ 28.04%
$7.39 - $9.09 $845K - $1.04M
522K $3.88M
VPN
Global X Fds Data Ctr Reits &

ETFs
23.5K
+ 125.23%
N/A
42.2K $686K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
27.1K
+ 11.84%
$11.96 - $13.56 $324K - $367K
256K $3.28M
Tidal Tr Ii Yieldmax
18.4K
New
N/A
18.4K $375K
WHD
Cactus, Inc.

Energy
8.15K
New
$43.48 - $63.78 $354K - $520K
8.15K $374K
UNM
Unum Group

Financial Services
1.17K
+ 3.55%
$71.8 - $83.34 $84.2K - $97.8K
34.2K $2.79M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
15.8K
+ 18.78%
$22.11 - $22.43 $349K - $354K
99.9K $2.24M
BUSE
First Busey Corp

Financial Services
17.2K
New
$21.26 - $25.35 $367K - $437K
17.2K $372K
IGHG
Proshares Investment Grade Int

ETFs
5.1K
+ 31.57%
$76.51 - $78.81 $390K - $402K
21.2K $1.63M
UTHR
United Therapeutics Corp

Healthcare
2.21K
+ 31.73%
$304.42 - $380.78 $673K - $842K
9.18K $2.83M
OTIS
Otis Worldwide Corp

Industrials
371
+ 1.19%
$90.77 - $104.01 $33.7K - $38.6K
31.7K $3.27M
Innovator Etfs Trust
14.6K
New
N/A
14.6K $369K
ASML
Asml Holding Nv

Technology
1.39K
+ 7.66%
$662.63 - $776.99 $924K - $1.08M
19.6K $13M
Kenvue
4.03K
+ 3.95%
N/A
106K $2.55M
USAC
Usa Compression Partners, LP

Energy
7.29K
+ 14.92%
$23.75 - $29.24 $173K - $213K
56.2K $1.52M
BSM
Black Stone Minerals, L.P.

Energy
6.63K
+ 1.7%
$14.48 - $15.59 $96K - $103K
396K $6.05M
RYU
Invesco S&P 500 Equal Weight U

ETFs
494
+ 0.59%
N/A
84.3K $5.87M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
8.52K
+ 32.18%
$41.85 - $49.61 $357K - $423K
35K $1.54M
Franklin Templeton
12.5K
+ 22.84%
N/A
67K $1.78M
SF
Stifel Financial Corp

Financial Services
3.83K
New
$91.62 - $117.6 $351K - $450K
3.83K $361K
Blackrock ETF Trust Ii Ishares Aaa
6.95K
+ 101.15%
N/A
13.8K $716K
MCI
Barings Corporate Investors

Financial Services
4.9K
+ 6.12%
$19.89 - $25.0 $97.4K - $122K
84.9K $1.99M
Sprott Fds
14.9K
New
N/A
14.9K $358K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
41.6K
+ 97.51%
$14.67 - $22.01 $610K - $916K
84.3K $1.3M
ARGT
Global X Msci Argentina ETF

ETFs
4.59K
+ 48.64%
$78.45 - $89.29 $360K - $409K
14K $1.13M
Rbb Fund Trust First
9.41K
New
N/A
9.41K $353K
Fidelity Covington Trust
51.3K
+ 15.66%
N/A
379K $11.9M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
7.03K
+ 12.98%
$53.81 - $62.59 $378K - $440K
61.2K $3.43M
AES
Aes Corp

Utilities
30.4K
+ 49.01%
$9.93 - $13.23 $302K - $402K
92.3K $1.15M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
6.6K
+ 13.23%
$72.31 - $80.69 $477K - $532K
56.5K $4.11M
FEM
First Trust Emerging Markets A

ETFs
8.5K
+ 4.57%
$21.28 - $23.9 $181K - $203K
195K $4.45M
TMDX
Trans Medics Group, Inc.

Healthcare
4.64K
+ 65.87%
$56.73 - $79.42 $263K - $369K
11.7K $787K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
11.2K
+ 2.77%
$10.35 - $11.79 $116K - $132K
415K $4.64M
GLOB
Globant S.A.

Technology
2.94K
New
$117.72 - $228.73 $346K - $673K
2.94K $346K
FDNI
First Tr ETF Ii Dow Jones

ETFs
11.2K
New
$25.94 - $33.52 $289K - $374K
11.2K $345K
CNX
Cnx Resources Corp

Energy
13.4K
+ 87.7%
$27.38 - $37.32 $368K - $501K
28.7K $905K
ICVT
Ishares Tr Convertible Bond Et

ETFs
5.05K
+ 8.09%
$83.18 - $89.27 $420K - $451K
67.5K $5.64M
STXV
Ea Ser Tr Strive 1000 Value Et
4.59K
+ 2.32%
N/A
203K $6.18M
ENFR
Alerian Energy Infrastructure

ETFs
9.16K
+ 41.08%
$30.27 - $34.12 $277K - $312K
31.4K $1.03M
First Tr Exchng Traded Fd Vi Ft Vest
10.6K
+ 42.21%
N/A
35.7K $1.18M
FGLD
Franklin Templeton Holdings Trust
8.02K
New
N/A
8.02K $335K
IYH
Ishares Tr

ETFs
51
+ 0.04%
$58.32 - $62.76 $2.97K - $3.2K
127K $7.71M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
12.4K
+ 5.56%
$25.05 - $25.16 $310K - $311K
235K $5.91M
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
2.29K
+ 9.03%
$34.15 - $42.8 $78.3K - $98.2K
27.7K $1.18M
JWN
Nordstrom Inc

Consumer Cyclical
13.6K
New
$24.01 - $24.46 $326K - $332K
13.6K $332K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
16.8K
New
$19.0 - $19.66 $319K - $330K
16.8K $330K
DFSU
Dimensional ETF Tr Dimen Us Su
9.22K
New
N/A
9.22K $330K
KEY
Keycorp

Financial Services
26.6K
+ 31.26%
$15.15 - $18.3 $403K - $487K
112K $1.79M
Activity Summary
Buys All Purchases 1919 New Holdings 226 Increased Positions 1693 Sells All Sells 1493 Reductions 1493 Sold out 0 Options Calls 0 Puts 0
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