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
OKTA
Okta, Inc.

Technology
970
+ 3.23%
$78.83 - $116.72 $76.5K - $113K
31K $3.26M
J P Morgan Exchange Traded
15.4K
+ 59.47%
N/A
41.4K $2.64M
VIS
Vanguard Industrial ETF

ETFs
4.11K
+ 21.92%
$243.63 - $273.99 $1M - $1.13M
22.9K $5.67M
PFFV
Global X Variable Rate Preferr

Technology
36.5K
+ 14.11%
$23.51 - $24.14 $859K - $882K
295K $6.99M
FYX
First Tr Small Cap Core Alphad

ETFs
24.2K
+ 20.48%
$89.26 - $104.61 $2.16M - $2.53M
142K $12.8M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
9.97K
+ 37.05%
$63.07 - $73.5 $629K - $733K
36.9K $2.59M
EEM
Ishares Msci Emerging Markets

ETFs
10.6K
+ 4.76%
$40.81 - $45.34 $431K - $479K
233K $10.2M
NSC
Norfolk Southern Corp

Industrials
3.35K
+ 8.86%
$227.69 - $259.76 $762K - $870K
41.1K $9.74M
VALE
Vale S.A.

Basic Materials
35.8K
+ 7.73%
$8.5 - $10.19 $305K - $365K
499K $4.98M
DELL
Dell Technologies Inc.

Technology
34.5K
+ 36.52%
$90.34 - $124.66 $3.11M - $4.29M
129K $11.7M
CASY
Caseys General Stores Inc

Consumer Cyclical
426
+ 2.36%
$378.71 - $442.54 $161K - $189K
18.5K $8.03M
Blackrock ETF Trust
27.3K
New
N/A
27.3K $864K
XAR
Spdr S&P Aerospace & Defense E

ETFs
8.05K
+ 9.56%
$157.71 - $180.77 $1.27M - $1.46M
92.2K $14.8M
CGGR
Capital Group Growth ETF Shs C

ETFs
239K
+ 9.53%
$33.98 - $39.84 $8.12M - $9.52M
2.75M $94.1M
WSBC
Wesbanco Inc

Financial Services
28.3K
+ 258.94%
$30.36 - $37.08 $859K - $1.05M
39.2K $1.22M
COF
Capital One Financial Corp

Financial Services
4.58K
+ 16.17%
$163.87 - $209.82 $750K - $960K
32.9K $5.9M
F
Ford Motor CO

Consumer Cyclical
65K
+ 4.34%
$9.12 - $10.43 $593K - $678K
1.56M $15.7M
Janus Detroit
14.1K
+ 7.29%
N/A
208K $10.9M
IJS
Ishares S&P Smallcap 600 Value

ETFs
18.9K
+ 20.89%
$96.3 - $112.23 $1.82M - $2.12M
109K $10.7M
NXST
Nexstar Media Group, Inc.

Communication Services
624
+ 1.84%
$146.34 - $182.75 $91.3K - $114K
34.5K $6.18M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
29.9K
+ 71.12%
$27.88 - $30.57 $833K - $913K
71.9K $2.05M
BXSL
Blackstone Secured Lending Fund

Financial Services
25.4K
+ 36.8%
$31.3 - $34.5 $796K - $878K
94.6K $3.06M
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
72.6K
+ 19.88%
N/A
438K $5.59M
T Rowe Price
25.5K
+ 155.33%
N/A
41.9K $1.33M
VGLT
Vanguard Long Term Treasury Et

ETFs
11.7K
+ 18.65%
$53.99 - $58.43 $634K - $686K
74.7K $4.31M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
36.6K
+ 14.08%
N/A
297K $6.05M
EXEL
Exelixis, Inc.

Healthcare
15.2K
+ 22.03%
$32.38 - $39.16 $492K - $595K
84.1K $3.11M
ES
Eversource Energy

Utilities
8.62K
+ 14.91%
$55.63 - $63.8 $479K - $550K
66.4K $4.12M
IYF
Ishares Tr

ETFs
4.87K
+ 4.35%
$107.69 - $119.37 $524K - $581K
117K $13.2M
Pimco
24.7K
+ 6.94%
N/A
380K $10M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.83K
+ 7.2%
$59.28 - $66.1 $464K - $517K
117K $7.4M
Blackrock ETF Trust
15.8K
New
N/A
15.8K $797K
Dimensional ETF Trust
15.7K
+ 327.33%
N/A
20.5K $1.04M
UYLD
Angel Oak Fds Tr Ultrashort In
15.5K
New
N/A
15.5K $792K
United Sts
34.3K
+ 322.3%
N/A
44.9K $970K
First Tr Exchng Traded Fd Vi Ft Vest
22K
+ 66.21%
N/A
55.2K $2.03M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
25.5K
+ 67.08%
$28.37 - $29.61 $722K - $754K
63.4K $1.86M
CDE
Coeur Mining, Inc.

Basic Materials
130K
+ 150.43%
$5.02 - $7.29 $650K - $945K
216K $1.28M
TDVG
T Rowe Price Exchange Traded F

Technology
18.8K
+ 58.85%
$39.23 - $42.13 $736K - $791K
50.7K $2.05M
T Rowe Price
25.7K
+ 246.36%
N/A
36.2K $1.06M
MCHP
Microchip Technology Inc

Technology
22.8K
+ 63.05%
$48.41 - $64.3 $1.11M - $1.47M
59.1K $2.86M
CTA
Simplify Exch Traded Fds Simpl

ETFs
11.6K
+ 4.57%
$27.81 - $30.21 $324K - $352K
267K $7.89M
UNP
Union Pacific Corp

Industrials
934
+ 1.37%
$225.21 - $254.42 $210K - $238K
69K $16.3M
Series Portfolios Tr Eldridge
29.3K
New
N/A
29.3K $777K
DGS
Wisdomtree Emerging Markets Sm

ETFs
16.9K
+ 25.74%
$47.4 - $50.24 $801K - $849K
82.6K $3.99M
TFLR
T Rowe Price Exchange Traded F
15.4K
+ 95.98%
N/A
31.4K $1.6M
CSL
Carlisle Companies Inc

Industrials
2.98K
+ 35.08%
$326.43 - $408.24 $971K - $1.21M
11.5K $3.9M
ALL
Allstate Corp

Financial Services
386
+ 0.8%
$180.99 - $210.18 $69.9K - $81.1K
48.8K $10.1M
SLB
Schlumberger Limited

Energy
8.06K
+ 6.48%
$38.4 - $43.74 $310K - $353K
133K $5.54M
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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