Cambridge Investment Research Advisors, Inc. Reduced Holdings in Q1 2025

Cambridge Investment Research Advisors, Inc.

  • $29.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-4.57K
- 4.79%
$21.85 - $25.19 $99.9K - $115K
90.8K $2.01M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-4.5K
- 2.58%
$43.63 - $46.01 $196K - $207K
170K $7.49M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-6.28K
- 14.09%
$35.37 - $41.21 $222K - $259K
38.3K $1.38M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-4.72K
- 3.08%
$39.81 - $42.17 $188K - $199K
148K $5.97M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
-29.4K
- 13.04%
$5.91 - $6.78 $174K - $199K
196K $1.16M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-21.9K
- 4.46%
$38.89 - $41.6 $850K - $910K
468K $19M
ROST
Ross Stores, Inc.

Consumer Cyclical
-135
- 1.0%
$123.3 - $154.95 $16.6K - $20.9K
13.4K $1.71M
Columbia
-8.3K
- 24.3%
N/A
25.9K $1.18M
OGS
One Gas, Inc.

Utilities
-5.29K
- 48.3%
$67.77 - $76.05 $359K - $403K
5.67K $428K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-1.37K
- 46.15%
$185.73 - $221.19 $255K - $304K
1.6K $298K
SKYW
Skywest Inc

Industrials
-2.52K
- 30.38%
$81.46 - $120.92 $205K - $305K
5.78K $505K
BST
Black Rock Science & Technology Trust

Financial Services
-2.44K
- 3.63%
$32.99 - $38.94 $80.5K - $95K
64.7K $2.14M
LIT
Global X Fds Global X Lithium

ETFs
-6.39K
- 18.52%
$38.8 - $42.84 $248K - $274K
28.1K $1.09M
RIOT
Riot Blockchain, Inc.

Technology
-14K
- 20.04%
$7.12 - $13.54 $99.9K - $190K
56K $399K
HTGC
Hercules Capital, Inc.

Financial Services
-8.96K
- 5.53%
$18.01 - $22.0 $161K - $197K
153K $2.94M
First Tr Exchng Traded Fd Vi Ft Vest
-8.42K
- 37.6%
N/A
14K $525K
Smurfit Westrock
-569
- 1.74%
N/A
32.2K $1.45M
GCT
Giga Cloud Technology Inc.

Technology
-14.4K
- 57.14%
N/A
10.8K $154K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-535
- 0.94%
$122.86 - $137.9 $65.7K - $73.8K
56.2K $7.1M
Litman Gregory Fds Tr Polen
-45.5K
- 2.59%
N/A
1.71M $15.7M
CSWI
Csw Industrials, Inc.

Industrials
-583
- 26.97%
$283.77 - $396.86 $165K - $231K
1.58K $460K
DMAR
First Tr Ex Tr Viii Cboe Vest
-7.53K
- 21.65%
$36.82 - $39.1 $277K - $295K
27.3K $1.03M
OII
Oceaneering International Inc

Energy
-9.41K
- 42.75%
$19.14 - $27.93 $180K - $263K
12.6K $275K
XT
Ishares Tr Exponential Technol

ETFs
-4.06K
- 13.43%
$57.56 - $64.0 $234K - $260K
26.2K $1.51M
RWR
Spdr Dow Jones Reit ETF

ETFs
-3K
- 28.29%
$95.15 - $104.06 $286K - $312K
7.61K $754K
RIG
Transocean Ltd.

Energy
-53.2K
- 24.5%
$2.67 - $4.28 $142K - $228K
164K $519K
GBCI
Glacier Bancorp, Inc.

Financial Services
-5K
- 40.5%
$43.81 - $52.23 $219K - $261K
7.34K $325K
XJR
Ishares Tresg Screened S&P Sma

ETFs
-4.75K
- 14.39%
$36.7 - $42.78 $174K - $203K
28.2K $1.06M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-4.98K
- 9.96%
$45.66 - $48.85 $227K - $243K
45K $2.08M
STX
Seagate Technology Holdings PLC

Technology
-2.92K
- 9.05%
$84.92 - $108.42 $248K - $316K
29.3K $2.49M
CBOE
Cboe Global Markets, Inc.

Financial Services
-2.52K
- 27.71%
$190.84 - $226.29 $481K - $570K
6.57K $1.49M
YMAR
First Tr Ex Tr Viii Cboe Vest
-25.8K
- 9.27%
$22.77 - $24.61 $588K - $635K
253K $6.06M
NDAQ
Nasdaq, Inc.

Financial Services
-2.62K
- 4.13%
$72.17 - $83.76 $189K - $219K
60.7K $4.6M
Global X Fds Gbl X
-261
- 1.69%
N/A
15.1K $500K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
-10K
- 7.08%
$16.84 - $18.41 $168K - $184K
131K $2.22M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-9.66K
- 48.14%
$30.51 - $32.85 $295K - $317K
10.4K $340K
SPG
Simon Property Group Inc

Real Estate
-686
- 2.42%
$159.48 - $187.78 $109K - $129K
27.7K $4.6M
Exchange Traded Concepts Tru Robo
-4.15K
- 19.68%
N/A
16.9K $749K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.12K
- 1.8%
$59.79 - $67.15 $67.2K - $75.5K
61.2K $3.71M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-4.86K
- 7.92%
$39.91 - $43.97 $194K - $214K
56.5K $2.3M
NSSC
Napco Security Technologies, Inc

Industrials
-345
- 1.59%
$23.02 - $37.2 $7.94K - $12.8K
21.4K $493K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-3.88K
- 3.98%
$44.96 - $47.9 $175K - $186K
93.7K $4.26M
SHOC
Ea Ser Tr Strive U S Semicondu
-924
- 2.38%
N/A
37.9K $1.51M
OAEM
Unified Ser Tr Oneascent Emerg
-9.2K
- 33.92%
N/A
17.9K $514K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-564
- 7.61%
$221.78 - $273.45 $125K - $154K
6.85K $1.56M
MCO
Moodys Corp

Financial Services
-497
- 8.98%
$437.8 - $527.48 $218K - $262K
5.04K $2.35M
UTL
Unitil Corp

Utilities
-5.75K
- 34.43%
$52.01 - $57.87 $299K - $333K
11K $632K
PNR
Pentair PLC

Industrials
-1.48K
- 13.49%
$84.0 - $105.35 $124K - $155K
9.46K $828K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-77
- 0.04%
$15.97 - $18.5 $1.23K - $1.42K
177K $2.86M
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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