Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBS
Ubs Group Ag

Financial Services
19.5K
+ 32.27%
$30.28 - $35.78 $592K - $699K
80.1K $2.45M
SLRC
Slr Investment Corp.

Financial Services
36.6K
New
$16.18 - $17.82 $592K - $652K
36.6K $617K
UFPT
Ufp Technologies Inc

Healthcare
3.35K
+ 240.55%
$198.85 - $285.04 $665K - $954K
4.74K $955K
IBDV
Ishares Tr

Technology
26.8K
+ 29.75%
$21.11 - $21.73 $565K - $581K
117K $2.54M
OSTK
Overstock.Com, Inc

Consumer Cyclical
24K
+ 23.37%
N/A
127K $3.23M
CHWY
Chewy, Inc.

Consumer Cyclical
20.2K
+ 43.56%
$31.83 - $39.8 $643K - $804K
66.6K $2.17M
TEQI
T Rowe Price Exchange Traded F

Technology
11.3K
+ 10.79%
$40.26 - $42.96 $457K - $487K
116K $4.88M
PNC
Pnc Financial Services Group, Inc.

Financial Services
16.2K
+ 12.37%
$168.84 - $202.89 $2.74M - $3.29M
147K $25.9M
HTGC
Hercules Capital, Inc.

Financial Services
38.5K
+ 25.25%
$18.01 - $22.0 $694K - $848K
191K $3.67M
IAT
Ishares Tr

ETFs
16.4K
+ 38.12%
$44.84 - $53.56 $735K - $878K
59.4K $2.77M
OMF
One Main Holdings, Inc.

Financial Services
14.4K
+ 46.63%
$45.35 - $58.06 $653K - $836K
45.3K $2.21M
ENVA
Enova International, Inc.

Financial Services
6.24K
New
$87.18 - $116.49 $544K - $727K
6.24K $602K
SJNK
Spdr Bloomberg Short Term High

ETFs
25.4K
+ 6.25%
$25.08 - $25.64 $636K - $650K
431K $10.8M
VNET
Vnet Group, Inc.

Technology
64K
+ 297.32%
$4.95 - $14.68 $317K - $939K
85.5K $700K
MPW
Medical Properties Trust Inc

Real Estate
12.7K
+ 5.12%
$3.83 - $6.21 $48.7K - $79K
261K $1.57M
OWL
Blue Owl Capital Inc.

Financial Services
36.4K
+ 82.13%
$18.49 - $26.68 $672K - $970K
80.6K $1.62M
ENTG
Entegris Inc

Technology
9.54K
+ 44.33%
$87.48 - $109.53 $835K - $1.05M
31.1K $2.72M
KIM
Kimco Realty Corp

Real Estate
30.7K
+ 93.99%
$20.15 - $23.42 $618K - $719K
63.3K $1.35M
GNRC
Generac Holdings Inc.

Industrials
9.86K
+ 41.84%
$126.65 - $164.06 $1.25M - $1.62M
33.4K $4.23M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
1.07K
+ 0.65%
$28.41 - $32.26 $30.3K - $34.4K
165K $5.28M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
21.9K
+ 36.3%
$19.66 - $21.64 $430K - $474K
82.2K $1.76M
MDIV
First Trust Multi Asset Divers

ETFs
31.9K
+ 14.31%
$16.02 - $16.68 $512K - $533K
255K $4.17M
BFZ
Blackrock California Municipal Income Trust

Financial Services
51.8K
New
$10.85 - $11.5 $562K - $596K
51.8K $568K
FMF
First Trust Managed Futures St

ETFs
16.1K
+ 13.31%
$45.87 - $48.39 $740K - $780K
137K $6.33M
RFEM
First Trust Iii Riverfront Dyn

ETFs
8.68K
New
$61.6 - $67.52 $535K - $586K
8.68K $565K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
26K
+ 27.95%
$18.46 - $19.19 $481K - $500K
119K $2.29M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
13.8K
+ 11.04%
N/A
139K $5.63M
GMED
Globus Medical Inc

Healthcare
8.7K
+ 105.29%
$69.68 - $93.32 $606K - $812K
17K $1.24M
TDY
Teledyne Technologies Inc

Technology
497
+ 5.39%
$455.51 - $518.84 $226K - $258K
9.71K $4.83M
AVPT
Ave Point, Inc.

Technology
38.5K
New
$13.5 - $19.8 $520K - $762K
38.5K $556K
IYY
Ishares Tr

ETFs
6.63K
+ 13.05%
$134.05 - $149.75 $888K - $992K
57.4K $7.81M
EMHC
Spdr Bloomberg Emerging Market
21.7K
+ 37.25%
$23.72 - $24.56 $514K - $532K
79.8K $1.93M
ILF
Ishares Latin America 40 ETF

ETFs
17.1K
+ 31.68%
$20.87 - $24.43 $356K - $417K
70.9K $1.67M
GLW
Corning Inc

Technology
19.3K
+ 9.76%
$44.91 - $54.25 $867K - $1.05M
217K $9.94M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
15.6K
+ 106.56%
$25.2 - $68.74 $393K - $1.07M
30.2K $892K
JIG
J P Morgan Exchange Traded Fd

ETFs
8.25K
+ 47.28%
$61.42 - $66.95 $507K - $553K
25.7K $1.63M
RACE
Ferrari N.V.

Consumer Cyclical
1.19K
+ 11.68%
$413.73 - $508.15 $490K - $602K
11.3K $4.85M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
13.1K
+ 6.86%
$47.47 - $48.84 $622K - $639K
204K $9.74M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
24.4K
+ 34.85%
$20.1 - $20.8 $491K - $508K
94.4K $1.96M
IAUM
I Shares Gold Trust Micro

ETFs
14.2K
+ 79.04%
$26.29 - $31.17 $374K - $443K
32.2K $1M
SLF
Sun Life Financial Inc

Financial Services
11.2K
+ 21.59%
$54.05 - $59.19 $603K - $661K
62.9K $3.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
106K
+ 13.17%
$23.16 - $27.04 $2.47M - $2.88M
915K $21.4M
LUV
Southwest Airlines CO

Industrials
15.9K
+ 14.95%
$28.18 - $34.84 $448K - $554K
122K $4.11M
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
82.2K
New
$5.59 - $8.46 $459K - $695K
82.2K $529K
THG
Hanover Insurance Group, Inc.

Financial Services
2.58K
+ 62.66%
$147.13 - $174.61 $379K - $450K
6.69K $1.16M
WSO
Watsco Inc

Industrials
503
+ 6.34%
$463.86 - $530.75 $233K - $267K
8.43K $4.29M
LPX
Louisiana Pacific Corp

Industrials
9.26K
+ 32.38%
$89.37 - $118.15 $828K - $1.09M
37.9K $3.48M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
105K
+ 9.27%
$192.82 - $222.1 $20.2M - $23.3M
1.24M $239M
MIDD
Middleby Corp

Industrials
3.08K
+ 100.75%
$133.93 - $172.89 $412K - $532K
6.13K $931K
Activity Summary
Buys All Purchases 2772 New Holdings 351 Increased Positions 2421 Sells All Sells 1102 Reductions 1102 Sold out 0 Options Calls 9 Puts 13
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