Cetera Investment Advisers Purchases in Q3 2024

Cetera Investment Advisers

  • $44.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CURV
Torrid Holdings Inc.

Consumer Cyclical
112K
New
$3.91 - $8.95 $438K - $1M
112K $440K
BRBR
Bellring Brands, Inc.

Consumer Defensive
6.54K
+ 58.7%
$48.99 - $61.11 $320K - $400K
17.7K $1.07M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.64K
+ 3.68%
$236.42 - $259.82 $387K - $425K
46.2K $11.9M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
32.9K
+ 23.63%
$10.71 - $11.36 $352K - $373K
172K $1.94M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
7.67K
+ 10.71%
$38.81 - $41.41 $298K - $317K
79.3K $3.28M
NDAQ
Nasdaq, Inc.

Financial Services
2K
+ 8.92%
$59.48 - $74.31 $119K - $148K
24.4K $1.78M
FTQI
First Trust ETF Vi First Trust

ETFs
20.6K
+ 17.19%
$18.95 - $20.92 $391K - $431K
140K $2.88M
EPI
Wisdomtree Tr India Earnings F

ETFs
7.23K
+ 24.93%
$47.41 - $50.82 $343K - $367K
36.2K $1.83M
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.64K
+ 4.37%
$52.04 - $64.22 $85.6K - $106K
39.3K $2.4M
SKX
Skechers Usa Inc

Consumer Cyclical
7.2K
+ 28.78%
$59.45 - $70.15 $428K - $505K
32.2K $2.16M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.86K
+ 1.05%
$26.43 - $29.86 $49.2K - $55.5K
179K $5.28M
FTV
Fortive Corp

Technology
1.92K
+ 3.39%
$67.01 - $79.2 $128K - $152K
58.4K $4.61M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
23.3K
+ 5.84%
$7.45 - $8.23 $174K - $192K
422K $3.4M
DOCU
Docusign, Inc.

Technology
646
+ 1.46%
$49.73 - $62.53 $32.1K - $40.4K
45K $2.8M
RVT
Royce Value Trust, Inc.

Financial Services
3.19K
+ 1.07%
$14.28 - $16.01 $45.6K - $51.1K
303K $4.75M
NICE
Nice Ltd.

Technology
2.27K
+ 16.07%
$154.95 - $184.96 $352K - $420K
16.4K $2.85M
TREE
Lending Tree, Inc.

Financial Services
7.18K
New
$39.74 - $60.42 $285K - $434K
7.18K $416K
NVAX
Novavax Inc

Healthcare
32.8K
New
$10.71 - $17.11 $351K - $561K
32.8K $414K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.13K
+ 4.42%
$138.82 - $162.76 $157K - $185K
26.8K $4.37M
IAPR
Innovator Etfs Tr Internationa

ETFs
5.67K
+ 3.08%
$26.49 - $28.58 $150K - $162K
190K $5.39M
POWL
Powell Industries Inc

Industrials
1.86K
New
$130.27 - $221.99 $242K - $413K
1.86K $413K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
3.93K
+ 2.39%
$48.09 - $49.69 $189K - $195K
168K $8.35M
ABR
Arbor Realty Trust Inc

Real Estate
12.2K
+ 6.68%
$12.89 - $15.66 $158K - $191K
195K $3.04M
OCGN
Ocugen, Inc.

Healthcare
415K
New
$0.98 - $1.95 $406K - $809K
415K $410K
PNF
Pimco New York Municipal Income Fund

Financial Services
49.2K
New
$7.77 - $8.3 $382K - $408K
49.2K $408K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
4.97K
+ 10.28%
$40.93 - $46.6 $203K - $232K
53.3K $2.46M
BCE
Bce Inc

Communication Services
1.41K
+ 0.96%
$31.33 - $36.08 $44K - $50.7K
148K $5.14M
PRMW
Primo Water Corp

Consumer Defensive
15.9K
New
$20.4 - $25.47 $325K - $405K
15.9K $401K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
15.6K
New
$23.36 - $25.92 $365K - $405K
15.6K $398K
MKC
Mccormick & CO Inc

Consumer Defensive
148
+ 0.44%
$69.44 - $84.76 $10.3K - $12.5K
34.1K $2.81M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
8.49K
+ 110.22%
$40.63 - $44.83 $345K - $381K
16.2K $719K
TW
Tradeweb Markets Inc.

Financial Services
2.02K
+ 24.12%
$104.25 - $123.67 $210K - $250K
10.4K $1.28M
KIE
Spdr S&P Insurance ETF

ETFs
4.78K
+ 26.21%
$49.44 - $56.87 $236K - $272K
23K $1.31M
CG
Carlyle Group Inc.

Financial Services
6.97K
+ 21.08%
$37.24 - $49.74 $260K - $347K
40K $1.72M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
2.97K
+ 3.4%
$39.43 - $44.82 $117K - $133K
90.3K $4.05M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
21.2K
+ 158.93%
$15.71 - $18.52 $333K - $392K
34.5K $606K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.74K
+ 1.91%
$38.89 - $42.97 $67.7K - $74.9K
92.9K $3.98M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
11.2K
+ 7.63%
$20.56 - $22.25 $231K - $250K
158K $3.52M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
8.51K
+ 15.92%
$38.45 - $40.05 $327K - $341K
62K $2.48M
DNLI
Denali Therapeutics Inc.

Healthcare
11K
+ 97.67%
$20.96 - $31.05 $231K - $342K
22.3K $649K
CEIX
Consol Energy Inc.

Energy
3.62K
+ 169.03%
$88.45 - $107.31 $321K - $389K
5.77K $604K
PSR
Invesco Actively

ETFs
2.58K
+ 25.36%
$84.82 - $99.93 $219K - $258K
12.8K $1.26M
ZM
Zoom Video Communications, Inc.

Technology
3.64K
+ 29.44%
$55.32 - $71.9 $201K - $262K
16K $1.12M
ESI
Element Solutions Inc

Basic Materials
14K
+ 43.88%
$24.24 - $28.58 $340K - $400K
45.9K $1.25M
POST
Post Holdings, Inc.

Consumer Defensive
674
+ 2.59%
$103.64 - $118.23 $69.9K - $79.7K
26.7K $3.1M
AZPN
Aspen Technology, Inc.

Technology
669
+ 12.22%
$172.9 - $239.26 $116K - $160K
6.15K $1.47M
IBDV
Ishares Tr

Technology
15.4K
+ 35.94%
$21.11 - $22.24 $325K - $343K
58.3K $1.29M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
7.63K
+ 20.73%
$31.39 - $35.47 $239K - $271K
44.4K $1.57M
VTRS
Viatris Inc

Healthcare
10.5K
+ 3.99%
$10.32 - $12.13 $108K - $127K
272K $3.16M
Activity Summary
Buys All Purchases 2114 New Holdings 229 Increased Positions 1885 Sells All Sells 1499 Reductions 1499 Sold out 0 Options Calls 6 Puts 12
Track This Portfolio

Track Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email