Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TRMD
Torm PLC

Energy
14.4K
New
$16.48 - $23.06 $237K - $332K
14.4K $237K
XMPT
Vaneck Cef Muni Income ETF

ETFs
10.2K
+ 9.07%
$21.43 - $22.4 $220K - $229K
123K $2.67M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
19.8K
+ 83.6%
$12.7 - $13.72 $251K - $271K
43.5K $561K
CYBR
Cyber Ark Software Ltd.

Technology
490
+ 3.4%
$312.8 - $414.31 $153K - $203K
14.9K $5.04M
SATS
Echo Star Corp

Technology
9.23K
New
$22.73 - $31.23 $210K - $288K
9.23K $236K
MILN
Global X Funds Global X Millen

ETFs
6.45K
+ 29.09%
$41.85 - $49.7 $270K - $320K
28.6K $1.23M
HEEM
Ishares Currency Hedged Msci E

ETFs
8.42K
New
$26.44 - $29.01 $223K - $244K
8.42K $236K
SWX
Southwest Gas Holdings, Inc.

Utilities
3.16K
+ 40.41%
$68.42 - $78.18 $216K - $247K
11K $788K
SBSW
Sibanye Stillwater LTD

Basic Materials
17.2K
+ 14.03%
$3.19 - $4.58 $54.7K - $78.6K
139K $638K
QWLD
Spdr Index Shs Fds

ETFs
1.65K
+ 26.51%
$122.65 - $131.03 $203K - $217K
7.89K $1.01M
AQN
Algonquin Power & Utilities Corp.

Utilities
28.2K
+ 21.88%
$4.27 - $5.19 $120K - $146K
157K $806K
AXSM
Axsome Therapeutics, Inc.

Healthcare
46
+ 0.65%
$80.05 - $137.75 $3.68K - $6.34K
7.16K $834K
FFIV
F5, Inc.

Technology
677
+ 19.33%
$251.75 - $310.6 $170K - $210K
4.18K $1.11M
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
4.59K
+ 6.24%
$39.59 - $40.95 $182K - $188K
78.1K $3.16M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
7.6K
+ 20.64%
$34.08 - $35.99 $259K - $273K
44.4K $1.52M
TRST
Trustco Bank Corp N Y

Financial Services
7.62K
New
$29.65 - $34.34 $226K - $262K
7.62K $232K
UVV
Universal Corp

Consumer Defensive
4.15K
New
$49.67 - $56.43 $206K - $234K
4.15K $232K
WWW
Wolverine World Wide Inc

Consumer Cyclical
16.7K
New
$13.28 - $23.98 $222K - $401K
16.7K $232K
AL
Air Lease Corp

Industrials
4.73K
+ 31.28%
$43.38 - $51.13 $205K - $242K
19.8K $958K
GNK
Genco Shipping & Trading LTD

Industrials
17.3K
New
$13.16 - $14.85 $227K - $256K
17.3K $230K
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
7.9K
New
$26.76 - $29.39 $211K - $232K
7.9K $230K
PIPR
Piper Sandler Companies

Financial Services
1.37K
+ 65.09%
$244.29 - $323.68 $335K - $444K
3.48K $861K
RLY
Ssga Active ETF Tr

ETFs
7.39K
+ 61.97%
$27.21 - $28.6 $201K - $211K
19.3K $551K
CCK
Crown Holdings Inc

Consumer Cyclical
1.99K
+ 25.45%
$78.77 - $91.74 $156K - $182K
9.79K $873K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.32K
+ 2.01%
$55.47 - $61.45 $73.4K - $81.3K
67.2K $3.96M
AYI
Acuity Brands Inc

Industrials
1.69K
+ 22.33%
$257.8 - $337.07 $435K - $568K
9.24K $2.43M
FORM
Formfactor Inc

Technology
8.02K
New
$28.29 - $47.24 $227K - $379K
8.02K $226K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
8.95K
+ 41.91%
$20.83 - $23.69 $186K - $212K
30.3K $680K
MAT
Mattel Inc

Consumer Cyclical
10.5K
+ 87.87%
$17.73 - $21.94 $187K - $231K
22.5K $437K
PRVA
Privia Health Group, Inc.

Healthcare
2.34K
+ 3.92%
$19.64 - $25.69 $45.9K - $60.1K
61.9K $1.39M
CSGS
Csg Systems International Inc

Technology
3.72K
New
$49.81 - $66.73 $185K - $248K
3.72K $224K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.01K
+ 2.23%
$47.59 - $48.35 $143K - $145K
138K $6.67M
GTN
Gray Television Inc

Communication Services
42.7K
+ 128.0%
$3.21 - $5.19 $137K - $222K
76.1K $328K
MUR
Murphy Oil Corp

Energy
9.13K
+ 46.8%
$24.02 - $33.9 $219K - $310K
28.7K $813K
RELY
Remitly Global, Inc.

Technology
10.7K
New
$19.49 - $27.14 $209K - $291K
10.7K $223K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
5.53K
New
$35.54 - $49.81 $197K - $276K
5.53K $222K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
1.77K
New
$125.01 - $201.52 $222K - $357K
1.77K $221K
DOCS
Doximity, Inc.

Healthcare
3.14K
+ 38.74%
$49.71 - $83.14 $156K - $261K
11.2K $651K
IDA
Idacorp Inc

Utilities
1.36K
+ 15.61%
$105.58 - $119.04 $143K - $162K
10.1K $1.17M
USMC
Principal ETF U S Mega Cap

ETFs
3.83K
New
$55.72 - $63.13 $213K - $242K
3.83K $217K
SAH
Sonic Automotive Inc

Consumer Cyclical
3.82K
New
$55.11 - $75.24 $211K - $288K
3.82K $217K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
13K
+ 7.91%
$12.04 - $13.32 $156K - $173K
177K $2.23M
DX
Dynex Capital Inc

Real Estate
16.6K
New
$12.18 - $14.42 $202K - $239K
16.6K $216K
ILCV
Ishares Morningstar Value ETF

ETFs
2.35K
+ 4.45%
$79.37 - $85.24 $187K - $201K
55.3K $4.5M
POWI
Power Integrations Inc

Technology
4.28K
New
$50.5 - $66.7 $216K - $286K
4.28K $216K
TOST
Toast, Inc.

Technology
11.7K
+ 22.06%
$32.61 - $41.98 $383K - $493K
65K $2.16M
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
21.9K
New
$9.19 - $9.82 $202K - $215K
21.9K $215K
ARB
Altshares Tr Merger Arbitrage

Industrials
6.69K
+ 19.15%
$27.6 - $28.24 $185K - $189K
41.7K $1.18M
NWN
Northwest Natural Holding CO

Utilities
5.02K
New
$38.31 - $42.72 $192K - $214K
5.02K $214K
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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