Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
2.15K
New
$93.33 - $103.96 $200K - $223K
2.15K $214K
MMSI
Merit Medical Systems Inc

Healthcare
1.16K
+ 11.49%
$95.64 - $110.29 $111K - $128K
11.3K $1.19M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
7.35K
+ 12.79%
$101.13 - $119.79 $743K - $880K
64.8K $6.68M
FSK
Fs Kkr Capital Corp

Financial Services
44.1K
+ 4.77%
$20.47 - $24.06 $902K - $1.06M
969K $20.3M
GBX
Greenbrier Companies Inc

Industrials
4.14K
New
$51.22 - $70.7 $212K - $292K
4.14K $211K
GH
Guardant Health, Inc.

Healthcare
4.96K
New
$31.77 - $49.94 $158K - $248K
4.96K $211K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
371
+ 2.34%
$160.89 - $187.27 $59.7K - $69.5K
16.2K $2.81M
OI
O I Glass, Inc.

Consumer Cyclical
18.4K
New
$10.17 - $12.26 $187K - $225K
18.4K $210K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
6.11K
New
$32.17 - $35.61 $197K - $218K
6.11K $210K
UCTT
Ultra Clean Holdings, Inc.

Technology
9.84K
New
$21.41 - $39.15 $211K - $385K
9.84K $210K
EWP
Ishares Inc Msci Spain ETF

ETFs
5.47K
New
$30.96 - $38.87 $169K - $213K
5.47K $208K
ACU
Acme United Corp

Consumer Defensive
5.24K
New
$34.47 - $40.95 $181K - $215K
5.24K $207K
AHCO
Adapt Health Corp.

Healthcare
19.2K
New
$8.45 - $11.38 $162K - $218K
19.2K $207K
DIAL
Columbia ETF Tr I Diversified

ETFs
10.2K
+ 14.17%
$17.36 - $17.95 $176K - $182K
81.9K $1.46M
ESS
Essex Property Trust, Inc.

Real Estate
761
+ 25.25%
N/A
3.78K $1.03M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
9.4K
New
$21.6 - $23.19 $203K - $218K
9.4K $207K
HE
Hawaiian Electric Industries Inc

Utilities
14.9K
+ 41.37%
$8.18 - $11.46 $122K - $170K
50.8K $556K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
11.5K
+ 8.08%
$10.35 - $11.79 $119K - $136K
154K $1.72M
IQV
Iqvia Holdings Inc.

Healthcare
8.52K
+ 13.29%
$176.3 - $209.96 $1.5M - $1.79M
72.7K $12.8M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.44K
+ 4.19%
$22.11 - $22.43 $164K - $167K
185K $4.15M
TFX
Teleflex Inc

Healthcare
1.49K
New
$130.79 - $183.66 $195K - $274K
1.49K $206K
CRUS
Cirrus Logic, Inc.

Technology
2.06K
+ 74.34%
$97.89 - $111.4 $201K - $229K
4.82K $480K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
14.5K
+ 3.15%
$12.03 - $12.69 $175K - $184K
475K $5.81M
RBLX
Roblox Corp

Communication Services
3.3K
+ 10.67%
$53.77 - $75.47 $177K - $249K
34.2K $1.99M
HYMU
Blackrock ETF Tr Ii High Yield
8.9K
New
$22.43 - $23.19 $200K - $206K
8.9K $204K
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
5.98K
New
N/A
5.98K $203K
TECK
Teck Resources LTD

Basic Materials
12.1K
+ 20.92%
$36.43 - $43.86 $441K - $530K
69.9K $2.55M
VSEC
Vse Corp

Industrials
1.69K
New
$90.47 - $125.62 $153K - $212K
1.69K $202K
CNMD
Conmed Corp

Healthcare
3.34K
New
$57.6 - $74.0 $192K - $247K
3.34K $201K
ATKR
Atkore Inc.

Industrials
3.34K
New
$58.89 - $88.18 $197K - $295K
3.34K $200K
CHE
Chemed Corp

Healthcare
100
+ 6.19%
$521.84 - $615.32 $52.2K - $61.5K
1.72K $1.06M
MPWR
Monolithic Power Systems Inc

Technology
526
+ 5.88%
$565.7 - $720.25 $298K - $379K
9.46K $5.49M
SNV
Synovus Financial Corp

Financial Services
4.95K
+ 70.84%
$43.7 - $56.87 $216K - $281K
11.9K $557K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
920
+ 0.98%
$69.87 - $75.62 $64.3K - $69.6K
94.8K $6.87M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
20.8K
+ 60.95%
$8.25 - $8.79 $171K - $182K
54.8K $481K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
28
+ 1.57%
$1227.6 - $1458.46 $34.4K - $40.8K
1.81K $2.44M
DXC
Dxc Technology CO

Technology
11.6K
New
$16.43 - $22.61 $190K - $262K
11.6K $197K
EOSE
Eos Energy Enterprises, Inc.

Industrials
52.2K
New
$3.78 - $6.08 $197K - $317K
52.2K $197K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
4.12K
+ 9.36%
$53.81 - $62.59 $222K - $258K
48.2K $2.7M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
11.8K
New
$16.61 - $20.29 $197K - $240K
11.8K $196K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
18.9K
+ 78.13%
$8.69 - $9.43 $164K - $178K
43.1K $402K
CLF
Cleveland Cliffs Inc.

Basic Materials
50.7K
+ 27.16%
$8.22 - $12.02 $417K - $610K
237K $1.95M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
14.2K
+ 35.98%
$11.34 - $12.23 $162K - $174K
53.8K $658K
NBIX
Neurocrine Biosciences Inc

Healthcare
3.69K
+ 45.15%
$107.22 - $153.29 $395K - $565K
11.9K $1.31M
CRBG
Corebridge Financial, Inc.

Financial Services
5.09K
+ 25.3%
$29.61 - $34.68 $151K - $177K
25.2K $796K
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
15K
+ 23.49%
$11.05 - $11.79 $166K - $177K
79.1K $908K
FLS
Flowserve Corp

Industrials
5.77K
+ 57.2%
$46.47 - $64.75 $268K - $374K
15.9K $774K
RS
Reliance Steel & Aluminum CO

Basic Materials
196
+ 2.78%
$266.61 - $302.66 $52.3K - $59.3K
7.24K $2.09M
FTQI
First Trust ETF Vi First Trust

ETFs
21.4K
+ 19.97%
$18.72 - $21.32 $401K - $457K
129K $2.43M
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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