Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
5.56K
+ 4.73%
$11.44 - $12.4 $63.6K - $68.9K
123K $1.49M
NMFC
New Mountain Finance Corp

Financial Services
11.8K
+ 94.85%
$10.89 - $12.02 $128K - $141K
24.1K $266K
NOM
Nuveen Missouri Quality Municipal Income Fund

Financial Services
22K
+ 33.76%
$10.25 - $11.95 $226K - $263K
87.2K $902K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
1.85K
+ 1.05%
$13.65 - $14.45 $25.3K - $26.8K
179K $2.55M
AKAM
Akamai Technologies Inc

Technology
1.39K
+ 11.51%
N/A
13.4K $1.22M
BMA
Macro Bank Inc.

Financial Services
4.26K
+ 46.24%
$75.51 - $115.85 $322K - $494K
13.5K $1.02M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
10.1K
+ 2.23%
$7.89 - $8.07 $79.6K - $81.5K
462K $3.68M
RTO
Rentokil Initial PLC

Industrials
8.99K
+ 27.51%
$20.76 - $27.11 $187K - $244K
41.6K $953K
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
1.65K
+ 30.19%
$93.1 - $106.93 $154K - $177K
7.13K $681K
BEP
Brookfield Renewable Partners L.P.

Utilities
6.76K
+ 17.19%
$20.03 - $23.79 $135K - $161K
46.1K $1.02M
CASH
Meta Financial Group Inc

Financial Services
1.77K
+ 29.03%
$69.94 - $81.54 $124K - $145K
7.88K $574K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.34K
+ 14.46%
$634.14 - $744.83 $847K - $995K
10.6K $6.71M
DJD
Invesco Exchange Traded Fd Tr

ETFs
729
+ 1.81%
$50.21 - $54.3 $36.6K - $39.6K
41K $2.17M
RGR
Sturm Ruger & CO Inc

Industrials
3.01K
+ 29.28%
N/A
13.3K $549K
EQR
Equity Residential

Real Estate
1.84K
+ 3.99%
$66.98 - $75.02 $123K - $138K
47.8K $3.42M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
2.23K
+ 18.89%
$46.46 - $48.13 $104K - $107K
14K $675K
TEI
Templeton Emerging Markets Income Fund

Financial Services
15.6K
+ 10.05%
$5.15 - $5.57 $80.2K - $86.7K
170K $917K
HQH
Tekla Healthcare Investors

Financial Services
6.94K
+ 14.87%
$16.23 - $18.27 $113K - $127K
53.6K $871K
HQY
Healthequity, Inc.

Healthcare
1.69K
+ 47.26%
$84.32 - $114.51 $142K - $193K
5.26K $464K
HRZN
Horizon Technology Finance Corp

Financial Services
10.6K
+ 20.23%
$8.65 - $9.86 $91.7K - $105K
63K $593K
RFG
Invesco Exchange Traded Fd Tr

ETFs
4.29K
+ 29.57%
$43.07 - $51.51 $185K - $221K
18.8K $824K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
1.83K
+ 33.86%
$74.36 - $83.68 $136K - $153K
7.22K $537K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
14.7K
New
$8.34 - $8.69 $123K - $128K
14.7K $122K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
7.07K
+ 34.25%
$31.92 - $38.83 $226K - $274K
27.7K $916K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
21.6K
+ 5.54%
$11.22 - $11.8 $242K - $255K
412K $4.62M
NWBI
Northwest Bancshares, Inc.

Financial Services
10.1K
New
$11.78 - $13.39 $119K - $135K
10.1K $121K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
8.09K
+ 2.51%
$10.81 - $11.29 $87.4K - $91.3K
330K $3.6M
OXLC
Oxford Lane Capital Corp.

Financial Services
31.4K
+ 39.2%
$4.3 - $5.17 $135K - $163K
112K $527K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
583
+ 3.88%
$59.67 - $68.53 $34.8K - $40K
15.6K $1.03M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
7.85K
+ 86.15%
$25.0 - $39.76 $196K - $312K
17K $423K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
32.4K
+ 111.97%
$3.71 - $3.96 $120K - $128K
61.3K $229K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
13.2K
New
$9.03 - $17.11 $119K - $226K
13.2K $119K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
10.1K
New
$11.76 - $15.2 $119K - $154K
10.1K $119K
CTOS
Custom Truck One Source, Inc.

Industrials
31.7K
+ 118.85%
$4.02 - $5.42 $127K - $172K
58.3K $246K
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
10K
New
$11.35 - $11.97 $114K - $120K
10K $118K
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
16.2K
New
$6.16 - $7.85 $99.5K - $127K
16.2K $117K
NFRA
Flexshares Stoxx Global Broad

ETFs
1.65K
+ 25.37%
$53.37 - $57.8 $88.1K - $95.4K
8.15K $469K
ENOV
Enovis Corp

Industrials
5.81K
+ 30.93%
$35.51 - $47.99 $206K - $279K
24.6K $939K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
4.54K
+ 17.48%
$36.14 - $40.81 $164K - $185K
30.5K $1.13M
WETF
Wisdom Tree Investments, Inc.

Financial Services
20.7K
+ 29.7%
N/A
90.5K $494K
PPLT
Abrdn Platinum ETF Trust

ETFs
1.26K
+ 30.55%
N/A
5.38K $483K
BB
Blackberry LTD

Technology
31.1K
+ 8.13%
$3.68 - $6.07 $115K - $189K
414K $1.56M
MTH
Meritage Homes Corp

Consumer Cyclical
6.16K
+ 157.9%
$69.41 - $152.01 $427K - $936K
10.1K $712K
FDD
First Trust Stoxx European Sel

ETFs
5.67K
+ 38.07%
$11.08 - $13.94 $62.8K - $79.1K
20.6K $279K
GRAB
Grab Holdings LTD

Technology
27.6K
+ 40.68%
$4.12 - $5.34 $114K - $148K
95.6K $432K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
18.2K
+ 6.64%
$9.49 - $9.97 $173K - $181K
292K $2.8M
DEO
Diageo PLC

Consumer Defensive
22.2K
+ 22.39%
$104.79 - $126.12 $2.32M - $2.8M
121K $12.7M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
2.95K
+ 35.87%
$36.16 - $40.42 $107K - $119K
11.2K $422K
AXS
Axis Capital Holdings LTD

Financial Services
161
+ 2.0%
$85.54 - $100.24 $13.8K - $16.1K
8.23K $825K
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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