Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CDAY
Ceridian Hcm Holding Inc.

Technology
1.28K
+ 20.25%
N/A
7.61K $491K
PJP
Invesco Exchange Traded Fd Tr

ETFs
702
+ 12.68%
$81.43 - $87.33 $57.2K - $61.3K
6.24K $540K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
1.19K
+ 7.33%
$91.45 - $100.11 $108K - $119K
17.4K $1.63M
KRP
Kimbell Royalty Partners, LP

Energy
8.56K
+ 52.14%
$13.35 - $16.45 $114K - $141K
25K $349K
WAT
Waters Corp

Healthcare
252
+ 6.17%
$362.16 - $417.28 $91.3K - $105K
4.34K $1.6M
ABEV
Ambev S.A.

Consumer Defensive
14K
+ 13.74%
$1.77 - $2.37 $24.8K - $33.2K
116K $270K
IMFL
Invesco Ex Tr Self Indx Fd Tr
2.71K
+ 19.95%
$23.3 - $25.76 $63.1K - $69.7K
16.3K $400K
MAN
Manpower Group Inc.

Industrials
1.38K
+ 16.51%
$53.77 - $62.66 $74.3K - $86.5K
9.75K $564K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
10.6K
New
$7.54 - $7.93 $80.2K - $84.4K
10.6K $81K
BE
Bloom Energy Corp

Industrials
7.14K
+ 29.93%
$19.66 - $29.81 $140K - $213K
31K $609K
MFG
Mizuho Financial Group Inc

Financial Services
3.4K
+ 3.45%
$4.83 - $6.04 $16.4K - $20.5K
102K $562K
SEIC
Sei Investments CO

Financial Services
1.36K
+ 26.14%
$72.08 - $86.58 $98.3K - $118K
6.58K $510K
CPK
Chesapeake Utilities Corp

Utilities
424
+ 12.44%
$116.55 - $130.37 $49.4K - $55.3K
3.83K $492K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
2.47K
+ 8.3%
$32.91 - $34.28 $81.3K - $84.6K
32.2K $1.08M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
10.9K
+ 12.48%
$41.78 - $50.35 $455K - $548K
98.1K $4.21M
SLM
Slm Corp

Financial Services
1.97K
+ 16.96%
$26.95 - $32.54 $53.1K - $64.1K
13.6K $399K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1.1K
+ 8.53%
$53.35 - $58.68 $58.4K - $64.3K
13.9K $782K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
1.97K
+ 42.23%
$48.33 - $54.35 $95K - $107K
6.62K $323K
EFSC
Enterprise Financial Services Corp

Financial Services
1.93K
+ 19.82%
$53.74 - $61.95 $104K - $119K
11.6K $625K
FCOM
Fidelity Covington Tr Msci Com

ETFs
2.18K
+ 11.58%
$55.97 - $64.13 $122K - $140K
21K $1.18M
SFNC
Simmons First National Corp

Financial Services
9.86K
+ 12.99%
$19.68 - $23.3 $194K - $230K
85.8K $1.76M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
734
+ 17.02%
$154.39 - $176.55 $113K - $130K
5.05K $792K
USAS
Americas Gold & Silver Corp

Basic Materials
21.7K
+ 5.05%
$0.39 - $0.58 $8.45K - $12.6K
451K $238K
BCAT
Black Rock Capital Allocation Trust

ETFs
7.34K
+ 18.67%
$14.35 - $15.88 $105K - $117K
46.6K $671K
FGRO
Fidelity Covington Tr

ETFs
3.38K
+ 1.97%
N/A
175K $3.93M
FMC
Fmc Corp

Basic Materials
6.45K
+ 21.12%
$34.54 - $56.38 $223K - $364K
37K $1.56M
MNDY
Monday.Com Ltd.

Technology
182
+ 4.39%
$213.0 - $327.92 $38.8K - $59.7K
4.33K $1.05M
PHK
Pimco High Income Fund

Financial Services
12.4K
+ 2.56%
$4.85 - $4.98 $60.2K - $61.8K
496K $2.43M
CWS
Advisorshares Tr Advisorshares

ETFs
795
+ 2.5%
$63.1 - $68.75 $50.2K - $54.7K
32.5K $2.13M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
3.33K
+ 20.3%
$23.15 - $23.78 $77.1K - $79.2K
19.7K $458K
MDB
Mongo Db, Inc.

Technology
5.11K
+ 35.68%
$175.4 - $298.52 $896K - $1.52M
19.4K $3.41M
R
Ryder System Inc

Industrials
2.44K
+ 11.51%
$136.38 - $170.92 $333K - $417K
23.7K $3.4M
WMS
Advanced Drainage Systems, Inc.

Industrials
1.55K
+ 11.27%
$105.29 - $126.99 $164K - $197K
15.3K $1.67M
VCIF
Vertical Capital Income Fund

Financial Services
8.94K
+ 9.46%
N/A
103K $847K
IQDF
Flexshares International Quali

ETFs
2.14K
+ 18.36%
$23.0 - $25.77 $49.3K - $55.2K
13.8K $344K
QTWO
Q2 Holdings, Inc.

Technology
1.69K
+ 56.09%
$71.37 - $102.68 $121K - $173K
4.7K $376K
NRZ
New Residential Investment Corp.

Real Estate
10.1K
+ 3.63%
N/A
288K $2.09M
FINV
Fin Volution Group

Financial Services
3.13K
+ 21.5%
$6.58 - $10.72 $20.6K - $33.5K
17.7K $170K
WAL
Western Alliance Bancorporation

Financial Services
1.36K
+ 27.61%
$72.65 - $94.0 $99.1K - $128K
6.3K $484K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
6.19K
+ 36.98%
$14.1 - $15.62 $87.3K - $96.7K
22.9K $323K
RC
Ready Capital Corp

Real Estate
18.1K
+ 147.75%
$4.9 - $7.05 $88.8K - $128K
30.4K $154K
ANSS
Ansys Inc

Technology
1.01K
+ 8.42%
$316.56 - $360.36 $320K - $365K
13K $4.12M
CMU
Mfs High Yield Municipal Trust

Financial Services
20.3K
New
$3.47 - $3.62 $70.4K - $73.5K
20.3K $70K
SVC
Service Properties Trust

Real Estate
25.8K
+ 61.43%
$2.38 - $2.99 $61.3K - $77K
67.7K $176K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
552
+ 7.25%
$81.61 - $96.36 $45K - $53.2K
8.17K $704K
JFR
Nuveen Floating Rate Income Fund

Financial Services
17.9K
+ 9.68%
$8.41 - $9.05 $151K - $162K
203K $1.72M
POR
Portland General Electric CO

Utilities
391
+ 0.74%
$40.56 - $45.24 $15.9K - $17.7K
53.1K $2.37M
WTTR
Select Energy Services, Inc.

Energy
9.19K
+ 90.9%
$9.37 - $14.56 $86.1K - $134K
19.3K $202K
BBAX
J P Morgan Betabuilders Develo

ETFs
1.42K
+ 25.5%
$48.21 - $51.59 $68.7K - $73.5K
7.01K $340K
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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