Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGY
Magnolia Oil & Gas Corp

Energy
1.88K
+ 17.28%
$22.26 - $26.58 $41.7K - $49.8K
12.7K $321K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
8.45K
+ 42.32%
$7.58 - $7.94 $64.1K - $67.1K
28.4K $220K
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
6.72K
+ 47.65%
$10.14 - $10.65 $68.1K - $71.5K
20.8K $212K
L
Loews Corp

Financial Services
398
+ 9.33%
$81.13 - $91.91 $32.3K - $36.6K
4.66K $428K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
423
+ 15.84%
$157.04 - $169.58 $66.4K - $71.7K
3.09K $486K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
2.19K
+ 13.99%
$49.54 - $55.15 $108K - $121K
17.8K $899K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
444
+ 4.4%
$120.07 - $144.17 $53.3K - $64K
10.5K $1.31M
KB
Kb Financial Group Inc.

Financial Services
1.4K
+ 37.24%
$53.14 - $62.87 $74.4K - $88K
5.16K $279K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
6.76K
+ 21.15%
$8.4 - $9.45 $56.8K - $63.9K
38.7K $348K
REAL
The Real Real, Inc.

Consumer Cyclical
12.3K
New
$5.11 - $9.93 $62.7K - $122K
12.3K $66K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
4.86K
+ 12.16%
$27.52 - $33.6 $134K - $163K
44.8K $1.34M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
4.06K
+ 3.99%
$31.14 - $32.81 $126K - $133K
106K $3.32M
KEX
Kirby Corp

Industrials
949
+ 15.07%
$95.1 - $112.81 $90.2K - $107K
7.25K $731K
NFE
New Fortress Energy Inc.

Utilities
115K
+ 87.96%
$8.31 - $16.3 $955K - $1.87M
246K $2.04M
PCTY
Paylocity Holding Corp

Technology
1.02K
+ 9.82%
$183.21 - $217.86 $186K - $222K
11.4K $2.13M
WEAT
Teucrium Commodity Tr Wheat Fd

ETFs
14K
New
$4.62 - $5.33 $64.7K - $74.6K
14K $65K
THO
Thor Industries Inc

Consumer Cyclical
11K
+ 28.49%
$75.81 - $105.39 $832K - $1.16M
49.5K $3.75M
UAA
Under Armour, Inc.

Consumer Cyclical
15.7K
+ 95.46%
$6.25 - $8.66 $98.3K - $136K
32.2K $201K
WBS
Webster Financial Corp

Financial Services
2.79K
+ 13.1%
$47.55 - $61.41 $133K - $171K
24.1K $1.24M
WHR
Whirlpool Corp

Consumer Cyclical
4.05K
+ 32.87%
$88.58 - $133.14 $358K - $539K
16.4K $1.47M
ALTY
Global X Funds Global X Altern

ETFs
5.28K
+ 46.65%
$11.52 - $12.05 $60.8K - $63.6K
16.6K $194K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
1.12K
+ 26.42%
N/A
5.37K $299K
IAC
Iac/Inter Active Corp

Communication Services
921
+ 12.46%
$41.0 - $50.0 $37.8K - $46.1K
8.31K $381K
MRSK
Toews Agility Shares Managed R

Technology
2.37K
+ 27.91%
$31.27 - $33.98 $74.1K - $80.5K
10.9K $343K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
4.43K
+ 6.25%
$10.1 - $10.61 $44.7K - $47K
75.3K $772K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
5.67K
+ 37.35%
$19.0 - $24.32 $108K - $138K
20.9K $396K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
6.3K
+ 4.87%
$60.05 - $72.21 $378K - $455K
136K $8.52M
PACB
Pacific Biosciences Of California, Inc.

Healthcare
66.8K
+ 235.69%
$1.14 - $2.1 $76.1K - $140K
95.1K $112K
BGS
B&G Foods, Inc.

Consumer Defensive
8.9K
+ 24.51%
$5.62 - $7.87 $50K - $70.1K
45.2K $310K
RPV
Invesco Exchange Traded Fd Tr

ETFs
439
+ 4.87%
$89.33 - $95.17 $39.2K - $41.8K
9.46K $873K
BERY
Berry Global Group, Inc.

Consumer Cyclical
303
+ 4.1%
$64.35 - $73.03 $19.5K - $22.1K
7.7K $537K
EWY
Ishares Inc Msci South Korea E

ETFs
612
+ 7.39%
$51.16 - $58.46 $31.3K - $35.8K
8.9K $480K
DORM
Dorman Products, Inc.

Consumer Cyclical
749
+ 20.93%
$120.54 - $134.79 $90.3K - $101K
4.33K $521K
IYG
Ishares Tr

ETFs
314
+ 0.7%
$74.6 - $84.81 $23.4K - $26.6K
45.4K $3.57M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
5.76K
+ 7.44%
$16.76 - $17.69 $96.6K - $102K
83.2K $1.39M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
843
+ 15.45%
$61.23 - $63.33 $51.6K - $53.4K
6.3K $396K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
20K
New
$2.88 - $2.99 $57.5K - $59.7K
20K $57K
AVDE
American Centy ETF Tr Avantis

ETFs
612
+ 18.68%
$60.63 - $68.55 $37.1K - $42K
3.89K $257K
ENR
Energizer Holdings, Inc.

Industrials
3.71K
+ 32.96%
$29.28 - $35.79 $109K - $133K
15K $448K
EVTC
Evertec, Inc.

Technology
878
+ 8.25%
$31.79 - $37.92 $27.9K - $33.3K
11.5K $423K
FYBR
Frontier Communications Parent, Inc.

Communication Services
991
+ 5.62%
$34.83 - $36.05 $34.5K - $35.7K
18.6K $667K
INTA
Intapp, Inc.

Technology
1.39K
+ 31.5%
$57.21 - $74.1 $79.5K - $103K
5.8K $338K
VMO
Invesco Municipal Opportunity Trust

Financial Services
6.66K
+ 22.07%
$9.44 - $9.93 $62.8K - $66.1K
36.8K $349K
NAT
Nordic American Tankers LTD

Industrials
14.1K
+ 5.07%
N/A
292K $1.16M
RWR
Spdr Dow Jones Reit ETF

ETFs
537
+ 5.91%
$95.15 - $104.06 $51.1K - $55.9K
9.63K $954K
CGXU
Capital Group Intl Focus Equit

ETFs
12.7K
+ 0.94%
$24.48 - $26.59 $312K - $339K
1.37M $33.4M
XDSQ
Innovator Etfs Tr Us Equity Ac
3.68K
+ 8.44%
$34.21 - $38.09 $126K - $140K
47.3K $1.65M
IVR
Invesco Mortgage Capital Inc.

Real Estate
9.56K
+ 7.52%
$7.6 - $8.96 $72.6K - $85.6K
137K $1.08M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
4.47K
+ 10.43%
N/A
47.4K $582K
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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