Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HFRO
Highland Income Fund\Ma

Financial Services
8.13K
+ 14.22%
$4.93 - $5.83 $40.1K - $47.4K
65.3K $339K
PAHC
Phibro Animal Health Corp

Healthcare
1.84K
+ 18.95%
$20.05 - $26.22 $36.9K - $48.2K
11.6K $246K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
1.05K
+ 11.69%
$70.74 - $89.0 $74.6K - $93.8K
10.1K $759K
PIM
Putnam Master Intermediate Income Trust

Financial Services
12.8K
New
$3.23 - $3.35 $41.4K - $42.9K
12.8K $42K
EWX
Spdr S&P Emerging Markets Smal

ETFs
1.66K
+ 6.29%
$55.48 - $59.47 $91.9K - $98.5K
28K $1.58M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
944
+ 2.61%
$28.27 - $29.28 $26.7K - $27.6K
37.1K $1.08M
HYD
Vaneck High Yield Muni ETF

ETFs
3.53K
+ 1.87%
$50.79 - $52.53 $179K - $185K
192K $9.85M
CSIQ
Canadian Solar Inc.

Technology
10.9K
+ 50.61%
$8.65 - $13.29 $94.7K - $145K
32.6K $281K
FLGB
Franklin Templeton ETF Tr

ETFs
731
+ 9.43%
$25.73 - $29.17 $18.8K - $21.3K
8.48K $243K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
1.74K
+ 7.83%
$34.28 - $36.43 $59.8K - $63.5K
24K $831K
ACIW
Aci Worldwide, Inc.

Technology
408
+ 6.66%
$50.38 - $57.35 $20.6K - $23.4K
6.53K $357K
DCI
Donaldson CO Inc

Industrials
639
+ 6.01%
$66.51 - $72.28 $42.5K - $46.2K
11.3K $756K
HSIC
Henry Schein Inc

Healthcare
630
+ 14.67%
$68.49 - $81.91 $43.1K - $51.6K
4.92K $337K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
3.22K
+ 10.6%
$14.31 - $15.69 $46.1K - $50.6K
33.6K $486K
CWT
California Water Service Group

Utilities
17
+ 0.14%
$41.88 - $48.46 $712 - $824
12.1K $586K
INQQ
Exchange Traded Concepts Tr In

ETFs
8.3K
+ 19.05%
$13.32 - $16.5 $111K - $137K
51.9K $744K
GERN
Geron Corp

Healthcare
24.7K
New
$1.59 - $3.6 $39.3K - $88.9K
24.7K $39K
PDT
John Hancock Premium Dividend Fund

Financial Services
1.71K
+ 3.51%
$12.43 - $13.08 $21.3K - $22.4K
50.6K $661K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
786
+ 2.88%
$46.06 - $46.94 $36.2K - $36.9K
28.1K $1.3M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
1.11K
+ 0.93%
$12.06 - $13.55 $13.4K - $15.1K
121K $1.54M
KEP
Korea Electric Power Corp

Utilities
3.91K
+ 22.72%
$6.68 - $8.18 $26.1K - $32K
21.1K $156K
MSI
Motorola Solutions, Inc.

Technology
2.52K
+ 5.78%
$411.73 - $482.1 $1.04M - $1.21M
46K $20.2M
S
Sentinel One, Inc.

Technology
10.6K
+ 27.25%
$18.17 - $24.97 $193K - $265K
49.6K $901K
CWENA
Clearway Energy Inc Cl A
1.03K
+ 11.08%
N/A
10.4K $357K
JAMF
Jamf Holding Corp.

Technology
4.64K
+ 44.85%
$12.15 - $15.96 $56.4K - $74K
15K $181K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
16.4K
+ 23.04%
$3.27 - $3.68 $53.8K - $60.5K
87.8K $289K
DHC
Diversified Healthcare Trust

Real Estate
14.7K
New
$2.04 - $2.83 $30.1K - $41.7K
14.7K $35K
IBRX
Immunity Bio, Inc.

Healthcare
11.8K
New
$2.32 - $3.9 $27.4K - $46.1K
11.8K $35K
INTF
Ishares Tr

ETFs
187
+ 1.32%
$28.43 - $31.96 $5.32K - $5.98K
14.4K $443K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
470
+ 10.41%
$85.06 - $87.69 $40K - $41.2K
4.99K $424K
WSR
Whitestone Reit

Real Estate
2.07K
+ 19.56%
$13.25 - $14.58 $27.4K - $30.2K
12.6K $184K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
1.9K
+ 36.59%
$61.31 - $83.44 $116K - $158K
7.08K $433K
UMC
United Microelectronics Corp

Technology
3.17K
+ 18.97%
$5.69 - $7.15 $18K - $22.6K
19.9K $142K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
244
+ 2.74%
$28.65 - $33.18 $6.99K - $8.1K
9.16K $290K
APPS
Digital Turbine, Inc.

Technology
1.9K
+ 6.93%
$1.7 - $6.52 $3.23K - $12.4K
29.3K $79K
DLB
Dolby Laboratories, Inc.

Industrials
282
+ 6.13%
$76.37 - $87.32 $21.5K - $24.6K
4.88K $392K
EVN
Eaton Vance Municipal Income Trust

Financial Services
1.02K
+ 0.68%
$9.91 - $10.78 $10.1K - $11K
150K $1.54M
HTZ
Hertz Global Holdings, Inc

Industrials
6.31K
+ 23.58%
$3.3 - $4.5 $20.8K - $28.4K
33.1K $130K
DERM
Journey Medical Corp

Healthcare
1.31K
+ 9.47%
$3.66 - $6.54 $4.79K - $8.57K
15.1K $89K
PHT
Pioneer High Income Fund, Inc.

Financial Services
4.27K
+ 11.04%
$7.59 - $7.97 $32.4K - $34K
43K $332K
SXC
Sun Coke Energy, Inc.

Basic Materials
6.12K
+ 38.64%
$8.95 - $10.57 $54.8K - $64.7K
22K $202K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
2.6K
+ 4.33%
$10.77 - $11.29 $28K - $29.3K
62.6K $687K
FMNB
Farmers National Banc Corp

Financial Services
9.14K
+ 12.25%
$12.8 - $14.51 $117K - $133K
83.8K $1.09M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
906
+ 5.74%
$41.17 - $45.22 $37.3K - $41K
16.7K $708K
ABSI
Absci Corp

Healthcare
12.4K
New
$2.51 - $5.82 $31.2K - $72.4K
12.4K $31K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
2.32K
+ 10.71%
$11.57 - $12.07 $26.8K - $28K
23.9K $280K
CX
Cemex Sab De Cv

Basic Materials
5.74K
+ 18.13%
$5.36 - $6.78 $30.8K - $38.9K
37.4K $209K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
1.01K
+ 1.65%
$48.25 - $52.09 $48.8K - $52.7K
62.3K $3.08M
TRNO
Terreno Realty Corp

Real Estate
213
+ 5.03%
$57.4 - $68.5 $12.2K - $14.6K
4.45K $281K
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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