Cetera Investment Advisers Reduced Holdings in Q4 2024

Cetera Investment Advisers

  • $45.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
-5.42K
- 19.55%
$28.7 - $32.94 $156K - $179K
22.3K $650K
TAL
Tal Education Group

Consumer Defensive
-3.31K
- 3.57%
$9.45 - $12.13 $31.2K - $40.1K
89.4K $895K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
-7.67K
- 12.26%
$12.44 - $14.36 $95.4K - $110K
54.9K $691K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-944
- 1.0%
$43.44 - $45.05 $41K - $42.5K
93.9K $4.08M
TER
Teradyne, Inc

Technology
-466
- 2.66%
$102.58 - $133.62 $47.8K - $62.3K
17.1K $2.15M
QPX
Advisorshares Tr Q Dynamic Gro

ETFs
-6.83K
- 6.89%
$34.82 - $37.33 $238K - $255K
92.3K $3.32M
CBU
Community Bank System, Inc.

Financial Services
-4.03K
- 28.67%
$56.38 - $71.45 $227K - $288K
10K $617K
FAF
First American Financial Corp

Financial Services
-2.51K
- 22.03%
$61.55 - $70.63 $154K - $177K
8.87K $553K
FMBH
First Mid Bancshares, Inc.

Financial Services
-3.7K
- 12.71%
$36.82 - $43.25 $136K - $160K
25.4K $934K
ROCK
Gibraltar Industries, Inc.

Industrials
-1.79K
- 21.76%
$58.67 - $73.99 $105K - $132K
6.43K $378K
LNC
Lincoln National Corp

Financial Services
-6.51K
- 9.7%
$30.46 - $36.84 $198K - $240K
60.6K $1.92M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-3.81K
- 5.92%
$100.18 - $109.1 $382K - $416K
60.6K $6.36M
IGF
Ishares Global Infrastructure

ETFs
-425
- 0.55%
$51.2 - $55.7 $21.8K - $23.7K
76.9K $4.02M
BCPC
Balchem Corp

Basic Materials
-666
- 10.73%
$163.0 - $183.41 $109K - $122K
5.54K $903K
LPI
Laredo Petroleum, Inc.

Energy
-3.88K
- 9.95%
N/A
35.1K $1.71M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-5.02K
- 4.05%
$15.43 - $16.42 $77.4K - $82.4K
119K $1.85M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-652
- 0.72%
$46.52 - $48.32 $30.3K - $31.5K
90.2K $4.21M
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-79.3K
- 70.23%
$2.14 - $2.24 $170K - $178K
33.6K $71K
GATO
Gatos Silver, Inc.

Basic Materials
-11.4K
- 47.19%
$13.7 - $19.99 $156K - $227K
12.7K $177K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-907
- 1.27%
$23.11 - $25.17 $21K - $22.8K
70.7K $1.63M
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
-2.39K
- 0.58%
$33.45 - $35.38 $79.8K - $84.4K
409K $13.8M
CMP
Compass Minerals International Inc

Basic Materials
-13.6K
- 42.66%
$10.59 - $15.7 $144K - $214K
18.3K $205K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-5.91K
- 16.58%
$32.84 - $33.81 $194K - $200K
29.7K $999K
SLF
Sun Life Financial Inc

Financial Services
-4.23K
- 7.56%
$55.43 - $62.69 $234K - $265K
51.7K $3.07M
GSHD
Goosehead Insurance, Inc.

Financial Services
-2.89K
- 38.07%
$87.63 - $129.69 $253K - $374K
4.69K $503K
IQI
Invesco Quality Municipal Income Trust

Financial Services
-10.3K
- 8.33%
$9.59 - $10.5 $98.7K - $108K
113K $1.12M
AKAM
Akamai Technologies Inc

Technology
-1.89K
- 13.56%
N/A
12.1K $1.1M
HSIC
Henry Schein Inc

Healthcare
-2.11K
- 32.99%
$66.54 - $77.66 $141K - $164K
4.29K $297K
SNAP
Snap Inc

Communication Services
-16.2K
- 21.86%
$9.98 - $12.86 $162K - $209K
58.1K $625K
AEE
Ameren Corp

Utilities
-3.07K
- 4.9%
$85.81 - $94.98 $264K - $292K
59.6K $5.31M
BIT
Black Rock Multi Sector Income Trust

Financial Services
-9.33K
- 16.5%
$14.25 - $15.15 $133K - $141K
47.2K $689K
PCVX
Vaxcyte, Inc.

Healthcare
-43
- 0.84%
$80.97 - $117.93 $3.48K - $5.07K
5.08K $416K
DMAR
First Tr Ex Tr Viii Cboe Vest
-5.71K
- 9.54%
$37.14 - $38.49 $212K - $220K
54.1K $2.07M
SMIN
Ishares Msci India Small Cap I

ETFs
-940
- 9.68%
$75.68 - $86.0 $71.1K - $80.8K
8.78K $670K
AQN
Algonquin Power & Utilities Corp.

Utilities
-6.33K
- 4.69%
$4.31 - $5.52 $27.3K - $35K
129K $573K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-1.03K
- 3.77%
$58.61 - $64.79 $60.4K - $66.8K
26.3K $1.54M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-11.1K
- 7.03%
$15.42 - $18.08 $171K - $200K
146K $2.39M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-7.76K
- 13.48%
$20.05 - $20.15 $156K - $156K
49.8K $1M
FNV
Franco Nevada Corp

Basic Materials
-879
- 10.92%
$113.26 - $137.22 $99.6K - $121K
7.17K $843K
BNY
Blackrock New York Municipal Income Trust

Financial Services
-6.54K
- 5.93%
$10.13 - $11.07 $66.3K - $72.4K
104K $1.06M
CVI
Cvr Energy Inc

Energy
-2.1K
- 7.75%
$15.9 - $25.09 $33.4K - $52.7K
25K $468K
NSSC
Napco Security Technologies, Inc

Industrials
-3.05K
- 32.44%
$34.51 - $42.2 $105K - $129K
6.35K $225K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
-91.2K
- 76.29%
$1.55 - $2.65 $141K - $242K
28.3K $51K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-1.8K
- 16.47%
$32.82 - $45.55 $58.9K - $81.8K
9.11K $304K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-3.37K
- 28.28%
$38.02 - $42.79 $128K - $144K
8.54K $334K
PTEU
Pacer Fds Tr Trendpilot Europe

ETFs
-1.26K
- 4.12%
$23.94 - $27.53 $30.3K - $34.8K
29.4K $703K
SIGI
Selective Insurance Group Inc

Financial Services
-1.61K
- 32.05%
$90.05 - $102.09 $145K - $164K
3.41K $319K
CHX
Champion X Corp

Energy
-1.68K
- 4.82%
$25.79 - $32.51 $43.3K - $54.6K
33.1K $900K
MSM
Msc Industrial Direct CO Inc

Industrials
-1.14K
- 21.12%
$73.09 - $90.18 $83.5K - $103K
4.27K $318K
Activity Summary
Buys All Purchases 2265 New Holdings 231 Increased Positions 2034 Sells All Sells 1399 Reductions 1399 Sold out 0 Options Calls 8 Puts 15
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