Concurrent Investment Advisors, LLC Purchases in Q3 2024

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
197
+ 0.43%
$47.29 - $52.55 $9.32K - $10.4K
46.4K $2.44B
Core Scientific Inc New
3.72K
+ 7.29%
N/A
54.8K $368M
BKNG
Booking Holdings Inc.

Consumer Cyclical
25
+ 21.01%
$3305.62 - $4268.05 $82.6K - $107K
144 $607M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
8.79K
+ 20.69%
$10.38 - $11.34 $91.3K - $99.7K
51.3K $582M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.17K
+ 3.5%
$33.88 - $36.77 $39.6K - $43K
34.6K $1.26B
DHR
Danaher Corp

Healthcare
108
+ 2.94%
$239.25 - $280.76 $25.8K - $30.3K
3.79K $1.05B
KR
Kroger CO

Consumer Defensive
1.22K
+ 14.26%
$50.43 - $57.3 $61.6K - $70K
9.78K $561M
RKLB
Rocket Lab Usa, Inc.

Industrials
13.6K
New
$4.54 - $9.78 $61.7K - $133K
13.6K $132M
VOD
Vodafone Group Public LTD CO

Communication Services
13.1K
New
$8.8 - $10.35 $116K - $136K
13.1K $132M
FTNT
Fortinet, Inc.

Technology
787
+ 20.04%
$55.39 - $77.55 $43.6K - $61K
4.72K $366M
BCS
Barclays PLC

Financial Services
10.4K
New
$10.59 - $12.45 $110K - $129K
10.4K $126M
OMFS
Invesco Exchange Traded Self I

ETFs
1.63K
+ 8.59%
$35.01 - $39.74 $57.1K - $64.8K
20.6K $815M
THC
Tenet Healthcare Corp

Healthcare
213
+ 7.83%
$129.27 - $168.03 $27.5K - $35.8K
2.93K $487M
ADSK
Autodesk, Inc.

Technology
194
+ 8.14%
$245.83 - $245.83 $47.7K - $47.7K
2.58K $710M
IR
Ingersoll Rand Inc.

Industrials
1.01K
+ 41.09%
$86.9 - $100.4 $87.9K - $102K
3.48K $341M
C
Citigroup Inc

Financial Services
2.04K
+ 15.38%
$56.11 - $67.61 $115K - $138K
15.3K $959M
MBB
Ishares Tr

ETFs
473
+ 2.71%
$90.85 - $96.66 $43K - $45.7K
18K $1.72B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
18
+ 0.09%
$39.95 - $45.86 $719 - $825
20.6K $941M
RMD
Resmed Inc

Healthcare
57
+ 3.06%
$186.94 - $252.92 $10.7K - $14.4K
1.92K $469M
TLRY
Tilray Brands, Inc.

Healthcare
62.4K
New
$1.62 - $2.03 $101K - $127K
62.4K $110M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.74K
+ 22.32%
$23.06 - $26.41 $63.1K - $72.3K
15K $390M
BAH
Booz Allen Hamilton Holding Corp

Industrials
569
+ 32.44%
$138.82 - $162.76 $79K - $92.6K
2.32K $378M
BSX
Boston Scientific Corp

Healthcare
530
+ 5.76%
$72.96 - $84.0 $38.7K - $44.5K
9.72K $815M
SPOT
Spotify Technology S.A.

Communication Services
71
+ 4.84%
$290.16 - $384.01 $20.6K - $27.3K
1.54K $567M
CTSH
Cognizant Technology Solutions Corp

Technology
753
+ 14.46%
$66.89 - $77.87 $50.4K - $58.6K
5.96K $460M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
3.83K
+ 29.12%
$24.39 - $25.28 $93.4K - $96.8K
17K $427M
KMB
Kimberly Clark Corp

Consumer Defensive
402
+ 3.44%
$135.05 - $148.35 $54.3K - $59.6K
12.1K $1.72B
TY
Tri Continental Corp

Financial Services
1.32K
+ 4.5%
$29.86 - $32.92 $39.4K - $43.5K
30.7K $1.01B
UUUU
Energy Fuels Inc

Energy
19K
New
$4.28 - $6.65 $81.2K - $126K
19K $104M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
3.87K
+ 19.92%
$11.57 - $14.32 $44.8K - $55.5K
23.3K $330M
DVY
Ishares Tr

ETFs
237
+ 4.78%
$119.99 - $135.74 $28.4K - $32.2K
5.19K $701M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
4.63K
+ 17.01%
$19.94 - $22.45 $92.3K - $104K
31.8K $686M
BDX
Becton Dickinson & CO

Healthcare
137
+ 1.49%
$221.47 - $242.41 $30.3K - $33.2K
9.31K $2.25B
PAVE
Global X Fds Us Infrastructure

ETFs
1.17K
+ 9.32%
$36.39 - $41.16 $42.6K - $48.2K
13.7K $565M
USA
Liberty All Star Equity Fund

Financial Services
11.3K
+ 17.24%
$6.43 - $7.14 $72.4K - $80.4K
76.5K $543M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
309
+ 0.66%
$44.9 - $47.55 $13.9K - $14.7K
47.2K $2.23B
FCX
Freeport Mcmoran Inc

Basic Materials
996
+ 2.72%
$39.52 - $51.92 $39.4K - $51.7K
37.6K $1.88B
HUBB
Hubbell Inc

Industrials
38
+ 3.06%
$355.55 - $428.48 $13.5K - $16.3K
1.28K $548M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
5.88K
+ 23.03%
$13.87 - $14.63 $81.5K - $86K
31.4K $455M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
483
+ 3.66%
$69.61 - $79.56 $33.6K - $38.4K
13.7K $1.07B
Blackrock ETF Trust Ii
1.24K
+ 6.38%
N/A
20.7K $1.11B
XYLD
Global X Fds S&P 500 Covered C

ETFs
967
+ 1.99%
$38.49 - $41.61 $37.2K - $40.2K
49.7K $2.06B
EQT
Eqt Corp

Energy
2.57K
+ 40.59%
$30.21 - $37.21 $77.5K - $95.5K
8.89K $326M
TAP
Molson Coors Beverage CO

Consumer Defensive
921
+ 16.62%
$49.94 - $57.52 $46K - $53K
6.46K $372M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
381
+ 3.72%
$114.73 - $120.23 $43.7K - $45.8K
10.6K $1.27B
MTZ
Mastec Inc

Industrials
66
+ 1.33%
$97.3 - $126.14 $6.42K - $8.33K
5.02K $617M
WPC
W. P. Carey Inc.

Real Estate
85
+ 0.76%
$54.63 - $63.96 $4.64K - $5.44K
11.2K $700M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
875
+ 19.51%
$66.31 - $74.08 $58K - $64.8K
5.36K $393M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.11K
+ 15.59%
$52.1 - $59.66 $57.6K - $66K
8.2K $486M
Activity Summary
Buys All Purchases 673 New Holdings 122 Increased Positions 551 Sells All Sells 285 Reductions 285 Sold out 0 Options Calls 45 Puts 11
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