Concurrent Investment Advisors, LLC Purchases in Q1 2025

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HP
Helmerich & Payne, Inc.

Energy
9.85K
New
$24.69 - $36.7 $243K - $362K
9.85K $257M
IYJ
Ishares Tr

ETFs
1.97K
New
$127.48 - $142.0 $251K - $280K
1.97K $256M
NSC
Norfolk Southern Corp

Industrials
972
+ 8.89%
$227.69 - $259.76 $221K - $252K
11.9K $2.82B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
896
New
$283.06 - $421.16 $254K - $377K
896 $254M
NGG
National Grid PLC

Utilities
3.84K
New
$56.13 - $65.61 $216K - $252K
3.84K $252M
DASH
Door Dash, Inc.

Communication Services
1.37K
New
$168.37 - $213.38 $231K - $293K
1.37K $251M
ECL
Ecolab Inc.

Basic Materials
700
+ 18.36%
$229.72 - $269.82 $161K - $189K
4.51K $1.14B
AYI
Acuity Brands Inc

Industrials
950
New
$257.8 - $337.07 $245K - $320K
950 $250M
Global X Fds
2.44K
+ 19.75%
N/A
14.8K $1.49B
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
22.7K
+ 213.22%
$10.81 - $11.3 $245K - $256K
33.3K $366M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
3.46K
New
$65.49 - $74.67 $226K - $258K
3.46K $248M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
14.9K
New
$16.61 - $20.29 $247K - $302K
14.9K $247M
KEYS
Keysight Technologies, Inc.

Technology
2.26K
+ 26.78%
$148.16 - $185.11 $335K - $418K
10.7K $1.6B
MBB
Ishares Tr

ETFs
2.23K
+ 12.84%
$90.37 - $94.08 $201K - $210K
19.6K $1.84B
EVER
Ever Quote, Inc.

Communication Services
9.31K
New
$17.84 - $29.71 $166K - $277K
9.31K $244M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.08K
+ 17.28%
$97.38 - $104.52 $202K - $217K
14.1K $1.44B
NVS
Novartis Ag

Healthcare
1.65K
+ 39.87%
$97.14 - $115.57 $160K - $191K
5.8K $646M
BCS
Barclays PLC

Financial Services
13K
+ 63.5%
$12.69 - $16.25 $165K - $212K
33.5K $515M
FCBC
First Community Bankshares Inc

Financial Services
6.41K
New
$37.69 - $45.34 $242K - $291K
6.41K $242M
MCK
Mckesson Corp

Healthcare
99
+ 5.9%
$566.21 - $672.99 $56.1K - $66.6K
1.78K $1.2B
SUN
Sunoco LP

Energy
4.12K
New
$51.29 - $59.25 $211K - $244K
4.12K $239M
NOG
Northern Oil & Gas, Inc.

Energy
7.89K
New
$26.89 - $42.07 $212K - $332K
7.89K $239M
CHK
Chesapeake Energy Corp

Energy
2.13K
New
N/A
2.13K $237M
SKYW
Skywest Inc

Industrials
2.7K
New
$81.46 - $120.92 $220K - $327K
2.7K $236M
CASH
Meta Financial Group Inc

Financial Services
3.22K
New
$69.94 - $81.54 $225K - $262K
3.22K $235M
WRB
Berkley W R Corp

Financial Services
3.3K
New
$56.7 - $71.27 $187K - $235K
3.3K $235M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
10K
New
$22.77 - $24.73 $228K - $248K
10K $233M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.89K
New
$106.31 - $123.73 $201K - $233K
1.89K $233M
EQT
Eqt Corp

Energy
4.36K
New
$46.16 - $54.25 $201K - $236K
4.36K $233M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
4.65K
New
$47.59 - $50.79 $221K - $236K
4.65K $233M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.01K
+ 65.33%
$25.81 - $28.52 $207K - $228K
20.3K $559M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
3.15K
+ 8.91%
$52.31 - $54.02 $165K - $170K
38.5K $2.08B
AES
Aes Corp

Utilities
20.5K
+ 35.7%
$9.93 - $13.23 $204K - $271K
78K $968M
ED
Consolidated Edison Inc

Utilities
634
+ 8.59%
$88.0 - $110.59 $55.8K - $70.1K
8.01K $886M
UTHR
United Therapeutics Corp

Healthcare
737
New
$304.42 - $380.78 $224K - $281K
737 $227M
AUSF
Global X Fds Adaptive U S Fact

ETFs
2.36K
+ 3.14%
$41.68 - $43.97 $98.2K - $104K
77.5K $3.38B
FDX
Fedex Corp

Industrials
1.3K
+ 53.71%
$230.33 - $281.53 $300K - $367K
3.73K $909M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.15K
New
$103.02 - $140.69 $221K - $302K
2.15K $227M
First Tr Exch Traded Fd Iii
11.3K
New
N/A
11.3K $226M
AZO
Autozone Inc

Consumer Cyclical
25
+ 11.74%
$3193.96 - $3828.11 $79.8K - $95.7K
238 $907M
MTB
M&T Bank Corp

Financial Services
1.26K
New
$170.47 - $201.98 $214K - $254K
1.26K $225M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.62K
+ 10.73%
$50.82 - $52.7 $184K - $191K
37.3K $1.96B
DVA
Davita Inc.

Healthcare
1.46K
New
$140.0 - $177.35 $204K - $259K
1.46K $223M
PAAS
Pan American Silver Corp

Basic Materials
8.6K
New
$20.61 - $26.7 $177K - $230K
8.6K $222M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
24.4K
+ 51.46%
$8.58 - $8.9 $209K - $217K
71.7K $629M
PSJ
Invesco Exchange Traded Fd Tr

ETFs
5.47K
New
N/A
5.47K $222M
GBIL
Goldman Sachs Access Treasury

ETFs
2.2K
+ 51.16%
$99.85 - $100.19 $220K - $220K
6.5K $651M
Cava Group Inc
3.42K
+ 120.79%
N/A
6.24K $540M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.64K
New
$59.61 - $66.71 $217K - $242K
3.64K $220M
Activity Summary
Buys All Purchases 897 New Holdings 214 Increased Positions 683 Sells All Sells 261 Reductions 261 Sold out 0 Options Calls 22 Puts 11
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