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
MCR
Mfs Charter Income Trust

Financial Services
2.32K
+ 6.06%
$6.28 - $6.57 $14.6K - $15.3K
40.7K $267M
IYY
Ishares Tr

ETFs
1
+ 0.03%
$125.77 - $139.59 $126 - $140
3.56K $496M
MPW
Medical Properties Trust Inc

Real Estate
760
+ 5.61%
$4.03 - $6.38 $3.06K - $4.85K
14.3K $83.7M
IDXX
Idexx Laboratories Inc

Healthcare
28
+ 4.65%
$455.08 - $517.19 $12.7K - $14.5K
630 $318M
BTG
B2 Gold Corp

Basic Materials
5.26K
+ 24.73%
$2.47 - $3.36 $13K - $17.7K
26.5K $81.7M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
37
+ 1.26%
$71.31 - $80.0 $2.64K - $2.96K
2.99K $239M
MKL
Markel Corp

Financial Services
17
+ 3.82%
$1494.55 - $1645.69 $25.4K - $28K
462 $725M
LUV
Southwest Airlines CO

Industrials
139
+ 0.74%
$23.7 - $29.93 $3.29K - $4.16K
18.9K $560M
AAL
American Airlines Group Inc.

Industrials
2.13K
+ 20.2%
$11.04 - $11.04 $23.5K - $23.5K
12.7K $142M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
174
+ 2.45%
$26.13 - $31.72 $4.55K - $5.52K
7.29K $226M
DSI
Ishares Msci Kld 400 Social Et

ETFs
86
+ 4.02%
$97.81 - $108.79 $8.41K - $9.36K
2.22K $242M
STX
Seagate Technology Holdings PLC

Technology
31
+ 1.18%
$92.1 - $110.76 $2.86K - $3.43K
2.66K $291M
PMM
Putnam Managed Municipal Income Trust

Financial Services
1.73K
+ 6.42%
$6.14 - $6.58 $10.6K - $11.4K
28.6K $186M
NOK
Nokia Corp

Technology
222
+ 0.71%
$3.62 - $4.48 $804 - $995
31.5K $138M
ESS
Essex Property Trust, Inc.

Real Estate
3
+ 0.38%
$272.82 - $272.82 $818 - $818
793 $234M
GLO
Clough Global Opportunities Fund

Financial Services
3.07K
+ 9.64%
$4.94 - $5.58 $15.2K - $17.1K
34.9K $190M
DFAT
Dimensional ETF Tr U S Target

ETFs
10
+ 0.22%
$51.0 - $57.07 $510 - $571
4.6K $256M
GFI
Gold Fields LTD

Basic Materials
850
+ 8.29%
$13.34 - $17.2 $11.3K - $14.6K
11.1K $170M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
665
+ 4.25%
$10.51 - $11.28 $6.99K - $7.5K
16.3K $184M
SII
Sprott Inc.

Financial Services
41
+ 0.6%
$38.73 - $46.3 $1.59K - $1.9K
6.84K $296M
CARY
Angel Oak Fds Tr Income Etf(De
262
+ 1.74%
N/A
15.3K $325M
SUB
Ishares Short Term National Mu

ETFs
92
+ 3.4%
$104.3 - $106.3 $9.6K - $9.78K
2.8K $297M
OMEX
Odyssey Marine Exploration Inc

Industrials
17K
New
$0.5 - $5.36 $8.5K - $91.1K
17K $14.1M
ALB
Albemarle Corp

Basic Materials
166
+ 7.6%
$72.85 - $100.09 $12.1K - $16.6K
2.35K $223M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
361
+ 4.42%
$29.62 - $34.42 $10.7K - $12.4K
8.53K $286M
VVR
Invesco Senior Income Trust

Financial Services
9.34K
+ 9.1%
$4.02 - $4.41 $37.6K - $41.2K
112K $456M
SCHO
Schwab Short Term Us Treasury

ETFs
102
+ 1.18%
$47.93 - $49.06 $4.89K - $5K
8.74K $428M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
86
+ 0.51%
$9.89 - $11.43 $851 - $983
16.9K $186M
BIT
Black Rock Multi Sector Income Trust

Financial Services
355
+ 3.43%
$14.44 - $15.2 $5.13K - $5.4K
10.7K $163M
UYLD
Angel Oak Fds Tr Ultrashort In
161
+ 1.62%
N/A
10.1K $516M
Lyft Inc
10K
New
N/A
10K $9.71M
LYG
Lloyds Banking Group PLC

Financial Services
35
+ 0.2%
$2.73 - $3.17 $95.6 - $111
17.9K $55.7M
GM
General Motors CO

Consumer Cyclical
536
+ 4.84%
$39.95 - $49.9 $21.4K - $26.7K
11.6K $521M
CION
Cion Investment Corp

Financial Services
1.19K
+ 2.94%
$11.55 - $12.46 $13.7K - $14.8K
41.7K $497M
WES
Western Midstream Partners, LP

Energy
352
+ 6.17%
$36.59 - $42.74 $12.9K - $15K
6.05K $232M
CPRT
Copart Inc

Consumer Cyclical
277
+ 5.13%
$49.19 - $55.54 $13.6K - $15.4K
5.67K $297M
MSOX
Advisorshares Tr Msox 2 X Daily
2.1K
New
N/A
2.1K $4.91M
KULR
Kulr Technology Group, Inc.

Technology
14.7K
New
$0.21 - $0.39 $3.08K - $5.72K
14.7K $4.18M
HES
Hess Corp

Energy
180
+ 9.75%
$126.3 - $155.44 $22.7K - $28K
2.03K $275M
Global X Fds
22
+ 0.35%
N/A
6.36K $639M
FSK
Fs Kkr Capital Corp

Financial Services
106
+ 0.37%
$18.74 - $20.43 $1.99K - $2.17K
29K $572M
Advent Conv & Income Fd
10.1K
New
N/A
10.1K $201K
CLF
Cleveland Cliffs Inc.

Basic Materials
2.74K
+ 20.27%
$10.91 - $16.21 $29.8K - $44.3K
16.2K $207M
PAA
Plains All American Pipeline LP

Energy
521
+ 1.91%
$17.0 - $19.03 $8.86K - $9.91K
27.8K $484M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
15
+ 0.38%
$42.59 - $60.56 $639 - $908
4K $202M
DG
Dollar General Corp

Consumer Defensive
1.48K
+ 50.84%
$80.41 - $132.42 $119K - $196K
4.4K $372M
CASY
Caseys General Stores Inc

Consumer Cyclical
7
+ 0.25%
$354.52 - $391.16 $2.48K - $2.74K
2.85K $1.07B
MRO
Marathon Oil Corp

Energy
253
+ 2.23%
$25.87 - $29.26 $6.55K - $7.4K
11.6K $309M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
481
+ 4.47%
$91.43 - $117.51 $44K - $56.5K
11.2K $1.19B
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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