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
EXPD
Expeditors International Of Washington Inc

Industrials
120
+ 4.07%
$109.09 - $126.48 $13.1K - $15.2K
3.07K $369M
TM
Toyota Motor Corp

Consumer Cyclical
384
+ 26.74%
$176.53 - $195.35 $67.8K - $75K
1.82K $321M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
4.18K
+ 7.44%
$11.4 - $11.96 $47.7K - $50K
60.4K $696M
BWXT
Bwx Technologies, Inc.

Industrials
1.09K
+ 20.56%
$96.59 - $128.46 $105K - $140K
6.38K $630M
ROKU
Roku, Inc

Communication Services
801
+ 18.77%
$67.36 - $99.07 $54K - $79.4K
5.07K $357M
DSI
Ishares Msci Kld 400 Social Et

ETFs
572
+ 23.55%
$101.98 - $115.66 $58.3K - $66.2K
3K $307M
VGLT
Vanguard Long Term Treasury Et

ETFs
533
+ 14.52%
$53.99 - $58.43 $28.8K - $31.1K
4.2K $242M
OMF
One Main Holdings, Inc.

Financial Services
1.41K
+ 15.16%
$45.35 - $58.06 $63.9K - $81.8K
10.7K $523M
BIGZ
Black Rock Innovation & Growth Trust
11.1K
+ 42.09%
$6.4 - $8.25 $71.3K - $91.9K
37.6K $235M
VBK
Vanguard Small Cap Growth ETF

ETFs
876
+ 13.59%
$247.97 - $296.33 $217K - $260K
7.32K $1.84B
PRU
Prudential Financial Inc

Financial Services
1.15K
+ 8.61%
$105.04 - $122.33 $121K - $141K
14.5K $1.62B
MPW
Medical Properties Trust Inc

Real Estate
29
+ 0.16%
$3.83 - $6.21 $111 - $180
17.6K $106M
PIM
Putnam Master Intermediate Income Trust

Financial Services
10.6K
New
$3.23 - $3.35 $34.3K - $35.6K
10.6K $35.3M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.49K
+ 17.01%
$23.32 - $23.84 $34.7K - $35.4K
10.2K $239M
BFK
Blackrock Municipal Income Trust

Financial Services
3.29K
+ 29.86%
$9.89 - $10.29 $32.5K - $33.8K
14.3K $141M
RIO
Rio Tinto PLC

Basic Materials
459
+ 11.96%
$58.19 - $64.29 $26.7K - $29.5K
4.3K $258M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
2.46K
+ 14.74%
$12.18 - $12.91 $30K - $31.7K
19.1K $237M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
97
+ 0.19%
$26.51 - $28.57 $2.57K - $2.77K
51.2K $1.4B
BITO
Proshares Tr Bitcoin Strategy

ETFs
4.13K
+ 41.03%
$17.57 - $25.81 $72.6K - $107K
14.2K $260M
NVO
Novo Nordisk A S

Healthcare
8.81K
+ 25.13%
$69.3 - $90.95 $610K - $801K
43.9K $3.05B
IBB
Ishares Biotechnology ETF

ETFs
375
+ 9.04%
$127.9 - $140.56 $48K - $52.7K
4.52K $579M
VGIT
Vanguard Intermediate Term Tre

ETFs
255
+ 2.49%
$57.44 - $59.4 $14.6K - $15.1K
10.5K $623M
VAW
Vanguard Materials ETF

ETFs
132
+ 2.91%
$185.71 - $202.46 $24.5K - $26.7K
4.66K $880M
SNOW
Snowflake Inc.

Technology
316
+ 15.34%
$146.16 - $192.78 $46.2K - $60.9K
2.38K $347M
PAVE
Global X Fds Us Infrastructure

ETFs
2.2K
+ 10.89%
$37.31 - $43.82 $82.2K - $96.5K
22.4K $846M
Bunge Global Sa
456
+ 9.98%
N/A
5.02K $384M
Mural Oncology Pub LTD CO
22.5K
New
N/A
22.5K $28.4M
GDV
Gabelli Dividend & Income Trust

Financial Services
1.15K
+ 12.78%
$23.47 - $25.3 $26.9K - $29K
10.1K $244M
GIS
General Mills Inc

Consumer Defensive
1.47K
+ 9.6%
$57.56 - $65.3 $84.6K - $96K
16.8K $1B
PFG
Principal Financial Group Inc

Financial Services
72
+ 2.46%
$76.34 - $89.04 $5.5K - $6.41K
3K $253M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
888
+ 4.07%
$13.65 - $14.45 $12.1K - $12.8K
22.7K $323M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1.84K
+ 15.49%
$11.96 - $13.56 $22K - $25K
13.7K $176M
OVV
Ovintiv Inc.

Energy
297
+ 5.62%
$37.84 - $45.91 $11.2K - $13.6K
5.58K $239M
NSA
National Storage Affiliates Trust

Real Estate
413
+ 7.48%
$35.92 - $39.59 $14.8K - $16.4K
5.93K $234M
PBRA
Petroleo Bras Ads (Ea Reptg 2
641
+ 4.78%
N/A
14.1K $183M
Blackrock Income Tr Inc
1.67K
+ 12.25%
N/A
15.3K $181M
PMO
Putnam Municipal Opportunities Trust

Financial Services
2.28K
+ 15.06%
$9.96 - $10.76 $22.7K - $24.5K
17.4K $177M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
1.54K
+ 5.41%
$70.83 - $76.62 $109K - $118K
30K $2.13B
LYG
Lloyds Banking Group PLC

Financial Services
807
+ 4.33%
$2.58 - $3.9 $2.08K - $3.15K
19.5K $74.3M
Richtech Robotics Inc
11.7K
New
N/A
11.7K $23.2M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
1.64K
+ 7.91%
$10.47 - $10.92 $17.2K - $17.9K
22.4K $240M
Te Connectivity PLC
178
+ 9.61%
N/A
2.03K $287M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.1K
+ 10.88%
N/A
11.2K $227M
IRIX
Iridex Corp

Healthcare
21.9K
New
$0.8 - $1.78 $17.6K - $39.1K
21.9K $21.7M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
2.08K
+ 9.33%
$11.13 - $11.61 $23.1K - $24.1K
24.3K $273M
SHYD
Vaneck Short High Yield Muni E

ETFs
900
+ 2.91%
$22.46 - $22.9 $20.2K - $20.6K
31.8K $716M
ERC
Allspring Multi Sector Income Fund

Financial Services
2.1K
+ 10.54%
$9.04 - $9.39 $18.9K - $19.7K
22K $203M
STX
Seagate Technology Holdings PLC

Technology
275
+ 10.5%
$84.92 - $108.42 $23.4K - $29.8K
2.89K $246M
MTG
Mgic Investment Corp

Financial Services
70
+ 0.43%
$22.56 - $25.71 $1.58K - $1.8K
16.2K $402M
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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