Concurrent Investment Advisors, LLC Purchases in Q3 2025

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PUK
Prudential PLC

Financial Services
571
+ 5.45%
$24.27 - $28.15 $13.9K - $16.1K
11K $309M
ED
Consolidated Edison Inc

Utilities
453
+ 5.43%
$95.57 - $105.36 $43.3K - $47.7K
8.79K $883M
CHWY
Chewy, Inc.

Consumer Cyclical
1.53K
+ 21.5%
$34.27 - $42.33 $52.4K - $64.7K
8.64K $349M
NTES
Net Ease, Inc.

Communication Services
4
+ 0.16%
$127.31 - $159.34 $509 - $637
2.55K $388M
A
Agilent Technologies, Inc.

Healthcare
168
+ 7.43%
$112.04 - $128.75 $18.8K - $21.6K
2.43K $312M
DT
Dynatrace, Inc.

Technology
1.79K
+ 28.82%
$46.04 - $56.64 $82.4K - $101K
8K $388M
SONY
Sony Group Corp

Technology
532
+ 5.0%
$23.92 - $30.07 $12.7K - $16K
11.2K $322M
First Tr Exchng Traded Fd Vi
806
+ 9.86%
N/A
8.98K $347M
LGOV
First Tr ETF Iv Long Duration

ETFs
1.3K
+ 2.81%
$20.98 - $22.03 $27.3K - $28.7K
47.7K $1.04B
MAS
Masco Corp

Industrials
171
+ 3.34%
$64.44 - $76.07 $11K - $13K
5.28K $372M
Richtech Robotics Inc
2.84K
+ 22.38%
N/A
15.5K $66.7M
J P Morgan Exchange Traded F
181
+ 2.54%
N/A
7.32K $542M
AIG
American International Group, Inc.

Financial Services
1.44K
+ 14.19%
$76.34 - $85.87 $110K - $124K
11.6K $911M
K
Kellogg CO

Consumer Defensive
334
+ 6.02%
$76.96 - $82.02 $25.7K - $27.4K
5.88K $482M
VTRS
Viatris Inc

Healthcare
1.33K
+ 4.62%
$8.74 - $10.69 $11.6K - $14.2K
30K $297M
BXC
Blue Linx Holdings Inc.

Industrials
611
+ 16.82%
$71.39 - $86.56 $43.6K - $52.9K
4.24K $310M
VGLT
Vanguard Long Term Treasury Et

ETFs
641
+ 13.94%
$54.21 - $57.41 $34.7K - $36.8K
5.24K $298M
ES
Eversource Energy

Utilities
207
+ 6.27%
$62.86 - $71.14 $13K - $14.7K
3.51K $250M
J P Morgan Exchange Traded F
55
+ 1.2%
N/A
4.64K $427M
MUST
Columbia ETF Tr I Multi Sector

ETFs
1.68K
+ 14.04%
$19.87 - $20.65 $33.4K - $34.7K
13.6K $280M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
227
+ 5.27%
$67.21 - $72.65 $15.3K - $16.5K
4.53K $329M
JUPW
Jupiter Wellness, Inc.

Healthcare
152K
+ 532.6%
N/A
181K $48.5M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
3.02K
+ 9.27%
$9.44 - $10.39 $28.5K - $31.3K
35.6K $353M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
18
+ 0.27%
$105.03 - $112.54 $1.89K - $2.03K
6.79K $750M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
2.59K
+ 4.86%
$10.85 - $11.41 $28K - $29.5K
55.8K $625M
OMF
One Main Holdings, Inc.

Financial Services
764
+ 8.8%
$55.61 - $62.61 $42.5K - $47.8K
9.45K $534M
MODL
Victory Portfolios Ii Victorys
502
+ 10.46%
N/A
5.3K $245M
YUM
Yum Brands Inc

Consumer Cyclical
50
+ 0.62%
$139.5 - $153.94 $6.98K - $7.7K
8.06K $1.23B
MFC
Manulife Financial Corp

Financial Services
1.56K
+ 11.7%
$29.9 - $32.34 $46.6K - $50.5K
14.9K $464M
Yd Bio LTD
17.7K
New
N/A
17.7K $37.6M
KIM
Kimco Realty Corp

Real Estate
146
+ 0.35%
$20.74 - $22.79 $3.03K - $3.33K
41.7K $910M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
373
+ 3.71%
$43.76 - $46.12 $16.3K - $17.2K
10.4K $480M
OGS
One Gas, Inc.

Utilities
23
+ 0.63%
$72.16 - $80.94 $1.66K - $1.86K
3.66K $296M
VLY
Valley National Bancorp

Financial Services
130
+ 0.65%
$9.18 - $11.1 $1.19K - $1.44K
20.1K $213M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
1.78K
+ 12.35%
$20.88 - $26.57 $37.2K - $47.3K
16.2K $346M
FANG
Diamondback Energy, Inc.

Energy
30
+ 0.57%
$134.53 - $152.5 $4.04K - $4.58K
5.31K $760M
Natwest Group PLC
2.33K
+ 23.16%
N/A
12.4K $175M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
459
+ 4.66%
$42.16 - $43.5 $19.4K - $20K
10.3K $449M
RPM
Rpm International Inc

Basic Materials
75
+ 2.59%
$110.07 - $128.23 $8.26K - $9.62K
2.97K $350M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
2.5K
+ 24.26%
$9.39 - $10.12 $23.5K - $25.3K
12.8K $130M
IDEV
Ishares Core Msci Intl Develop

ETFs
192
+ 5.26%
$74.68 - $80.26 $14.3K - $15.4K
3.84K $308M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
462
+ 1.71%
$26.88 - $27.78 $12.4K - $12.8K
27.5K $765M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
800
+ 2.22%
$10.21 - $11.08 $8.17K - $8.86K
36.8K $408M
Tko Group Holdings Inc
24
+ 1.89%
N/A
1.29K $261M
BTG
B2 Gold Corp

Basic Materials
85
+ 0.38%
$3.32 - $4.96 $282 - $422
22.2K $110M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
104
+ 0.42%
$20.22 - $21.71 $2.1K - $2.26K
24.7K $532M
LNG
Cheniere Energy, Inc.

Energy
345
+ 5.76%
$222.68 - $244.28 $76.8K - $84.3K
6.34K $1.49B
PULS
Pgim ETF Tr

ETFs
583
+ 6.66%
$49.58 - $49.83 $28.9K - $29.1K
9.33K $465M
EGP
Eastgroup Properties Inc

Real Estate
134
+ 4.83%
$159.46 - $169.88 $21.4K - $22.8K
2.91K $492M
Activity Summary
Buys All Purchases 874 New Holdings 166 Increased Positions 708 Sells All Sells 498 Reductions 498 Sold out 0 Options Calls 42 Puts 24
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