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
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
501
+ 6.95%
$36.71 - $38.11 $18.4K - $19.1K
7.71K $294M
MLN
Vaneck Long Muni ETF

ETFs
974
+ 5.13%
$16.52 - $17.5 $16.1K - $17K
20K $349M
BFK
Blackrock Municipal Income Trust

Financial Services
2.14K
+ 14.98%
$9.44 - $10.17 $20.2K - $21.8K
16.4K $165M
CBOE
Cboe Global Markets, Inc.

Financial Services
46
+ 3.3%
$231.35 - $253.24 $10.6K - $11.6K
1.44K $353M
SKYW
Skywest Inc

Industrials
350
+ 9.81%
$100.62 - $123.72 $35.2K - $43.3K
3.92K $394M
ACHR
Archer Aviation Inc.

Industrials
4.36K
+ 36.29%
$8.25 - $13.4 $36K - $58.4K
16.4K $157M
BKH
Black Hills Corp

Utilities
75
+ 2.09%
$55.87 - $61.62 $4.19K - $4.62K
3.66K $225M
EFX
Equifax Inc

Industrials
105
+ 7.49%
$234.03 - $265.73 $24.6K - $27.9K
1.51K $386M
FEX
First Tr Large Cap Core Alphde

ETFs
63
+ 2.76%
$110.0 - $117.08 $6.93K - $7.38K
2.35K $274M
NTNX
Nutanix, Inc.

Technology
432
+ 9.59%
$66.06 - $81.12 $28.5K - $35K
4.94K $367M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
179
+ 5.34%
$66.84 - $69.82 $12K - $12.5K
3.53K $246M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
266
+ 5.41%
$62.57 - $69.12 $16.6K - $18.4K
5.18K $352M
ABT
Abbott Laboratories

Healthcare
1.25K
+ 1.78%
$120.51 - $136.62 $151K - $171K
71.6K $9.6B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
779
+ 8.36%
$24.87 - $25.69 $19.4K - $20K
10.1K $258M
QDEF
Flexshares Quality Div Defensi

ETFs
14
+ 0.41%
$74.4 - $79.98 $1.04K - $1.12K
3.42K $274M
NNI
Nelnet Inc

Financial Services
99
+ 5.07%
$119.62 - $130.27 $11.8K - $12.9K
2.05K $257M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
680
+ 5.91%
$23.6 - $24.47 $16K - $16.6K
12.2K $298M
DFAT
Dimensional ETF Tr U S Target

ETFs
13
+ 0.28%
$53.36 - $59.69 $694 - $776
4.64K $270M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
2.16K
+ 19.77%
N/A
13.1K $50.6M
DRLL
Ea Ser Tr Strive U S Energy Et
87
+ 0.82%
N/A
10.8K $309M
PFG
Principal Financial Group Inc

Financial Services
83
+ 2.49%
$75.53 - $82.95 $6.27K - $6.88K
3.42K $284M
MTG
Mgic Investment Corp

Financial Services
272
+ 1.6%
$25.06 - $28.92 $6.82K - $7.87K
17.3K $490M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
161
+ 2.73%
$40.37 - $42.12 $6.5K - $6.78K
6.06K $255M
GIS
General Mills Inc

Consumer Defensive
789
+ 4.64%
$48.44 - $53.83 $38.2K - $42.5K
17.8K $897M
CPT
Camden Property Trust

Real Estate
237
+ 13.12%
$104.05 - $115.69 $24.7K - $27.4K
2.04K $218M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
16
+ 0.19%
$38.1 - $40.7 $610 - $651
8.5K $337M
EVER
Ever Quote, Inc.

Communication Services
1.17K
+ 11.68%
$22.61 - $25.87 $26.4K - $30.2K
11.2K $256M
IVT
Inven Trust Properties Corp.

Real Estate
22
+ 0.21%
$26.7 - $30.06 $587 - $661
10.5K $300M
BEN
Franklin Resources Inc

Financial Services
878
+ 9.08%
$23.13 - $26.03 $20.3K - $22.9K
10.5K $244M
TTE
Total Energies Se

Energy
446
+ 5.67%
N/A
8.32K $496M
Blacksky Technology Inc
1.01K
+ 5.6%
N/A
19K $384M
CASH
Meta Financial Group Inc

Financial Services
405
+ 11.76%
$72.32 - $83.85 $29.3K - $34K
3.85K $285M
AJG
Arthur J. Gallagher & Co.

Financial Services
300
+ 3.85%
$284.17 - $319.49 $85.3K - $95.8K
8.08K $2.5B
PMO
Putnam Municipal Opportunities Trust

Financial Services
350
+ 1.95%
$9.72 - $10.47 $3.4K - $3.66K
18.3K $189M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
19
+ 0.19%
$41.17 - $43.65 $782 - $829
9.87K $425M
Neuberger Berman ETF Trust
145
+ 1.81%
N/A
8.14K $219M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
61
+ 0.28%
$15.5 - $16.01 $946 - $977
21.8K $347M
BRO
Brown & Brown, Inc.

Financial Services
1.85K
+ 19.16%
$90.88 - $108.93 $168K - $202K
11.5K $1.08B
TOWN
Towne Bank (Va)

Financial Services
44
+ 0.26%
$34.49 - $37.64 $1.52K - $1.66K
17.3K $598M
BITO
Proshares Tr Bitcoin Strategy

ETFs
1.87K
+ 11.88%
$18.74 - $23.05 $35.1K - $43.2K
17.7K $347M
PEG
Public Service Enterprise Group Inc

Utilities
216
+ 1.49%
$79.99 - $90.14 $17.3K - $19.5K
14.7K $1.22B
WES
Western Midstream Partners, LP

Energy
100
+ 1.63%
$37.5 - $41.18 $3.75K - $4.12K
6.25K $246M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
46
+ 0.81%
$44.22 - $45.74 $2.03K - $2.1K
5.7K $260M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
106
+ 3.6%
$259.44 - $278.65 $27.5K - $29.5K
3.05K $791M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
95
+ 0.36%
$20.24 - $21.27 $1.92K - $2.02K
26.8K $567M
CHW
Calamos Global Dynamic Income Fund

Financial Services
149
+ 1.03%
$7.06 - $7.63 $1.05K - $1.14K
14.6K $110M
RNST
Renasant Corp

Financial Services
12
+ 0.19%
$35.52 - $39.77 $426 - $477
6.29K $232M
SNY
Sanofi

Healthcare
408
+ 3.34%
$45.07 - $51.35 $18.4K - $21K
12.6K $596M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
100
+ 0.75%
$9.6 - $10.5 $960 - $1.05K
13.4K $139M
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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