Concurrent Investment Advisors, LLC Purchases in Q2 2025

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Calif Tax Free Fds
751
+ 5.31%
N/A
14.9K $1.45B
KMB
Kimberly Clark Corp

Consumer Defensive
1.59K
+ 14.78%
$126.84 - $145.22 $202K - $231K
12.4K $1.59B
DXLG
Destination Xl Group, Inc.

Consumer Cyclical
55.8K
New
$0.94 - $1.5 $52.4K - $83.6K
55.8K $61.9M
AB
Alliancebernstein Holding L.P.

Financial Services
465
+ 2.77%
$33.0 - $41.77 $15.3K - $19.4K
17.3K $705M
YUM
Yum Brands Inc

Consumer Cyclical
853
+ 11.92%
$138.36 - $161.45 $118K - $138K
8.01K $1.19B
ITW
Illinois Tool Works Inc

Industrials
313
+ 1.44%
$218.41 - $252.43 $68.4K - $79K
22K $5.45B
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
1.33K
+ 16.1%
$24.54 - $30.41 $32.7K - $40.5K
9.6K $292M
CUBI
Customers Bancorp, Inc.

Financial Services
243
+ 4.57%
$42.75 - $58.98 $10.4K - $14.3K
5.56K $327M
ABCB
Ameris Bancorp

Financial Services
13
+ 0.16%
$50.69 - $64.92 $659 - $844
8.25K $534M
PSEP
Innovator U.S. Equity Power Bu
412
+ 2.4%
N/A
17.6K $719M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.11K
+ 32.12%
$53.23 - $70.65 $166K - $220K
12.8K $741M
AEP
American Electric Power CO Inc

Utilities
2.4K
+ 6.94%
$98.59 - $109.11 $236K - $261K
36.9K $3.83B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.6K
+ 8.97%
$38.81 - $44.28 $101K - $115K
31.6K $1.34B
IYK
Ishares U.S. Consumer Staples

ETFs
933
+ 11.72%
$67.29 - $72.42 $62.8K - $67.6K
8.9K $627M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
321
+ 11.48%
$86.05 - $107.7 $27.6K - $34.6K
3.12K $336M
TY
Tri Continental Corp

Financial Services
679
+ 1.95%
$27.37 - $31.84 $18.6K - $21.6K
35.4K $1.12B
DSL
Double Line Income Solutions Fund

Financial Services
7.81K
+ 7.16%
$11.15 - $12.57 $87.1K - $98.2K
117K $1.43B
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
4.53K
+ 16.75%
$13.63 - $14.4 $61.7K - $65.2K
31.6K $444M
TTE
Total Energies Se

Energy
1.25K
+ 18.84%
N/A
7.87K $483M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
354
+ 9.2%
$81.84 - $93.53 $29K - $33.1K
4.2K $389M
DRI
Darden Restaurants Inc

Consumer Cyclical
103
+ 3.29%
$186.58 - $225.78 $19.2K - $23.3K
3.23K $704M
HTGC
Hercules Capital, Inc.

Financial Services
4.4K
+ 15.37%
$16.24 - $19.1 $71.4K - $84K
33K $603M
NTNX
Nutanix, Inc.

Technology
342
+ 8.22%
$58.17 - $83.07 $19.9K - $28.4K
4.51K $344M
DT
Dynatrace, Inc.

Technology
77
+ 1.26%
$41.21 - $55.9 $3.17K - $4.3K
6.21K $343M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
5.26K
+ 9.55%
$10.78 - $11.28 $56.7K - $59.4K
60.4K $672M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
103
+ 2.83%
$97.68 - $121.38 $10.1K - $12.5K
3.74K $454M
LLY
Eli Lilly & CO

Healthcare
1.72K
+ 6.2%
$713.71 - $898.95 $1.22M - $1.54M
29.4K $22.9B
SNY
Sanofi

Healthcare
2.53K
+ 26.04%
$47.62 - $55.44 $120K - $140K
12.2K $591M
LPLA
Lpl Financial Holdings Inc.

Financial Services
17
+ 1.76%
$283.31 - $388.96 $4.82K - $6.61K
982 $368M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.01K
+ 5.9%
$47.02 - $47.83 $47.4K - $48.3K
18.1K $866M
YYY
Amplify ETF Tr High Income ETF

ETFs
3.86K
+ 20.69%
$10.18 - $11.74 $39.3K - $45.3K
22.5K $263M
OTIS
Otis Worldwide Corp

Industrials
785
+ 11.93%
$90.88 - $104.3 $71.3K - $81.9K
7.37K $729M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
5.2K
+ 21.37%
$10.29 - $11.24 $53.5K - $58.5K
29.6K $323M
DFUS
Dimensional ETF Tr U S Equity

ETFs
388
+ 10.67%
$53.65 - $67.02 $20.8K - $26K
4.02K $270M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
175
+ 7.81%
$101.97 - $126.75 $17.8K - $22.2K
2.42K $306M
FEX
First Tr Large Cap Core Alphde

ETFs
300
+ 15.11%
$90.17 - $109.96 $27.1K - $33K
2.29K $251M
LAMR
Lamar Advertising CO

Real Estate
281
+ 15.8%
$102.35 - $121.67 $28.8K - $34.2K
2.06K $250M
IIM
Invesco Value Municipal Income Trust

Financial Services
4.44K
+ 35.47%
$11.31 - $12.11 $50.2K - $53.7K
16.9K $197M
MGM
Mgm Resorts International

Consumer Cyclical
315
+ 4.11%
$25.79 - $34.95 $8.12K - $11K
7.98K $274M
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.56K
+ 5.6%
$29.07 - $29.38 $45.3K - $45.8K
29.4K $861M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
562
+ 1.86%
$43.28 - $50.37 $24.3K - $28.3K
30.8K $1.54B
LYG
Lloyds Banking Group PLC

Financial Services
8.86K
+ 45.54%
$3.32 - $4.29 $29.4K - $38K
28.3K $120M
CION
Cion Investment Corp

Financial Services
8.3K
+ 19.32%
$8.68 - $10.48 $72.1K - $87K
51.3K $491M
ARCC
Ares Capital Corp

Financial Services
2.79K
+ 3.47%
$18.91 - $22.43 $52.7K - $62.5K
82.9K $1.82B
CHK
Chesapeake Energy Corp

Energy
283
+ 13.29%
N/A
2.41K $282M
DGX
Quest Diagnostics Inc

Healthcare
128
+ 6.12%
N/A
2.22K $398M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.5K
+ 25.14%
$10.59 - $11.48 $37.1K - $40.2K
17.4K $200M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
1.48K
+ 14.75%
$20.31 - $24.1 $30.1K - $35.7K
11.5K $277M
EGP
Eastgroup Properties Inc

Real Estate
391
+ 16.4%
$145.28 - $176.09 $56.8K - $68.9K
2.78K $464M
Activity Summary
Buys All Purchases 994 New Holdings 202 Increased Positions 792 Sells All Sells 287 Reductions 287 Sold out 0 Options Calls 40 Puts 11
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