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
SII
Sprott Inc.

Financial Services
40
+ 0.64%
$39.75 - $45.18 $1.59K - $1.81K
6.24K $280M
FE
Firstenergy Corp

Utilities
331
+ 4.25%
$37.95 - $43.5 $12.6K - $14.4K
8.12K $328M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
2.57K
+ 25.5%
$5.28 - $5.77 $13.6K - $14.8K
12.7K $73M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.34K
+ 21.26%
$47.79 - $59.89 $303K - $380K
36.2K $1.82B
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
309
+ 2.67%
$15.05 - $16.47 $4.65K - $5.09K
11.9K $190M
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
1.39K
+ 9.19%
$11.8 - $12.22 $16.4K - $17K
16.5K $196M
K
Kellogg CO

Consumer Defensive
89
+ 1.52%
$81.06 - $82.9 $7.21K - $7.38K
5.94K $490M
WES
Western Midstream Partners, LP

Energy
20
+ 0.33%
$37.87 - $42.89 $757 - $858
6.08K $249M
FITB
Fifth Third Bancorp

Financial Services
933
+ 13.93%
$37.48 - $44.96 $35K - $41.9K
7.63K $299M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
1.01K
+ 4.56%
$9.62 - $10.03 $9.67K - $10.1K
23.1K $228M
First Tr Exchng Traded Fd Vi
923
+ 3.74%
N/A
25.6K $848M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
5.45K
+ 41.6%
$18.53 - $29.07 $101K - $158K
18.5K $351M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
124
+ 0.83%
$45.66 - $47.41 $5.66K - $5.88K
15.1K $710M
HPQ
Hp Inc

Technology
2.08K
+ 23.6%
$27.69 - $34.72 $57.6K - $72.2K
10.9K $302M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
1.29K
+ 8.53%
N/A
16.4K $1.72B
WBD
Warner Bros. Discovery, Inc.

Communication Services
802
+ 3.13%
$9.47 - $11.46 $7.59K - $9.19K
26.4K $284M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.23K
+ 2.83%
$30.73 - $32.26 $68.6K - $72K
80.9K $2.49B
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
626
+ 2.28%
$11.57 - $12.07 $7.24K - $7.56K
28.1K $329M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
648
+ 1.51%
$9.82 - $10.37 $6.36K - $6.72K
43.7K $437M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
688
+ 2.88%
$9.83 - $10.34 $6.76K - $7.11K
24.6K $246M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
27.8K
+ 10.96%
$18.72 - $21.24 $520K - $590K
281K $5.28B
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
456
+ 2.63%
$16.47 - $17.25 $7.51K - $7.87K
17.8K $296M
SGMO
Sangamo Therapeutics, Inc

Healthcare
15K
New
$0.66 - $1.37 $9.9K - $20.6K
15K $9.84M
YYY
Amplify ETF Tr High Income ETF

ETFs
966
+ 5.46%
$11.38 - $12.01 $11K - $11.6K
18.6K $213M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
219
+ 2.31%
$28.11 - $30.42 $6.16K - $6.66K
9.7K $284M
CARY
Angel Oak Fds Tr Income Etf(De
256
+ 1.68%
N/A
15.5K $322M
PMM
Putnam Managed Municipal Income Trust

Financial Services
367
+ 1.28%
$5.99 - $6.38 $2.2K - $2.34K
29K $178M
GUG
Guggenheim Active Allocation Fund

ETFs
59
+ 0.22%
$14.92 - $15.9 $880 - $938
26.6K $401M
EVN
Eaton Vance Municipal Income Trust

Financial Services
375
+ 2.45%
$9.91 - $10.78 $3.72K - $4.04K
15.7K $161M
GLO
Clough Global Opportunities Fund

Financial Services
2.8K
+ 8.02%
$4.84 - $5.37 $13.6K - $15K
37.7K $184M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
383
+ 2.12%
$10.13 - $10.52 $3.88K - $4.03K
18.4K $189M
IWN
Ishares Russell2000 Val ETF

ETFs
168
+ 10.58%
$149.27 - $169.4 $25.1K - $28.5K
1.76K $265M
KHC
Kraft Heinz CO

Consumer Defensive
272
+ 1.71%
$28.51 - $32.22 $7.75K - $8.76K
16.2K $493M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
621
+ 2.52%
$7.01 - $7.34 $4.35K - $4.56K
25.2K $177M
IR
Ingersoll Rand Inc.

Industrials
385
+ 14.36%
$79.44 - $94.23 $30.6K - $36.3K
3.07K $245M
CGUS
Capital Group Core Equity ETF
1.88K
+ 4.92%
$33.08 - $36.62 $62K - $68.7K
40K $1.34B
IRBO
Ishares Robotics & Artificial

ETFs
1.41K
+ 18.69%
N/A
8.93K $281M
BLW
Blackrock LTD Duration Income Trust

Financial Services
94
+ 0.61%
$13.95 - $14.38 $1.31K - $1.35K
15.6K $220M
MCR
Mfs Charter Income Trust

Financial Services
963
+ 2.31%
$6.24 - $6.47 $6.01K - $6.23K
42.6K $267M
CAG
Conagra Brands Inc.

Consumer Defensive
1.14K
+ 4.24%
$23.9 - $27.67 $27.2K - $31.5K
27.9K $745M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
73
+ 1.54%
$44.81 - $46.22 $3.27K - $3.37K
4.83K $218M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
290
+ 1.05%
$47.47 - $48.84 $13.8K - $14.2K
27.8K $1.33B
QDEF
Flexshares Quality Div Defensi

ETFs
10
+ 0.3%
$68.8 - $72.94 $688 - $729
3.39K $237M
CLH
Clean Harbors Inc

Industrials
148
+ 16.25%
$188.14 - $246.1 $27.8K - $36.4K
1.06K $209M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
319
+ 0.89%
$5.87 - $6.26 $1.87K - $2K
36.3K $214M
BIT
Black Rock Multi Sector Income Trust

Financial Services
30
+ 0.25%
$14.43 - $14.85 $433 - $446
12.2K $177M
URI
United Rentals, Inc.

Industrials
54
+ 12.03%
$594.17 - $789.56 $32.1K - $42.6K
503 $315M
FDS
Factset Research Systems Inc

Financial Services
279
+ 5.55%
$427.5 - $476.51 $119K - $133K
5.31K $2.41B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
26
+ 0.22%
$54.25 - $57.64 $1.41K - $1.5K
11.9K $657M
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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