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
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
144
+ 1.48%
$25.97 - $33.21 $3.74K - $4.78K
9.85K $327M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
843
+ 13.73%
$50.1 - $51.02 $42.2K - $43K
6.98K $356M
WULF
Terawulf Inc.

Financial Services
705
+ 2.94%
$2.24 - $4.53 $1.58K - $3.19K
24.7K $108M
OZK
Bank Ozk

Financial Services
365
+ 5.17%
$37.58 - $47.34 $13.7K - $17.3K
7.42K $349M
EMLP
First Tr Exchange Traded Iv

ETFs
1.09K
+ 3.38%
$33.62 - $37.89 $36.7K - $41.4K
33.4K $1.25B
GLO
Clough Global Opportunities Fund

Financial Services
3.86K
+ 10.23%
$4.47 - $5.43 $17.2K - $20.9K
41.6K $226M
CNP
Centerpoint Energy Inc

Utilities
964
+ 8.39%
$35.5 - $39.05 $34.2K - $37.6K
12.5K $458M
VAW
Vanguard Materials ETF

ETFs
66
+ 1.42%
$163.82 - $196.64 $10.8K - $13K
4.73K $921M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
809
+ 4.36%
$15.5 - $20.28 $12.5K - $16.4K
19.3K $392M
EFX
Equifax Inc

Industrials
73
+ 5.5%
$205.5 - $280.54 $15K - $20.5K
1.4K $363M
Managed Portfolio Series
816
+ 5.69%
N/A
15.2K $383M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
3.98K
+ 20.77%
$11.35 - $12.45 $45.1K - $49.5K
23.1K $276M
CASH
Meta Financial Group Inc

Financial Services
228
+ 7.09%
$67.2 - $83.08 $15.3K - $18.9K
3.45K $273M
VPU
Vanguard Utilities ETF

ETFs
79
+ 1.89%
$158.36 - $178.82 $12.5K - $14.1K
4.26K $752M
JFR
Nuveen Floating Rate Income Fund

Financial Services
4.35K
+ 8.43%
$7.51 - $8.49 $32.7K - $37K
56K $474M
OHI
Omega Healthcare Investors Inc

Real Estate
2.12K
+ 7.39%
$35.55 - $39.05 $75.5K - $82.9K
30.9K $1.13B
HBAN
Huntington Bancshares Inc

Financial Services
1K
+ 9.09%
$12.49 - $16.76 $12.5K - $16.8K
12.1K $202M
GUG
Guggenheim Active Allocation Fund

ETFs
1.33K
+ 5.01%
$13.98 - $15.75 $18.6K - $21K
27.9K $437M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
829
+ 17.17%
$43.63 - $45.4 $36.2K - $37.6K
5.66K $253M
VTRS
Viatris Inc

Healthcare
3.28K
+ 12.9%
$7.26 - $9.12 $23.8K - $29.9K
28.7K $256M
IQI
Invesco Quality Municipal Income Trust

Financial Services
4.5K
+ 18.21%
$9.09 - $9.79 $40.9K - $44.1K
29.2K $274M
MTB
M&T Bank Corp

Financial Services
81
+ 6.44%
$156.58 - $193.99 $12.7K - $15.7K
1.34K $260M
CI
Cigna Corp

Healthcare
81
+ 1.62%
$301.89 - $340.04 $24.5K - $27.5K
5.07K $1.68B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
711
+ 1.13%
$42.72 - $44.24 $30.4K - $31.5K
63.7K $2.8B
VKTX
Viking Therapeutics, Inc.

Healthcare
488
+ 5.36%
$19.98 - $29.49 $9.75K - $14.4K
9.59K $254M
BLW
Blackrock LTD Duration Income Trust

Financial Services
2.36K
+ 15.18%
$12.75 - $14.21 $30.1K - $33.6K
17.9K $254M
IVT
Inven Trust Properties Corp.

Real Estate
1.85K
+ 21.58%
$25.97 - $29.73 $48.1K - $55.1K
10.4K $286M
MAS
Masco Corp

Industrials
855
+ 20.08%
$58.73 - $71.06 $50.2K - $60.8K
5.11K $329M
HUMA
Humacyte, Inc.

Healthcare
7.62K
+ 17.51%
$1.15 - $2.77 $8.76K - $21.1K
51.1K $107M
AFLG
First Tr Exchange Traded Fd Vi
358
+ 5.19%
N/A
7.26K $263M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
10.9K
New
N/A
10.9K $30.9M
AIT
Applied Industrial Technologies Inc

Industrials
88
+ 6.22%
$206.03 - $243.28 $18.1K - $21.4K
1.5K $349M
PAAS
Pan American Silver Corp

Basic Materials
288
+ 3.35%
$21.49 - $29.35 $6.19K - $8.45K
8.89K $252M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
590
+ 7.48%
$32.99 - $38.56 $19.5K - $22.8K
8.48K $322M
WRB
Berkley W R Corp

Financial Services
300
+ 9.1%
$64.28 - $75.17 $19.3K - $22.6K
3.6K $264M
Proshares Tr
656
+ 12.93%
N/A
5.73K $243M
FE
Firstenergy Corp

Utilities
761
+ 9.37%
$38.31 - $43.17 $29.2K - $32.9K
8.88K $358M
LCID
Lucid Group, Inc.

Consumer Cyclical
13.8K
New
$2.1 - $2.96 $28.9K - $40.7K
13.8K $29M
BIT
Black Rock Multi Sector Income Trust

Financial Services
1.85K
+ 15.13%
$13.11 - $14.6 $24.2K - $27K
14.1K $205M
UMBF
Umb Financial Corp

Financial Services
26
+ 0.42%
$86.4 - $107.99 $2.25K - $2.81K
6.27K $659M
ETR
Entergy Corp

Utilities
634
+ 6.09%
$79.01 - $86.61 $50.1K - $54.9K
11K $918M
VNLA
Janus Henderson Short Duration

ETFs
527
+ 1.45%
$48.74 - $49.2 $25.7K - $25.9K
36.8K $1.81B
TROW
Price T Rowe Group Inc

Financial Services
94
+ 2.38%
$80.27 - $98.06 $7.55K - $9.22K
4.04K $390M
AVK
Advent Convertible & Income Fund

Financial Services
886
+ 3.14%
$10.01 - $12.11 $8.87K - $10.7K
29.1K $353M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
2.52K
+ 25.01%
$11.34 - $12.35 $28.6K - $31.1K
12.6K $150M
RGA
Reinsurance Group Of America Inc

Financial Services
124
+ 8.38%
$168.32 - $209.71 $20.9K - $26K
1.6K $318M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
614
+ 6.5%
$38.92 - $46.4 $23.9K - $28.5K
10.1K $443M
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
2.95K
+ 12.48%
$13.91 - $15.0 $41K - $44.3K
26.6K $379M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
496
+ 5.3%
$37.87 - $42.54 $18.8K - $21.1K
9.85K $414M
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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