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
MSCI
Msci Inc.

Financial Services
15
+ 3.46%
$526.48 - $588.0 $7.9K - $8.82K
448 $254M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
68
+ 1.6%
$48.31 - $48.93 $3.29K - $3.33K
4.32K $211M
PRU
Prudential Financial Inc

Financial Services
519
+ 3.86%
$100.68 - $109.89 $52.3K - $57K
14K $1.45B
AON
Aon PLC

Financial Services
11
+ 1.63%
$350.91 - $375.27 $3.86K - $4.13K
685 $244M
IRM
Iron Mountain Inc

Real Estate
65
+ 1.19%
$89.46 - $104.46 $5.81K - $6.79K
5.52K $563M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
36
+ 0.31%
$8.7 - $9.11 $313 - $328
11.8K $108M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
8
+ 0.02%
$25.39 - $25.57 $203 - $205
35.2K $901M
Blackrock Income Tr Inc
28.4K
New
N/A
28.4K $1.68M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
123
+ 2.93%
$86.67 - $100.17 $10.7K - $12.3K
4.32K $391M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
88
+ 0.62%
$12.09 - $12.69 $1.06K - $1.12K
14.3K $178M
Wheels Up Experience Inc
20
New
N/A
20 $37K
APG
A Pi Group Corp

Industrials
2.49K
+ 47.34%
$33.09 - $36.34 $82.2K - $90.3K
7.73K $266M
PGR
Progressive Corp

Financial Services
494
+ 7.86%
$238.61 - $264.3 $118K - $131K
6.78K $1.67B
HUMA
Humacyte, Inc.

Healthcare
8.5K
+ 16.63%
$1.41 - $2.73 $12K - $23.2K
59.6K $104M
VRSN
Verisign Inc

Technology
37
+ 2.53%
$263.02 - $305.98 $9.73K - $11.3K
1.5K $419M
KMB
Kimberly Clark Corp

Consumer Defensive
428
+ 3.46%
$121.72 - $136.77 $52.1K - $58.5K
12.8K $1.59B
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
103
+ 0.73%
$12.11 - $12.64 $1.25K - $1.3K
14.3K $177M
RACE
Ferrari N.V.

Consumer Cyclical
8
+ 0.55%
$436.24 - $517.65 $3.49K - $4.14K
1.46K $707M
RWT
Redwood Trust Inc

Real Estate
51
+ 0.12%
$5.46 - $6.37 $278 - $325
41.5K $240M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
403
+ 2.7%
$11.41 - $12.19 $4.6K - $4.91K
15.3K $175M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
85
+ 0.17%
$3.81 - $4.04 $324 - $343
48.9K $188M
AMCR
Amcor PLC

Consumer Cyclical
3.46K
+ 10.03%
$7.97 - $9.94 $27.6K - $34.4K
38K $311M
SAIC
Science Applications International Corp

Technology
271
+ 10.51%
$97.2 - $120.6 $26.3K - $32.7K
2.85K $283M
MKL
Markel Corp

Financial Services
16
+ 3.47%
$1898.34 - $2031.8 $30.4K - $32.5K
477 $911M
STAG
Stag Industrial, Inc.

Real Estate
41
+ 0.38%
$34.28 - $36.97 $1.41K - $1.52K
10.8K $380M
IYK
Ishares U.S. Consumer Staples

ETFs
136
+ 1.53%
$67.65 - $71.68 $9.2K - $9.75K
9.03K $618M
WEN
Wendy'S CO

Consumer Cyclical
22.8K
+ 23.57%
$9.09 - $11.88 $208K - $271K
120K $1.1B
CHK
Chesapeake Energy Corp

Energy
141
+ 5.85%
N/A
2.55K $271M
APO
Apollo Global Management, Inc.

Financial Services
1.19K
+ 5.98%
$131.55 - $156.05 $157K - $186K
21.1K $2.81B
MRNA
Moderna, Inc.

Healthcare
62
+ 0.67%
$23.51 - $34.67 $1.46K - $2.15K
9.35K $241M
ESS
Essex Property Trust, Inc.

Real Estate
60
+ 3.05%
N/A
2.03K $543M
ARW
Arrow Electronics Inc

Technology
22
+ 0.77%
$114.66 - $133.24 $2.52K - $2.93K
2.86K $347M
BIT
Black Rock Multi Sector Income Trust

Financial Services
81
+ 0.58%
$13.31 - $14.89 $1.08K - $1.21K
14.2K $189M
NRIM
Northrim Bancorp Inc

Financial Services
7.5K
+ 300.0%
$21.72 - $99.49 $163K - $746K
10K $217M
ELV
Elevance Health, Inc.

Healthcare
332
+ 17.66%
$274.66 - $395.76 $91.2K - $131K
2.21K $715M
ATI
Allegheny Technologies Inc

Industrials
35
+ 0.83%
$71.34 - $95.52 $2.5K - $3.34K
4.24K $344M
CAG
Conagra Brands Inc.

Consumer Defensive
1.26K
+ 6.28%
$18.04 - $21.14 $22.7K - $26.6K
21.3K $391M
SEIC
Sei Investments CO

Financial Services
102
+ 1.77%
$84.85 - $93.8 $8.65K - $9.57K
5.88K $499M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.32K
+ 2.99%
$46.51 - $50.07 $61.4K - $66.1K
45.6K $2.14B
KMI
Kinder Morgan, Inc.

Energy
3.85K
+ 3.16%
$26.23 - $28.5 $101K - $110K
126K $3.56B
FSCO
Fs Cr Opportunities Corp Com
796
+ 0.93%
N/A
86.5K $598M
PAA
Plains All American Pipeline LP

Energy
195
+ 0.7%
$16.88 - $18.93 $3.29K - $3.69K
27.9K $475M
FLO
Flowers Foods Inc

Consumer Defensive
618
+ 4.43%
$12.68 - $16.76 $7.84K - $10.4K
14.6K $190M
RELX
Relx PLC

Communication Services
252
+ 3.24%
$45.13 - $54.19 $11.4K - $13.7K
8.04K $384M
AMP
Ameriprise Financial Inc

Financial Services
28
+ 2.16%
$486.13 - $544.55 $13.6K - $15.2K
1.32K $650M
MOH
Molina Healthcare, Inc.

Healthcare
294
+ 31.14%
$152.31 - $306.29 $44.8K - $90K
1.24K $237M
DOW
Dow Inc.

Basic Materials
3.88K
+ 10.16%
$20.87 - $30.37 $80.9K - $118K
42K $964M
VIRT
Virtu Financial, Inc.

Financial Services
1.17K
+ 12.18%
$34.87 - $45.12 $40.8K - $52.8K
10.8K $383M
MAR
Marriott International Inc

Consumer Cyclical
210
+ 2.6%
$255.35 - $282.87 $53.6K - $59.4K
8.29K $2.16B
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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