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
GSY
Invesco Actively Mngd ETF Tr U

ETFs
453
+ 0.29%
$49.98 - $50.26 $22.6K - $22.8K
158K $7.94B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
191
+ 1.95%
$37.18 - $42.55 $7.1K - $8.13K
10K $426M
ALB
Albemarle Corp

Basic Materials
965
+ 25.67%
$50.76 - $72.25 $49K - $69.7K
4.72K $296M
XOM
Exxon Mobil Corp

Energy
21.2K
+ 10.44%
$99.93 - $119.04 $2.12M - $2.52M
224K $24.2B
Psq Holdings Inc
12K
New
N/A
12K $24.6M
Inovio Pharmaceuticals Inc
1K
+ 1.82%
N/A
56K $114M
UTHR
United Therapeutics Corp

Healthcare
137
+ 18.59%
$276.47 - $328.4 $37.9K - $45K
874 $251M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
712
+ 3.91%
$9.22 - $12.79 $6.56K - $9.11K
18.9K $238M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
3K
+ 16.3%
$9.57 - $10.35 $28.7K - $31.1K
21.4K $212M
IYE
Ishares Tr

ETFs
854
+ 19.3%
$40.36 - $49.67 $34.5K - $42.4K
5.28K $239M
Flaherty & Crumrine Dynamic
544
+ 2.05%
N/A
27.1K $556M
Global X Fds
189
+ 1.28%
N/A
15K $1.5B
CBOE
Cboe Global Markets, Inc.

Financial Services
38
+ 2.81%
$205.81 - $234.23 $7.82K - $8.9K
1.39K $325M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.94K
+ 5.96%
$7.05 - $8.02 $13.7K - $15.6K
34.5K $277M
Ea Series Trust
19
+ 0.15%
N/A
12.7K $361M
BTG
B2 Gold Corp

Basic Materials
122
+ 0.55%
$2.64 - $3.77 $322 - $460
22.1K $79.8M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
3.7K
+ 9.61%
$12.22 - $13.5 $45.2K - $50K
42.2K $534M
AAL
American Airlines Group Inc.

Industrials
783
+ 6.61%
N/A
12.6K $142M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
32
+ 0.06%
$9.73 - $11.03 $311 - $353
53.2K $587M
NRZ
New Residential Investment Corp.

Real Estate
3.1K
+ 2.59%
N/A
123K $1.39B
VGLT
Vanguard Long Term Treasury Et

ETFs
394
+ 9.37%
$53.66 - $58.71 $21.1K - $23.1K
4.6K $258M
BLDR
Builders First Source, Inc.

Industrials
301
+ 12.82%
$105.63 - $131.12 $31.8K - $39.5K
2.65K $309M
QDEF
Flexshares Quality Div Defensi

ETFs
16
+ 0.47%
$62.5 - $74.05 $1K - $1.18K
3.41K $252M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
2.5K
+ 8.32%
$9.33 - $10.06 $23.3K - $25.2K
32.5K $315M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.4K
+ 8.82%
$13.96 - $16.51 $19.5K - $23.1K
17.3K $281M
IAK
Ishares Tr

ETFs
151
+ 9.72%
$122.44 - $138.47 $18.5K - $20.9K
1.7K $229M
EMN
Eastman Chemical CO

Basic Materials
2.17K
+ 19.85%
$72.7 - $88.29 $158K - $192K
13.1K $979M
JXN
Jackson Financial Inc.

Financial Services
27
+ 1.09%
$70.35 - $89.5 $1.9K - $2.42K
2.51K $222M
Ftai Aviation LTD
58
+ 2.86%
N/A
2.08K $240M
ZTR
Virtus Total Return Fund Inc.

Financial
1.9K
+ 18.64%
$5.33 - $6.23 $10.1K - $11.8K
12.1K $75.3M
FDS
Factset Research Systems Inc

Financial Services
119
+ 2.24%
$398.85 - $473.32 $47.5K - $56.3K
5.43K $2.43B
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.85%
$1561.69 - $1966.55 $1.56K - $1.97K
118 $231M
ALK
Alaska Air Group, Inc.

Industrials
232
+ 3.31%
$41.01 - $54.88 $9.51K - $12.7K
7.24K $358M
NOK
Nokia Corp

Technology
3.07K
+ 10.39%
$4.65 - $5.43 $14.3K - $16.6K
32.6K $169M
PFG
Principal Financial Group Inc

Financial Services
344
+ 11.48%
$69.56 - $86.19 $23.9K - $29.6K
3.34K $265M
SSB
South State Corp

Financial Services
214
+ 2.22%
$80.59 - $94.67 $17.2K - $20.3K
9.84K $905M
DFAT
Dimensional ETF Tr U S Target

ETFs
12
+ 0.26%
$44.8 - $53.97 $538 - $648
4.63K $250M
MDLZ
Mondelez International, Inc.

Consumer Defensive
493
+ 0.93%
$63.54 - $68.5 $31.3K - $33.8K
53.4K $3.6B
Srm Entertainment Inc
1.49K
New
N/A
1.49K $11.5M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
2.69K
+ 8.05%
$10.23 - $11.0 $27.5K - $29.5K
36K $378M
KIM
Kimco Realty Corp

Real Estate
964
+ 2.38%
$18.7 - $21.69 $18K - $20.9K
41.5K $873M
GRMN
Garmin LTD

Technology
147
+ 6.38%
$173.63 - $218.07 $25.5K - $32.1K
2.45K $512M
KIO
Kkr Income Opportunities Fund

Financial Services
585
+ 4.38%
$10.99 - $12.56 $6.43K - $7.35K
14K $175M
ERC
Allspring Multi Sector Income Fund

Financial Services
567
+ 2.58%
$8.53 - $9.45 $4.84K - $5.36K
22.5K $213M
PPL
Ppl Corp

Utilities
870
+ 10.07%
$33.45 - $36.5 $29.1K - $31.8K
9.51K $322M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
638
+ 2.77%
$8.72 - $10.05 $5.56K - $6.41K
23.7K $238M
JNJ
Johnson & Johnson

Healthcare
9.7K
+ 8.63%
$146.36 - $159.82 $1.42M - $1.55M
122K $18.7B
FICO
Fair Isaac Corp

Technology
8
+ 2.69%
$1503.62 - $2206.01 $12K - $17.6K
305 $558M
PGR
Progressive Corp

Financial Services
393
+ 6.67%
$255.27 - $288.74 $100K - $113K
6.29K $1.68B
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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