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
MET
Metlife Inc

Financial Services
52
+ 0.13%
$68.42 - $82.49 $3.56K - $4.29K
41K $3.3B
JUPW
Jupiter Wellness, Inc.

Healthcare
28.6K
New
N/A
28.6K $9.44M
Blackrock Income Tr Inc
858
+ 5.6%
N/A
16.2K $190M
DPZ
Dominos Pizza Inc

Consumer Cyclical
65
+ 2.73%
$430.72 - $497.52 $28K - $32.3K
2.45K $1.1B
Neuberger Berman ETF Trust
148
+ 1.89%
N/A
7.99K $208M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
9
+ 0.09%
$36.2 - $38.97 $326 - $351
9.57K $373M
EXPD
Expeditors International Of Washington Inc

Industrials
225
+ 7.33%
$102.84 - $122.24 $23.1K - $27.5K
3.3K $377M
BDN
Brandywine Realty Trust

Real Estate
3.4K
+ 6.18%
$3.5 - $4.58 $11.9K - $15.6K
58.5K $251M
SCM
Stellus Capital Investment Corp

Financial Services
437
+ 2.67%
$11.69 - $14.03 $5.11K - $6.13K
16.8K $234M
RWT
Redwood Trust Inc

Real Estate
1.87K
+ 4.71%
$4.95 - $6.22 $9.24K - $11.6K
41.5K $245M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
51
+ 0.44%
$7.6 - $8.89 $388 - $453
11.8K $105M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
24
+ 0.57%
$47.89 - $48.65 $1.15K - $1.17K
4.26K $207M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
1.04K
+ 7.5%
$18.94 - $22.97 $19.7K - $23.9K
14.9K $319M
VLY
Valley National Bancorp

Financial Services
134
+ 0.67%
$7.87 - $9.2 $1.05K - $1.23K
20K $179M
Richtech Robotics Inc
1K
+ 8.55%
N/A
12.7K $24.8M
RIO
Rio Tinto PLC

Basic Materials
156
+ 3.63%
$52.32 - $62.75 $8.16K - $9.79K
4.45K $260M
ADMA
Adma Biologics, Inc.

Healthcare
973
+ 9.61%
$17.6 - $24.51 $17.1K - $23.8K
11.1K $202M
PMO
Putnam Municipal Opportunities Trust

Financial Services
605
+ 3.48%
$9.46 - $10.23 $5.72K - $6.19K
18K $178M
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
2K
+ 2.47%
$9.81 - $10.68 $19.6K - $21.4K
83.1K $858M
FBT
First Trust Nyse Arca Biotechn

ETFs
85
+ 5.12%
$145.67 - $165.99 $12.4K - $14.1K
1.75K $282M
SHEL
Shell PLC

Energy
1.95K
+ 4.03%
$59.75 - $73.05 $117K - $143K
50.5K $3.55B
PBH
Prestige Consumer Healthcare Inc.

Healthcare
300
+ 7.14%
$78.57 - $89.09 $23.6K - $26.7K
4.5K $360M
OXY
Occidental Petroleum Corp

Energy
1.2K
+ 16.9%
$36.11 - $49.33 $43.2K - $59K
8.28K $348M
EVER
Ever Quote, Inc.

Communication Services
695
+ 7.47%
$20.21 - $26.71 $14K - $18.6K
10K $242M
ASPN
Aspen Aerogels Inc

Industrials
511
+ 2.99%
$4.31 - $6.63 $2.2K - $3.39K
17.6K $104M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
48
+ 0.8%
$50.56 - $59.57 $2.43K - $2.86K
6.03K $313M
EXLS
Exl Service Holdings, Inc.

Technology
507
+ 6.0%
$41.85 - $48.48 $21.2K - $24.6K
8.96K $392M
NOG
Northern Oil & Gas, Inc.

Energy
248
+ 3.14%
$20.6 - $32.16 $5.11K - $7.98K
8.14K $231M
PEN
Penumbra Inc

Healthcare
6
+ 0.62%
$253.22 - $299.78 $1.52K - $1.8K
975 $250M
MOH
Molina Healthcare, Inc.

Healthcare
62
+ 7.03%
$290.25 - $353.24 $18K - $21.9K
944 $281M
WPC
W. P. Carey Inc.

Real Estate
38
+ 0.23%
$56.12 - $64.53 $2.13K - $2.45K
16.9K $1.05B
AVY
Avery Dennison Corp

Industrials
15
+ 0.29%
$159.58 - $183.97 $2.39K - $2.76K
5.27K $925M
ALT
Altimmune, Inc.

Healthcare
3.57K
+ 16.43%
$3.5 - $7.71 $12.5K - $27.5K
25.3K $97.7M
AMCX
Amc Networks Inc.

Communication Services
525
+ 2.28%
$5.55 - $7.04 $2.91K - $3.7K
23.6K $148M
WES
Western Midstream Partners, LP

Energy
69
+ 1.13%
$34.99 - $41.61 $2.41K - $2.87K
6.15K $238M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
340
+ 0.78%
$9.28 - $10.1 $3.16K - $3.43K
44K $424M
MPW
Medical Properties Trust Inc

Real Estate
3.67K
+ 20.82%
$4.31 - $5.91 $15.8K - $21.7K
21.3K $91.8M
OGE
Oge Energy Corp.

Utilities
156
+ 1.13%
$42.23 - $46.38 $6.59K - $7.24K
13.9K $617M
MPLX
Mplx LP

Energy
183
+ 1.37%
$46.68 - $53.89 $8.54K - $9.86K
13.6K $700M
AON
Aon PLC

Financial Services
24
+ 3.69%
$335.85 - $398.81 $8.06K - $9.57K
674 $240M
EXC
Exelon Corp

Utilities
260
+ 2.17%
$42.2 - $47.37 $11K - $12.3K
12.2K $532M
STGW
Stagwell Inc

Communication Services
7.67K
+ 21.54%
$4.16 - $6.02 $31.9K - $46.2K
43.3K $195M
UNM
Unum Group

Financial Services
14
+ 0.04%
$70.48 - $82.91 $987 - $1.16K
31.4K $2.54B
ARLP
Alliance Resource Partners LP

Energy
501
+ 1.67%
$24.67 - $27.45 $12.4K - $13.8K
30.5K $797M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
9.92K
+ 4.22%
$2.06 - $3.0 $20.4K - $29.8K
245K $590M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
230
+ 4.72%
$41.37 - $53.28 $9.52K - $12.3K
5.11K $228M
ADC
Agree Realty Corp

Real Estate
6
+ 0.09%
$70.68 - $79.12 $424 - $475
6.78K $496M
ESS
Essex Property Trust, Inc.

Real Estate
56
+ 2.93%
N/A
1.97K $557M
DOCN
Digital Ocean Holdings, Inc.

Technology
274
+ 3.46%
$25.91 - $35.19 $7.1K - $9.64K
8.2K $234M
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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