Concurrent Investment Advisors, LLC Incresed Positions in Q3 2024

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BOTZ
Global X Fds

ETFs
1.01K
+ 10.42%
$27.68 - $32.27 $27.8K - $32.5K
10.7K $343M
DKNG
Draft Kings Inc.

Consumer Cyclical
727
+ 4.99%
$29.85 - $41.1 $21.7K - $29.9K
15.3K $600M
HDV
Ishares Core High Dividend ETF

ETFs
176
+ 6.92%
$107.62 - $118.76 $18.9K - $20.9K
2.72K $320M
VDC
Vanguard Consumer Staples ETF

ETFs
76
+ 4.48%
$201.77 - $221.32 $15.3K - $16.8K
1.77K $387M
TEF
Telefonica S A

Communication Services
4.22K
+ 12.85%
$4.18 - $4.9 $17.6K - $20.7K
37.1K $180M
FEP
First Trust Europe Alphadex Fu

ETFs
464
+ 4.39%
$35.46 - $39.44 $16.5K - $18.3K
11K $429M
HIG
Hartford Financial Services Group, Inc.

Financial Services
32
+ 1.51%
$98.71 - $117.61 $3.16K - $3.76K
2.15K $253M
CX
Cemex Sab De Cv

Basic Materials
7.36K
+ 37.35%
$5.6 - $6.88 $41.2K - $50.6K
27.1K $165M
VNLA
Janus Henderson Short Duration

ETFs
711
+ 8.87%
$48.34 - $49.08 $34.4K - $34.9K
8.73K $428M
AOM
Ishares Tr Core Moderate Alloc

ETFs
636
+ 13.22%
$42.66 - $45.18 $27.1K - $28.7K
5.45K $246M
VLUE
Ishares Msci Usa Value Factor

ETFs
68
+ 1.22%
$99.14 - $109.18 $6.74K - $7.42K
5.66K $617M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.84K
+ 8.1%
$9.67 - $10.51 $17.7K - $19.3K
24.5K $257M
SCM
Stellus Capital Investment Corp

Financial Services
2.7K
+ 17.57%
$13.39 - $14.41 $36.2K - $39K
18.1K $248M
OTIS
Otis Worldwide Corp

Industrials
83
+ 2.3%
$91.43 - $104.43 $7.59K - $8.67K
3.7K $384M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
19
+ 0.76%
$305.34 - $350.41 $5.8K - $6.66K
2.5K $864M
AOR
Ishares Tr Core Growth Allocat

ETFs
188
+ 2.21%
$55.15 - $59.31 $10.4K - $11.2K
8.69K $515M
RIO
Rio Tinto PLC

Basic Materials
175
+ 4.28%
$59.71 - $71.21 $10.4K - $12.5K
4.26K $303M
TTEK
Tetra Tech Inc

Industrials
5.26K
+ 385.0%
$45.59 - $237.74 $240K - $1.25M
6.63K $313M
VRSK
Verisk Analytics, Inc.

Industrials
130
+ 10.16%
$260.31 - $285.99 $33.8K - $37.2K
1.41K $378M
CNI
Canadian National Railway CO

Industrials
338
+ 4.7%
$110.1 - $123.65 $37.2K - $41.8K
7.52K $881M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
30
+ 3.61%
$1024.09 - $1201.76 $30.7K - $36.1K
861 $906M
IYH
Ishares Tr

ETFs
186
+ 3.54%
$60.29 - $66.38 $11.2K - $12.3K
5.45K $354M
STAG
Stag Industrial, Inc.

Real Estate
17
+ 0.17%
$35.42 - $40.98 $602 - $697
10.1K $394M
GRMN
Garmin LTD

Technology
37
+ 2.0%
$161.1 - $183.29 $5.96K - $6.78K
1.89K $332M
IGV
Ishares Expanded Tech Software

ETFs
273
+ 10.83%
$77.94 - $89.37 $21.3K - $24.4K
2.79K $250M
VGIT
Vanguard Intermediate Term Tre

ETFs
133
+ 1.32%
$57.8 - $60.8 $7.69K - $8.09K
10.2K $616M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
378
+ 4.25%
$49.07 - $50.44 $18.5K - $19.1K
9.28K $468M
INTU
Intuit Inc

Technology
333
+ 6.78%
$602.97 - $670.49 $201K - $223K
5.25K $3.26B
CTVA
Corteva, Inc.

Basic Materials
97
+ 2.12%
$50.72 - $58.78 $4.92K - $5.7K
4.67K $275M
MPLX
Mplx LP

Energy
154
+ 1.38%
$40.44 - $45.07 $6.23K - $6.94K
11.3K $502M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
126
+ 2.32%
$41.02 - $46.01 $5.17K - $5.8K
5.55K $253M
IQI
Invesco Quality Municipal Income Trust

Financial Services
1.93K
+ 14.12%
$9.86 - $10.44 $19K - $20.1K
15.6K $162M
MCR
Mfs Charter Income Trust

Financial Services
2.32K
+ 6.06%
$6.28 - $6.57 $14.6K - $15.3K
40.7K $267M
IYY
Ishares Tr

ETFs
1
+ 0.03%
$125.77 - $139.59 $126 - $140
3.56K $496M
MPW
Medical Properties Trust Inc

Real Estate
760
+ 5.61%
$4.03 - $6.38 $3.06K - $4.85K
14.3K $83.7M
IDXX
Idexx Laboratories Inc

Healthcare
28
+ 4.65%
$455.08 - $517.19 $12.7K - $14.5K
630 $318M
BTG
B2 Gold Corp

Basic Materials
5.26K
+ 24.73%
$2.47 - $3.36 $13K - $17.7K
26.5K $81.7M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
37
+ 1.26%
$71.31 - $80.0 $2.64K - $2.96K
2.99K $239M
MKL
Markel Corp

Financial Services
17
+ 3.82%
$1494.55 - $1645.69 $25.4K - $28K
462 $725M
LUV
Southwest Airlines CO

Industrials
139
+ 0.74%
$23.7 - $29.93 $3.29K - $4.16K
18.9K $560M
AAL
American Airlines Group Inc.

Industrials
2.13K
+ 20.2%
$11.04 - $11.04 $23.5K - $23.5K
12.7K $142M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
174
+ 2.45%
$26.13 - $31.72 $4.55K - $5.52K
7.29K $226M
CGGO
Capital Group Global Growth Eq

ETFs
54
+ 0.21%
$27.25 - $30.52 $1.47K - $1.65K
26.2K $790M
DSI
Ishares Msci Kld 400 Social Et

ETFs
86
+ 4.02%
$97.81 - $108.79 $8.41K - $9.36K
2.22K $242M
STX
Seagate Technology Holdings PLC

Technology
31
+ 1.18%
$92.1 - $110.76 $2.86K - $3.43K
2.66K $291M
PMM
Putnam Managed Municipal Income Trust

Financial Services
1.73K
+ 6.42%
$6.14 - $6.58 $10.6K - $11.4K
28.6K $186M
NOK
Nokia Corp

Technology
222
+ 0.71%
$3.62 - $4.48 $804 - $995
31.5K $138M
ESS
Essex Property Trust, Inc.

Real Estate
3
+ 0.38%
$272.82 - $272.82 $818 - $818
793 $234M
GLO
Clough Global Opportunities Fund

Financial Services
3.07K
+ 9.64%
$4.94 - $5.58 $15.2K - $17.1K
34.9K $190M
Activity Summary
Buys All Purchases 673 New Holdings 122 Increased Positions 551 Sells All Sells 285 Reductions 285 Sold out 0 Options Calls 45 Puts 11
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