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
FTNT
Fortinet, Inc.

Technology
787
+ 20.04%
$55.39 - $77.55 $43.6K - $61K
4.72K $366M
HAL
Halliburton CO

Energy
20.4K
+ 20.71%
$27.81 - $36.44 $567K - $743K
119K $3.45B
OMFS
Invesco Exchange Traded Self I

ETFs
1.63K
+ 8.59%
$35.01 - $39.74 $57.1K - $64.8K
20.6K $815M
THC
Tenet Healthcare Corp

Healthcare
213
+ 7.83%
$129.27 - $168.03 $27.5K - $35.8K
2.93K $487M
ADSK
Autodesk, Inc.

Technology
194
+ 8.14%
$245.83 - $245.83 $47.7K - $47.7K
2.58K $710M
IR
Ingersoll Rand Inc.

Industrials
1.01K
+ 41.09%
$86.9 - $100.4 $87.9K - $102K
3.48K $341M
C
Citigroup Inc

Financial Services
2.04K
+ 15.38%
$56.11 - $67.61 $115K - $138K
15.3K $959M
MBB
Ishares Tr

ETFs
473
+ 2.71%
$90.85 - $96.66 $43K - $45.7K
18K $1.72B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
18
+ 0.09%
$39.95 - $45.86 $719 - $825
20.6K $941M
RMD
Resmed Inc

Healthcare
57
+ 3.06%
$186.94 - $252.92 $10.7K - $14.4K
1.92K $469M
BAH
Booz Allen Hamilton Holding Corp

Industrials
569
+ 32.44%
$138.82 - $162.76 $79K - $92.6K
2.32K $378M
BSX
Boston Scientific Corp

Healthcare
530
+ 5.76%
$72.96 - $84.0 $38.7K - $44.5K
9.72K $815M
SPOT
Spotify Technology S.A.

Communication Services
71
+ 4.84%
$290.16 - $384.01 $20.6K - $27.3K
1.54K $567M
CTSH
Cognizant Technology Solutions Corp

Technology
753
+ 14.46%
$66.89 - $77.87 $50.4K - $58.6K
5.96K $460M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
3.83K
+ 29.12%
$24.39 - $25.28 $93.4K - $96.8K
17K $427M
KMB
Kimberly Clark Corp

Consumer Defensive
402
+ 3.44%
$135.05 - $148.35 $54.3K - $59.6K
12.1K $1.72B
TY
Tri Continental Corp

Financial Services
1.32K
+ 4.5%
$29.86 - $32.92 $39.4K - $43.5K
30.7K $1.01B
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
3.87K
+ 19.92%
$11.57 - $14.32 $44.8K - $55.5K
23.3K $330M
DVY
Ishares Tr

ETFs
237
+ 4.78%
$119.99 - $135.74 $28.4K - $32.2K
5.19K $701M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
4.63K
+ 17.01%
$19.94 - $22.45 $92.3K - $104K
31.8K $686M
BDX
Becton Dickinson & CO

Healthcare
137
+ 1.49%
$221.47 - $242.41 $30.3K - $33.2K
9.31K $2.25B
PAVE
Global X Fds Us Infrastructure

ETFs
1.17K
+ 9.32%
$36.39 - $41.16 $42.6K - $48.2K
13.7K $565M
USA
Liberty All Star Equity Fund

Financial Services
11.3K
+ 17.24%
$6.43 - $7.14 $72.4K - $80.4K
76.5K $543M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
309
+ 0.66%
$44.9 - $47.55 $13.9K - $14.7K
47.2K $2.23B
FCX
Freeport Mcmoran Inc

Basic Materials
996
+ 2.72%
$39.52 - $51.92 $39.4K - $51.7K
37.6K $1.88B
HUBB
Hubbell Inc

Industrials
38
+ 3.06%
$355.55 - $428.48 $13.5K - $16.3K
1.28K $548M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
5.88K
+ 23.03%
$13.87 - $14.63 $81.5K - $86K
31.4K $455M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
483
+ 3.66%
$69.61 - $79.56 $33.6K - $38.4K
13.7K $1.07B
Blackrock ETF Trust Ii
1.24K
+ 6.38%
N/A
20.7K $1.11B
XYLD
Global X Fds S&P 500 Covered C

ETFs
967
+ 1.99%
$38.49 - $41.61 $37.2K - $40.2K
49.7K $2.06B
EQT
Eqt Corp

Energy
2.57K
+ 40.59%
$30.21 - $37.21 $77.5K - $95.5K
8.89K $326M
TAP
Molson Coors Beverage CO

Consumer Defensive
921
+ 16.62%
$49.94 - $57.52 $46K - $53K
6.46K $372M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
381
+ 3.72%
$114.73 - $120.23 $43.7K - $45.8K
10.6K $1.27B
MTZ
Mastec Inc

Industrials
66
+ 1.33%
$97.3 - $126.14 $6.42K - $8.33K
5.02K $617M
WPC
W. P. Carey Inc.

Real Estate
85
+ 0.76%
$54.63 - $63.96 $4.64K - $5.44K
11.2K $700M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
875
+ 19.51%
$66.31 - $74.08 $58K - $64.8K
5.36K $393M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.11K
+ 15.59%
$52.1 - $59.66 $57.6K - $66K
8.2K $486M
URI
United Rentals, Inc.

Industrials
14
+ 3.19%
$627.41 - $814.1 $8.78K - $11.4K
453 $367M
BBY
Best Buy CO Inc

Consumer Cyclical
243
+ 0.9%
$80.23 - $103.29 $19.5K - $25.1K
27.3K $361M
DRLL
Ea Ser Tr Strive U S Energy Et
6.27K
+ 12.37%
N/A
56.9K $1.6B
CI
Cigna Corp

Healthcare
51
+ 1.27%
$319.12 - $367.1 $16.3K - $18.7K
4.06K $1.41B
SCHW
Schwab Charles Corp

Financial Services
2.72K
+ 25.37%
$61.74 - $76.08 $168K - $207K
13.4K $870M
OMC
Omnicom Group Inc.

Communication Services
162
+ 3.46%
$87.69 - $103.9 $14.2K - $16.8K
4.85K $501M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
27
+ 5.19%
$1015.62 - $1159.62 $27.4K - $31.3K
547 $630M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
334
+ 20.68%
$175.46 - $203.3 $58.6K - $67.9K
1.95K $395M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
12.8K
+ 43.02%
$6.3 - $6.99 $80.5K - $89.3K
42.5K $281M
IFRA
Ishares Tr

ETFs
217
+ 1.55%
$41.55 - $46.97 $9.02K - $10.2K
14.2K $669M
IT
Gartner Inc

Technology
83
+ 13.26%
$441.32 - $516.47 $36.6K - $42.9K
709 $359M
AZO
Autozone Inc

Consumer Cyclical
13
+ 6.63%
$2815.0 - $3212.87 $36.6K - $41.8K
209 $658M
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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