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
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
5.42K
+ 15.49%
$10.22 - $10.92 $55.4K - $59.2K
40.4K $437M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.25K
+ 12.24%
$51.78 - $52.98 $64.9K - $66.4K
11.5K $609M
SHYD
Vaneck Short High Yield Muni E

ETFs
2.88K
+ 10.52%
$22.24 - $22.81 $64K - $65.6K
30.2K $687M
ABR
Arbor Realty Trust Inc

Real Estate
3.72K
+ 26.96%
$12.89 - $15.66 $47.9K - $58.2K
17.5K $272M
DSL
Double Line Income Solutions Fund

Financial Services
5.09K
+ 28.85%
$12.42 - $13.06 $63.3K - $66.5K
22.7K $295M
NVS
Novartis Ag

Healthcare
393
+ 11.76%
$106.13 - $120.89 $41.7K - $47.5K
3.73K $429M
NRG
Nrg Energy, Inc.

Utilities
34
+ 0.64%
$68.89 - $91.22 $2.34K - $3.1K
5.32K $484M
EMR
Emerson Electric CO

Industrials
963
+ 2.35%
$98.19 - $118.87 $94.6K - $114K
41.9K $4.58B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.27K
+ 5.9%
$23.57 - $24.19 $53.5K - $54.9K
40.8K $985M
DGX
Quest Diagnostics Inc

Healthcare
223
+ 10.8%
$137.09 - $137.09 $30.6K - $30.6K
2.29K $355M
Fidelity Wise Origin Bitcoin
1.01K
+ 23.31%
N/A
5.34K $297M
MTG
Mgic Investment Corp

Financial Services
154
+ 0.96%
$21.29 - $25.74 $3.28K - $3.96K
16.2K $414M
WTW
Willis Towers Watson PLC

Financial Services
128
+ 13.63%
$257.34 - $294.53 $32.9K - $37.7K
1.07K $314M
SHEL
Shell PLC

Energy
3.5K
+ 13.36%
$65.65 - $73.28 $230K - $257K
29.7K $1.96B
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.03K
+ 16.57%
$46.67 - $50.52 $48.1K - $52.1K
7.25K $366M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
352
+ 8.33%
$101.72 - $112.94 $35.8K - $39.8K
4.58K $517M
VLO
Valero Energy Corp

Energy
1.46K
+ 23.89%
$132.81 - $163.48 $194K - $239K
7.58K $1.02B
SOUN
Soundhound Ai, Inc.

Technology
7.12K
+ 16.8%
$3.89 - $6.2 $27.7K - $44.2K
49.5K $231M
DFS
Discover Financial Services

Financial Services
217
+ 6.27%
$123.41 - $144.72 $26.8K - $31.4K
3.68K $516M
OGE
Oge Energy Corp.

Utilities
151
+ 1.42%
$35.12 - $41.18 $5.3K - $6.22K
10.7K $441M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
74
+ 0.95%
$113.45 - $126.18 $8.4K - $9.34K
7.83K $988M
AOA
Ishares Tr Core Aggressive All

ETFs
612
+ 17.85%
$72.11 - $79.05 $44.1K - $48.4K
4.04K $319M
MAIN
Main Street Capital Corp

Financial Services
1.35K
+ 7.83%
$47.05 - $52.25 $63.7K - $70.7K
18.6K $935M
OC
Owens Corning

Industrials
314
+ 16.59%
$154.02 - $186.38 $48.4K - $58.5K
2.21K $390M
MSCI
Msci Inc.

Financial Services
29
+ 6.86%
$479.31 - $584.91 $13.9K - $17K
452 $264M
MRVL
Marvell Technology, Inc.

Technology
696
+ 16.6%
$56.15 - $76.24 $39.1K - $53.1K
4.89K $353M
VFF
Village Farms International, Inc.

Consumer Defensive
74.2K
+ 66.67%
$0.85 - $1.17 $63.1K - $86.8K
186K $173M
IEO
Ishares Tr

ETFs
989
+ 24.81%
$88.52 - $101.16 $87.5K - $100K
4.98K $455M
OEF
Ishares S&P 100 ETF

ETFs
41
+ 1.09%
$266.03 - $266.03 $10.9K - $10.9K
3.81K $1.06B
CSX
Csx Corp

Industrials
408
+ 1.01%
$32.48 - $35.45 $13.3K - $14.5K
40.8K $1.41B
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
3.36K
+ 25.27%
$12.25 - $13.39 $41.2K - $45K
16.7K $223M
VONG
Vanguard Russell 1000 Growth E

ETFs
479
+ 11.7%
$85.48 - $98.39 $40.9K - $47.1K
4.57K $441M
SLV
I Shares Silver Trust

ETFs
282
+ 1.07%
$24.33 - $29.38 $6.86K - $8.29K
26.5K $754M
FSCO
Fs Cr Opportunities Corp Com
9.03K
+ 13.6%
N/A
75.5K $479M
MPWR
Monolithic Power Systems Inc

Technology
2
+ 0.38%
$757.04 - $947.16 $1.51K - $1.89K
525 $485M
Flaherty & Crumrine Dynamic
921
+ 5.98%
N/A
16.3K $351M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
78
+ 0.13%
$22.38 - $23.66 $1.75K - $1.85K
60.2K $1.41B
ALK
Alaska Air Group, Inc.

Industrials
309
+ 3.65%
$32.92 - $45.21 $10.2K - $14K
8.77K $397M
ADBE
Adobe Inc.

Technology
378
+ 10.01%
$508.13 - $586.55 $192K - $222K
4.15K $2.15B
STGW
Stagwell Inc

Communication Services
6.73K
+ 23.31%
$6.02 - $7.37 $40.5K - $49.6K
35.6K $250M
OXY
Occidental Petroleum Corp

Energy
1.77K
+ 52.48%
$49.91 - $63.73 $88.3K - $113K
5.14K $265M
CHY
Calamos Convertible & High Income Fund

Financial Services
3.02K
+ 14.33%
$11.13 - $12.01 $33.6K - $36.3K
24.1K $288M
VMO
Invesco Municipal Opportunity Trust

Financial Services
4.65K
+ 21.31%
$9.87 - $10.38 $45.9K - $48.2K
26.5K $272M
LAMR
Lamar Advertising CO

Real Estate
156
+ 7.66%
$110.9 - $135.58 $17.3K - $21.2K
2.19K $293M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
527
+ 10.99%
$46.17 - $51.13 $24.3K - $26.9K
5.32K $272M
IBB
Ishares Biotechnology ETF

ETFs
123
+ 3.43%
$135.09 - $149.47 $16.6K - $18.4K
3.71K $541M
YYY
Amplify ETF Tr High Income ETF

ETFs
3.45K
+ 21.11%
$11.48 - $12.36 $39.6K - $42.6K
19.8K $244M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
2.84K
+ 13.22%
$9.33 - $10.18 $26.5K - $29K
24.4K $248M
CBOE
Cboe Global Markets, Inc.

Financial Services
7
+ 0.53%
$168.57 - $213.65 $1.18K - $1.5K
1.33K $272M
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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