Concurrent Investment Advisors, LLC New Holdings in Q3 2024

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FBHS
Fortune Brands Home & Security, Inc.

Industrials
2.95K
New
N/A
2.95K $264M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
13.3K
New
$17.09 - $20.23 $228K - $269K
13.3K $253M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.9K
New
$19.2 - $19.63 $248K - $254K
12.9K $253M
HPQ
Hp Inc

Technology
6.89K
New
$32.02 - $38.11 $221K - $263K
6.89K $247M
Brookfield Corp
4.63K
New
N/A
4.63K $246M
VEEV
Veeva Systems Inc

Healthcare
1.17K
New
$180.43 - $223.9 $211K - $262K
1.17K $245M
RGLD
Royal Gold Inc

Basic Materials
1.74K
New
$125.01 - $146.5 $218K - $255K
1.74K $245M
Mach Natural Resources LP
15.1K
New
N/A
15.1K $242M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.1K
New
$102.05 - $114.97 $214K - $241K
2.1K $241M
UAL
United Airlines Holdings, Inc.

Industrials
4.21K
New
$37.88 - $58.85 $159K - $248K
4.21K $240M
JXN
Jackson Financial Inc.

Financial Services
2.61K
New
$69.1 - $91.97 $180K - $240K
2.61K $238M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
3.09K
New
$70.21 - $78.25 $217K - $242K
3.09K $238M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
8.61K
New
$26.01 - $27.41 $224K - $236K
8.61K $235M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
828
New
$256.4 - $289.78 $212K - $240K
828 $235M
RBLX
Roblox Corp

Communication Services
5.23K
New
$36.18 - $47.64 $189K - $249K
5.23K $231M
CPT
Camden Property Trust

Real Estate
1.86K
New
$107.5 - $126.88 $200K - $236K
1.86K $230M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
11.4K
New
$20.05 - $20.17 $229K - $230K
11.4K $229M
CINF
Cincinnati Financial Corp

Financial Services
1.68K
New
$115.7 - $138.2 $194K - $232K
1.68K $228M
MISL
First Tr Exchange Traded Fd In
7.18K
New
N/A
7.18K $228M
STLD
Steel Dynamics Inc

Basic Materials
1.8K
New
N/A
1.8K $227M
ACGL
Arch Capital Group Ltd.

Financial Services
2.03K
New
$94.47 - $114.25 $192K - $232K
2.03K $227M
DGIN
Vaneck Fds Digital India ETF
5.03K
New
N/A
5.03K $225M
SON
Sonoco Products CO

Consumer Cyclical
4.1K
New
$48.33 - $56.57 $198K - $232K
4.1K $224M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
18.1K
New
$11.52 - $12.52 $208K - $226K
18.1K $223M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
15.5K
New
$14.16 - $14.47 $219K - $224K
15.5K $223M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.17K
New
$63.28 - $70.06 $200K - $222K
3.17K $222M
EFX
Equifax Inc

Industrials
753
New
$236.42 - $307.13 $178K - $231K
753 $221M
EXR
Extra Space Storage Inc.

Real Estate
1.23K
New
$151.92 - $183.06 $187K - $225K
1.23K $221M
WCC
Wesco International Inc

Industrials
1.32K
New
$149.47 - $183.24 $197K - $241K
1.32K $221M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.98K
New
$61.42 - $76.46 $183K - $227K
2.98K $221M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.88K
New
$29.24 - $45.37 $143K - $221K
4.88K $220M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.5K
New
$41.22 - $51.19 $185K - $230K
4.5K $219M
BC
Brunswick Corp

Consumer Cyclical
2.61K
New
$69.46 - $84.53 $181K - $221K
2.61K $219M
SWK
Stanley Black & Decker, Inc.

Industrials
1.98K
New
$77.75 - $110.17 $154K - $218K
1.98K $218M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
4.9K
New
$33.88 - $42.53 $166K - $208K
4.9K $216M
BFB
Brown Forman Corp Cl B
4.4K
New
N/A
4.4K $216M
FITB
Fifth Third Bancorp

Financial Services
5.02K
New
$36.01 - $43.64 $181K - $219K
5.02K $215M
IWS
Ishares Russell Midcap Value E

ETFs
1.63K
New
$119.52 - $132.25 $194K - $215K
1.63K $215M
PWV
Invesco Exchange Traded Fd Tr

ETFs
3.66K
New
$54.33 - $59.01 $199K - $216K
3.66K $213M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.33K
New
$58.75 - $64.07 $195K - $213K
3.33K $213M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.38K
New
$81.17 - $90.77 $194K - $216K
2.38K $213M
Solventum Corp
3.05K
New
N/A
3.05K $213M
PEAK
Healthpeak Properties, Inc.

Real Estate
9.19K
New
N/A
9.19K $210M
ILMN
Illumina, Inc.

Healthcare
1.6K
New
$105.28 - $135.9 $168K - $217K
1.6K $209M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.33K
New
$44.46 - $48.11 $192K - $208K
4.33K $208M
FEX
First Tr Large Cap Core Alphde

ETFs
1.99K
New
$94.21 - $104.17 $187K - $207K
1.99K $207M
CPNG
Coupang, Inc.

Consumer Cyclical
8.34K
New
$19.79 - $24.92 $165K - $208K
8.34K $205M
AIG
American International Group, Inc.

Financial Services
2.79K
New
$70.16 - $79.23 $196K - $221K
2.79K $205M
PIPR
Piper Sandler Companies

Financial Services
707
New
$230.9 - $287.51 $163K - $203K
707 $201M
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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