Concurrent Investment Advisors, LLC Sells in Q1 2025

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ALK
Alaska Air Group, Inc.

Industrials
-451
- 6.05%
$49.22 - $76.6 $22.2K - $34.5K
7.01K $345M
ORCC
Owl Rock Capital Corp

Financial Services
-2.93K
- 1.44%
N/A
201K $2.95B
VMC
Vulcan Materials CO

Basic Materials
-8
- 0.15%
$220.9 - $277.54 $1.77K - $2.22K
5.28K $1.23B
OMFL
Invesco Exchange Traded Self I

ETFs
-1.73K
- 5.77%
$52.19 - $57.45 $90.1K - $99.2K
28.2K $1.5B
FTLS
First Tr Long/Short Equity ETF

ETFs
-1.29K
- 6.03%
$63.42 - $68.17 $81.6K - $87.7K
20.1K $1.29B
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-229
- 1.43%
$105.24 - $117.4 $24.1K - $26.9K
15.8K $1.68B
PNOV
Innovator U.S. Equity Power Bu
-486
- 0.33%
N/A
147K $5.48B
IFN
India Fund Inc

Financial Services
-7.28K
- 15.77%
$14.32 - $16.19 $104K - $118K
38.9K $613M
XLE
Energy Sector Spdr

ETFs
-6.87K
- 10.12%
$85.7 - $93.96 $589K - $645K
61K $5.7B
IGM
Ishares Expanded Tech Sector E

ETFs
-436
- 7.32%
$90.67 - $108.46 $39.5K - $47.3K
5.52K $501M
PATH
Ui Path, Inc.

Technology
-4.55K
- 18.88%
$9.97 - $15.19 $45.4K - $69.1K
19.5K $201M
SF
Stifel Financial Corp

Financial Services
-111
- 1.49%
$91.62 - $117.6 $10.2K - $13.1K
7.32K $690M
LMND
Lemonade, Inc.

Financial Services
-1.3K
- 12.98%
$30.77 - $38.56 $40K - $50.1K
8.71K $274M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.04K
- 4.94%
$21.23 - $23.75 $43.3K - $48.5K
39.2K $844M
PPG
Ppg Industries Inc

Basic Materials
-364
- 7.05%
$107.44 - $124.29 $39.1K - $45.2K
4.8K $525M
IWP
Ishares Russell Mid Cap Growth

ETFs
-39
- 0.42%
$114.9 - $139.6 $4.48K - $5.44K
9.28K $1.09B
FICO
Fair Isaac Corp

Technology
-23
- 7.19%
$1695.35 - $2030.47 $39K - $46.7K
297 $548M
SHV
Ishares Tr

ETFs
-815
- 7.42%
$110.11 - $110.51 $89.7K - $90.1K
10.2K $1.12B
IVT
Inven Trust Properties Corp.

Real Estate
-2.63K
- 23.4%
$28.36 - $30.77 $74.4K - $80.8K
8.59K $252M
SNA
Snap On Inc

Industrials
-136
- 0.91%
$324.09 - $358.62 $44.1K - $48.8K
14.9K $5.02B
AAL
American Airlines Group Inc.

Industrials
-69
- 0.58%
N/A
11.8K $125M
SSB
South State Corp

Financial Services
-184
- 1.88%
$89.4 - $108.33 $16.4K - $19.9K
9.62K $893M
CPRT
Copart Inc

Consumer Cyclical
-1.37K
- 24.22%
$52.3 - $59.83 $71.4K - $81.7K
4.27K $242M
MGM
Mgm Resorts International

Consumer Cyclical
-1.18K
- 13.33%
$29.64 - $40.37 $34.9K - $47.6K
7.66K $227M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.93K
- 22.81%
$25.12 - $26.05 $73.5K - $76.2K
9.9K $250M
VONG
Vanguard Russell 1000 Growth E

ETFs
-219
- 4.21%
$92.71 - $107.38 $20.3K - $23.5K
4.98K $462M
MKL
Markel Corp

Financial Services
-75
- 15.99%
$1660.14 - $2059.83 $125K - $154K
394 $736M
IT
Gartner Inc

Technology
-78
- 12.85%
$418.25 - $548.38 $32.6K - $42.8K
529 $222M
DRI
Darden Restaurants Inc

Consumer Cyclical
-721
- 18.74%
$180.02 - $208.56 $130K - $150K
3.13K $650M
AGNC
Agnc Investment Corp.

Real Estate
-8.1K
- 27.91%
$9.12 - $10.54 $73.8K - $85.3K
20.9K $200M
DFAI
Dimensional ETF Tr

ETFs
-3.6K
- 15.84%
$28.88 - $32.4 $104K - $117K
19.2K $598M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-5.07K
- 14.43%
$9.89 - $10.46 $50.1K - $53K
30K $300M
Annaly Capital Management In
-5.07K
- 26.15%
N/A
14.3K $291M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-3.77K
- 20.12%
$10.61 - $16.49 $40K - $62.2K
15K $186M
FSCO
Fs Cr Opportunities Corp Com
-11.4K
- 15.06%
N/A
64.1K $452M
Invesco Exch Trd Slf Idx Fd
-2.26K
- 1.78%
N/A
124K $3.24B
TDG
Trans Digm Group Inc

Industrials
-106
- 14.08%
$1251.32 - $1394.11 $133K - $148K
647 $895M
FANG
Diamondback Energy, Inc.

Energy
-187
- 2.57%
$139.9 - $180.18 $26.2K - $33.7K
7.1K $1.13B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-80
- 1.13%
$120.24 - $134.3 $9.62K - $10.7K
6.97K $850M
SCHO
Schwab Short Term Us Treasury

ETFs
-2.64K
- 12.31%
$24.1 - $24.34 $63.7K - $64.3K
18.8K $458M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.54K
- 4.14%
$22.25 - $23.0 $56.5K - $58.4K
58.8K $1.35B
CHY
Calamos Convertible & High Income Fund

Financial Services
-442
- 1.7%
$10.1 - $12.0 $4.46K - $5.3K
25.5K $257M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
-743
- 8.25%
$27.98 - $33.9 $20.8K - $25.2K
8.27K $231M
TAP
Molson Coors Beverage CO

Consumer Defensive
-1.31K
- 19.64%
$52.44 - $62.91 $68.4K - $82.1K
5.34K $325M
GWW
W.W. Grainger, Inc.

Industrials
-23
- 5.69%
$953.54 - $1132.42 $21.9K - $26K
381 $376M
XLB
Select Sector Spdr Fd Material

ETFs
-854
- 6.15%
$83.19 - $90.99 $71K - $77.7K
13K $1.12B
KRE
Spdr S&P Regional Banking ETF

ETFs
-538
- 11.06%
$55.11 - $65.5 $29.6K - $35.2K
4.33K $246M
HTGC
Hercules Capital, Inc.

Financial Services
-1.02K
- 3.44%
$18.01 - $22.0 $18.3K - $22.4K
28.6K $549M
GTO
Invesco Actively Managed ETF T

ETFs
-1.43K
- 3.31%
$45.9 - $47.37 $65.5K - $67.6K
41.8K $1.96B
Activity Summary
Buys All Purchases 897 New Holdings 214 Increased Positions 683 Sells All Sells 261 Reductions 261 Sold out 0 Options Calls 22 Puts 11
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