Concurrent Investment Advisors, LLC Sells in Q3 2025

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VRSK
Verisk Analytics, Inc.

Industrials
-26
- 1.01%
$242.3 - $312.95 $6.3K - $8.14K
2.56K $643M
WSO
Watsco Inc

Industrials
-181
- 7.8%
$381.94 - $489.97 $69.1K - $88.7K
2.14K $865M
SHAK
Shake Shack Inc.

Consumer Cyclical
-36
- 1.13%
$92.4 - $142.03 $3.33K - $5.11K
3.14K $294M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-15.9K
- 28.33%
$8.07 - $8.58 $128K - $136K
40.2K $328M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.14K
- 22.73%
$82.96 - $95.7 $178K - $205K
7.28K $653M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-7.3K
- 6.77%
$14.49 - $14.86 $106K - $108K
101K $1.46B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.84K
- 2.85%
$50.47 - $50.74 $143K - $144K
96.8K $4.91B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.56K
- 10.19%
$39.8 - $42.86 $261K - $281K
57.8K $2.47B
HWM
Howmet Aerospace Inc.

Industrials
-1.09K
- 13.55%
$171.0 - $196.23 $186K - $213K
6.93K $1.36B
DEO
Diageo PLC

Consumer Defensive
-428
- 2.6%
$93.64 - $115.33 $40.1K - $49.4K
16K $1.53B
Invesco Exch Trd Slf Idx Fd
-5.22K
- 4.38%
N/A
114K $3.05B
Ea Series Trust
-4.39K
- 34.52%
N/A
8.32K $238M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-3.42K
- 5.68%
$45.72 - $47.27 $156K - $162K
56.8K $2.67B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-3.35K
- 15.07%
$112.94 - $129.99 $379K - $436K
18.9K $2.42B
JKHY
Henry Jack & Associates Inc

Technology
-47
- 1.27%
$148.45 - $182.09 $6.98K - $8.56K
3.65K $544M
IWV
Ishares Russell 3000 ETF

ETFs
-4.97K
- 7.88%
$351.04 - $379.81 $1.74M - $1.89M
58K $22B
IQI
Invesco Quality Municipal Income Trust

Financial Services
-13.5K
- 46.25%
$9.06 - $10.0 $122K - $135K
15.7K $155M
HYG
Ishares Tr

ETFs
-1.58K
- 9.57%
$79.85 - $81.32 $126K - $128K
14.9K $1.21B
BUG
Global X Fds Cybersecurity ETF

ETFs
-2.85K
- 31.13%
$32.23 - $37.41 $91.9K - $107K
6.31K $222M
KR
Kroger CO

Consumer Defensive
-1.08K
- 10.35%
$64.52 - $74.35 $69.5K - $80.1K
9.33K $629M
UL
Unilever PLC

Consumer Defensive
-264
- 0.5%
$58.43 - $65.01 $15.4K - $17.2K
52.9K $3.13B
TPR
Tapestry, Inc.

Consumer Cyclical
-1.86K
- 48.91%
$86.48 - $116.14 $161K - $216K
1.95K $220M
CBRE
Cbre Group, Inc.

Real Estate
-1.24K
- 26.21%
$137.04 - $165.9 $170K - $206K
3.49K $550M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-3.23K
- 22.32%
$50.48 - $57.12 $163K - $185K
11.2K $628M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-10.4K
- 4.4%
$16.46 - $17.1 $171K - $177K
225K $3.83B
LII
Lennox International Inc

Industrials
-112
- 10.66%
$516.18 - $664.54 $57.8K - $74.4K
939 $497M
Intuitive Machines Inc
-8.86K
- 26.43%
N/A
24.6K $259M
Canadian Pacific Kansas City
-881
- 10.85%
N/A
7.24K $539M
Smurfit Westrock PLC
-529
- 0.39%
N/A
134K $5.71B
UNP
Union Pacific Corp

Industrials
-1.03K
- 4.54%
$214.91 - $237.16 $221K - $244K
21.7K $5.12B
LVHD
Franklin U.S. Low Volatility H

ETFs
-2.83K
- 24.57%
$39.89 - $41.55 $113K - $118K
8.68K $359M
CTRA
Coterra Energy Inc.

Energy
-3.27K
- 25.07%
$23.09 - $25.45 $75.5K - $83.2K
9.77K $231M
MAIN
Main Street Capital Corp

Financial Services
-2.75K
- 16.36%
$59.28 - $67.54 $163K - $185K
14K $892M
VVR
Invesco Senior Income Trust

Financial Services
-18K
- 16.78%
$3.39 - $3.83 $61.1K - $69.1K
89.4K $309M
DXCM
Dexcom Inc

Healthcare
-199
- 4.67%
$66.46 - $89.53 $13.2K - $17.8K
4.06K $273M
XHYF
Bondbloxx ETF Tr Usd High Yiel

ETFs
-2.57K
- 14.98%
$37.62 - $38.3 $96.6K - $98.4K
14.6K $556M
AVY
Avery Dennison Corp

Industrials
-158
- 3.0%
$158.71 - $184.63 $25.1K - $29.2K
5.11K $829M
FSIG
First Tr ETF Iv LTD Duration I
-5.57K
- 4.35%
$19.03 - $19.33 $106K - $108K
123K $2.35B
XHYI
Bondbloxx ETF Tr Usd High Yiel

ETFs
-2.53K
- 14.92%
$37.96 - $38.56 $96.2K - $97.7K
14.4K $556M
Ea Series Trust
-850
- 20.55%
N/A
3.29K $374M
SNPS
Synopsys Inc

Technology
-118
- 6.98%
$387.78 - $645.35 $45.8K - $76.2K
1.57K $776M
MCO
Moodys Corp

Financial Services
-7
- 0.2%
$472.69 - $521.32 $3.31K - $3.65K
3.41K $1.63B
KNSL
Kinsale Capital Group, Inc.

Financial Services
-59
- 5.42%
$415.15 - $489.89 $24.5K - $28.9K
1.03K $438M
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
-1.83K
- 16.87%
N/A
9K $441M
AB
Alliancebernstein Holding L.P.

Financial Services
-1.09K
- 6.3%
$37.76 - $42.88 $41K - $46.6K
16.2K $618M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-7.84K
- 12.73%
$34.31 - $38.09 $269K - $299K
53.8K $2.04B
UMH
Umh Properties, Inc.

Real Estate
-1.83K
- 6.19%
$14.69 - $17.34 $26.8K - $31.7K
27.7K $411M
CHY
Calamos Convertible & High Income Fund

Financial Services
-8K
- 26.41%
$10.75 - $11.45 $86K - $91.6K
22.3K $250M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-1.33K
- 9.33%
$59.5 - $62.99 $79K - $83.7K
12.9K $809M
Activity Summary
Buys All Purchases 874 New Holdings 166 Increased Positions 708 Sells All Sells 498 Reductions 498 Sold out 0 Options Calls 42 Puts 24
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