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
YYY
Amplify ETF Tr High Income ETF

ETFs
-7.15K
- 31.79%
$11.61 - $11.92 $83K - $85.3K
15.3K $181M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.59K
- 22.75%
$50.82 - $51.09 $80.7K - $81.1K
5.39K $276M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-813
- 6.72%
$59.29 - $62.87 $48.2K - $51.1K
11.3K $678M
MCR
Mfs Charter Income Trust

Financial Services
-12.7K
- 38.28%
$6.28 - $6.54 $79.5K - $82.8K
20.4K $131M
CCI
Crown Castle International Corp

Real Estate
-386
- 5.75%
$92.96 - $113.91 $35.9K - $44K
6.33K $611M
ABNB
Airbnb, Inc.

Consumer Cyclical
-35
- 0.52%
$118.3 - $142.16 $4.14K - $4.98K
6.73K $817M
TIP
Ishares Tr Tips Bd ETF

ETFs
-773
- 11.46%
$109.11 - $111.88 $84.3K - $86.5K
5.98K $665M
VHT
Vanguard Health Care ETF

ETFs
-1.05K
- 6.03%
$239.12 - $259.95 $252K - $274K
16.4K $4.26B
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-7.12K
- 29.07%
$10.03 - $10.4 $71.5K - $74.1K
17.4K $176M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-12.3K
- 36.69%
$5.79 - $5.98 $71.2K - $73.6K
21.2K $123M
MUB
Ishares National Muni Bond ETF

ETFs
-1.41K
- 3.74%
$103.24 - $106.68 $146K - $151K
36.4K $3.88B
BLW
Blackrock LTD Duration Income Trust

Financial Services
-5.08K
- 28.31%
$14.0 - $14.26 $71.1K - $72.4K
12.9K $180M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-97
- 9.88%
$332.69 - $399.0 $32.3K - $38.7K
885 $294M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-41
- 1.3%
$138.59 - $171.12 $5.68K - $7.02K
3.12K $439M
CHD
Church & Dwight CO Inc

Consumer Defensive
-265
- 4.48%
$85.84 - $99.09 $22.7K - $26.3K
5.65K $495M
SLB
Schlumberger Limited

Energy
-2.35K
- 13.86%
$32.37 - $37.31 $76.1K - $87.7K
14.6K $502M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-596
- 22.49%
$134.42 - $141.26 $80.1K - $84.2K
2.05K $290M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-8.39K
- 13.9%
$11.15 - $11.87 $93.5K - $99.6K
52K $603M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-56
- 0.79%
$57.1 - $70.52 $3.2K - $3.95K
7.05K $420M
BK
Bank Of New York Mellon Corp

Financial Services
-5.75K
- 18.35%
$90.65 - $109.75 $521K - $631K
25.6K $2.79B
HYD
Vaneck High Yield Muni ETF

ETFs
-1.49K
- 11.52%
$48.85 - $50.94 $72.9K - $76K
11.5K $583M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.16K
- 7.53%
$58.97 - $60.36 $68.5K - $70.1K
14.3K $857M
OMC
Omnicom Group Inc.

Communication Services
-1.6K
- 23.88%
$70.41 - $81.53 $112K - $130K
5.09K $415M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-6.23K
- 2.57%
$37.98 - $39.81 $237K - $248K
237K $9.19B
GWW
W.W. Grainger, Inc.

Industrials
-14
- 2.37%
$932.44 - $1059.49 $13.1K - $14.8K
576 $549M
SCM
Stellus Capital Investment Corp

Financial Services
-3.79K
- 22.58%
$13.04 - $15.29 $49.4K - $57.9K
13K $170M
OII
Oceaneering International Inc

Energy
-25.7K
- 18.1%
$20.47 - $25.66 $526K - $659K
116K $2.88B
JCI
Johnson Controls International PLC

Industrials
-887
- 10.0%
$103.24 - $111.73 $91.6K - $99.1K
7.98K $878M
Ge Healthcare Technologies I
-894
- 10.48%
N/A
7.64K $573M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-1.31K
- 17.06%
N/A
6.36K $296M
CION
Cion Investment Corp

Financial Services
-5.47K
- 10.67%
$9.48 - $10.86 $51.9K - $59.4K
45.8K $434M
WPC
W. P. Carey Inc.

Real Estate
-2.12K
- 12.55%
$61.29 - $68.7 $130K - $146K
14.8K $998M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.29K
- 16.63%
$42.26 - $47.16 $96.6K - $108K
11.5K $531M
Grail Inc
-3.01K
- 18.75%
N/A
13K $770M
EMLP
First Tr Exchange Traded Iv

ETFs
-2.08K
- 6.23%
$36.99 - $38.38 $77.1K - $79.9K
31.4K $1.2B
NDAQ
Nasdaq, Inc.

Financial Services
-277
- 0.96%
$86.73 - $96.94 $24K - $26.9K
28.7K $2.54B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.63K
- 3.36%
$67.48 - $71.55 $110K - $116K
46.9K $3.32B
SHV
Ishares Tr

ETFs
-475
- 4.84%
$110.06 - $110.49 $52.3K - $52.5K
9.34K $1.03B
ADC
Agree Realty Corp

Real Estate
-533
- 7.86%
$70.53 - $75.05 $37.6K - $40K
6.25K $444M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.4K
- 12.37%
$40.94 - $42.85 $57.3K - $59.9K
9.92K $418M
MPLX
Mplx LP

Energy
-553
- 4.07%
$49.42 - $52.71 $27.3K - $29.1K
13K $651M
DG
Dollar General Corp

Consumer Defensive
-214
- 8.92%
$101.86 - $116.32 $21.8K - $24.9K
2.19K $226M
ALK
Alaska Air Group, Inc.

Industrials
-1.01K
- 13.94%
$49.73 - $63.86 $50.2K - $64.4K
6.23K $310M
Super Micro Computer Inc
-440
- 1.8%
N/A
24K $1.15B
RYLD
Global X Fds Russell 2000 Cove

ETFs
-3.53K
- 7.53%
$14.46 - $15.29 $51.1K - $54K
43.4K $653M
PPG
Ppg Industries Inc

Basic Materials
-10
- 0.19%
$103.65 - $119.07 $1.04K - $1.19K
5.22K $548M
First Tr Exchng Traded Fd Vi
-2.41K
- 13.26%
N/A
15.8K $313M
USAC
Usa Compression Partners, LP

Energy
-559
- 0.55%
$22.79 - $24.95 $12.7K - $13.9K
100K $2.4B
LAMR
Lamar Advertising CO

Real Estate
-360
- 17.48%
$114.98 - $128.82 $41.4K - $46.4K
1.7K $208M
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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