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
ALT
Altimmune, Inc.

Healthcare
-1.25K
- 4.95%
$3.38 - $4.76 $4.23K - $5.95K
24K $90.5M
DVOL
First Tr ETF Vi Dorsey Wright
-255
- 3.27%
N/A
7.55K $268M
DIAL
Columbia ETF Tr I Diversified

ETFs
-532
- 3.5%
$17.97 - $18.51 $9.56K - $9.85K
14.7K $270M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-385
- 8.74%
$74.93 - $80.73 $28.8K - $31.1K
4.02K $324M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-196
- 2.28%
$46.86 - $48.27 $9.18K - $9.46K
8.39K $403M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-130
- 2.08%
$50.29 - $50.86 $6.54K - $6.61K
6.13K $311M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-980
- 7.78%
$11.55 - $12.56 $11.3K - $12.3K
11.6K $146M
COP
Conocophillips

Energy
-3.6K
- 5.19%
$91.0 - $98.99 $327K - $356K
65.7K $6.21B
CLH
Clean Harbors Inc

Industrials
-24
- 1.56%
$225.84 - $250.43 $5.42K - $6.01K
1.52K $353M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-284
- 6.83%
$155.79 - $172.55 $44.2K - $49K
3.87K $651M
IWN
Ishares Russell2000 Val ETF

ETFs
-167
- 12.16%
$157.1 - $178.94 $26.2K - $29.9K
1.21K $213M
OGE
Oge Energy Corp.

Utilities
-634
- 4.56%
$43.46 - $46.27 $27.6K - $29.3K
13.3K $614M
PBRA
Petroleo Bras Ads (Ea Reptg 2
-561
- 3.99%
N/A
13.5K $160M
HTRB
Hartford Fds Total Return Bd E

ETFs
-150
- 2.36%
$33.47 - $34.58 $5.02K - $5.19K
6.2K $213M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-201
- 1.11%
$24.11 - $24.94 $4.85K - $5.01K
18K $448M
FDN
First Tr Fd Dow Jones

ETFs
-300
- 3.85%
$264.06 - $287.34 $79.2K - $86.2K
7.49K $2.09B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-486
- 4.86%
$42.39 - $44.63 $20.6K - $21.7K
9.52K $424M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-124
- 0.91%
$49.78 - $50.75 $6.17K - $6.29K
13.6K $687M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-1.88K
- 6.84%
$41.97 - $45.5 $78.9K - $85.5K
25.6K $1.16B
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-1K
- 4.67%
$9.82 - $10.43 $9.82K - $10.4K
20.4K $211M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-335
- 1.7%
$107.66 - $112.36 $36.1K - $37.6K
19.3K $2.15B
KIO
Kkr Income Opportunities Fund

Financial Services
-21
- 0.15%
$12.34 - $12.82 $259 - $269
13.9K $176M
FDVV
Fidelity High Dividend ETF

ETFs
-2.39K
- 6.56%
$52.42 - $55.71 $125K - $133K
34.1K $1.9B
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-598
- 18.69%
N/A
2.6K $219M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-94
- 3.13%
$87.05 - $93.19 $8.18K - $8.76K
2.91K $271M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-232
- 1.97%
$33.95 - $36.33 $7.88K - $8.43K
11.5K $413M
OXY
Occidental Petroleum Corp

Energy
-860
- 10.39%
$42.54 - $48.1 $36.6K - $41.4K
7.42K $351M
VEEV
Veeva Systems Inc

Healthcare
-20
- 2.24%
$269.2 - $297.91 $5.38K - $5.96K
871 $259M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-282
- 1.46%
$50.9 - $52.37 $14.4K - $14.8K
19K $992M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-212
- 0.52%
$53.57 - $54.48 $11.4K - $11.5K
40.4K $2.19B
XYL
Xylem Inc.

Industrials
-189
- 10.86%
$129.67 - $147.5 $24.5K - $27.9K
1.55K $229M
FBT
First Trust Nyse Arca Biotechn

ETFs
-152
- 8.71%
$159.46 - $180.52 $24.2K - $27.4K
1.59K $286M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-13
- 0.35%
N/A
3.75K $251M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
-245
- 2.51%
$28.32 - $30.69 $6.94K - $7.52K
9.51K $290M
SHEL
Shell PLC

Energy
-692
- 1.37%
$69.82 - $73.93 $48.3K - $51.2K
49.8K $3.56B
IYT
Ishares Tr U.S. Transportation

ETFs
-28
- 0.9%
$66.62 - $72.7 $1.87K - $2.04K
3.09K $222M
LMT
Lockheed Martin Corp

Industrials
-1.05K
- 7.11%
$410.74 - $499.21 $429K - $522K
13.6K $6.81B
SRE
Sempra Energy

Utilities
-3.92K
- 15.44%
$74.14 - $89.98 $290K - $352K
21.5K $1.93B
First Tr Exchng Traded Fd Vi
-23
- 0.43%
N/A
5.32K $222M
VBK
Vanguard Small Cap Growth ETF

ETFs
-552
- 6.62%
$276.51 - $305.12 $153K - $168K
7.78K $2.32B
CIEN
Ciena Corp

Technology
-1.2K
- 41.97%
$77.75 - $145.67 $93.2K - $175K
1.66K $242M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-500
- 1.78%
$10.78 - $11.84 $5.39K - $5.92K
27.6K $321M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-420
- 4.27%
$33.05 - $35.83 $13.9K - $15K
9.43K $336M
FTA
First Tr Large Cap Value

ETFs
-406
- 4.33%
$78.13 - $83.78 $31.7K - $34K
8.98K $748M
NFRA
Flexshares Stoxx Global Broad

ETFs
-3
- 0.03%
$60.61 - $63.45 $182 - $190
10.5K $660M
CRSP
Crispr Therapeutics Ag

Healthcare
-5.55K
- 24.17%
$48.51 - $68.14 $269K - $378K
17.4K $1.13B
EXC
Exelon Corp

Utilities
-169
- 1.38%
$42.73 - $45.54 $7.22K - $7.7K
12.1K $544M
CRAI
Cra International, Inc.

Industrials
-61
- 5.09%
$170.16 - $212.31 $10.4K - $13K
1.14K $237M
VLUE
Ishares Msci Usa Value Factor

ETFs
-166
- 5.87%
$111.55 - $125.05 $18.5K - $20.8K
2.66K $333M
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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