Concurrent Investment Advisors, LLC THOMSON REUTERS CORP Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
2,788
Previous 2,207 26.33%
Holding current value
$561 Million
Previous $381 Million 47.06%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
N/A
581 Added 26.33%
2,788 $561 Million
Q1 2025

Apr 29, 2025
BUY
N/A
764 Added 52.95%
2,207 $381 Million
Q4 2024

Feb 03, 2025
BUY
N/A
269 Added 22.91%
1,443 $231 Million
Q3 2024

Oct 30, 2024
SELL
N/A
-438 Reduced 27.17%
1,174 $200 Million
Q2 2024

Jul 30, 2024
SELL
N/A
-11 Reduced 0.68%
1,612 $272 Million
Q1 2024

May 07, 2024
SELL
N/A
-128 Reduced 7.31%
1,623 $253 Million
Q4 2023

Apr 15, 2024
BUY
N/A
1,751 New
1,751 $256 Million
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