Private Advisor Group, LLC Purchases in Q2 2025

Private Advisor Group, LLC

  • $17.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSB
Victory Portf Ii Shs Us Small

ETFs
6.56K
New
$49.98 - $58.24 $328K - $382K
6.56K $363K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
3.73K
+ 159.44%
$89.58 - $95.01 $334K - $355K
6.08K $577K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
5.55K
New
$50.29 - $64.29 $279K - $357K
5.55K $357K
CDXS
Codexis, Inc.

Healthcare
180K
+ 52.6%
$1.97 - $2.64 $355K - $476K
523K $1.28M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.33K
+ 2.71%
$51.1 - $53.29 $221K - $231K
164K $8.74M
UGI
Ugi Corp

Utilities
8.79K
+ 94.22%
$30.18 - $36.59 $265K - $322K
18.1K $660K
CASY
Caseys General Stores Inc

Consumer Cyclical
120
+ 3.16%
$415.82 - $510.91 $49.9K - $61.3K
3.91K $2M
RY
Royal Bank Of Canada

Financial Services
2.05K
+ 47.69%
$108.36 - $131.55 $222K - $269K
6.33K $833K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
3.2K
New
$79.91 - $109.54 $256K - $351K
3.2K $350K
VAW
Vanguard Materials ETF

ETFs
1.47K
+ 15.87%
$163.82 - $196.64 $240K - $288K
10.7K $2.09M
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
15.2K
+ 17.15%
$9.05 - $12.22 $138K - $186K
104K $1.22M
VMC
Vulcan Materials CO

Basic Materials
825
+ 18.89%
$226.49 - $276.01 $187K - $228K
5.19K $1.35M
IBMP
Ishares Tr Ibonds December 202

ETFs
13.2K
New
$24.98 - $25.35 $330K - $335K
13.2K $335K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.67K
+ 33.47%
$144.63 - $179.53 $242K - $300K
6.66K $1.1M
BNS
Bank Of Nova Scotia

Financial Services
6.05K
New
$44.56 - $55.27 $270K - $334K
6.05K $334K
PSA
Public Storage

Real Estate
1.24K
+ 23.72%
$266.31 - $309.77 $329K - $383K
6.45K $1.89M
ATO
Atmos Energy Corp

Utilities
2.18K
+ 22.96%
$145.06 - $162.66 $317K - $355K
11.7K $1.8M
NN
Nextnav Inc.

Communication Services
21.8K
New
$10.96 - $15.32 $239K - $334K
21.8K $331K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.93K
New
$122.04 - $169.14 $236K - $327K
1.93K $327K
SSSS
Suro Capital Corp.

Financial Services
39.9K
New
$4.46 - $8.41 $178K - $336K
39.9K $327K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
29.1K
+ 17.05%
$12.24 - $13.88 $357K - $405K
200K $2.7M
EXI
Ishares Global Industrials ETF

ETFs
1.95K
New
$129.37 - $165.38 $253K - $323K
1.95K $323K
FTHI
First Trust Exchange Traded Fd

ETFs
13.5K
+ 91.93%
$19.66 - $22.85 $264K - $307K
28.1K $641K
SEIC
Sei Investments CO

Financial Services
3.58K
New
$66.45 - $89.86 $238K - $321K
3.58K $321K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
7.68K
New
$37.24 - $41.76 $286K - $321K
7.68K $320K
ADBE
Adobe Inc.

Technology
612
+ 2.53%
$340.0 - $420.68 $208K - $257K
24.8K $9.61M
AMT
American Tower Corp

Real Estate
803
+ 1.96%
$203.96 - $228.19 $164K - $183K
41.9K $9.25M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.38K
+ 48.02%
$153.22 - $199.8 $211K - $276K
4.25K $796K
CHW
Calamos Global Dynamic Income Fund

Financial Services
3.57K
+ 0.91%
$5.59 - $7.13 $19.9K - $25.4K
397K $2.83M
OSCR
Oscar Health, Inc.

Healthcare
14.8K
New
$11.6 - $21.44 $171K - $317K
14.8K $316K
LEAD
Siren Divcon Leaders Dividend

ETFs
204
+ 0.48%
$58.37 - $71.85 $11.9K - $14.7K
42.8K $3.08M
PCTTW
Pure Cycle Technologies, Inc.

ETFs
13.8K
+ 15.35%
$1.0 - $4.82 $13.8K - $66.6K
104K $451K
UL
Unilever PLC

Consumer Defensive
3.34K
+ 5.11%
$57.9 - $65.43 $193K - $218K
68.7K $4.2M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
2.88K
+ 29.81%
$29.19 - $50.24 $84K - $145K
12.5K $629K
HII
Huntington Ingalls Industries, Inc.

Industrials
509
+ 10.34%
$183.31 - $241.46 $93.3K - $123K
5.43K $1.31M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.29K
+ 18.75%
$162.34 - $192.15 $210K - $248K
8.18K $1.57M
XLB
Select Sector Spdr Fd Material

ETFs
2.59K
+ 6.11%
$74.27 - $88.92 $192K - $230K
44.9K $3.95M
NTES
Net Ease, Inc.

Communication Services
1.71K
+ 75.16%
$91.37 - $134.58 $157K - $231K
3.99K $537K
ITT
Itt Inc.

Industrials
395
+ 4.56%
$112.67 - $157.95 $44.5K - $62.4K
9.06K $1.42M
VRSN
Verisign Inc

Technology
1.05K
New
$234.49 - $288.8 $246K - $303K
1.05K $302K
WYNN
Wynn Resorts LTD

Consumer Cyclical
2.64K
+ 48.8%
$66.1 - $97.75 $175K - $258K
8.06K $754K
CMI
Cummins Inc

Industrials
150
+ 0.84%
$267.12 - $336.65 $40.1K - $50.5K
18.1K $5.91M
LDSF
First Tr ETF Viii Low Duration

ETFs
15.7K
+ 76.66%
$18.64 - $19.01 $293K - $298K
36.2K $687K
BYD
Boyd Gaming Corp

Consumer Cyclical
3.85K
New
$60.8 - $79.02 $234K - $304K
3.85K $300K
PNR
Pentair PLC

Industrials
1.89K
+ 27.4%
$76.17 - $103.58 $144K - $196K
8.78K $901K
SGOL
Abrdn Gold ETF Trust

ETFs
8.39K
+ 45.19%
$28.39 - $32.75 $238K - $275K
27K $850K
IAT
Ishares Tr

ETFs
6.01K
New
$39.71 - $49.55 $239K - $298K
6.01K $297K
JPIB
Jpmorgan International Bond Op

ETFs
5.42K
+ 11.85%
$47.18 - $48.62 $256K - $263K
51.2K $2.49M
WLDN
Willdan Group, Inc.

Industrials
4.75K
New
$36.9 - $62.51 $175K - $297K
4.75K $297K
Activity Summary
Buys All Purchases 1403 New Holdings 228 Increased Positions 1175 Sells All Sells 924 Reductions 924 Sold out 0 Options Calls 42 Puts 34
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