Private Advisor Group, LLC Incresed Positions in Q2 2025

Private Advisor Group, LLC

  • $17.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EVRG
Evergy, Inc.

Utilities
1.24K
+ 6.88%
$64.06 - $69.64 $79.6K - $86.5K
19.3K $1.33M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
730
+ 11.18%
$35.38 - $48.3 $25.8K - $35.3K
7.26K $350K
SSL
Sasol LTD

Basic Materials
18.1K
+ 75.82%
$2.93 - $5.45 $53K - $98.6K
41.9K $185K
USMC
Principal ETF U S Mega Cap

ETFs
911
+ 20.21%
$50.94 - $62.56 $46.4K - $57K
5.42K $338K
FVAL
Fidelity Covington Tr Value Fa

ETFs
800
+ 10.95%
$52.8 - $63.87 $42.2K - $51.1K
8.1K $517K
JXN
Jackson Financial Inc.

Financial Services
146
+ 1.06%
$70.35 - $89.5 $10.3K - $13.1K
13.9K $1.23M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
581
+ 13.74%
$59.57 - $75.11 $34.6K - $43.6K
4.81K $361K
IGRO
Ishares Tr International Divid

ETFs
324
+ 3.75%
$66.32 - $80.17 $21.5K - $26K
8.97K $707K
A
Agilent Technologies, Inc.

Healthcare
602
+ 6.93%
$99.29 - $120.52 $59.8K - $72.6K
9.29K $1.1M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1.13K
+ 21.3%
$37.93 - $47.69 $43K - $54.1K
6.46K $307K
OMC
Omnicom Group Inc.

Communication Services
2.95K
+ 24.64%
$69.22 - $79.77 $204K - $235K
14.9K $1.07M
TYL
Tyler Technologies Inc

Technology
80
+ 2.77%
$521.68 - $592.84 $41.7K - $47.4K
2.97K $1.76M
WSM
Williams Sonoma Inc

Consumer Cyclical
243
+ 3.2%
$137.62 - $174.44 $33.4K - $42.4K
7.83K $1.28M
MANH
Manhattan Associates Inc

Technology
176
+ 10.05%
$143.9 - $197.47 $25.3K - $34.8K
1.93K $380K
PWP
Perella Weinberg Partners

Financial Services
271
+ 0.38%
$15.45 - $19.88 $4.19K - $5.39K
71.2K $1.38M
COOP
Mr. Cooper Group Inc.

Financial Services
125
+ 6.3%
$107.26 - $155.96 $13.4K - $19.5K
2.11K $314K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
560
+ 12.89%
$107.61 - $119.09 $60.3K - $66.7K
4.9K $581K
KEYS
Keysight Technologies, Inc.

Technology
184
+ 5.57%
$127.02 - $165.4 $23.4K - $30.4K
3.49K $571K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
424
+ 2.08%
$32.86 - $40.05 $13.9K - $17K
20.8K $824K
PWV
Invesco Exchange Traded Fd Tr

ETFs
444
+ 2.44%
$52.26 - $62.14 $23.2K - $27.6K
18.7K $1.16M
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.29K
+ 6.44%
$7.69 - $11.46 $25.3K - $37.7K
54.4K $623K
EMQQ
Emqq Emerging Markets Internet

ETFs
109
+ 0.55%
$33.1 - $41.67 $3.61K - $4.54K
19.9K $829K
IXG
Ishares Global Fin'L ETF

ETFs
240
+ 3.94%
$90.79 - $110.82 $21.8K - $26.6K
6.33K $701K
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.33K
+ 1.5%
$45.95 - $47.33 $61.3K - $63.1K
90K $4.24M
MGA
Magna International Inc

Consumer Cyclical
519
+ 4.51%
$30.82 - $38.61 $16K - $20K
12K $464K
AIT
Applied Industrial Technologies Inc

Industrials
218
+ 7.5%
$206.03 - $243.28 $44.9K - $53K
3.13K $726K
ING
Ing Groep Nv

Financial Services
689
+ 2.82%
$16.62 - $21.98 $11.5K - $15.1K
25.1K $548K
NICE
Nice Ltd.

Technology
170
+ 5.86%
$141.3 - $178.32 $24K - $30.3K
3.07K $518K
TTE
Total Energies Se

Energy
1.03K
+ 4.64%
N/A
23.3K $1.6M
CBRE
Cbre Group, Inc.

Real Estate
153
+ 2.98%
$113.94 - $140.12 $17.4K - $21.4K
5.29K $741K
HYLS
First Tr Tactical High Yield L

ETFs
112
+ 0.13%
$39.8 - $41.84 $4.46K - $4.69K
84K $3.51M
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
1.47K
+ 13.68%
$21.28 - $27.19 $31.2K - $39.8K
12.2K $331K
WBS
Webster Financial Corp

Financial Services
88
+ 0.44%
$41.76 - $54.91 $3.67K - $4.83K
20.2K $1.1M
AEP
American Electric Power CO Inc

Utilities
3.57K
+ 6.47%
$98.59 - $109.11 $352K - $390K
58.8K $6.1M
RGLD
Royal Gold Inc

Basic Materials
2
+ 0.04%
$155.48 - $186.71 $311 - $373
4.59K $815K
SPG
Simon Property Group Inc

Real Estate
1.47K
+ 4.57%
$140.37 - $171.44 $207K - $253K
33.7K $5.42M
FDUS
Fidus Investment Corp

Financial Services
3.32K
+ 29.12%
$17.32 - $20.65 $57.6K - $68.6K
14.7K $297K
NTRA
Natera, Inc.

Healthcare
17
+ 0.75%
$132.23 - $171.87 $2.25K - $2.92K
2.28K $384K
OBE
Obsidian Energy Ltd.

Energy
13.5K
+ 44.17%
$3.95 - $6.02 $53.3K - $81.3K
44.1K $244K
YLD
Principal Exchange Traded Fds

ETFs
3K
+ 13.76%
$18.16 - $19.37 $54.5K - $58.1K
24.8K $480K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
3.97K
+ 3.35%
$25.57 - $26.34 $101K - $104K
122K $3.19M
AKAM
Akamai Technologies Inc

Technology
685
+ 8.0%
N/A
9.25K $840K
MRNA
Moderna, Inc.

Healthcare
2.53K
+ 23.4%
$23.65 - $28.54 $59.8K - $72.2K
13.3K $367K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
1.2K
+ 2.0%
$14.62 - $16.23 $17.5K - $19.5K
61.2K $992K
FDS
Factset Research Systems Inc

Financial Services
166
+ 8.59%
$398.85 - $473.32 $66.2K - $78.6K
2.1K $938K
INFY
Infosys LTD

Technology
2.96K
+ 16.96%
$16.14 - $18.75 $47.8K - $55.5K
20.4K $378K
NNN
National Retail Properties, Inc.

Real Estate
1.2K
+ 7.31%
$37.56 - $43.42 $45K - $52.1K
17.6K $759K
GGG
Graco Inc

Industrials
274
+ 1.9%
$74.02 - $87.26 $20.3K - $23.9K
14.7K $1.26M
PKI
Perkinelmer Inc

Healthcare
491
+ 12.79%
N/A
4.33K $523K
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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