Private Advisor Group, LLC Incresed Positions in Q3 2025

Private Advisor Group, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
186
+ 0.03%
N/A
617K $112M
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
12
+ 0.05%
$10.16 - $11.84 $122 - $142
24.2K $281K
CPA
Copa Holdings, S.A.

Industrials
119
+ 5.84%
$107.44 - $122.34 $12.8K - $14.6K
2.16K $256K
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
1.98K
+ 4.74%
$23.38 - $24.24 $46.2K - $47.9K
43.7K $1.04M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
648
+ 4.32%
$31.73 - $33.71 $20.6K - $21.8K
15.6K $526K
NI
Nisource Inc.

Utilities
32
+ 0.31%
$39.0 - $43.33 $1.25K - $1.39K
10.5K $453K
HPI
John Hancock Preferred Income Fund

Financial Services
651
+ 4.4%
$15.81 - $17.35 $10.3K - $11.3K
15.4K $267K
JCPB
J P Morgan Exchange Traded Fd

ETFs
559
+ 6.04%
$46.37 - $47.77 $25.9K - $26.7K
9.81K $466K
OSCR
Oscar Health, Inc.

Healthcare
3.57K
+ 24.14%
$13.42 - $20.45 $47.9K - $72.9K
18.3K $347K
NRZ
New Residential Investment Corp.

Real Estate
4.29K
+ 3.19%
N/A
139K $1.01M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
391
+ 1.54%
$20.12 - $21.74 $7.87K - $8.5K
25.8K $542K
FCOM
Fidelity Covington Tr Msci Com

ETFs
57
+ 1.37%
$63.98 - $72.59 $3.65K - $4.14K
4.22K $299K
FNK
First Trust Mid Cap Value Alph

ETFs
22
+ 0.26%
$51.66 - $56.58 $1.14K - $1.24K
8.47K $467K
RDN
Radian Group Inc

Financial Services
586
+ 1.27%
$32.61 - $37.23 $19.1K - $21.8K
46.6K $1.69M
RPM
Rpm International Inc

Basic Materials
125
+ 6.62%
$110.07 - $128.23 $13.8K - $16K
2.01K $237K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
542
+ 4.91%
$46.67 - $49.54 $25.3K - $26.9K
11.6K $563K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
1.36K
+ 12.12%
$11.06 - $12.41 $15K - $16.8K
12.5K $155K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
172
+ 0.4%
$21.84 - $22.63 $3.76K - $3.89K
43K $966K
DLTR
Dollar Tree, Inc.

Consumer Defensive
479
+ 13.12%
$94.03 - $117.16 $45K - $56.1K
4.13K $389K
LAMR
Lamar Advertising CO

Real Estate
111
+ 0.85%
$114.98 - $128.82 $12.8K - $14.3K
13.2K $1.62M
VTRS
Viatris Inc

Healthcare
672
+ 2.97%
$8.74 - $10.69 $5.87K - $7.18K
23.3K $230K
AON
Aon PLC

Financial Services
79
+ 1.24%
$350.91 - $375.27 $27.7K - $29.6K
6.45K $2.3M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
1.85K
+ 3.98%
$8.7 - $9.11 $16.1K - $16.9K
48.4K $440K
XJR
Ishares Tresg Screened S&P Sma

ETFs
73
+ 0.92%
$39.17 - $43.37 $2.86K - $3.17K
8.02K $341K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
584
+ 2.93%
$35.44 - $37.64 $20.7K - $22K
20.5K $763K
PCG
Pg&E Corp

Utilities
684
+ 4.76%
$13.0 - $15.73 $8.89K - $10.8K
15.1K $227K
EW
Edwards Lifesciences Corp

Healthcare
463
+ 2.0%
$73.75 - $81.83 $34.1K - $37.9K
23.6K $1.84M
HUM
Humana Inc

Healthcare
4
+ 0.25%
$220.41 - $312.0 $882 - $1.25K
1.58K $411K
HBAN
Huntington Bancshares Inc

Financial Services
168
+ 0.38%
$15.87 - $17.88 $2.67K - $3K
44.4K $766K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
708
+ 1.09%
$23.13 - $23.54 $16.4K - $16.7K
65.6K $1.54M
HLNE
Hamilton Lane Inc

Financial Services
269
+ 17.34%
$134.79 - $160.88 $36.3K - $43.3K
1.82K $245K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
72
+ 1.76%
$66.81 - $74.64 $4.81K - $5.37K
4.17K $306K
IAI
Ishares Tr Us Broker Dealers &

ETFs
60
+ 3.1%
$168.93 - $178.7 $10.1K - $10.7K
1.99K $352K
WAL
Western Alliance Bancorporation

Financial Services
8
+ 0.29%
$76.33 - $91.49 $611 - $732
2.76K $239K
FNB
Fnb Corp

Financial Services
77
+ 0.52%
$14.75 - $16.79 $1.14K - $1.29K
15K $241K
HMC
Honda Motor CO LTD

Consumer Cyclical
110
+ 1.04%
$29.11 - $34.85 $3.2K - $3.83K
10.7K $330K
IAK
Ishares Tr

ETFs
193
+ 4.33%
$126.37 - $134.46 $24.4K - $26K
4.65K $623K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
278
+ 7.85%
$185.65 - $214.38 $51.6K - $59.6K
3.82K $765K
ALTG
Alta Equipment Group Inc.

Industrials
1.46K
+ 11.26%
$6.37 - $8.62 $9.29K - $12.6K
14.4K $104K
AM
Antero Midstream Corp

Energy
236
+ 0.63%
$16.87 - $19.58 $3.98K - $4.62K
37.6K $730K
THFF
First Financial Corp

Financial Services
194
+ 3.76%
$52.44 - $59.93 $10.2K - $11.6K
5.36K $302K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
387
+ 2.57%
$40.74 - $41.99 $15.8K - $16.3K
15.5K $646K
JPIN
Jp Morgan Diversified Return I

ETFs
28
+ 0.34%
$63.14 - $67.96 $1.77K - $1.9K
8.32K $554K
NMR
Nomura Holdings Inc

Financial Services
643
+ 2.36%
$6.28 - $7.56 $4.04K - $4.86K
27.8K $202K
OTTR
Otter Tail Corp

Utilities
3
+ 0.06%
$75.29 - $85.97 $226 - $258
4.72K $386K
AL
Air Lease Corp

Industrials
31
+ 0.82%
$54.35 - $64.28 $1.68K - $1.99K
3.82K $243K
FULT
Fulton Financial Corp

Financial Services
66
+ 0.19%
$17.57 - $19.86 $1.16K - $1.31K
35.3K $657K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
4
+ 0.08%
$76.29 - $80.63 $305 - $323
4.99K $400K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
1.6K
+ 7.88%
$15.02 - $15.97 $24.1K - $25.6K
21.9K $339K
Activity Summary
Buys All Purchases 1442 New Holdings 208 Increased Positions 1234 Sells All Sells 956 Reductions 956 Sold out 0 Options Calls 39 Puts 25
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