Private Advisor Group, LLC Incresed Positions in Q1 2025

Private Advisor Group, LLC

  • $15.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Wisdomtree Tr
71.2K
+ 15.36%
N/A
535K $0
SHAG
Wisdomtree Yield Enhanced U.S.
6.07K
+ 11.46%
N/A
59K $0
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
2
+ 0.01%
$8.11 - $8.58 $16.2 - $17.2
29.7K $241K
FRT
Federal Realty Investment Trust

Real Estate
368
+ 13.84%
$94.7 - $111.82 $34.8K - $41.1K
3.03K $296K
GURU
Global X Guru Index ETF

ETFs
92
+ 1.31%
$47.54 - $53.92 $4.37K - $4.96K
7.13K $348K
ONL
Orion Office Reit Inc.

Real Estate
7.56K
+ 65.27%
$2.14 - $4.15 $16.2K - $31.4K
19.1K $40K
FCAL
First Tr Iii Calif Mun High In

ETFs
33
+ 0.65%
$48.53 - $49.76 $1.6K - $1.64K
5.14K $249K
FTHI
First Trust Exchange Traded Fd

ETFs
791
+ 5.71%
$21.62 - $23.74 $17.1K - $18.8K
14.6K $319K
PCEF
Invesco Cef Income Composite E

ETFs
299
+ 1.15%
$18.8 - $19.89 $5.62K - $5.95K
26.2K $494K
BIBL
Northern Lts Fd Tr Iv

ETFs
81
+ 0.62%
$37.55 - $41.94 $3.04K - $3.4K
13.2K $506K
MSCI
Msci Inc.

Financial Services
36
+ 5.02%
$541.46 - $628.34 $19.5K - $22.6K
753 $425K
NULC
Nushares ETF Tr Nuveen Esg Lar

ETFs
104
+ 1.71%
$42.96 - $47.7 $4.47K - $4.96K
6.18K $270K
UWMC
Uwm Holdings Corp

Financial Services
85
+ 0.61%
$5.43 - $6.63 $462 - $564
13.9K $76K
AME
Ametek Inc

Industrials
296
+ 4.22%
$170.39 - $190.43 $50.4K - $56.4K
7.31K $1.26M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
827
+ 6.82%
$25.75 - $30.48 $21.3K - $25.2K
13K $338K
BCAT
Black Rock Capital Allocation Trust

ETFs
150
+ 1.44%
$14.35 - $15.88 $2.15K - $2.38K
10.6K $152K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
992
+ 5.92%
$15.63 - $17.67 $15.5K - $17.5K
17.7K $282K
BALL
Ball Corp

Consumer Cyclical
158
+ 2.88%
$49.04 - $56.53 $7.75K - $8.93K
5.65K $293K
JSML
Janus Detroit Str Tr Henderson

ETFs
5.13K
+ 7.54%
$58.87 - $69.7 $302K - $357K
73.1K $4.45M
LAMR
Lamar Advertising CO

Real Estate
783
+ 6.46%
$110.65 - $132.9 $86.6K - $104K
12.9K $1.47M
OMC
Omnicom Group Inc.

Communication Services
351
+ 3.02%
$79.43 - $88.34 $27.9K - $31K
12K $992K
PKE
Park Aerospace Corp

Industrials
1.03K
+ 5.89%
$13.25 - $15.32 $13.7K - $15.8K
18.6K $249K
ITM
Vaneck Intermediate Muni ETF

ETFs
67
+ 0.42%
$45.21 - $46.67 $3.03K - $3.13K
16K $725K
CERT
Certara, Inc.

Healthcare
949
+ 4.03%
$9.9 - $14.25 $9.4K - $13.5K
24.5K $242K
NYF
Ishares New York Muni Bond ETF

ETFs
29
+ 0.17%
$52.33 - $53.92 $1.52K - $1.56K
17K $897K
JBL
Jabil Inc

Technology
63
+ 2.91%
$130.51 - $173.33 $8.22K - $10.9K
2.23K $303K
SLDP
Solid Power, Inc.

Industrials
250
+ 2.4%
$1.05 - $2.21 $263 - $553
10.7K $11K
EWX
Spdr S&P Emerging Markets Smal

ETFs
24
+ 0.52%
$55.48 - $59.47 $1.33K - $1.43K
4.68K $264K
CRF
Cornerstone Total Return Fund Inc

Financial Services
835
+ 8.25%
$7.17 - $9.1 $5.99K - $7.6K
11K $78K
ESPR
Esperion Therapeutics, Inc.

Healthcare
10K
+ 33.22%
$1.44 - $2.34 $14.4K - $23.4K
40.1K $57K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
9
+ 0.05%
$11.85 - $13.1 $107 - $118
17K $206K
APLT
Applied Therapeutics Inc.

Healthcare
10K
+ 24.81%
$0.46 - $0.94 $4.6K - $9.4K
50.3K $24K
POOL
Pool Corp

Industrials
70
+ 4.9%
$314.92 - $364.31 $22K - $25.5K
1.5K $477K
JFR
Nuveen Floating Rate Income Fund

Financial Services
43
+ 0.18%
$8.41 - $9.05 $362 - $389
23.4K $197K
CVE
Cenovus Energy Inc.

Energy
650
+ 3.88%
$12.24 - $15.63 $7.96K - $10.2K
17.4K $241K
GNOM
Global X Fds Genomics & Biotec

ETFs
2.59K
+ 14.25%
$7.95 - $10.29 $20.6K - $26.6K
20.7K $164K
ACRE
Ares Commercial Real Estate Corp

Real Estate
5.27K
+ 18.03%
$4.63 - $6.18 $24.4K - $32.6K
34.5K $159K
FTF
Franklin LTD Duration Income Trust

Financial Services
568
+ 0.61%
$6.43 - $6.7 $3.65K - $3.81K
93.8K $605K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
299
+ 0.57%
$20.7 - $21.15 $6.19K - $6.32K
52.9K $1.1M
VVR
Invesco Senior Income Trust

Financial Services
965
+ 1.21%
$3.55 - $4.15 $3.43K - $4K
81K $303K
RPM
Rpm International Inc

Basic Materials
1
+ 0.05%
$114.03 - $128.31 $114 - $128
1.83K $211K
MLN
Vaneck Long Muni ETF

ETFs
190
+ 0.58%
$17.22 - $18.0 $3.27K - $3.42K
33.1K $575K
VFVA
Vanguard Wellington Fd U S Val

ETFs
112
+ 1.84%
$111.86 - $124.32 $12.5K - $13.9K
6.21K $708K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
252
+ 2.09%
$28.64 - $32.91 $7.22K - $8.29K
12.3K $356K
BNDD
Kraneshares Tr Quadratic Defla

ETFs
641
+ 0.39%
$13.16 - $13.78 $8.44K - $8.83K
166K $2.22M
PKBK
Parke Bancorp, Inc.

Financial Services
90
+ 0.89%
$18.41 - $20.44 $1.66K - $1.84K
10.2K $192K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
3.51K
+ 7.03%
$18.47 - $21.1 $64.8K - $74K
53.4K $986K
DUOL
Duolingo, Inc.

Technology
150
+ 3.28%
$272.49 - $441.39 $40.9K - $66.2K
4.72K $1.47M
SVAL
Ishares Tr Us Small Cap Value

ETFs
493
+ 4.01%
$29.28 - $33.43 $14.4K - $16.5K
12.8K $383K
Activity Summary
Buys All Purchases 1225 New Holdings 148 Increased Positions 1077 Sells All Sells 971 Reductions 971 Sold out 0 Options Calls 16 Puts 16
Track This Portfolio

Track Private Advisor Group, LLC Portfolio

Follow Private Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email