Sheaff Brock Investment Advisors, LLC Purchases in Q1 2025

Sheaff Brock Investment Advisors, LLC

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
1.9K
+ 4.44%
$11.64 - $12.49 $22.1K - $23.7K
44.7K $526K
TXN
Texas Instruments Inc

Technology
179
+ 0.44%
N/A
41K $7.98M
BK
Bank Of New York Mellon Corp

Financial Services
40
+ 0.91%
$75.42 - $88.95 $3.02K - $3.56K
4.44K $372K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.5K
+ 11.14%
$57.21 - $65.8 $85.5K - $98.4K
14.9K $870K
NOC
Northrop Grumman Corp

Industrials
7
+ 1.02%
$433.45 - $513.82 $3.03K - $3.6K
693 $354K
CTRA
Coterra Energy Inc.

Energy
91
+ 1.08%
$25.51 - $29.83 $2.32K - $2.71K
8.53K $246K
VHT
Vanguard Health Care ETF

ETFs
78
+ 9.8%
$254.06 - $273.83 $19.8K - $21.4K
874 $231K
ARCC
Ares Capital Corp

Financial Services
594
+ 1.06%
$21.28 - $23.81 $12.6K - $14.1K
56.8K $1.26M
AGNC
Agnc Investment Corp.

Real Estate
2K
+ 7.65%
$9.12 - $10.54 $18.3K - $21.1K
28.2K $269K
XLV
Select Sector Spdr Fund Health

ETFs
2
+ 0.06%
$137.61 - $149.68 $275 - $299
3.25K $474K
UNP
Union Pacific Corp

Industrials
39
+ 1.85%
$225.21 - $254.42 $8.78K - $9.92K
2.14K $506K
PAYX
Paychex Inc

Industrials
18
+ 1.24%
$136.06 - $154.52 $2.45K - $2.78K
1.47K $226K
DX
Dynex Capital Inc

Real Estate
16
+ 0.03%
$12.18 - $14.42 $195 - $231
61K $794K
C
Citigroup Inc

Financial Services
189
+ 1.13%
$67.23 - $84.63 $12.7K - $16K
16.9K $1.2M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1
+ 0.47%
$1227.6 - $1458.46 $1.23K - $1.46K
214 $288K
RSP
Invesco S&P 500 Equal Weight E

ETFs
122
+ 5.08%
$169.43 - $182.84 $20.7K - $22.3K
2.52K $436K
OHI
Omega Healthcare Investors Inc

Real Estate
99
+ 0.22%
$35.7 - $38.33 $3.53K - $3.79K
44.2K $1.68M
PHK
Pimco High Income Fund

Financial Services
2.5K
+ 8.41%
$4.85 - $4.98 $12.1K - $12.5K
32.2K $157K
APD
Air Products & Chemicals, Inc.

Basic Materials
13
+ 0.83%
$283.24 - $338.07 $3.68K - $4.39K
1.57K $464K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
5K
+ 33.33%
$2.1 - $2.18 $10.5K - $10.9K
20K $42K
CMCSA
Comcast Corp

Communication Services
409
+ 4.08%
$33.19 - $38.23 $13.6K - $15.6K
10.4K $384K
JCI
Johnson Controls International PLC

Industrials
37
+ 1.1%
$76.12 - $90.6 $2.82K - $3.35K
3.4K $272K
WETF
Wisdom Tree Investments, Inc.

Financial Services
1.16K
+ 2.77%
N/A
42.9K $234K
NRZ
New Residential Investment Corp.

Real Estate
945
+ 8.77%
N/A
11.7K $85K
OLED
Universal Display Corp Pa

Technology
100
+ 6.9%
$139.48 - $161.59 $13.9K - $16.2K
1.55K $216K
DGRO
Ishares Core Dividend Growth E

ETFs
26
+ 0.36%
$60.46 - $64.42 $1.57K - $1.67K
7.22K $445K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1
+ 0.02%
$100.32 - $100.76 $100 - $101
4.65K $467K
ERC
Allspring Multi Sector Income Fund

Financial Services
22
+ 0.2%
$9.04 - $9.39 $199 - $207
11.1K $102K
Lam Research Corp
200
+ 0.94%
N/A
21.5K $0
Annaly Capital Management In
1.9K
+ 8.52%
N/A
24.2K $0
Siriusxm Holdings Inc
169
+ 0.2%
N/A
86.2K $0
EAD
Allspring Income Opportunities Fund

Financial Services
44
+ 0.27%
$6.8 - $7.06 $299 - $311
16.4K $112K
SKYHWS
Sky Harbour Group Corp Wt Exp
10K
New
N/A
10K $0
CPRT
Copart Inc

Consumer Cyclical
90
+ 1.27%
$52.3 - $59.83 $4.71K - $5.38K
7.2K $407K
Blackrock Inc
46
+ 19.01%
N/A
288 $0
Nuveen Cr Strategies Income
12.7K
New
N/A
12.7K $0
Nano Nuclear Energy Inc
7.57K
New
N/A
7.57K $0
American Healthcare Reit Inc
1.71K
+ 7.66%
N/A
24K $0
Labcorp Holdings Inc
1
+ 0.02%
N/A
4.92K $0
VB
Vanguard Small Cap ETF

ETFs
97
+ 7.7%
$217.89 - $252.64 $21.1K - $24.5K
1.36K $300K
AFG
American Financial Group Inc

Financial Services
1.87K
+ 4.19%
$119.82 - $138.45 $224K - $258K
46.4K $6.1M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
17
+ 0.01%
$8.11 - $8.58 $138 - $146
116K $944K
GS
Goldman Sachs Group Inc

Financial Services
8
+ 1.98%
$524.81 - $672.19 $4.2K - $5.38K
412 $225K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
4
+ 0.03%
$14.19 - $15.67 $56.8 - $62.7
13.4K $194K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
22
+ 0.04%
$8.24 - $8.68 $181 - $191
59.5K $490K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
125
+ 0.7%
$16.84 - $18.41 $2.11K - $2.3K
17.9K $301K
EMR
Emerson Electric CO

Industrials
111
+ 5.51%
$108.64 - $131.17 $12.1K - $14.6K
2.13K $233K
MAIN
Main Street Capital Corp

Financial Services
7
+ 0.08%
$54.71 - $63.1 $383 - $442
8.48K $479K
AN
Autonation, Inc.

Consumer Cyclical
100
+ 2.34%
$156.67 - $195.15 $15.7K - $19.5K
4.37K $707K
Activity Summary
Buys All Purchases 200 New Holdings 34 Increased Positions 166 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 3 Puts 4
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