Concurrent Investment Advisors’s Alliance Resource Partners ARLP Stock Holding History

Concurrent Investment Advisors’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.47M	Buy	53,093 +16,765	+46%	+$434K	0.02%	723
2025 Q4	$844K	Buy	36,328 +1,798	+5%	+$43.6K	0.01%	910
2025 Q3	$873K	Buy	34,530 +4,054	+13%	+$101K	0.02%	696
2025 Q2	$797K	Buy	30,476 +501	+2%	+$13.2K	0.02%	674
2025 Q1	$818K	Buy	29,975 +3,265	+12%	+$87.2K	0.02%	605
2024 Q4	$702K	Buy	26,710 +5,969	+29%	+$156K	0.02%	578
2024 Q3	$519K	Buy	20,741 +6,871	+50%	+$166K	0.02%	609
2024 Q2	$339K	Buy	+13,870	New	+$314K	0.01%	700

Other funds holding ARLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Jackson Hole Capital Partners Tulsa, Oklahoma $604M AUM 22.77% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return