Clearstead Advisors, LLC Closed Holding Positions

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Y
Alleghany Corp

Financial Services
Q4 2021 Filed on Feb 14, 2022
37
$630.6 - $703.62 $23.3K - $26K
MTX
Minerals Technologies Inc

Basic Materials
Q4 2021 Filed on Feb 14, 2022
230
$65.11 - $78.05 $15K - $18K
LPRO
Open Lending Corp

Financial Services
Q4 2021 Filed on Feb 14, 2022
254
$21.2 - $35.45 $5.38K - $9K
HTLD
Heartland Express Inc

Industrials
Q4 2021 Filed on Feb 14, 2022
631
$15.98 - $17.71 $10.1K - $11.2K
OXM
Oxford Industries Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
161
$88.9 - $108.75 $14.3K - $17.5K
PPBI
Pacific Premier Bancorp Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
590
$36.99 - $44.79 $21.8K - $26.4K
PYCR
Paycor Hcm, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
318
$26.84 - $36.28 $8.54K - $11.5K
LDL
Lydall, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
90
N/A
GO
Grocery Outlet Holding Corp.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
98
$21.24 - $29.0 $2.08K - $2.84K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
226
$70.22 - $92.07 $15.9K - $20.8K
AORT
Artivion, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
594
$17.19 - $22.84 $10.2K - $13.6K
SNGX
Soligenix, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
12,500
$0.66 - $1.1 $8.25K - $13.8K
ICUI
Icu Medical Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
47
$220.96 - $247.44 $10.4K - $11.6K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
4,070
$9.01 - $12.14 $36.7K - $49.4K
NHI
National Health Investors Inc

Real Estate
Q4 2021 Filed on Feb 14, 2022
217
$50.96 - $58.18 $11.1K - $12.6K
MKFG
Markforged Holding Corp

Technology
Q4 2021 Filed on Feb 14, 2022
1,710
$4.79 - $7.39 $8.19K - $12.6K
Osi ETF Tr
Q4 2021 Filed on Feb 14, 2022
1,422
N/A
MGY
Magnolia Oil & Gas Corp

Energy
Q4 2021 Filed on Feb 14, 2022
1,384
$17.87 - $21.95 $24.7K - $30.4K
LHCG
Lhc Group, Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
82
$110.23 - $154.64 $9.04K - $12.7K
Meridian Bancorp Inc Md
Q4 2021 Filed on Feb 14, 2022
519
N/A
OCFC
Oceanfirst Financial Corp

Financial Services
Q4 2021 Filed on Feb 14, 2022
789
$20.6 - $23.21 $16.3K - $18.3K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 14, 2022
8
N/A
ICFI
Icf International, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
204
$90.67 - $107.89 $18.5K - $22K
BKI
Black Knight, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
329
$68.76 - $83.14 $22.6K - $27.4K
SYNH
Syneos Health, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
318
$86.01 - $102.89 $27.4K - $32.7K
BCPC
Balchem Corp

Basic Materials
Q4 2021 Filed on Feb 14, 2022
147
$149.18 - $172.5 $21.9K - $25.4K
Us Ecology Inc
Q4 2021 Filed on Feb 14, 2022
276
N/A
ABCB
Ameris Bancorp

Financial Services
Q4 2021 Filed on Feb 14, 2022
533
$46.65 - $55.24 $24.9K - $29.4K
ALGT
Allegiant Travel CO

Industrials
Q4 2021 Filed on Feb 14, 2022
91
$163.67 - $202.48 $14.9K - $18.4K
CTRM
Castor Maritime Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
100
$1.38 - $2.55 $138 - $255
AMWL
American Well Corp

Healthcare
Q4 2021 Filed on Feb 14, 2022
90
$5.72 - $9.56 $515 - $860
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
179
N/A
RKDA
Arcadia Biosciences, Inc.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
2,000
$1.0 - $2.11 $2K - $4.22K
Loral Space & Com Inc
Q4 2021 Filed on Feb 14, 2022
2,570
N/A
SHYF
Shyft Group, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
373
$35.58 - $54.25 $13.3K - $20.2K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
Q4 2021 Filed on Feb 14, 2022
733
$33.29 - $38.31 $24.4K - $28.1K
CVET
Covetrus, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
734
$16.79 - $20.37 $12.3K - $15K
CHUY
Chuy'S Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
264
$27.22 - $34.71 $7.19K - $9.16K
CARS
Cars.Com Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
380
$11.75 - $14.43 $4.47K - $5.48K
CSR
Centerspace

Real Estate
Q3 2021 Filed on Nov 12, 2021
14
$78.42 - $105.42 $1.1K - $1.48K
JBLU
Jetblue Airways Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
2,768
$14.11 - $17.12 $39.1K - $47.4K
BSQR
Bsquare Corp

Technology
Q3 2021 Filed on Nov 12, 2021
1,885
$2.26 - $7.05 $4.26K - $13.3K
HR
Healthcare Realty Trust Inc

Real Estate
Q3 2021 Filed on Nov 12, 2021
40
$26.87 - $31.28 $1.07K - $1.25K
CNK
Cinemark Holdings, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
780
$13.94 - $22.04 $10.9K - $17.2K
CLXT
Calyxt, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
100
$3.18 - $5.08 $318 - $508
Fly Leasing LTD
Q3 2021 Filed on Nov 12, 2021
350
N/A
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Nov 12, 2021
26
N/A
SIF
Sifco Industries Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
314
$7.94 - $11.12 $2.49K - $3.49K
AMX
America Movil Sab De Cv

Communication Services
Q3 2021 Filed on Nov 12, 2021
328
$14.64 - $19.56 $4.8K - $6.42K
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, 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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email