Comprehensive Financial Consultants Institutional, Inc. Closed Holding Positions

Comprehensive Financial Consultants Institutional, Inc.

  • $291 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MRO
Marathon Oil Corp

Energy
Q1 2022 Filed on May 11, 2022
370
$16.87 - $26.04 $6.24K - $9.63K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
5
$134.84 - $172.57 $674 - $863
MRVL
Marvell Technology, Inc.

Technology
Q1 2022 Filed on May 11, 2022
30
$60.25 - $89.43 $1.81K - $2.68K
MA
Mastercard Inc

Financial Services
Q1 2022 Filed on May 11, 2022
245
$312.92 - $396.75 $76.7K - $97.2K
MAT
Mattel Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
270
$19.61 - $25.58 $5.29K - $6.91K
USA
Liberty All Star Equity Fund

Financial Services
Q1 2022 Filed on May 11, 2022
58
$7.0 - $8.45 $406 - $490
LEG
Leggett & Platt Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
15
$34.8 - $42.7 $522 - $641
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
Q1 2022 Filed on May 11, 2022
630
$16.24 - $20.37 $10.2K - $12.8K
KEY
Keycorp

Financial Services
Q1 2022 Filed on May 11, 2022
3,050
$22.12 - $27.01 $67.5K - $82.4K
KMI
Kinder Morgan, Inc.

Energy
Q1 2022 Filed on May 11, 2022
411
$16.35 - $19.09 $6.72K - $7.85K
KLAC
Kla Corp

Technology
Q1 2022 Filed on May 11, 2022
5
$314.14 - $445.0 $1.57K - $2.23K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2022 Filed on May 11, 2022
2,226
$34.29 - $40.4 $76.3K - $89.9K
KR
Kroger CO

Consumer Defensive
Q1 2022 Filed on May 11, 2022
990
$43.47 - $58.94 $43K - $58.4K
KD
Kyndryl Holdings, Inc.

Technology
Q1 2022 Filed on May 11, 2022
287
$11.28 - $19.37 $3.24K - $5.56K
LH
Laboratory Corp Of America Holdings

Healthcare
Q1 2022 Filed on May 11, 2022
6
$259.82 - $298.18 $1.56K - $1.79K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q1 2022 Filed on May 11, 2022
874
$49.96 - $70.24 $43.7K - $61.4K
MDU
Mdu Resources Group Inc

Industrials
Q1 2022 Filed on May 11, 2022
1,012
$25.19 - $31.45 $25.5K - $31.8K
MET
Metlife Inc

Financial Services
Q1 2022 Filed on May 11, 2022
17
$61.96 - $71.63 $1.05K - $1.22K
GEN
Gen Digital Inc Com
Q1 2022 Filed on May 11, 2022
544
N/A
NMAI
Nuveen Multi Asset Income Fund

ETFs
Q1 2022 Filed on May 11, 2022
435
$14.78 - $19.07 $6.43K - $8.3K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q1 2022 Filed on May 11, 2022
4,000
$7.88 - $9.73 $31.5K - $38.9K
OXYWS
Occidental Pete Corp Wt Exp 08
Q1 2022 Filed on May 11, 2022
10
N/A
OPTT
Ocean Power Technologies, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
50
$1.02 - $1.65 $51 - $82.5
OKTA
Okta, Inc.

Technology
Q1 2022 Filed on May 11, 2022
5
$138.11 - $222.66 $691 - $1.11K
ONB
Old National Bancorp

Financial Services
Q1 2022 Filed on May 11, 2022
7,785
$16.38 - $20.02 $128K - $156K
OMC
Omnicom Group Inc.

Communication Services
Q1 2022 Filed on May 11, 2022
9
$73.29 - $90.12 $660 - $811
NI
Nisource Inc.

Utilities
Q1 2022 Filed on May 11, 2022
33
$27.04 - $31.8 $892 - $1.05K
NEP
Nextera Energy Partners, LP

Utilities
Q1 2022 Filed on May 11, 2022
990
$70.78 - $84.15 $70.1K - $83.3K
NEE
Nextera Energy Inc

Utilities
Q1 2022 Filed on May 11, 2022
443
$72.32 - $91.66 $32K - $40.6K
MCR
Mfs Charter Income Trust

Financial Services
Q1 2022 Filed on May 11, 2022
6,133
$6.96 - $8.53 $42.7K - $52.3K
MCHP
Microchip Technology Inc

Technology
Q1 2022 Filed on May 11, 2022
2,890
$65.14 - $88.0 $188K - $254K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
15
$126.46 - $235.05 $1.9K - $3.53K
MSM
Msc Industrial Direct CO Inc

Industrials
Q1 2022 Filed on May 11, 2022
13
$75.82 - $85.87 $986 - $1.12K
NEOG
Neogen Corp

Healthcare
Q1 2022 Filed on May 11, 2022
366
$30.84 - $44.37 $11.3K - $16.2K
NYCB
New York Community Bancorp Inc

Financial Services
Q1 2022 Filed on May 11, 2022
150
$10.72 - $13.3 $1.61K - $2K
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2022 Filed on May 11, 2022
193
$21.33 - $26.05 $4.12K - $5.03K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q1 2022 Filed on May 11, 2022
740
$13.28 - $15.92 $9.83K - $11.8K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
43
$630.82 - $703.36 $27.1K - $30.2K
TRV
Travelers Companies, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
8
$155.75 - $187.75 $1.25K - $1.5K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q1 2022 Filed on May 11, 2022
219
$119.35 - $157.8 $26.1K - $34.6K
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2022 Filed on May 11, 2022
811
$271.48 - $348.23 $220K - $282K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2022 Filed on May 11, 2022
148
$42.79 - $51.23 $6.33K - $7.58K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2022 Filed on May 11, 2022
10
$49.07 - $54.16 $491 - $542
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2022 Filed on May 11, 2022
190
$107.24 - $115.01 $20.4K - $21.9K
VIS
Vanguard Industrial ETF

ETFs
Q1 2022 Filed on May 11, 2022
137
$180.53 - $205.34 $24.7K - $28.1K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q1 2022 Filed on May 11, 2022
3
$207.26 - $263.47 $622 - $790
MGV
Vanguard Mega Cap Value

ETFs
Q1 2022 Filed on May 11, 2022
16
$101.98 - $109.31 $1.63K - $1.75K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q1 2022 Filed on May 11, 2022
1,224
$97.11 - $118.28 $119K - $145K
IDX
Vaneck ETF Tr Indonesia Index

ETFs
Q1 2022 Filed on May 11, 2022
585
$19.49 - $21.31 $11.4K - $12.5K
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