Geller Advisors LLC Closed Holding Positions

Geller Advisors LLC

  • $1.44 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SLRC
Slr Investment Corp.

Financial Services
Q2 2022 Filed on Aug 10, 2022
11,310
$14.17 - $18.19 $160K - $206K
WDAY
Workday, Inc.

Technology
Q2 2022 Filed on Aug 10, 2022
901
$136.59 - $243.0 $123K - $219K
EQR
Equity Residential

Real Estate
Q2 2022 Filed on Aug 10, 2022
2,615
$68.74 - $93.24 $180K - $244K
FSK
Fs Kkr Capital Corp

Financial Services
Q2 2022 Filed on Aug 10, 2022
16,307
$18.37 - $23.1 $300K - $377K
ZD
Ziff Davis, Inc.

Communication Services
Q2 2022 Filed on Aug 10, 2022
115,157
$69.58 - $99.64 $8.01M - $11.5M
OXLC
Oxford Lane Capital Corp.

Financial Services
Q2 2022 Filed on Aug 10, 2022
33,437
$5.55 - $7.26 $186K - $243K
TEAM
Atlassian Corp PLC

Technology
Q2 2022 Filed on Aug 10, 2022
705
$162.49 - $317.18 $115K - $224K
VTI
Vanguard Total Stock Market Et

ETFs
Q2 2022 Filed on Aug 10, 2022
3,811
$183.02 - $230.52 $697K - $879K
WY
Weyerhaeuser CO

Real Estate
Q2 2022 Filed on Aug 10, 2022
5,946
$32.77 - $42.22 $195K - $251K
CCSI
Consensus Cloud Solutions, Inc.

Technology
Q2 2022 Filed on Aug 10, 2022
38,385
$38.43 - $60.01 $1.48M - $2.3M
ECL
Ecolab Inc.

Basic Materials
Q2 2022 Filed on Aug 10, 2022
1,345
$145.63 - $183.62 $196K - $247K
LNC
Lincoln National Corp

Financial Services
Q2 2022 Filed on Aug 10, 2022
3,163
$45.95 - $68.67 $145K - $217K
SHEL
Shell PLC

Energy
Q2 2022 Filed on Aug 10, 2022
4,114
$24.75 - $30.77 $102K - $127K
CHTR
Charter Communications, Inc.

Communication Services
Q2 2022 Filed on Aug 10, 2022
503
$415.35 - $562.4 $209K - $283K
OPRX
Optimize Rx Corp

Healthcare
Q1 2022 Filed on May 13, 2022
10,200
$35.27 - $62.91 $360K - $642K
Ihs Markit LTD
Q1 2022 Filed on May 13, 2022
2,482
N/A
BNL
Broadstone Net Lease, Inc.

Real Estate
Q1 2022 Filed on May 13, 2022
278,812
$20.87 - $24.69 $5.82M - $6.88M
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2022 Filed on May 13, 2022
902
$177.34 - $221.73 $160K - $200K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2022 Filed on May 13, 2022
6,177
$55.42 - $64.7 $342K - $400K
PKI
Perkinelmer Inc

Healthcare
Q3 2021 Filed on Nov 15, 2021
1,323
$151.98 - $190.5 $201K - $252K
Empire St Rlty Op L P
Q3 2021 Filed on Nov 15, 2021
21,507
N/A
NVCR
Novo Cure LTD

Healthcare
Q2 2021 Filed on Aug 09, 2021
68,405
$130.4 - $225.58 $8.92M - $15.4M
SAP
Sap Se

Technology
Q4 2020 Filed on Feb 16, 2021
2,262
$105.83 - $158.77 $239K - $359K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
Q4 2020 Filed on Feb 16, 2021
4,619
N/A
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q3 2020 Filed on Nov 13, 2020
62,291
$60.74 - $66.36 $3.78M - $4.13M
Cantel Med Corp
Q3 2020 Filed on Nov 13, 2020
12,500
N/A
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q3 2020 Filed on Nov 13, 2020
23,334
$7.17 - $7.74 $167K - $181K
CP
Canadian Pacific Railway LTD

Industrials
Q2 2020 Filed on Aug 14, 2020
1,713
$41.88 - $53.15 $71.7K - $91K
RACE
Ferrari N.V.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
1,380
$134.83 - $176.19 $186K - $243K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q2 2020 Filed on Aug 14, 2020
11,462
$20.29 - $29.82 $233K - $342K
SHOP
Shopify Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
752
$34.63 - $94.92 $26K - $71.4K
ALC
Alcon Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
4,895
$49.45 - $64.16 $242K - $314K
SNN
Smith & Nephew PLC

Healthcare
Q2 2020 Filed on Aug 14, 2020
7,620
$33.79 - $44.24 $257K - $337K
STE
Steris PLC

Healthcare
Q2 2020 Filed on Aug 14, 2020
1,556
$137.7 - $165.89 $214K - $258K
IYR
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
129,939
$64.24 - $86.82 $8.35M - $11.3M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
1,528
$181.25 - $323.74 $277K - $495K
ES
Eversource Energy

Utilities
Q2 2020 Filed on Aug 14, 2020
3,287
$75.06 - $91.56 $247K - $301K
CTXS
Citrix Systems Inc

Technology
Q2 2020 Filed on Aug 14, 2020
3,466
$136.73 - $154.02 $474K - $534K
RMD
Resmed Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
2,978
$142.29 - $192.0 $424K - $572K
Constellation Pharmceticls I
Q1 2020 Filed on May 12, 2020
5,608
N/A
Apartment Invt & Mgmt CO
Q1 2020 Filed on May 12, 2020
5,100
N/A
Acceleron Pharma Inc
Q1 2020 Filed on May 12, 2020
18,750
N/A
HSY
Hershey CO

Consumer Defensive
Q4 2019 Filed on Feb 12, 2020
1,827
$140.29 - $157.7 $256K - $288K
AMCR
Amcor PLC

Consumer Cyclical
Q4 2019 Filed on Feb 12, 2020
10,635
$9.23 - $10.95 $98.2K - $116K
IEMG
Ishares Inc

ETFs
Q4 2019 Filed on Feb 12, 2020
4,942
$48.38 - $53.99 $239K - $267K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
5,700
$97.24 - $123.5 $554K - $704K
XLP
Consumer Staples Sector Spdr

ETFs
Q4 2019 Filed on Feb 12, 2020
4,223
N/A
XLU
Utilities Sector Spdr

ETFs
Q4 2019 Filed on Feb 12, 2020
6,930
$61.37 - $64.82 $425K - $449K
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2019 Filed on Feb 12, 2020
3,085
$90.14 - $95.25 $278K - $294K
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