Gradient Investments LLC Closed Holding Positions

Gradient Investments LLC

  • $4.41 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
STAR
Istar Inc.

Real Estate
Q4 2019 Filed on Jan 15, 2020
2,200
$12.17 - $14.51 $26.8K - $31.9K
CET
Central Securities Corp

Financial Services
Q4 2019 Filed on Jan 15, 2020
3
$30.74 - $33.69 $92.2 - $101
Microbot Med Inc
Q4 2019 Filed on Jan 15, 2020
2,000
N/A
SD
Sandridge Energy Inc

Energy
Q4 2019 Filed on Jan 15, 2020
22
$3.29 - $5.12 $72.4 - $113
NAT
Nordic American Tankers LTD

Industrials
Q4 2019 Filed on Jan 15, 2020
400
$2.18 - $5.04 $872 - $2.02K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
Q4 2019 Filed on Jan 15, 2020
41
$2.65 - $5.56 $109 - $228
CZA
Invesco Exchange Traded Fd Tr

ETFs
Q4 2019 Filed on Jan 15, 2020
38
$69.9 - $78.32 $2.66K - $2.98K
COLL
Collegium Pharmaceutical, Inc

Healthcare
Q4 2019 Filed on Jan 15, 2020
404
$10.7 - $22.24 $4.32K - $8.98K
Pdl Biopharma Inc
Q4 2019 Filed on Jan 15, 2020
263
N/A
CEVA
Ceva Inc

Technology
Q4 2019 Filed on Jan 15, 2020
250
$25.49 - $29.33 $6.37K - $7.33K
Chesapeake Granite Wash Tr
Q4 2019 Filed on Jan 15, 2020
1,000
N/A
Mallinckrodt Pub LTD CO
Q4 2019 Filed on Jan 15, 2020
175
N/A
CASY
Caseys General Stores Inc

Consumer Cyclical
Q4 2019 Filed on Jan 15, 2020
3
$153.81 - $176.63 $461 - $530
CBSH
Commerce Bancshares Inc

Financial Services
Q4 2019 Filed on Jan 15, 2020
9
$52.7 - $62.07 $474 - $559
Terraform Pwr Inc
Q4 2019 Filed on Jan 15, 2020
2,000
N/A
GRFS
Grifols Sa

Healthcare
Q4 2019 Filed on Jan 15, 2020
79
$19.57 - $23.52 $1.55K - $1.86K
Cohen & Steers Global Inc Bl
Q4 2019 Filed on Jan 15, 2020
109
N/A
Ssga Active ETF Tr
Q4 2019 Filed on Jan 15, 2020
164
N/A
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
Q4 2019 Filed on Jan 15, 2020
263
$20.82 - $22.25 $5.48K - $5.85K
NMM
Navios Maritime Partners L.P.

Industrials
Q4 2019 Filed on Jan 15, 2020
766
$16.85 - $20.98 $12.9K - $16.1K
NXGN
Nextgen Healthcare, Inc.

Healthcare
Q4 2019 Filed on Jan 15, 2020
58
$14.74 - $18.42 $855 - $1.07K
Connecticut Wtr Svc Inc
Q4 2019 Filed on Jan 15, 2020
65
N/A
Cesca Therapeutics Inc
Q4 2019 Filed on Jan 15, 2020
1
N/A
J Alexanders Hldgs Inc
Q4 2019 Filed on Jan 15, 2020
148
N/A
QD
Qudian Inc.

Financial Services
Q4 2019 Filed on Jan 15, 2020
678
$4.1 - $7.79 $2.78K - $5.28K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
Q4 2019 Filed on Jan 15, 2020
900
$9.08 - $9.31 $8.17K - $8.38K
Roan Res Inc
Q4 2019 Filed on Jan 15, 2020
217
N/A
RDOG
Alps ETF Trust Alps Reit Divid

ETFs
Q4 2019 Filed on Jan 15, 2020
25
$47.41 - $49.7 $1.19K - $1.24K
JBT
John Bean Technologies Corp

Industrials
Q4 2019 Filed on Jan 15, 2020
10
$94.23 - $114.83 $942 - $1.15K
FPL
First Trust New Opportunities Mlp & Energy Fund

Financial Services
Q4 2019 Filed on Jan 15, 2020
394
$8.22 - $9.45 $3.24K - $3.72K
ARLP
Alliance Resource Partners LP

Energy
Q4 2019 Filed on Jan 15, 2020
600
$9.98 - $15.3 $5.99K - $9.18K
SRL
Scully Royalty Ltd.

Financial Services
Q4 2019 Filed on Jan 15, 2020
270
$9.88 - $13.4 $2.67K - $3.62K
Logmein Inc
Q4 2019 Filed on Jan 15, 2020
3
N/A
ZUO
Zuora Inc

Technology
Q4 2019 Filed on Jan 15, 2020
44
$13.62 - $15.94 $599 - $701
Suntrust Bks Inc
Q4 2019 Filed on Jan 15, 2020
406
N/A
Nuveen Enhanced Mun Value Fd
Q4 2019 Filed on Jan 15, 2020
100
N/A
PXI
Invesco Exchange Traded Fd Tr

ETFs
Q4 2019 Filed on Jan 15, 2020
155
$24.75 - $28.08 $3.84K - $4.35K
AAU
Almaden Minerals LTD

Basic Materials
Q4 2019 Filed on Jan 15, 2020
1,000
$0.44 - $0.74 $440 - $740
Washington Prime Group New
Q4 2019 Filed on Jan 15, 2020
2,044
N/A
Cbs Corp New
Q4 2019 Filed on Jan 15, 2020
80
N/A
Viacom Inc New
Q4 2019 Filed on Jan 15, 2020
253
N/A
Keane Group Inc
Q4 2019 Filed on Jan 15, 2020
204
N/A
Ship Finance International L
Q4 2019 Filed on Jan 15, 2020
26
N/A
Ishares Tr
Q4 2019 Filed on Jan 15, 2020
2,697
N/A
Strategy Shs
Q4 2019 Filed on Jan 15, 2020
1,030
N/A
ZEN
Zendesk, Inc.

Technology
Q4 2019 Filed on Jan 15, 2020
162
$63.73 - $79.23 $10.3K - $12.8K
Virtus Total Return Fund Inc
Q4 2019 Filed on Jan 15, 2020
828
N/A
EVX
Vaneck ETF Tr Environmental Se

ETFs
Q4 2019 Filed on Jan 15, 2020
248
$100.3 - $107.29 $24.9K - $26.6K
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Jan 15, 2020
25,644
N/A
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