Gradient Investments LLC Closed Holding Positions

Gradient Investments LLC

  • $3.78 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
Q1 2022 Filed on May 26, 2022
80
$10.04 - $12.26 $803 - $981
SILV
Silver Crest Metals Inc.

Basic Materials
Q1 2022 Filed on May 26, 2022
350
$7.01 - $9.65 $2.45K - $3.38K
APP
App Lovin Corp

Technology
Q1 2022 Filed on May 26, 2022
100
$44.05 - $94.38 $4.41K - $9.44K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
Q1 2022 Filed on May 26, 2022
171
$36.1 - $44.5 $6.17K - $7.61K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
Q1 2022 Filed on May 26, 2022
251
$21.08 - $22.3 $5.29K - $5.6K
WBK
Westpac Banking Corporation

Financial Services
Q1 2022 Filed on May 26, 2022
31
N/A
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
Q1 2022 Filed on May 26, 2022
92
$13.67 - $16.67 $1.26K - $1.53K
CNS
Cohen & Steers, Inc.

Financial Services
Q1 2022 Filed on May 26, 2022
37
$75.73 - $93.09 $2.8K - $3.44K
BKCC
Black Rock Capital Investment Corp

Financial Services
Q1 2022 Filed on May 26, 2022
148
$4.0 - $4.25 $592 - $629
OLED
Universal Display Corp Pa

Technology
Q1 2022 Filed on May 26, 2022
22
$132.98 - $175.55 $2.93K - $3.86K
AINV
Apollo Investment Corp

Financial Services
Q1 2022 Filed on May 26, 2022
46
$12.78 - $13.69 $588 - $630
NEWR
New Relic, Inc.

Technology
Q1 2022 Filed on May 26, 2022
64
$57.81 - $109.18 $3.7K - $6.99K
Royal Dutch Shell PLC
Q1 2022 Filed on May 26, 2022
990
N/A
IPO
Renaissance Cap Greenwich Fds

ETFs
Q1 2022 Filed on May 26, 2022
30
$36.01 - $57.1 $1.08K - $1.71K
Apollo Global Mgmt Inc
Q1 2022 Filed on May 26, 2022
67
N/A
FXI
Ishares Tr

ETFs
Q1 2022 Filed on May 26, 2022
150
$27.07 - $39.03 $4.06K - $5.85K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q1 2022 Filed on May 26, 2022
1
$84.32 - $103.45 $84.3 - $103
DHY
Credit Suisse High Yield Bond Fund

Financial Services
Q1 2022 Filed on May 26, 2022
2,530
$2.09 - $2.49 $5.29K - $6.3K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
Q1 2022 Filed on May 26, 2022
1,552
$9.19 - $10.73 $14.3K - $16.7K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
Q1 2022 Filed on May 26, 2022
120
$14.69 - $18.33 $1.76K - $2.2K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
Q1 2022 Filed on May 26, 2022
125
$19.32 - $22.09 $2.42K - $2.76K
SBR
Sabine Royalty Trust

Energy
Q1 2022 Filed on May 26, 2022
163
$42.25 - $61.49 $6.89K - $10K
STOR
Store Capital Corp

Real Estate
Q1 2022 Filed on May 26, 2022
186
$28.73 - $34.6 $5.34K - $6.44K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
Q1 2022 Filed on May 26, 2022
80
$18.4 - $21.43 $1.47K - $1.71K
ERC
Allspring Multi Sector Income Fund

Financial Services
Q1 2022 Filed on May 26, 2022
150
$9.73 - $13.09 $1.46K - $1.96K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
Q1 2022 Filed on May 26, 2022
103
$82.05 - $97.15 $8.45K - $10K
SLCA
U.S. Silica Holdings, Inc.

Energy
Q1 2022 Filed on May 26, 2022
1,057
$9.34 - $18.66 $9.87K - $19.7K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q1 2022 Filed on May 26, 2022
476
$9.98 - $12.22 $4.75K - $5.82K
AROC
Archrock, Inc.

Energy
Q1 2022 Filed on May 26, 2022
67
$7.78 - $9.47 $521 - $634
TWO
Two Harbors Investment Corp.

Real Estate
Q1 2022 Filed on May 26, 2022
40
$5.0 - $5.96 $200 - $238
ALGT
Allegiant Travel CO

Industrials
Q1 2022 Filed on May 26, 2022
10
$133.63 - $193.17 $1.34K - $1.93K
LITE
Lumentum Holdings Inc.

Technology
Q1 2022 Filed on May 26, 2022
51
$85.01 - $107.61 $4.34K - $5.49K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q1 2022 Filed on May 26, 2022
34
$72.45 - $94.81 $2.46K - $3.22K
AMWL
American Well Corp

Healthcare
Q1 2022 Filed on May 26, 2022
200
$3.06 - $6.19 $612 - $1.24K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
Q1 2022 Filed on May 26, 2022
100
$10.26 - $12.17 $1.03K - $1.22K
UHAL
Amerco

Industrials
Q1 2022 Filed on May 26, 2022
5
$556.91 - $725.62 $2.78K - $3.63K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
Q1 2022 Filed on May 26, 2022
3
$3.64 - $4.07 $10.9 - $12.2
MGPI
Mgp Ingredients Inc

Consumer Defensive
Q1 2022 Filed on May 26, 2022
323
$75.55 - $87.71 $24.4K - $28.3K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q4 2021 Filed on Jan 12, 2022
40
$62.61 - $76.86 $2.5K - $3.07K
SAH
Sonic Automotive Inc

Consumer Cyclical
Q4 2021 Filed on Jan 12, 2022
200
$44.0 - $56.17 $8.8K - $11.2K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 12, 2022
13,700
N/A
EVRI
Everi Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 12, 2022
6,000
$19.1 - $25.94 $115K - $156K
SCS
Steelcase Inc

Industrials
Q4 2021 Filed on Jan 12, 2022
100
$10.95 - $12.79 $1.1K - $1.28K
DOG
Proshares Short Dow30 ETF New

ETFs
Q4 2021 Filed on Jan 12, 2022
12
$31.53 - $34.2 $378 - $410
DS
Drive Shack Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 12, 2022
127
$1.43 - $2.86 $182 - $363
CRNC
Cerence Inc.

Technology
Q4 2021 Filed on Jan 12, 2022
125
$69.2 - $112.96 $8.65K - $14.1K
Ishares Tr
Q4 2021 Filed on Jan 12, 2022
405
N/A
Direxion Shs ETF Tr
Q4 2021 Filed on Jan 12, 2022
70
N/A
Nuance Communications Inc
Q4 2021 Filed on Jan 12, 2022
1,000
N/A
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