Gradient Investments LLC Closed Holding Positions

Gradient Investments LLC

  • $3.79 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Tortoise Acquisition Corp
Q1 2021 Filed on Apr 21, 2021
5,687
N/A
MVV
Proshares Ultra Midcap400

ETFs
Q1 2021 Filed on Apr 21, 2021
94
$46.12 - $63.94 $4.34K - $6.01K
Mylan Nv
Q1 2021 Filed on Apr 21, 2021
3,335
N/A
Ishares Tr
Q1 2021 Filed on Apr 21, 2021
2,577
N/A
National Oilwell Varco Inc
Q1 2021 Filed on Apr 21, 2021
19
N/A
E Trade Financial Corp
Q1 2021 Filed on Apr 21, 2021
18
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Apr 21, 2021
2,859
N/A
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q1 2021 Filed on Apr 21, 2021
1,620
N/A
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q1 2021 Filed on Apr 21, 2021
1,573
$12.35 - $13.48 $19.4K - $21.2K
Gigcapital2 Inc
Q1 2021 Filed on Apr 21, 2021
11
N/A
ITRI
Itron, Inc.

Technology
Q1 2021 Filed on Apr 21, 2021
200
$83.95 - $120.31 $16.8K - $24.1K
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q1 2021 Filed on Apr 21, 2021
544
$63.48 - $93.58 $34.5K - $50.9K
CLOU
Global X Fds Cloud Computing E

ETFs
Q1 2021 Filed on Apr 21, 2021
10
$24.76 - $30.16 $248 - $302
Dunkin Brands Group Inc
Q1 2021 Filed on Apr 21, 2021
161
N/A
Huami Corp
Q1 2021 Filed on Apr 21, 2021
394
N/A
EDV
Vanguard Extended Duration Tre

ETFs
Q1 2021 Filed on Apr 21, 2021
15
$122.87 - $152.61 $1.84K - $2.29K
Trine Acquisition Corp
Q1 2021 Filed on Apr 21, 2021
500
N/A
Andina Acquisition Corp Iii
Q1 2021 Filed on Apr 21, 2021
2,000
N/A
WIMI
Wi Mi Hologram Cloud Inc.

Communication Services
Q1 2021 Filed on Apr 21, 2021
1,750
$5.73 - $11.85 $10K - $20.7K
L Brands Inc
Q1 2021 Filed on Apr 21, 2021
1,753
N/A
Parsley Energy Inc
Q1 2021 Filed on Apr 21, 2021
416,075
N/A
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q1 2021 Filed on Apr 21, 2021
19
$88.14 - $99.25 $1.67K - $1.89K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
Q1 2021 Filed on Apr 21, 2021
18
$97.58 - $115.93 $1.76K - $2.09K
China Mobile Limited
Q1 2021 Filed on Apr 21, 2021
12,842
N/A
VSDA
Victory Portfolios Ii Victorys

ETFs
Q1 2021 Filed on Apr 21, 2021
111
$38.21 - $41.81 $4.24K - $4.64K
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q1 2021 Filed on Apr 21, 2021
469
N/A
Vaneck Vectors ETF Tr
Q1 2021 Filed on Apr 21, 2021
20
N/A
WU
Western Union CO

Financial Services
Q1 2021 Filed on Apr 21, 2021
52
$21.66 - $25.37 $1.13K - $1.32K
IFGL
Ishares International Develope

ETFs
Q1 2021 Filed on Apr 21, 2021
450
$26.72 - $28.29 $12K - $12.7K
PML
Pimco Municipal Income Fund Ii

Financial Services
Q1 2021 Filed on Apr 21, 2021
500
$14.15 - $15.35 $7.08K - $7.68K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
Q4 2020 Filed on Jan 08, 2021
1,540
$11.65 - $12.86 $17.9K - $19.8K
Proshares Tr
Q3 2020 Filed on Oct 06, 2020
156
N/A
CMF
Ishares California Muni Bond E

ETFs
Q3 2020 Filed on Oct 06, 2020
438
$62.0 - $63.15 $27.2K - $27.7K
El Paso Elec CO
Q3 2020 Filed on Oct 06, 2020
28
N/A
SIL
Global X Silver Miners ETF

ETFs
Q3 2020 Filed on Oct 06, 2020
51
$36.22 - $51.53 $1.85K - $2.63K
USA
Liberty All Star Equity Fund

Financial Services
Q3 2020 Filed on Oct 06, 2020
588
$5.75 - $6.29 $3.38K - $3.7K
YEXT
Yext, Inc.

Technology
Q3 2020 Filed on Oct 06, 2020
94
$14.66 - $20.13 $1.38K - $1.89K
PLW
Invesco 1 30 Laddered Treasury

ETFs
Q3 2020 Filed on Oct 06, 2020
16
$38.97 - $40.37 $624 - $646
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q3 2020 Filed on Oct 06, 2020
783
$12.78 - $13.4 $10K - $10.5K
HSC
Harsco Corp

Industrials
Q3 2020 Filed on Oct 06, 2020
3
$12.16 - $16.95 $36.5 - $50.8
MYGN
Myriad Genetics Inc

Healthcare
Q3 2020 Filed on Oct 06, 2020
420
$11.25 - $14.75 $4.73K - $6.2K
Whiting Pete Corp New
Q3 2020 Filed on Oct 06, 2020
191
N/A
Virtusa Corp
Q3 2020 Filed on Oct 06, 2020
54
N/A
T Mobile Us Inc
Q3 2020 Filed on Oct 06, 2020
786
N/A
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
Q3 2020 Filed on Oct 06, 2020
3,094
$13.43 - $14.03 $41.6K - $43.4K
California Res Corp
Q3 2020 Filed on Oct 06, 2020
45
N/A
Ashford Hospitality Tr Inc
Q3 2020 Filed on Oct 06, 2020
258
N/A
Fiduciary Claymore Engry Inf
Q3 2020 Filed on Oct 06, 2020
500
N/A
PMX
Pimco Municipal Income Fund Iii

Financial Services
Q3 2020 Filed on Oct 06, 2020
4,033
$11.18 - $12.12 $45.1K - $48.9K
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