Gradient Investments LLC Closed Holding Positions

Gradient Investments LLC

  • $3.79 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DDS
Dillard'S, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 06, 2020
380
$22.66 - $36.52 $8.61K - $13.9K
PWZ
Invesco California Amt Free Mu

ETFs
Q3 2020 Filed on Oct 06, 2020
1,000
$27.27 - $28.09 $27.3K - $28.1K
NFG
National Fuel Gas CO

Energy
Q3 2020 Filed on Oct 06, 2020
2,871
$39.77 - $45.82 $114K - $132K
Amira Nature Foods LTD
Q3 2020 Filed on Oct 06, 2020
5
N/A
Allianzgi Dividend Int & Prm
Q3 2020 Filed on Oct 06, 2020
383
N/A
Championx Corporation
Q3 2020 Filed on Oct 06, 2020
172
N/A
MBUU
Malibu Boats, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 06, 2020
44
$47.8 - $61.88 $2.1K - $2.72K
Superior Energy Svcs Inc
Q3 2020 Filed on Oct 06, 2020
516
N/A
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q3 2020 Filed on Oct 06, 2020
354
$12.31 - $13.38 $4.36K - $4.74K
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q3 2020 Filed on Oct 06, 2020
36
$26.12 - $26.31 $940 - $947
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q3 2020 Filed on Oct 06, 2020
32
$26.33 - $26.57 $843 - $850
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
Q3 2020 Filed on Oct 06, 2020
21,262
$26.94 - $27.39 $573K - $582K
SNN
Smith & Nephew PLC

Healthcare
Q2 2020 Filed on Jul 10, 2020
15
$33.79 - $44.24 $507 - $664
CTXS
Citrix Systems Inc

Technology
Q2 2020 Filed on Jul 10, 2020
14
$136.73 - $154.02 $1.91K - $2.16K
Cypress Semiconductor Corp
Q2 2020 Filed on Jul 10, 2020
300
N/A
Frontier Communications Corp
Q2 2020 Filed on Jul 10, 2020
177
N/A
Direxion Shs ETF Tr
Q2 2020 Filed on Jul 10, 2020
1
N/A
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 10, 2020
3,250
N/A
HRTX
Heron Therapeutics, Inc.

Healthcare
Q2 2020 Filed on Jul 10, 2020
130
$10.89 - $21.47 $1.42K - $2.79K
LGFB
Lions Gate Entmt Corp Cl B Non
Q2 2020 Filed on Jul 10, 2020
13
N/A
Penney J C Corp Inc
Q2 2020 Filed on Jul 10, 2020
1,000
N/A
Arconic Inc
Q2 2020 Filed on Jul 10, 2020
38
N/A
LSXMA
Liberty Media Corp

Communication Services
Q2 2020 Filed on Jul 10, 2020
6
$26.65 - $40.19 $160 - $241
LBRDA
Liberty Broadband Corp

Communication Services
Q2 2020 Filed on Jul 10, 2020
1
$102.53 - $135.67 $103 - $136
Chesapeake Energy Corp
Q2 2020 Filed on Jul 10, 2020
7
N/A
Wpx Energy Inc
Q2 2020 Filed on Jul 10, 2020
100
N/A
CPSI
Computer Programs & Systems Inc

Healthcare
Q2 2020 Filed on Jul 10, 2020
10
$19.33 - $24.77 $193 - $248
Bhp Group PLC
Q2 2020 Filed on Jul 10, 2020
156
N/A
OFC
Corporate Office Properties Trust

Real Estate
Q2 2020 Filed on Jul 10, 2020
26
$19.77 - $27.66 $514 - $719
HI
Hillenbrand, Inc.

Industrials
Q2 2020 Filed on Jul 10, 2020
24
$16.6 - $29.6 $398 - $710
Cree Inc
Q2 2020 Filed on Jul 10, 2020
17
N/A
Barclays Bank PLC
Q2 2020 Filed on Jul 10, 2020
244
N/A
Gci Liberty Inc
Q2 2020 Filed on Jul 10, 2020
2
N/A
BPT
Bp Prudhoe Bay Royalty Trust

Energy
Q2 2020 Filed on Jul 10, 2020
216
$3.28 - $5.82 $708 - $1.26K
Vaneck Vectors ETF Tr
Q2 2020 Filed on Jul 10, 2020
200
N/A
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q2 2020 Filed on Jul 10, 2020
536
$13.03 - $14.4 $6.98K - $7.72K
Noble Energy Inc
Q2 2020 Filed on Jul 10, 2020
4,126
N/A
NTGR
Netgear, Inc.

Technology
Q2 2020 Filed on Jul 10, 2020
80
$21.28 - $27.2 $1.7K - $2.18K
Global X Fds
Q2 2020 Filed on Jul 10, 2020
919,144
N/A
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
Q2 2020 Filed on Jul 10, 2020
1,101
$14.92 - $21.16 $16.4K - $23.3K
IIVI
Ii Vi Inc

Technology
Q2 2020 Filed on Jul 10, 2020
72
$24.25 - $50.84 $1.75K - $3.66K
BTO
John Hancock Financial Opportunities Fund

Financial Services
Q2 2020 Filed on Jul 10, 2020
550
$16.16 - $27.45 $8.89K - $15.1K
United States Oil Fund LP
Q2 2020 Filed on Jul 10, 2020
650
N/A
Tortoise Midstrm Energy Fd I
Q2 2020 Filed on Jul 10, 2020
27,545
N/A
Ihs Markit LTD
Q2 2020 Filed on Jul 10, 2020
15
N/A
ILPT
Industrial Logistics Properties Trust

Real Estate
Q2 2020 Filed on Jul 10, 2020
44
$15.03 - $21.51 $661 - $946
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q2 2020 Filed on Jul 10, 2020
162
$11.14 - $22.87 $1.8K - $3.7K
Unilever N V
Q2 2020 Filed on Jul 10, 2020
15
N/A
UBSI
United Bankshares Inc

Financial Services
Q2 2020 Filed on Jul 10, 2020
20
$21.96 - $32.31 $439 - $646
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