Legacy Advisors, LLC Closed Holding Positions

Legacy Advisors, LLC

  • $918 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GBX
Greenbrier Companies Inc

Industrials
Q1 2020 Filed on Apr 15, 2020
8,875
$13.81 - $32.41 $123K - $288K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2019 Filed on Jan 21, 2020
5,000
$40.27 - $45.07 $201K - $225K
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2019 Filed on Jan 21, 2020
6,583
$55.13 - $61.42 $363K - $404K
Stonemor Partners L P Com Units Int
Q4 2019 Filed on Jan 21, 2020
215,934
N/A
XLF
Financial Sector Spdr

ETFs
Q4 2019 Filed on Jan 21, 2020
11,692
$26.78 - $30.94 $313K - $362K
MMP
Magellan Midstream Partners, L.P.

Energy
Q3 2019 Filed on Oct 10, 2019
1,600
$64.05 - $67.36 $102K - $108K
NTR
Nutrien Ltd.

Basic Materials
Q3 2019 Filed on Oct 10, 2019
100
$48.03 - $54.81 $4.8K - $5.48K
LOB
Live Oak Bancshares, Inc.

Financial Services
Q3 2019 Filed on Oct 10, 2019
5,500
$16.17 - $20.37 $88.9K - $112K
LDOS
Leidos Holdings, Inc.

Technology
Q3 2019 Filed on Oct 10, 2019
575
$78.98 - $88.82 $45.4K - $51.1K
LMST
Limestone Bancorp, Inc.

Financial Services
Q3 2019 Filed on Oct 10, 2019
3,260
$14.57 - $15.61 $47.5K - $50.9K
MPW
Medical Properties Trust Inc

Real Estate
Q3 2019 Filed on Oct 10, 2019
5,000
$17.33 - $19.58 $86.6K - $97.9K
RDI
Reading International Inc

Communication Services
Q3 2019 Filed on Oct 10, 2019
7,350
$11.65 - $13.56 $85.6K - $99.7K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q3 2019 Filed on Oct 10, 2019
795
$102.94 - $104.74 $81.8K - $83.3K
SQ
Block, Inc.

Technology
Q3 2019 Filed on Oct 10, 2019
360
$56.76 - $82.28 $20.4K - $29.6K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q3 2019 Filed on Oct 10, 2019
200
$22.85 - $24.54 $4.57K - $4.91K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
Q3 2019 Filed on Oct 10, 2019
1,390
$13.78 - $14.63 $19.2K - $20.3K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q3 2019 Filed on Oct 10, 2019
60
$159.61 - $179.61 $9.58K - $10.8K
LADR
Ladder Capital Corp

Real Estate
Q3 2019 Filed on Oct 10, 2019
1,187
$16.38 - $17.35 $19.4K - $20.6K
K
Kellogg CO

Consumer Defensive
Q3 2019 Filed on Oct 10, 2019
2,133
$53.31 - $64.43 $114K - $137K
Wyndham Destinations Inc Com
Q3 2019 Filed on Oct 10, 2019
63
N/A
WEC
Wec Energy Group, Inc.

Utilities
Q3 2019 Filed on Oct 10, 2019
748
$83.13 - $97.73 $62.2K - $73.1K
URI
United Rentals, Inc.

Industrials
Q3 2019 Filed on Oct 10, 2019
60
$103.8 - $137.59 $6.23K - $8.26K
TEL
Te Connectivity Ltd.

Technology
Q3 2019 Filed on Oct 10, 2019
405
$87.29 - $97.35 $35.4K - $39.4K
TROW
Price T Rowe Group Inc

Financial Services
Q3 2019 Filed on Oct 10, 2019
550
$105.36 - $120.09 $57.9K - $66K
SPLK
Splunk Inc

Technology
Q3 2019 Filed on Oct 10, 2019
100
$108.22 - $140.73 $10.8K - $14.1K
Red Hat Inc Com
Q3 2019 Filed on Oct 10, 2019
94
N/A
Raytheon CO Com New
Q3 2019 Filed on Oct 10, 2019
740
N/A
NVS
Novartis Ag

Healthcare
Q3 2019 Filed on Oct 10, 2019
400
$85.54 - $94.26 $34.2K - $37.7K
KURA
Kura Oncology, Inc.

Healthcare
Q3 2019 Filed on Oct 10, 2019
3,900
$14.75 - $20.87 $57.5K - $81.4K
Ingersoll Rand PLC Shs
Q3 2019 Filed on Oct 10, 2019
161
N/A
FLT
Fleetcor Technologies Inc

Technology
Q3 2019 Filed on Oct 10, 2019
55
$266.74 - $302.64 $14.7K - $16.6K
XEL
Xcel Energy Inc

Utilities
Q3 2019 Filed on Oct 10, 2019
731
$59.43 - $65.82 $43.4K - $48.1K
Bank Amer Corp
Q3 2019 Filed on Oct 10, 2019
70
N/A
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q3 2019 Filed on Oct 10, 2019
160
$74.24 - $77.45 $11.9K - $12.4K
FNV
Franco Nevada Corp

Basic Materials
Q3 2019 Filed on Oct 10, 2019
770
$83.42 - $100.94 $64.2K - $77.7K
CE
Celanese Corp

Basic Materials
Q3 2019 Filed on Oct 10, 2019
219
$103.19 - $125.49 $22.6K - $27.5K
ELY
Callaway Golf CO

Consumer Cyclical
Q3 2019 Filed on Oct 10, 2019
1
$16.67 - $19.91 $16.7 - $19.9
BOC
Boston Omaha Corp

Communication Services
Q3 2019 Filed on Oct 10, 2019
400
$19.71 - $24.25 $7.88K - $9.7K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q3 2019 Filed on Oct 10, 2019
225
$74.49 - $92.02 $16.8K - $20.7K
VT
Vanguard Total World Stk Index

ETFs
Q3 2019 Filed on Oct 10, 2019
7
$74.55 - $76.17 $522 - $533
DOV
Dover Corp

Industrials
Q3 2019 Filed on Oct 10, 2019
600
$88.1 - $103.39 $52.9K - $62K
MFC
Manulife Financial Corp

Financial Services
Q3 2019 Filed on Oct 10, 2019
3,086
$16.17 - $18.76 $49.9K - $57.9K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
Q3 2019 Filed on Oct 10, 2019
700
$19.9 - $20.98 $13.9K - $14.7K
FDN
First Tr Fd Dow Jones

ETFs
Q3 2019 Filed on Oct 10, 2019
58
$133.68 - $151.35 $7.75K - $8.78K
SAM
Boston Beer CO Inc

Consumer Defensive
Q3 2019 Filed on Oct 10, 2019
27
$340.02 - $441.26 $9.18K - $11.9K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 10, 2019
705
$90.09 - $114.3 $63.5K - $80.6K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q3 2019 Filed on Oct 10, 2019
5,151
$15.87 - $16.94 $81.7K - $87.3K
FLR
Fluor Corp

Industrials
Q3 2019 Filed on Oct 10, 2019
0
$16.35 - $33.33 $0 - $0
ELAN
Elanco Animal Health Inc

Healthcare
Q3 2019 Filed on Oct 10, 2019
139
$25.62 - $34.96 $3.56K - $4.86K
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