Lido Advisors, LLC Closed Holding Positions

Lido Advisors, LLC

  • $21.7 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DAKT
Daktronics Inc

Technology
Q1 2022 Filed on May 17, 2022
66,110
$3.84 - $5.28 $254K - $349K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
Q1 2022 Filed on May 17, 2022
4,440
$78.66 - $91.21 $349K - $405K
ANGO
Angiodynamics Inc

Healthcare
Q1 2022 Filed on May 17, 2022
13,440
$20.46 - $29.16 $275K - $392K
SRDX
Surmodics Inc

Healthcare
Q1 2022 Filed on May 17, 2022
6,524
$40.68 - $49.72 $265K - $324K
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q1 2022 Filed on May 17, 2022
2,316
$149.1 - $164.08 $345K - $380K
BL
Blackline, Inc.

Technology
Q1 2022 Filed on May 17, 2022
48,083
$65.77 - $103.04 $3.16M - $4.95M
ATER
Aterian, Inc.

Consumer Cyclical
Q1 2022 Filed on May 17, 2022
400,000
$2.14 - $4.21 $856K - $1.68M
DFAX
Dimensional ETF Tr
Q1 2022 Filed on May 17, 2022
9,189
$23.26 - $26.72 $214K - $246K
ILPT
Industrial Logistics Properties Trust

Real Estate
Q1 2022 Filed on May 17, 2022
18,332
$21.52 - $25.55 $395K - $468K
DLY
Double Line Yield Opportunities Fund

N/A
Q1 2022 Filed on May 17, 2022
149,089
$16.32 - $18.75 $2.43M - $2.8M
VRTS
Virtus Investment Partners, Inc.

Financial Services
Q1 2022 Filed on May 17, 2022
1,103
$206.05 - $296.5 $227K - $327K
VCEL
Vericel Corp

Healthcare
Q1 2022 Filed on May 17, 2022
8,561
$31.69 - $43.29 $271K - $371K
BOOM
Dmc Global Inc.

Energy
Q1 2022 Filed on May 17, 2022
11,233
$26.56 - $46.58 $298K - $523K
TEF
Telefonica S A

Communication Services
Q1 2022 Filed on May 17, 2022
49,448
$4.12 - $4.97 $204K - $246K
TWTR
Twitter, Inc.

Communication Services
Q1 2022 Filed on May 17, 2022
5,638
$32.42 - $42.66 $183K - $241K
TTWO
Take Two Interactive Software Inc

Communication Services
Q1 2022 Filed on May 17, 2022
1,197
$141.82 - $181.9 $170K - $218K
FL
Foot Locker, Inc.

Consumer Cyclical
Q1 2022 Filed on May 17, 2022
14,494
$28.03 - $46.47 $406K - $674K
WGO
Winnebago Industries Inc

Consumer Cyclical
Q1 2022 Filed on May 17, 2022
3,065
$52.79 - $77.45 $162K - $237K
FHN
First Horizon Corp

Financial Services
Q1 2022 Filed on May 17, 2022
11,700
$16.74 - $23.87 $196K - $279K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2022 Filed on May 17, 2022
16,123
$25.67 - $27.15 $414K - $438K
VNLA
Janus Henderson Short Duration

ETFs
Q1 2022 Filed on May 17, 2022
5,040
$48.9 - $49.56 $246K - $250K
Apollo Global Mgmt Inc
Q1 2022 Filed on May 17, 2022
5,890
N/A
RGEN
Repligen Corp

Healthcare
Q1 2022 Filed on May 17, 2022
1,736
$161.19 - $257.96 $280K - $448K
LITE
Lumentum Holdings Inc.

Technology
Q1 2022 Filed on May 17, 2022
1,900
$85.01 - $107.61 $162K - $204K
VNO
Vornado Realty Trust

Real Estate
Q1 2022 Filed on May 17, 2022
11,594
$39.46 - $46.98 $457K - $545K
OKTA
Okta, Inc.

Technology
Q1 2022 Filed on May 17, 2022
988
$138.11 - $222.66 $136K - $220K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
Q1 2022 Filed on May 17, 2022
18,934
$9.8 - $11.64 $186K - $220K
JETS
ETF Ser Solutions U S Global J

ETFs
Q1 2022 Filed on May 17, 2022
13,012
$16.91 - $23.43 $220K - $305K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q1 2022 Filed on May 17, 2022
13,059
$11.23 - $13.58 $147K - $177K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 17, 2022
14,119
$44.64 - $55.71 $630K - $787K
SWX
Southwest Gas Holdings, Inc.

Utilities
Q1 2022 Filed on May 17, 2022
3,448
$63.79 - $79.31 $220K - $273K
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2022 Filed on May 17, 2022
17,890
$13.83 - $21.48 $247K - $384K
AAL
American Airlines Group Inc.

Industrials
Q1 2022 Filed on May 17, 2022
13,290
$12.84 - $19.34 $171K - $257K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
Q1 2022 Filed on May 17, 2022
11,745
$16.24 - $20.37 $191K - $239K
TYME
Tyme Technologies, Inc.
Q4 2021 Filed on Feb 15, 2022
24,617
$0.6 - $1.04 $14.8K - $25.6K
Mobile Telesystems Pjsc
Q4 2021 Filed on Feb 15, 2022
100,000
N/A
NKLA
Nikola Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
43,124
$9.25 - $15.44 $399K - $666K
WTI
W&T Offshore Inc

Energy
Q4 2021 Filed on Feb 15, 2022
200,000
$3.08 - $4.67 $616K - $934K
Preferred Apt Cmntys Inc
Q4 2021 Filed on Feb 15, 2022
10,000
N/A
UTHR
United Therapeutics Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
1,554
$184.32 - $216.08 $286K - $336K
PZZA
Papa Johns International Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
3,564
$118.66 - $140.01 $423K - $499K
FITE
Spdr S&P Kensho Future Securit

ETFs
Q4 2021 Filed on Feb 15, 2022
1,531
$49.54 - $56.01 $75.8K - $85.8K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
48,660
$95.87 - $113.61 $4.67M - $5.53M
MBIO
Mustang Bio, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
10,000
$1.66 - $2.64 $16.6K - $26.4K
MLAB
Mesa Laboratories Inc

Technology
Q4 2021 Filed on Feb 15, 2022
2,201
$295.95 - $332.41 $651K - $732K
UHT
Universal Health Realty Income Trust

Real Estate
Q4 2021 Filed on Feb 15, 2022
11,875
$55.23 - $60.18 $656K - $715K
TMV
Direxion Shs ETF Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
8,300
$48.85 - $65.67 $405K - $545K
JPUS
Jpmorgan Diversified Return Us

ETFs
Q4 2021 Filed on Feb 15, 2022
16,387
$96.89 - $106.04 $1.59M - $1.74M
BIDU
Baidu, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
5,383
$136.3 - $180.96 $734K - $974K
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