Moneta Group Investment Advisors LLC Closed Holding Positions

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
GPRO
Go Pro, Inc.

Technology
Q1 2018 Filed on May 14, 2018
150
$4.58 - $7.57 $687 - $1.14K
UYG
Proshares Ultra Financials

ETFs
Q1 2018 Filed on May 14, 2018
0
N/A
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
Q1 2018 Filed on May 14, 2018
2,047
$19.41 - $21.58 $39.7K - $44.2K
CTRA
Coterra Energy Inc.

Energy
Q1 2018 Filed on May 14, 2018
5
$23.01 - $29.12 $115 - $146
BALL
Ball Corp

Consumer Cyclical
Q1 2018 Filed on May 14, 2018
8
$36.51 - $41.81 $292 - $334
KEY
Keycorp

Financial Services
Q1 2018 Filed on May 14, 2018
16
$19.04 - $22.15 $305 - $354
Delphi Technologies PLC Shs
Q1 2018 Filed on May 14, 2018
1
N/A
General Growth Pptys Inc
Q1 2018 Filed on May 14, 2018
12
N/A
Discovery Hldg CO
Q1 2018 Filed on May 14, 2018
14
N/A
DTE
Dte Energy CO

Utilities
Q1 2018 Filed on May 14, 2018
4
$83.82 - $92.3 $335 - $369
VNO
Vornado Realty Trust

Real Estate
Q1 2018 Filed on May 14, 2018
4
$65.15 - $77.32 $261 - $309
APTV
Aptiv PLC

Consumer Cyclical
Q1 2018 Filed on May 14, 2018
3
$81.21 - $96.02 $244 - $288
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
Q1 2018 Filed on May 14, 2018
0
$18.4 - $20.22 $0 - $0
Entercom Communications Corp Cl A
Q1 2018 Filed on May 14, 2018
22
N/A
Broadcom LTD Shs
Q1 2018 Filed on May 14, 2018
4
N/A
FTI
Technip Fmc PLC

Energy
Q1 2018 Filed on May 14, 2018
6
$21.35 - $25.89 $128 - $155
Ultra Petroleum Corp Com New
Q4 2017 Filed on Feb 13, 2018
24,614
N/A
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q4 2017 Filed on Feb 13, 2018
36,139
$14.64 - $15.8 $529K - $571K
Dun & Bradstreet Corp Del New Com
Q4 2017 Filed on Feb 13, 2018
1,750
N/A
LBTYK
Liberty Global PLC

Communication Services
Q4 2017 Filed on Feb 13, 2018
15,082
$28.34 - $33.88 $427K - $511K
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