Mount Yale Investment Advisors, LLC Purchases and Sells in Q1 2025

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025

Top Buys

Incresed Positions

198 operations
Stock Shares change Price Range Shares Held Trade History
46.7K
+ 62.86%
$57.21 - $65.8 $2.67M - $3.07M
121K $7.06M
8.49K
+ 29.61%
$104.87 - $146.31 $890K - $1.24M
37.2K $4.85M
5.7K
+ 62.63%
$192.76 - $224.91 $1.1M - $1.28M
14.8K $3.26M
37.6K
+ 86.87%
$26.93 - $31.32 $1.01M - $1.18M
80.8K $2.5M
1.19K
+ 5.85%
$243.19 - $288.14 $290K - $343K
21.5K $6.2M
6.12K
+ 40.84%
$185.78 - $198.58 $1.14M - $1.22M
21.1K $4.02M
View all

New Holdings

41 operations
Stock Shares change Price Range Shares Held Trade History
42.2K
New
$34.58 - $45.97 $1.46M - $1.94M
42.2K $1.92M
47.6K
New
$31.91 - $40.68 $1.52M - $1.94M
47.6K $1.88M
4.9K
New
N/A
4.9K $1.3M
9.71K
New
$97.25 - $104.79 $944K - $1.02M
9.71K $1.01M
21.1K
New
$34.83 - $37.52 $735K - $791K
21.1K $765K
3.83K
New
$154.43 - $187.4 $591K - $718K
3.83K $618K
View all

Top Sells

Reduced Positions

272 operations
Stock Shares change Price Range Shares Held Trade History
-8.78K
- 1.27%
$209.68 - $247.1 $1.84M - $2.17M
683K $152M
-13.7K
- 19.72%
$554.06 - $615.85 $7.56M - $8.41M
55.6K $31.2M
-22.9K
- 95.3%
$235.61 - $291.22 $5.4M - $6.67M
1.13K $319K
-3.72K
- 0.62%
$80.05 - $92.39 $297K - $343K
598K $47.9M
-12.4K
- 77.72%
$268.36 - $359.95 $3.33M - $4.46M
3.55K $953K
-2.78K
- 2.46%
$154.33 - $206.19 $429K - $573K
110K $17M
View all

Options

Calls

3 operations
Stock Shares change Price Range Shares Held Trade History
100
New
$828.4 - $1058.6 $82.8K - $106K
100 $93K
100
+ 100.0%
$576.36 - $736.67 $57.6K - $73.7K
200 $115K
-1.5K
- 60.0%
$198.1 - $229.79 $297K - $345K
1K $199K
Activity Summary
Buys All Purchases 239 New Holdings 41 Increased Positions 198 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 3 Puts 0
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email