Mount Yale Investment Advisors, LLC Purchases in Q3 2024

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
7
+ 0.35%
$120.77 - $159.66 $845 - $1.12K
2K $305K
SNA
Snap On Inc

Industrials
9
+ 0.47%
$255.35 - $289.77 $2.3K - $2.61K
1.93K $558K
SJM
J M Smucker CO

Consumer Defensive
151
+ 4.86%
$109.12 - $122.4 $16.5K - $18.5K
3.26K $394K
EMB
Ishares Tr

ETFs
221
+ 3.37%
$87.75 - $93.74 $19.4K - $20.7K
6.77K $633K
HLMN
Hillman Solutions Corp.

Industrials
87
+ 0.31%
$8.66 - $10.66 $753 - $927
28.3K $299K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
315
+ 12.47%
$90.87 - $102.43 $28.6K - $32.3K
2.84K $280K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.79K
+ 97.81%
$128.47 - $280.94 $230K - $502K
3.61K $559K
LADR
Ladder Capital Corp

Real Estate
3.36K
+ 24.24%
$11.1 - $12.36 $37.3K - $41.5K
17.2K $199K
CI
Cigna Corp

Healthcare
42
+ 2.48%
$319.12 - $367.1 $13.4K - $15.4K
1.73K $600K
SHAK
Shake Shack Inc.

Consumer Cyclical
20
+ 0.67%
$78.84 - $109.49 $1.58K - $2.19K
2.99K $308K
ARCB
Arcbest Corp

Industrials
280
+ 14.05%
$98.5 - $126.05 $27.6K - $35.3K
2.27K $246K
HPE
Hewlett Packard Enterprise CO

Technology
2.03K
+ 16.05%
$16.1 - $21.44 $32.7K - $43.5K
14.7K $300K
EHC
Encompass Health Corp

Healthcare
15
+ 0.55%
$83.97 - $97.17 $1.26K - $1.46K
2.76K $267K
MGNI
Magnite, Inc.

Communication Services
1.07K
+ 4.61%
$12.37 - $15.84 $13.2K - $16.9K
24.2K $335K
IXC
Ishares Tr Global Energy ETF

ETFs
835
+ 9.26%
$38.94 - $42.35 $32.5K - $35.4K
9.85K $398K
GKOS
Glaukos Corp

Healthcare
9
+ 0.5%
$113.62 - $135.39 $1.02K - $1.22K
1.8K $234K
AKAM
Akamai Technologies Inc

Technology
242
+ 2.02%
N/A
12.2K $1.11M
MUB
Ishares National Muni Bond ETF

ETFs
17
+ 0.19%
$106.13 - $108.7 $1.8K - $1.85K
8.87K $963K
IXN
Ishares Global Information Tec

ETFs
294
+ 1.41%
$73.0 - $87.81 $21.5K - $25.8K
21.2K $1.75M
BRBR
Bellring Brands, Inc.

Consumer Defensive
12
+ 0.3%
$48.99 - $61.11 $588 - $733
4.07K $247K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.08%
$341.08 - $391.94 $341 - $392
1.22K $468K
NOG
Northern Oil & Gas, Inc.

Energy
777
+ 8.32%
$33.96 - $43.19 $26.4K - $33.6K
10.1K $358K
PINS
Pinterest, Inc.

Communication Services
6.81K
+ 37.09%
$28.66 - $43.51 $195K - $296K
25.2K $815K
HDB
Hdfc Bank LTD

Financial Services
257
+ 4.2%
$58.04 - $66.97 $14.9K - $17.2K
6.37K $398K
EW
Edwards Lifesciences Corp

Healthcare
2.44K
+ 40.96%
$59.7 - $93.78 $146K - $229K
8.4K $554K
Nuveen Churchill Direct Lend
24.4K
+ 164.79%
N/A
39.2K $0
Rubrik Inc.
6.47K
New
N/A
6.47K $0
Corpay Inc
159
+ 10.06%
N/A
1.74K $0
Jacobs Solutions Inc
274
+ 7.8%
N/A
3.79K $0
Talen Energy Corp
2.02K
New
N/A
2.02K $0
CRH.L
Crh PLC

Basic Materials
326
+ 3.76%
N/A
9K $0
Blackrock ETF Trust Ii
7.78K
+ 62.89%
N/A
20.1K $0
Natwest Group PLC
83.1K
+ 500.32%
N/A
99.8K $0
Gsk PLC
17.8K
+ 104.56%
N/A
34.9K $0
Atmus Filtration Technologie
6
+ 0.07%
N/A
8.27K $0
Astera Labs Inc
11.3K
New
N/A
11.3K $0
Ferguson Enterprises Inc
13.6K
New
N/A
13.6K $0
HQY
Healthequity, Inc.

Healthcare
14
+ 0.35%
$67.98 - $86.62 $952 - $1.21K
4.03K $329K
INTU
Intuit Inc

Technology
17
+ 1.78%
$602.97 - $670.49 $10.3K - $11.4K
973 $604K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.23K
+ 1.54%
$11.38 - $14.48 $14K - $17.8K
80.6K $1.02M
AMAT
Applied Materials Inc

Technology
267
+ 8.37%
$174.88 - $254.97 $46.7K - $68.1K
3.46K $698K
BA
Boeing CO

Industrials
163
+ 5.28%
$152.04 - $190.6 $24.8K - $31.1K
3.25K $494K
ELV
Elevance Health, Inc.

Healthcare
35
+ 0.88%
$500.12 - $562.29 $17.5K - $19.7K
4.01K $2.09M
INTC
Intel Corp

Technology
47
+ 0.37%
$18.9 - $34.87 $888 - $1.64K
12.9K $301K
MCHP
Microchip Technology Inc

Technology
2.04K
+ 8.18%
$72.0 - $95.98 $147K - $196K
27K $2.17M
DECK
Deckers Outdoor Corp

Consumer Cyclical
7.19K
+ 455.0%
$150.73 - $974.56 $1.08M - $7.01M
8.77K $1.4M
SLB
Schlumberger Limited

Energy
1.12K
+ 2.91%
$39.57 - $49.67 $44.5K - $55.8K
39.7K $1.67M
QCOM
Qualcomm Inc

Technology
293
+ 4.01%
$156.12 - $209.64 $45.7K - $61.4K
7.6K $1.29M
HAL
Halliburton CO

Energy
11.3K
+ 8.3%
$27.81 - $36.44 $314K - $412K
147K $4.28M
Activity Summary
Buys All Purchases 201 New Holdings 69 Increased Positions 132 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 5 Puts 1
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