Mutual Advisors, LLC Sells in Q3 2024

Mutual Advisors, LLC

  • $3.5 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ARW
Arrow Electronics Inc

Technology
-202
- 1.98%
$117.29 - $135.1 $23.7K - $27.3K
9.99K $1.33M
WPC
W. P. Carey Inc.

Real Estate
-1.74K
- 6.19%
$54.63 - $63.96 $95.3K - $112K
26.4K $1.65M
OMC
Omnicom Group Inc.

Communication Services
-66
- 0.86%
$87.69 - $103.9 $5.79K - $6.86K
7.57K $782K
IEFA
Ishares Tr

ETFs
-4.07K
- 5.27%
$70.09 - $78.74 $285K - $320K
73.1K $5.7M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-685
- 0.41%
$11.72 - $12.38 $8.03K - $8.48K
167K $2.07M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-79
- 0.44%
$90.87 - $102.43 $7.18K - $8.09K
17.7K $1.75M
VTR
Ventas, Inc.

Real Estate
-10
- 0.13%
$50.88 - $65.33 $509 - $653
7.84K $502K
IP
International Paper CO

Consumer Cyclical
-208
- 1.03%
$42.55 - $49.98 $8.85K - $10.4K
20K $976K
MTB
M&T Bank Corp

Financial Services
-32
- 0.77%
$146.49 - $179.85 $4.69K - $5.76K
4.15K $738K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.12K
- 3.57%
$63.28 - $70.06 $197K - $218K
84.3K $5.9M
UAL
United Airlines Holdings, Inc.

Industrials
-292
- 1.95%
$37.88 - $58.85 $11.1K - $17.2K
14.7K $838K
MT
Arcelor Mittal

Basic Materials
-779
- 1.99%
$21.09 - $26.26 $16.4K - $20.5K
38.3K $1M
A
Agilent Technologies, Inc.

Healthcare
-22
- 0.36%
$125.42 - $148.48 $2.76K - $3.27K
6.04K $896K
DFAT
Dimensional ETF Tr U S Target

ETFs
-321
- 0.89%
$51.0 - $57.07 $16.4K - $18.3K
35.9K $2M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-175
- 0.17%
$35.91 - $38.04 $6.28K - $6.66K
103K $3.94M
FTCS
First Trust Capital Strength E

ETFs
-108
- 0.56%
$83.58 - $90.94 $9.03K - $9.82K
19.3K $1.75M
RWO
Spdr Dow Jones Global Real Est

ETFs
-644
- 2.55%
$41.23 - $48.48 $26.6K - $31.2K
24.6K $1.17M
SRE
Sempra Energy

Utilities
-453
- 2.07%
$74.97 - $84.04 $34K - $38.1K
21.4K $1.79M
VPU
Vanguard Utilities ETF

ETFs
-66
- 1.23%
$146.64 - $174.54 $9.68K - $11.5K
5.29K $921K
LUMN
Lumen Technologies, Inc.

Communication Services
-9.44K
- 28.66%
$1.03 - $7.28 $9.72K - $68.7K
23.5K $166K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-6.51K
- 5.34%
$89.91 - $101.33 $586K - $660K
115K $11.3M
ARKW
Ark Next Generation Internet E

ETFs
-1.18K
- 3.6%
$68.06 - $85.67 $80.2K - $101K
31.6K $2.69M
DUK
Duke Energy Corp

Utilities
-1.91K
- 8.14%
$99.35 - $117.71 $190K - $225K
21.5K $2.48M
T
At&T Inc.

Communication Services
-32.3K
- 10.98%
$18.21 - $22.28 $587K - $719K
262K $5.75M
VEU
Vanguard Ftse All World Ex Us

ETFs
-270
- 0.75%
$56.47 - $63.69 $15.2K - $17.2K
35.6K $2.24M
BSRR
Sierra Bancorp

Financial Services
-2K
- 6.46%
$21.44 - $31.69 $42.9K - $63.4K
29K $836K
ARKQ
Ark Autonomous Technology & Ro

ETFs
-211
- 0.77%
$50.42 - $61.06 $10.6K - $12.9K
27.2K $1.66M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.52K
- 2.85%
$53.68 - $59.24 $81.6K - $90K
51.8K $3.07M
AES
Aes Corp

Utilities
-1.42K
- 2.01%
$16.18 - $20.07 $23K - $28.6K
69.4K $1.39M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.27K
- 2.78%
$25.45 - $29.53 $57.7K - $67K
79.4K $2.32M
AEP
American Electric Power CO Inc

Utilities
-77
- 0.73%
$87.11 - $104.95 $6.71K - $8.08K
10.5K $1.08M
EMN
Eastman Chemical CO

Basic Materials
-6
- 0.06%
$93.82 - $113.74 $563 - $682
10.9K $1.22M
KMI
Kinder Morgan, Inc.

Energy
-3.38K
- 3.3%
$19.72 - $22.22 $66.7K - $75.1K
98.9K $2.19M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.72K
- 3.18%
$113.45 - $126.18 $195K - $217K
52.3K $6.59M
LEG
Leggett & Platt Inc

Consumer Cyclical
-237
- 0.31%
$10.67 - $14.12 $2.53K - $3.35K
75.8K $1.03M
GS
Goldman Sachs Group Inc

Financial Services
-153
- 2.7%
$459.02 - $510.25 $70.2K - $78.1K
5.51K $2.73M
VOT
Vanguard Mid Cap Growth Index

ETFs
-15
- 0.12%
$218.05 - $243.47 $3.27K - $3.65K
12.6K $3.06M
TEI
Templeton Emerging Markets Income Fund

Financial Services
-1.01K
- 0.28%
$5.32 - $5.92 $5.36K - $5.97K
364K $2.12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.32K
- 1.43%
$434.77 - $502.96 $574K - $664K
90.8K $44.3M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-2.22K
- 1.99%
$52.1 - $59.66 $116K - $133K
109K $6.47M
FFIN
First Financial Bankshares Inc

Financial Services
-505
- 1.85%
$28.56 - $39.46 $14.4K - $19.9K
26.8K $992K
VZ
Verizon Communications Inc

Communication Services
-8.13K
- 5.32%
$38.89 - $45.0 $316K - $366K
145K $6.5M
NEE
Nextera Energy Inc

Utilities
-426
- 2.34%
$69.9 - $84.97 $29.8K - $36.2K
17.8K $1.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-49
- 0.33%
$125.95 - $142.04 $6.17K - $6.96K
14.8K $2.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-21
- 0.08%
$77.23 - $87.97 $1.62K - $1.85K
25.3K $2.2M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-354
- 3.03%
$85.44 - $110.36 $30.2K - $39.1K
11.3K $1.25M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-338
- 0.29%
$31.05 - $34.29 $10.5K - $11.6K
118K $4.04M
AFL
Aflac Inc

Financial Services
-1.23K
- 7.29%
$88.52 - $111.8 $109K - $137K
15.6K $1.75M
ICF
Ishares Tr

ETFs
-608
- 1.83%
$56.77 - $67.33 $34.5K - $40.9K
32.6K $2.15M
Activity Summary
Buys All Purchases 540 New Holdings 96 Increased Positions 444 Sells All Sells 492 Reductions 492 Sold out 0 Options Calls 1 Puts 1
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