Mutual Advisors, LLC Closed Holding Positions

Mutual Advisors, LLC

  • $3.5 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PARA
Paramount Global

Communication Services
Q3 2021 Filed on Nov 15, 2021
4,719
$63.79 - $76.19 $301K - $360K
RF
Regions Financial Corp

Financial Services
Q3 2021 Filed on Nov 15, 2021
13,886
$18.14 - $21.76 $252K - $302K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
3,721
$49.95 - $58.59 $186K - $218K
YYY
Amplify ETF Tr High Income ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
34,818
$16.74 - $17.68 $583K - $616K
EURN
Euronav Nv

Energy
Q3 2021 Filed on Nov 15, 2021
12,140
$7.75 - $9.76 $94.1K - $118K
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Nov 15, 2021
1,207
N/A
BKT
Blackrock Income Trust, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
13,346
$6.1 - $6.5 $81.4K - $86.7K
SIGA
Siga Technologies Inc

Healthcare
Q3 2021 Filed on Nov 15, 2021
20,546
$5.71 - $7.39 $117K - $152K
HYD
Vaneck High Yield Muni ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
3,152
$62.44 - $63.91 $197K - $201K
TPR
Tapestry, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
59,045
$37.02 - $44.7 $2.19M - $2.64M
AXSM
Axsome Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
2,995
$19.91 - $68.26 $59.6K - $204K
ASIX
Advan Six Inc.

Basic Materials
Q3 2021 Filed on Nov 15, 2021
20,981
$28.24 - $40.21 $593K - $844K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 12, 2021
14,983
N/A
FAST
Fastenal CO

Industrials
Q2 2021 Filed on Aug 12, 2021
7,786
$49.93 - $54.18 $389K - $422K
Barclays Bank PLC
Q2 2021 Filed on Aug 12, 2021
16,251
N/A
USEP
Innovator U.S. Equity Ultra Bu
Q2 2021 Filed on Aug 12, 2021
77,833
N/A
Corelogic Inc
Q2 2021 Filed on Aug 12, 2021
40,034
N/A
BWX
Spdr Bloomberg International T

ETFs
Q2 2021 Filed on Aug 12, 2021
18,614
$29.28 - $30.06 $545K - $560K
RWX
Spdr Dow Jones International R

ETFs
Q2 2021 Filed on Aug 12, 2021
30,727
$34.75 - $38.69 $1.07M - $1.19M
Blackrock Strategic Mun Tr
Q2 2021 Filed on Aug 12, 2021
88,455
N/A
FSLY
Fastly, Inc.

Technology
Q2 2021 Filed on Aug 12, 2021
9,530
$39.98 - $71.92 $381K - $685K
Ishares Gold Tr
Q2 2021 Filed on Aug 12, 2021
79,354
N/A
RJF
Raymond James Financial Inc

Financial Services
Q2 2021 Filed on Aug 12, 2021
6,879
$82.71 - $91.09 $569K - $627K
CASH
Meta Financial Group Inc

Financial Services
Q2 2021 Filed on Aug 12, 2021
10,178
$43.94 - $53.89 $447K - $548K
GPL
Great Panther Mining LTD

Basic Materials
Q2 2021 Filed on Aug 12, 2021
39,650
$6.1 - $9.0 $242K - $357K
Discovery Inc
Q2 2021 Filed on Aug 12, 2021
32,713
N/A
IPO
Renaissance Cap Greenwich Fds

ETFs
Q2 2021 Filed on Aug 12, 2021
10,554
$54.03 - $67.0 $570K - $707K
UAMY
United States Antimony Corp

Basic Materials
Q2 2021 Filed on Aug 12, 2021
37,800
$0.74 - $1.36 $28K - $51.4K
GPI
Group 1 Automotive Inc

Consumer Cyclical
Q2 2021 Filed on Aug 12, 2021
2,050
$144.03 - $174.9 $295K - $359K
Blackrock Muniyield Invt Fd
Q2 2021 Filed on Aug 12, 2021
91,370
N/A
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q2 2021 Filed on Aug 12, 2021
205,759
$35.33 - $37.86 $7.27M - $7.79M
NMR
Nomura Holdings Inc

Financial Services
Q2 2021 Filed on Aug 12, 2021
14,138
$5.09 - $5.62 $72K - $79.5K
MARA
Marathon Digital Holdings, Inc.

Financial Services
Q2 2021 Filed on Aug 12, 2021
6,108
$19.66 - $56.56 $120K - $345K
TGTX
Tg Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 12, 2021
4,845
$32.5 - $48.96 $157K - $237K
SIVB
Svb Financial Group

Financial Services
Q2 2021 Filed on Aug 12, 2021
3,662
$483.33 - $606.83 $1.77M - $2.22M
RIOT
Riot Blockchain, Inc.

Technology
Q2 2021 Filed on Aug 12, 2021
4,851
$22.23 - $59.26 $108K - $287K
SU
Suncor Energy Inc

Energy
Q2 2021 Filed on Aug 12, 2021
10,000
$20.03 - $25.67 $200K - $257K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
Q2 2021 Filed on Aug 12, 2021
19,292
$66.29 - $77.63 $1.28M - $1.5M
ICFI
Icf International, Inc.

Industrials
Q2 2021 Filed on Aug 12, 2021
2,307
$87.86 - $97.15 $203K - $224K
Proshares Tr Ii
Q2 2021 Filed on Aug 12, 2021
10,040
N/A
VVR
Invesco Senior Income Trust

Financial Services
Q2 2021 Filed on Aug 12, 2021
10,300
$4.19 - $4.47 $43.2K - $46K
UNOV
Earth Science Tech, Inc.

ETFs
Q1 2021 Filed on May 13, 2021
152,162
$28.13 - $28.71 $4.28M - $4.37M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q1 2021 Filed on May 13, 2021
11,937
$8.6 - $9.32 $103K - $111K
IEA
Infrastructure & Energy Alternatives, Inc.

Industrials
Q1 2021 Filed on May 13, 2021
10,757
$13.01 - $23.42 $140K - $252K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q1 2021 Filed on May 13, 2021
355,503
$31.84 - $33.73 $11.3M - $12M
Indexiq ETF Tr
Q1 2021 Filed on May 13, 2021
29,699
N/A
XMPT
Vaneck Cef Muni Income ETF

ETFs
Q1 2021 Filed on May 13, 2021
18,605
$27.78 - $29.21 $517K - $543K
FNDX
Schwab Fundamental U S Large C

ETFs
Q1 2021 Filed on May 13, 2021
8,483
$44.75 - $52.45 $380K - $445K
Texas Pac Ld Tr
Q1 2021 Filed on May 13, 2021
283
N/A
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