Mutual Advisors, LLC Closed Holding Positions

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Varian Med Sys Inc
Q1 2021 Filed on May 13, 2021
3,054
N/A
Advisorshares Tr
Q1 2021 Filed on May 13, 2021
27,954
N/A
Ishares Inc
Q1 2021 Filed on May 13, 2021
5,869
N/A
IEZ
Ishares Tr

ETFs
Q1 2021 Filed on May 13, 2021
20,354
$11.38 - $15.9 $232K - $324K
Proshares Tr Ii
Q1 2021 Filed on May 13, 2021
15,406
N/A
GQRE
Flexshares Tr Global Quality R

ETFs
Q1 2021 Filed on May 13, 2021
4,896
$56.18 - $61.09 $275K - $299K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
Q1 2021 Filed on May 13, 2021
14,397
$3.11 - $3.44 $44.8K - $49.5K
FNDX
Schwab Fundamental U S Large C

ETFs
Q1 2021 Filed on May 13, 2021
8,483
$44.75 - $52.45 $380K - $445K
ABB
Abb LTD

Industrials
Q1 2021 Filed on May 13, 2021
8,095
$28.27 - $31.59 $229K - $256K
OKTA
Okta, Inc.

Technology
Q1 2021 Filed on May 13, 2021
852
$208.51 - $291.78 $178K - $249K
THCX
Spinnaker ETF Ser Cannabis ETF

ETFs
Q1 2021 Filed on May 13, 2021
10,000
N/A
HMOP
Hartford Fds Exchange Traded T

ETFs
Q1 2021 Filed on May 13, 2021
10,842
$41.38 - $42.27 $449K - $458K
XMPT
Vaneck Cef Muni Income ETF

ETFs
Q1 2021 Filed on May 13, 2021
18,605
$27.78 - $29.21 $517K - $543K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
Q1 2021 Filed on May 13, 2021
15,451
$9.89 - $14.55 $153K - $225K
Texas Pac Ld Tr
Q1 2021 Filed on May 13, 2021
283
N/A
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
Q1 2021 Filed on May 13, 2021
5,217
$102.76 - $111.47 $536K - $582K
STOT
Spdr Doubleline Short Duration

ETFs
Q4 2020 Filed on Feb 11, 2021
8,360
$49.71 - $49.96 $416K - $418K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q4 2020 Filed on Feb 11, 2021
20,000
$67.0 - $84.39 $1.34M - $1.69M
MCHI
Ishares Msci China ETF

ETFs
Q4 2020 Filed on Feb 11, 2021
9,306
$73.99 - $82.81 $689K - $771K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 11, 2021
113,926
N/A
Unilever N V
Q4 2020 Filed on Feb 11, 2021
10,607
N/A
HFRO
Highland Income Fund\Ma

Financial Services
Q4 2020 Filed on Feb 11, 2021
14,519
$7.83 - $10.28 $114K - $149K
Nuveen Diversified Divid & I
Q4 2020 Filed on Feb 11, 2021
12,360
N/A
FLEX
Flex Ltd.

Technology
Q4 2020 Filed on Feb 11, 2021
60,140
$11.17 - $18.24 $672K - $1.1M
ABMD
Abiomed Inc

Healthcare
Q4 2020 Filed on Feb 11, 2021
4,946
$251.88 - $324.2 $1.25M - $1.6M
PSEC
Prospect Capital Corp

Financial Services
Q4 2020 Filed on Feb 11, 2021
25,000
$4.95 - $5.6 $124K - $140K
Slack Technologies Inc
Q4 2020 Filed on Feb 11, 2021
7,451
N/A
BVXV
Biond Vax Pharmaceuticals Ltd.

Healthcare
Q4 2020 Filed on Feb 11, 2021
7,151
$2.5 - $40.97 $17.9K - $293K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q4 2020 Filed on Feb 11, 2021
9,069
$67.63 - $77.72 $613K - $705K
Perth Mint Physical Gold ETF
Q4 2020 Filed on Feb 11, 2021
61,189
N/A
SA
Seabridge Gold Inc

Basic Materials
Q4 2020 Filed on Feb 11, 2021
42,426
$17.37 - $21.78 $737K - $924K
CNA
Cna Financial Corp

Financial Services
Q4 2020 Filed on Feb 11, 2021
11,660
$28.8 - $38.96 $336K - $454K
Hertz Global Hldgs Inc
Q4 2020 Filed on Feb 11, 2021
25,600
N/A
Vereit Inc
Q4 2020 Filed on Feb 11, 2021
45,657
N/A
ALRNXXXX
Aileron Therapeutics Inc Com
Q4 2020 Filed on Feb 11, 2021
15,300
N/A
Quidel Corp
Q4 2020 Filed on Feb 11, 2021
1,155
N/A
OUNZ
Van Eck Merk Gold Trust

ETFs
Q4 2020 Filed on Feb 11, 2021
259,491
$17.32 - $19.04 $4.49M - $4.94M
WIA
Western Asset Inflation Linked Income Fund

Financial Services
Q3 2020 Filed on Nov 13, 2020
11,026
$11.9 - $13.15 $131K - $145K
IHIT
Invesco High Income 2023 Target Term Fund

Financial Services
Q3 2020 Filed on Nov 13, 2020
19,024
$7.56 - $8.02 $144K - $153K
FNHC
Fed Nat Holding CO

Financial Services
Q3 2020 Filed on Nov 13, 2020
21,300
$6.32 - $10.93 $135K - $233K
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Nov 13, 2020
13,090
$6.17 - $18.82 $80.8K - $246K
Invesco Mortgage Capital Inc
Q3 2020 Filed on Nov 13, 2020
11,225
N/A
VFH
Vanguard Financial ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
23,162
$55.49 - $62.22 $1.29M - $1.44M
ATI
Allegheny Technologies Inc

Industrials
Q3 2020 Filed on Nov 13, 2020
16,500
$8.28 - $10.81 $137K - $178K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
5,650
$44.68 - $50.95 $252K - $288K
New Age Beverages Corp
Q3 2020 Filed on Nov 13, 2020
25,000
N/A
SLRC
Slr Investment Corp.

Financial Services
Q3 2020 Filed on Nov 13, 2020
14,000
$15.36 - $17.38 $215K - $243K
PMX
Pimco Municipal Income Fund Iii

Financial Services
Q3 2020 Filed on Nov 13, 2020
12,836
$11.18 - $12.12 $144K - $156K
JRO
Nuveen Floating Rate Income Opportunity Fund

Financial Services
Q3 2020 Filed on Nov 13, 2020
14,419
$7.74 - $8.4 $112K - $121K
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