New Edge Advisors, LLC Sells in Q3 2024

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-1.07K
- 12.0%
$32.7 - $36.14 $34.9K - $38.6K
7.83K $280K
AMRN
Amarin Corp Plcuk

Healthcare
-29.5K
- 63.51%
$0.57 - $0.8 $16.8K - $23.6K
16.9K $10K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
-3.21K
- 13.76%
$15.47 - $17.24 $49.6K - $55.3K
20.1K $346K
VKQ
Invesco Municipal Trust

Financial Services
-3.57K
- 6.99%
$9.81 - $10.44 $35K - $37.2K
47.5K $486K
NMAI
Nuveen Multi Asset Income Fund

ETFs
-3.39K
- 12.4%
$12.3 - $13.48 $41.7K - $45.8K
24K $316K
OLP
One Liberty Properties Inc

Real Estate
-1.24K
- 39.92%
$22.99 - $28.53 $28.6K - $35.5K
1.87K $51K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-359
- 15.79%
$66.55 - $74.93 $23.9K - $26.9K
1.92K $138K
STLA
Stellantis N.V.

Consumer Cyclical
-1.06K
- 89.31%
$14.05 - $20.71 $14.9K - $22K
127 $1K
RFFC
Alps ETF Tr Riverfront Dynamic

ETFs
-506
- 20.18%
$51.91 - $57.74 $26.3K - $29.2K
2K $115K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
-3.89K
- 19.9%
$11.47 - $13.37 $44.6K - $52K
15.7K $204K
VUSE
ETF Ser Solutions

ETFs
-417
- 40.88%
$51.81 - $57.32 $21.6K - $23.9K
603 $34K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-320
- 20.28%
N/A
1.26K $81K
GUT
Gabelli Utility Trust

Financial Services
-1.48K
- 7.85%
$5.2 - $6.16 $7.71K - $9.13K
17.4K $90K
MOH
Molina Healthcare, Inc.

Healthcare
-210
- 19.59%
$283.98 - $360.73 $59.6K - $75.8K
862 $297K
NDSN
Nordson Corp

Industrials
-165
- 22.73%
$225.0 - $262.63 $37.1K - $43.3K
561 $147K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-4.04K
- 10.72%
$8.59 - $9.07 $34.7K - $36.6K
33.6K $304K
YYY
Amplify ETF Tr High Income ETF

ETFs
-3.23K
- 5.13%
$11.48 - $12.36 $37.1K - $40K
59.8K $737K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-2.56K
- 11.51%
$7.06 - $7.82 $18.1K - $20K
19.7K $151K
HOMB
Home Bancshares Inc

Financial Services
-1.04K
- 40.11%
$23.43 - $28.83 $24.4K - $30K
1.56K $42K
CRAK
Vaneck ETF Tr Oil Refiners ETF

ETFs
-555
- 74.5%
$33.0 - $36.3 $18.3K - $20.1K
190 $6K
WCC
Wesco International Inc

Industrials
-402
- 8.1%
$149.47 - $183.24 $60.1K - $73.7K
4.56K $766K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-1.37K
- 17.79%
$22.89 - $27.41 $31.3K - $37.5K
6.32K $161K
PFM
Invesco Exchange Traded Fd Tr

ETFs
-1.24K
- 12.42%
$42.65 - $46.55 $52.8K - $57.6K
8.73K $406K
SOR
Source Capital Inc

Financial Services
-468
- 6.24%
$41.96 - $44.81 $19.6K - $21K
7.03K $313K
JOE
St Joe CO

Real Estate
-987
- 9.02%
$52.59 - $63.7 $51.9K - $62.9K
9.95K $579K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
-1.2K
- 31.23%
$15.36 - $16.78 $18.4K - $20.1K
2.64K $44K
GLV
Clough Global Dividend & Income Fund

Financial Services
-3.8K
- 15.64%
$5.5 - $5.94 $20.9K - $22.6K
20.5K $120K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-1.6K
- 3.88%
$12.65 - $13.91 $20.2K - $22.3K
39.7K $546K
CIF
Mfs Intermediate High Income Fund

Financial Services
-15.3K
- 12.48%
$1.7 - $1.8 $26K - $27.5K
107K $190K
CAR
Avis Budget Group, Inc.

Industrials
-165
Closed
$67.43 - $112.13 $11.1K - $18.5K
0 $0
DVA
Davita Inc.

Healthcare
-203
- 32.02%
$133.98 - $165.19 $27.2K - $33.5K
431 $70K
FAF
First American Financial Corp

Financial Services
-400
- 51.35%
$52.48 - $67.02 $21K - $26.8K
379 $25K
CRPT
First Tr ETF Fd Viii Skybridge
-411
- 3.08%
$9.75 - $16.23 $4.01K - $6.67K
12.9K $161K
DMAR
First Tr Ex Tr Viii Cboe Vest
-1.02K
- 6.49%
$35.04 - $37.34 $35.6K - $37.9K
14.6K $546K
PFL
Pimco Income Strategy Fund

Financial Services
-6.4K
- 7.11%
$8.1 - $8.57 $51.8K - $54.8K
83.7K $716K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-535
- 11.37%
$49.09 - $55.08 $26.3K - $29.5K
4.17K $229K
COOP
Mr. Cooper Group Inc.

Financial Services
-200
- 99.5%
$78.57 - $94.99 $15.7K - $19K
1 $0
PTC
Ptc Inc.

Technology
-40
- 0.46%
$164.85 - $187.32 $6.59K - $7.49K
8.7K $1.57M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
-2.48K
- 8.51%
$10.71 - $11.36 $26.6K - $28.2K
26.7K $300K
CTSH
Cognizant Technology Solutions Corp

Technology
-1.14K
- 14.33%
$66.89 - $77.87 $75.9K - $88.4K
6.79K $523K
PCTY
Paylocity Holding Corp

Technology
-135
- 60.0%
$132.0 - $165.41 $17.8K - $22.3K
90 $14K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
-23.7K
- 13.48%
$2.42 - $2.69 $57.4K - $63.8K
152K $409K
CF
Cf Industries Holdings, Inc.

Basic Materials
-2.1K
- 14.72%
$69.38 - $85.8 $146K - $181K
12.2K $1.05M
DBL
Double Line Opportunistic Credit Fund

Financial Services
-1.75K
- 5.82%
$15.32 - $16.13 $26.7K - $28.1K
28.2K $446K
GGG
Graco Inc

Industrials
-522
- 13.62%
$77.82 - $87.64 $40.6K - $45.7K
3.31K $289K
VLT
Invesco High Income Trust Ii

Financial Services
-6.15K
- 10.36%
$10.56 - $11.53 $64.9K - $70.9K
53.2K $613K
LVHD
Franklin U.S. Low Volatility H

ETFs
-506
- 42.31%
$35.49 - $40.72 $18K - $20.6K
690 $28K
LUV
Southwest Airlines CO

Industrials
-644
- 12.35%
$23.7 - $29.93 $15.3K - $19.3K
4.57K $135K
VALE
Vale S.A.

Basic Materials
-1.41K
- 29.63%
$9.9 - $11.8 $14K - $16.6K
3.35K $39K
Activity Summary
Buys All Purchases 1655 New Holdings 245 Increased Positions 1410 Sells All Sells 1277 Reductions 1276 Sold out 1 Options Calls 0 Puts 0
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