Patriot Financial Group Insurance Agency, LLC Closed Holding Positions

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DNN
Denison Mines Corp.

Energy
Q1 2020 Filed on Apr 15, 2020
2,461
$0.2 - $0.41 $492 - $1.01K
DLNG
Dynagas Lng Partners LP

Energy
Q1 2020 Filed on Apr 15, 2020
600
$1.01 - $2.13 $606 - $1.28K
Extended Stay Amer Inc Shs 1 Com 1 Cl B
Q1 2020 Filed on Apr 15, 2020
43
N/A
Health Ins Innovations Inc Com Cl A
Q1 2020 Filed on Apr 15, 2020
2,700
N/A
VLT
Invesco High Income Trust Ii

Financial Services
Q1 2020 Filed on Apr 15, 2020
0
$8.35 - $14.62 $0 - $0
NEU
Newmarket Corp

Basic Materials
Q1 2020 Filed on Apr 15, 2020
1
$328.89 - $480.79 $329 - $481
OBE
Obsidian Energy Ltd.

Energy
Q1 2020 Filed on Apr 15, 2020
85
$0.16 - $0.93 $13.6 - $79.1
TW
Tradeweb Markets Inc.

Financial Services
Q1 2020 Filed on Apr 15, 2020
17
$36.22 - $51.84 $616 - $881
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
Q1 2020 Filed on Apr 15, 2020
189
$16.21 - $23.2 $3.06K - $4.38K
AVRO
Avrobio, Inc.

Healthcare
Q1 2020 Filed on Apr 15, 2020
1,663
$10.08 - $27.21 $16.8K - $45.3K
GCI
Gannett Co., Inc.

Communication Services
Q1 2020 Filed on Apr 15, 2020
23
$1.25 - $6.99 $28.8 - $161
PSCF
Invesco S&P Smallcap Financial

ETFs
Q1 2020 Filed on Apr 15, 2020
0
$30.32 - $57.06 $0 - $0
IEUS
Ishares Msci Europe Small Cap

ETFs
Q1 2020 Filed on Apr 15, 2020
568
$32.23 - $56.22 $18.3K - $31.9K
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 15, 2020
50
$23.84 - $50.02 $1.19K - $2.5K
Buckeye Partners L P Unit LTD Partn
Q4 2019 Filed on Jan 22, 2020
200
N/A
Cambrex Corp Com
Q4 2019 Filed on Jan 22, 2020
200
N/A
DOV
Dover Corp

Industrials
Q4 2019 Filed on Jan 22, 2020
0
$91.99 - $115.85 $0 - $0
EWBC
East West Bancorp Inc

Financial Services
Q4 2019 Filed on Jan 22, 2020
7
$39.72 - $49.44 $278 - $346
EQCPRD
Equity Comwlth Cum Red Pfd Se
Q4 2019 Filed on Jan 22, 2020
300
N/A
EVR
Evercore Inc.

Financial Services
Q4 2019 Filed on Jan 22, 2020
0
$73.33 - $80.11 $0 - $0
Fuelcell Energy Inc Com
Q4 2019 Filed on Jan 22, 2020
290
N/A
Grubhub Inc Com
Q4 2019 Filed on Jan 22, 2020
700
N/A
IHF
Ishares Tr

ETFs
Q4 2019 Filed on Jan 22, 2020
273
$158.57 - $201.6 $43.3K - $55K
Northstar Realty Europe Corp Com
Q4 2019 Filed on Jan 22, 2020
0
N/A
Nuveen Connecticut Qlty Mun Fd Com
Q4 2019 Filed on Jan 22, 2020
22,082
N/A
Nuveen Mtg Oppty Term Fd 2 Com
Q4 2019 Filed on Jan 22, 2020
7,580
N/A
Senior Hsg Pptys Tr Sh Ben Int
Q4 2019 Filed on Jan 22, 2020
300
N/A
Symantec Corp Com
Q4 2019 Filed on Jan 22, 2020
508
N/A
United Finl Bancorp Inc New Com
Q4 2019 Filed on Jan 22, 2020
67,428
N/A
Wisdomtree Negative Duration U.S. Aggregate Bond Fund
Q4 2019 Filed on Jan 22, 2020
244
N/A
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
Q4 2019 Filed on Jan 22, 2020
212
$23.8 - $24.11 $5.05K - $5.11K
Suntrust Bks Inc Com
Q4 2019 Filed on Jan 22, 2020
86
N/A
EMF
Templeton Emerging Markets Fund

Financial Services
Q4 2019 Filed on Jan 22, 2020
300
$14.48 - $16.05 $4.34K - $4.82K
ADMP
Adamis Pharmaceuticals Corp

Healthcare
Q4 2019 Filed on Jan 22, 2020
1,500
$0.51 - $1.26 $765 - $1.89K
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
Q4 2019 Filed on Jan 22, 2020
200
$15.58 - $16.21 $3.12K - $3.24K
California Res Corp Com New
Q4 2019 Filed on Jan 22, 2020
1
N/A
Mcdermott Intl Inc Com
Q4 2019 Filed on Jan 22, 2020
23
N/A
Altaba Inc Com
Q4 2019 Filed on Jan 22, 2020
204
N/A
Applied Dna Sciences Inc Com New
Q4 2019 Filed on Jan 22, 2020
17
N/A
BRKL
Brookline Bancorp Inc

Financial Services
Q4 2019 Filed on Jan 22, 2020
0
$14.36 - $16.83 $0 - $0
Capital Product Partners L P Partnershp Units
Q4 2019 Filed on Jan 22, 2020
249
N/A
Carlyle Group L P Com Uts LTD Ptn
Q4 2019 Filed on Jan 22, 2020
215
N/A
CWBR
Coh Bar, Inc.

Healthcare
Q4 2019 Filed on Jan 22, 2020
1,000
$1.2 - $2.34 $1.2K - $2.34K
DVA
Davita Inc.

Healthcare
Q4 2019 Filed on Jan 22, 2020
1
$54.2 - $75.03 $54.2 - $75
Exantas Cap Corp Com New
Q4 2019 Filed on Jan 22, 2020
455
N/A
ECNS
Ishares Msci China Small Cap E

ETFs
Q4 2019 Filed on Jan 22, 2020
90
$38.42 - $40.81 $3.46K - $3.67K
Oncolytics Biotech Inc Com New
Q4 2019 Filed on Jan 22, 2020
10,700
N/A
USL
United States 12 Month Oil Fund, LP

ETFs
Q4 2019 Filed on Jan 22, 2020
10
$19.66 - $23.23 $197 - $232
Cbs Corp New Cl B
Q4 2019 Filed on Jan 22, 2020
135
N/A
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