Plante Moran Financial Advisors, LLC Closed Holding Positions

Plante Moran Financial Advisors, LLC

  • $1.16 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
LENB
Lennar Corporation Cl B
Q4 2019 Filed on Feb 14, 2020
8
N/A
LYG
Lloyds Banking Group PLC

Financial Services
Q4 2019 Filed on Feb 14, 2020
3,810
$2.44 - $3.57 $9.3K - $13.6K
QD
Qudian Inc.

Financial Services
Q4 2019 Filed on Feb 14, 2020
135
$4.1 - $7.79 $554 - $1.05K
GROW
U S Global Investors Inc

Financial Services
Q4 2019 Filed on Feb 14, 2020
44,490
$1.26 - $2.08 $56.1K - $92.5K
EPP
Ishares Inc

ETFs
Q4 2019 Filed on Feb 14, 2020
454
$43.65 - $46.99 $19.8K - $21.3K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
Q4 2019 Filed on Feb 14, 2020
813
$19.88 - $23.92 $16.2K - $19.4K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q4 2019 Filed on Feb 14, 2020
1,819
$4.93 - $5.51 $8.97K - $10K
BOKF
Bok Financial Corp

Financial Services
Q4 2019 Filed on Feb 14, 2020
61
$72.67 - $88.05 $4.43K - $5.37K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q4 2019 Filed on Feb 14, 2020
50
$82.24 - $99.05 $4.11K - $4.95K
ELS
Equity Lifestyle Properties Inc

Real Estate
Q4 2019 Filed on Feb 14, 2020
46
$66.82 - $74.08 $3.07K - $3.41K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
Q4 2019 Filed on Feb 14, 2020
600
$42.38 - $50.16 $25.4K - $30.1K
AOA
Ishares Tr Core Aggressive All

ETFs
Q4 2019 Filed on Feb 14, 2020
261
$53.52 - $58.4 $14K - $15.2K
NTNX
Nutanix, Inc.

Technology
Q4 2019 Filed on Feb 14, 2020
49
$23.68 - $37.35 $1.16K - $1.83K
Grub Hub Inc
Q4 2019 Filed on Feb 14, 2020
28
N/A
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
500
$32.74 - $39.85 $16.4K - $19.9K
ATHM
Autohome Inc.

Communication Services
Q4 2019 Filed on Feb 14, 2020
445
$65.83 - $89.58 $29.3K - $39.9K
Bbp Virtus Life Sci Biotech Pro
Q4 2019 Filed on Feb 14, 2020
846
N/A
IBA
Industrias Bachoco S.A.B. De C.V.

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
80
$47.08 - $54.99 $3.77K - $4.4K
BSMX
Banco Santander Mexico S.A., Institucion De Banca Multiple, Grupo Financiero Santander Mexico

Financial Services
Q4 2019 Filed on Feb 14, 2020
83
$6.18 - $7.19 $513 - $597
Enersis Sa Adr
Q4 2019 Filed on Feb 14, 2020
195
N/A
Fly Leasing
Q4 2019 Filed on Feb 14, 2020
245
N/A
KT
Kt Corp

Communication Services
Q4 2019 Filed on Feb 14, 2020
607
$11.05 - $11.85 $6.71K - $7.19K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
94
$18.96 - $24.47 $1.78K - $2.3K
MFG
Mizuho Financial Group Inc

Financial Services
Q4 2019 Filed on Feb 14, 2020
1,682
$3.0 - $3.18 $5.05K - $5.35K
PSO
Pearson PLC

Communication Services
Q4 2019 Filed on Feb 14, 2020
433
$8.0 - $9.12 $3.46K - $3.95K
Tsakos Energy Navigation Limit
Q4 2019 Filed on Feb 14, 2020
500
N/A
AAON
Aaon, Inc.

Industrials
Q4 2019 Filed on Feb 14, 2020
462
$43.64 - $50.69 $20.2K - $23.4K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q4 2019 Filed on Feb 14, 2020
1,000
$36.21 - $51.4 $36.2K - $51.4K
Anworth Mortgage Asset Corp
Q4 2019 Filed on Feb 14, 2020
1,000
N/A
Cbl & Assoc Pptys Inc Reit
Q4 2019 Filed on Feb 14, 2020
1,000
N/A
CBSH
Commerce Bancshares Inc

Financial Services
Q4 2019 Filed on Feb 14, 2020
43
$52.7 - $62.07 $2.27K - $2.67K
DHT
Dht Holdings, Inc.

Energy
Q4 2019 Filed on Feb 14, 2020
151
$6.2 - $8.28 $936 - $1.25K
KODK
Eastman Kodak CO

Industrials
Q4 2019 Filed on Feb 14, 2020
4
$2.35 - $4.65 $9.4 - $18.6
EPZM
Epizyme, Inc.

Healthcare
Q4 2019 Filed on Feb 14, 2020
88
$9.77 - $24.6 $860 - $2.16K
Eros International PLC
Q4 2019 Filed on Feb 14, 2020
81
N/A
First Midwest Bancorp Inc
Q4 2019 Filed on Feb 14, 2020
2,000
N/A
Flir Systems Inc
Q4 2019 Filed on Feb 14, 2020
309
N/A
FOXF
Fox Factory Holding Corp

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
526
$59.81 - $69.66 $31.5K - $36.6K
Hd Supply Holdings Inc
Q4 2019 Filed on Feb 14, 2020
285
N/A
Hermitage Offshore Services Lt
Q4 2019 Filed on Feb 14, 2020
58
N/A
MORN
Morningstar, Inc.

Financial Services
Q4 2019 Filed on Feb 14, 2020
140
$143.18 - $162.37 $20K - $22.7K
Northern Oil & Gas Inc
Q4 2019 Filed on Feb 14, 2020
1,000
N/A
NVEC
Nve Corp

Technology
Q4 2019 Filed on Feb 14, 2020
187
$61.0 - $71.5 $11.4K - $13.4K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
164
$55.02 - $69.98 $9.02K - $11.5K
PSMT
Pricesmart Inc

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
94
$65.98 - $77.11 $6.2K - $7.25K
REG
Regency Centers Corp

Real Estate
Q4 2019 Filed on Feb 14, 2020
64
$60.82 - $69.75 $3.89K - $4.46K
RUN
Sunrun Inc.

Technology
Q4 2019 Filed on Feb 14, 2020
1,000
$13.19 - $17.51 $13.2K - $17.5K
TARO
Taro Pharmaceutical Industries LTD

Healthcare
Q4 2019 Filed on Feb 14, 2020
14
$74.18 - $97.92 $1.04K - $1.37K
USPH
U S Physical Therapy Inc

Healthcare
Q4 2019 Filed on Feb 14, 2020
60
$113.03 - $147.0 $6.78K - $8.82K
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