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
NKLA
Nikola Corp

Industrials
Q4 2021 Filed on Feb 09, 2022
100
$9.25 - $15.44 $925 - $1.54K
IAC
Iac/Inter Active Corp

Communication Services
Q4 2021 Filed on Feb 09, 2022
41
$122.47 - $156.76 $5.02K - $6.43K
NMFC
New Mountain Finance Corp

Financial Services
Q4 2021 Filed on Feb 09, 2022
1,000
$13.14 - $14.07 $13.1K - $14.1K
OSH
Oak Street Health, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
110
$28.4 - $48.53 $3.12K - $5.34K
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 09, 2022
12
$40.99 - $51.81 $492 - $622
AOSL
Alpha & Omega Semiconductor LTD

Technology
Q4 2021 Filed on Feb 09, 2022
2,500
$30.46 - $62.09 $76.2K - $155K
AUID
Ipsidy Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
153
$11.5 - $17.68 $1.76K - $2.71K
GREE
Greenidge Generation Holdings Inc.

Financial Services
Q4 2021 Filed on Feb 09, 2022
16
$13.54 - $28.24 $217 - $452
SMLR
Semler Scientific, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
10
$89.61 - $149.99 $896 - $1.5K
National Instrs Corp Com
Q4 2021 Filed on Feb 09, 2022
111
N/A
OIIM
O2 Micro International LTD

Technology
Q4 2021 Filed on Feb 09, 2022
5,000
$4.48 - $6.67 $22.4K - $33.4K
AMED
Amedisys Inc

Healthcare
Q4 2021 Filed on Feb 09, 2022
42
$136.32 - $184.41 $5.73K - $7.75K
General Electric CO Com
Q3 2021 Filed on Nov 08, 2021
22,324
N/A
UGI
Ugi Corp

Utilities
Q3 2021 Filed on Nov 08, 2021
0
$42.18 - $48.09 $0 - $0
MMP
Magellan Midstream Partners, L.P.

Energy
Q3 2021 Filed on Nov 08, 2021
45
$45.18 - $50.0 $2.03K - $2.25K
IYJ
Ishares Tr

ETFs
Q3 2021 Filed on Nov 08, 2021
87
$107.16 - $114.98 $9.32K - $10K
CUBE
Cube Smart

Real Estate
Q3 2021 Filed on Nov 08, 2021
111
$46.3 - $54.93 $5.14K - $6.1K
PK
Park Hotels & Resorts Inc.

Real Estate
Q3 2021 Filed on Nov 08, 2021
2,000
$17.41 - $20.78 $34.8K - $41.6K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
498
$10.0 - $13.02 $4.98K - $6.48K
BCV
Bancroft Fund LTD

Financial Services
Q3 2021 Filed on Nov 08, 2021
9
$29.62 - $32.06 $267 - $289
CRON
Cronos Group Inc.

Healthcare
Q3 2021 Filed on Nov 08, 2021
489
$5.6 - $8.58 $2.74K - $4.2K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q3 2021 Filed on Nov 08, 2021
362
$36.67 - $39.02 $13.3K - $14.1K
FNY
First Trust Mid Cap Growth Alp
Q3 2021 Filed on Nov 08, 2021
86
N/A
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q3 2021 Filed on Nov 08, 2021
545
$45.53 - $49.02 $24.8K - $26.7K
MUR
Murphy Oil Corp

Energy
Q3 2021 Filed on Nov 08, 2021
7,000
$19.04 - $24.98 $133K - $175K
USCR
U.S. Concrete, Inc.

Basic Materials
Q3 2021 Filed on Nov 08, 2021
5,000
N/A
COLD
Americold Realty Trust

Real Estate
Q3 2021 Filed on Nov 08, 2021
78
$29.05 - $40.38 $2.27K - $3.15K
BEP
Brookfield Renewable Partners L.P.

Utilities
Q3 2021 Filed on Nov 08, 2021
142
$36.59 - $41.67 $5.2K - $5.92K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
Q3 2021 Filed on Nov 08, 2021
6
$8.7 - $9.48 $52.2 - $56.9
NBR
Nabors Industries LTD

Energy
Q3 2021 Filed on Nov 08, 2021
400
$67.26 - $117.75 $26.9K - $47.1K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
Q3 2021 Filed on Nov 08, 2021
10,035
$21.65 - $23.15 $217K - $232K
KEP
Korea Electric Power Corp

Utilities
Q3 2021 Filed on Nov 08, 2021
1,250
$9.84 - $11.06 $12.3K - $13.8K
FXD
First Tr Exchange Traded Fd

ETFs
Q3 2021 Filed on Nov 08, 2021
43
$58.02 - $62.89 $2.49K - $2.7K
Fs Kkr Cap Corp Ii Com
Q3 2021 Filed on Nov 08, 2021
0
N/A
CLIR
Clear Sign Technologies Corp

Industrials
Q3 2021 Filed on Nov 08, 2021
1,000
$2.0 - $4.9 $2K - $4.9K
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q3 2021 Filed on Nov 08, 2021
733
$7.16 - $9.69 $5.25K - $7.1K
Qell Acquisition Corp Unit Exp 100125
Q3 2021 Filed on Nov 08, 2021
492
N/A
PLUS
Eplus Inc

Technology
Q3 2021 Filed on Nov 08, 2021
300
$42.94 - $55.04 $12.9K - $16.5K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 08, 2021
151
$73.87 - $92.86 $11.2K - $14K
Churchill Capital Corp Iv Cl A
Q3 2021 Filed on Nov 08, 2021
820
N/A
STKL
Sun Opta Inc.

Consumer Defensive
Q3 2021 Filed on Nov 08, 2021
483
$8.61 - $12.33 $4.16K - $5.96K
GRWG
Grow Generation Corp.

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
191
$24.67 - $51.48 $4.71K - $9.83K
PWZ
Invesco California Amt Free Mu

ETFs
Q3 2021 Filed on Nov 08, 2021
0
$27.75 - $28.35 $0 - $0
TBF
Proshares Trust Short 20+ Trea

ETFs
Q3 2021 Filed on Nov 08, 2021
601
$15.89 - $16.86 $9.55K - $10.1K
OMER
Omeros Corp

Healthcare
Q3 2021 Filed on Nov 08, 2021
200
$13.4 - $16.3 $2.68K - $3.26K
Bottomline Tech Del Inc Com
Q3 2021 Filed on Nov 08, 2021
925
N/A
Toughbuilt Inds Inc Com New
Q3 2021 Filed on Nov 08, 2021
1,319
N/A
MTOR
Meritor, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 08, 2021
2,016
$20.81 - $25.79 $42K - $52K
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q3 2021 Filed on Nov 08, 2021
1,200
$8.34 - $8.86 $10K - $10.6K
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