Plante Moran Financial Advisors, LLC Closed Holding Positions

Plante Moran Financial Advisors, LLC

  • $1.59 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
NMIH
Nmi Holdings, Inc.

Financial Services
Q2 2021 Filed on Aug 10, 2021
142
$22.44 - $26.55 $3.19K - $3.77K
Extended Stay Amer Inc Shs 1 Com 1 Cl B
Q2 2021 Filed on Aug 10, 2021
110
N/A
AVK
Advent Convertible & Income Fund

Financial Services
Q2 2021 Filed on Aug 10, 2021
0
$17.74 - $19.72 $0 - $0
WCC
Wesco International Inc

Industrials
Q2 2021 Filed on Aug 10, 2021
112
$84.21 - $112.35 $9.43K - $12.6K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
Q2 2021 Filed on Aug 10, 2021
0
$26.47 - $29.67 $0 - $0
ENS
Ener Sys

Industrials
Q2 2021 Filed on Aug 10, 2021
76
$84.92 - $99.17 $6.45K - $7.54K
JLL
Jones Lang Lasalle Inc

Real Estate
Q2 2021 Filed on Aug 10, 2021
10
$176.19 - $211.63 $1.76K - $2.12K
NXST
Nexstar Media Group, Inc.

Communication Services
Q2 2021 Filed on Aug 10, 2021
31
$141.41 - $155.1 $4.38K - $4.81K
LRN
Stride, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 10, 2021
95
$26.34 - $34.44 $2.5K - $3.27K
ELY
Callaway Golf CO

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
68
$27.11 - $37.29 $1.84K - $2.54K
CARA
Cara Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 10, 2021
200
$12.38 - $29.19 $2.48K - $5.84K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
Q2 2021 Filed on Aug 10, 2021
124
$28.2 - $36.42 $3.5K - $4.52K
MTX
Minerals Technologies Inc

Basic Materials
Q2 2021 Filed on Aug 10, 2021
19
$75.48 - $87.92 $1.43K - $1.67K
HI
Hillenbrand, Inc.

Industrials
Q2 2021 Filed on Aug 10, 2021
48
$41.05 - $50.83 $1.97K - $2.44K
FCN
Fti Consulting, Inc

Industrials
Q2 2021 Filed on Aug 10, 2021
41
$134.65 - $146.5 $5.52K - $6.01K
PACW
Pacwest Bancorp

Financial Services
Q2 2021 Filed on Aug 10, 2021
45
$37.47 - $46.39 $1.69K - $2.09K
CUZ
Cousins Properties Inc

Real Estate
Q2 2021 Filed on Aug 10, 2021
141
$35.08 - $39.98 $4.95K - $5.64K
UMPQ
Umpqua Holdings Corp

Financial Services
Q2 2021 Filed on Aug 10, 2021
144
$17.47 - $19.38 $2.52K - $2.79K
China Mobile Limited Sponsored Adr
Q1 2021 Filed on May 13, 2021
21
N/A
Apache Corp Com
Q1 2021 Filed on May 13, 2021
130
N/A
CCK
Crown Holdings Inc

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
71
$86.0 - $101.01 $6.11K - $7.17K
Eaton Vance Corp Com Non Vtg
Q1 2021 Filed on May 13, 2021
1,765
N/A
PNR
Pentair PLC

Industrials
Q1 2021 Filed on May 13, 2021
18
$51.53 - $62.32 $928 - $1.12K
CC
Chemours CO

Basic Materials
Q1 2021 Filed on May 13, 2021
2
$23.53 - $28.74 $47.1 - $57.5
NS
Nu Star Energy L.P.

Energy
Q1 2021 Filed on May 13, 2021
1,000
$14.33 - $19.98 $14.3K - $20K
QDEF
Flexshares Quality Div Defensi

ETFs
Q1 2021 Filed on May 13, 2021
1,240
$47.3 - $51.21 $58.7K - $63.5K
Marvell Technology Group LTD Ord
Q1 2021 Filed on May 13, 2021
165
N/A
Nuveen Mich Quality Mun Income Com
Q1 2021 Filed on May 13, 2021
11,071
N/A
WB
Weibo Corp

Communication Services
Q1 2021 Filed on May 13, 2021
250
$40.58 - $61.82 $10.1K - $15.5K
COTY
Coty Inc.

Consumer Defensive
Q1 2021 Filed on May 13, 2021
1
$6.33 - $9.37 $6.33 - $9.37
EBS
Emergent Bio Solutions Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
5
$86.23 - $125.19 $431 - $626
WOOD
Ishares Global Timber & Forest
Q1 2021 Filed on May 13, 2021
2
N/A
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q1 2021 Filed on May 13, 2021
30,107
$12.34 - $12.72 $372K - $383K
Cnooc Limited Sponsored Adr
Q1 2021 Filed on May 13, 2021
8
N/A
NVT
N Vent Electric PLC

Industrials
Q1 2021 Filed on May 13, 2021
54
$22.15 - $29.93 $1.2K - $1.62K
Voya Prime Rate Tr Sh Ben Int
Q1 2021 Filed on May 13, 2021
41,091
N/A
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q1 2021 Filed on May 13, 2021
85
$26.2 - $29.09 $2.23K - $2.47K
OGS
One Gas, Inc.

Utilities
Q1 2021 Filed on May 13, 2021
175
$66.97 - $77.53 $11.7K - $13.6K
Waddell & Reed Finl Inc Cl A
Q1 2021 Filed on May 13, 2021
9,950
N/A
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2021 Filed on May 13, 2021
175
$101.91 - $102.15 $17.8K - $17.9K
Companhia Paranaense Energ Cop Spon Adr Pfd
Q1 2021 Filed on May 13, 2021
50
N/A
Alto Ingredients Inc Com
Q1 2021 Filed on May 13, 2021
13,000
N/A
Tcf Finl Corp Com
Q1 2021 Filed on May 13, 2021
800
N/A
American Intl Group Inc Wt Exp 011921
Q1 2021 Filed on May 13, 2021
3
N/A
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q1 2021 Filed on May 13, 2021
0
$9.13 - $9.72 $0 - $0
KOD
Kodiak Sciences Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
900
$110.45 - $164.47 $99.4K - $148K
ICLR
Icon PLC

Healthcare
Q1 2021 Filed on May 13, 2021
4
$171.87 - $220.96 $687 - $884
ROCC
Ranger Oil Corp

Energy
Q1 2021 Filed on May 13, 2021
11,500
$10.04 - $18.58 $115K - $214K
ACHHY
Aluiminum Corp Of China Adr (2
Q1 2021 Filed on May 13, 2021
69
N/A
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