Rocky Mountain Advisers, LLC Purchases and Sells in Q3 2024

Rocky Mountain Advisers, LLC

$122 Million
Q3 2024

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UTF	32 + 0.01%	$22.3 - $26.02 $714 - $833	408K $10.6M
SCHB	1.38K + 1.11%	$59.93 - $66.52 $82.7K - $91.8K	126K $8.37M
WMT	25 + 0.11%	$66.91 - $81.4 $1.67K - $2.04K	21.9K $1.77M
STEW	802 + 0.42%	$14.33 - $15.97 $11.5K - $12.8K	191K $3.02M
AAPL	1 + 0.01%	$207.23 - $234.82 $207 - $235	6.76K $1.57M
ZIG	1.07K + 4.77%	$35.76 - $39.85 $38.1K - $42.4K	23.4K $925K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GPC	1K New	$131.04 - $147.11 $131K - $147K	1K $139K
VTWO	300 New	$81.17 - $90.77 $24.4K - $27.2K	300 $26K
HTZ	750 New	$2.62 - $4.55 $1.97K - $3.41K	750 $2K
ONON	11 New	$36.63 - $51.57 $403 - $567	11 $0
SIRIUSXM HOLDINGS INC	207K New	N/A	207K $0
DRLL	334 New	N/A	334 $0

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-240 - 3.8%	$395.15 - $467.56 $94.8K - $112K	6.08K $2.61M
SCHP	-2.23K - 9.35%	$51.58 - $53.79 $115K - $120K	21.6K $1.16M
SDY	-1.4K - 15.24%	$125.95 - $142.04 $176K - $199K	7.79K $1.11M
STLA	-500 - 30.08%	$14.05 - $20.71 $7.03K - $10.4K	1.16K $16K
VYM	-1.28K - 8.2%	$117.9 - $128.2 $151K - $164K	14.3K $1.84M
EBAY	-774 - 23.27%	$52.61 - $65.44 $40.7K - $50.7K	2.55K $166K

Activity Summary All Purchases 30 New Holdings 7 Increased Positions 23 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rocky Mountain Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rocky Mountain Advisers, LLC with notifications on news.