Sage Mountain Advisors LLC Purchases in Q3 2024

Sage Mountain Advisors LLC

  • $1.16 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
854
+ 12.74%
$120.77 - $159.66 $103K - $136K
7.56K $1.16M
BLK
Black Rock Inc.

Financial Services
239
+ 42.0%
$782.27 - $949.51 $187K - $227K
808 $767K
SCHX
Schwab Strategic Tr Us Large C

ETFs
249
+ 0.3%
$61.11 - $67.85 $15.2K - $16.9K
83.3K $5.65M
AMGN
Amgen Inc

Healthcare
849
+ 22.0%
$309.38 - $337.38 $263K - $286K
4.71K $1.52M
TXN
Texas Instruments Inc

Technology
1.6K
+ 30.04%
$194.6 - $194.6 $311K - $311K
6.91K $1.34M
VTR
Ventas, Inc.

Real Estate
4.85K
New
$50.88 - $65.33 $247K - $317K
4.85K $310K
V
Visa Inc.

Financial Services
543
+ 4.35%
$253.74 - $291.56 $138K - $158K
13K $3.59M
C
Citigroup Inc

Financial Services
4.93K
+ 109.49%
$56.11 - $67.61 $277K - $333K
9.43K $590K
TGT
Target Corp

Consumer Defensive
1.77K
+ 72.02%
$133.47 - $159.25 $236K - $281K
4.22K $657K
LMT
Lockheed Martin Corp

Industrials
263
+ 21.86%
$460.3 - $584.56 $121K - $154K
1.47K $856K
MCHP
Microchip Technology Inc

Technology
4.09K
+ 119.76%
$72.0 - $95.98 $295K - $393K
7.51K $602K
GBCI
Glacier Bancorp, Inc.

Financial Services
6.36K
New
$36.29 - $47.47 $231K - $302K
6.36K $290K
SHEL
Shell PLC

Energy
5.03K
+ 72.12%
$65.65 - $73.28 $330K - $369K
12K $792K
XOM
Exxon Mobil Corp

Energy
1.79K
+ 4.76%
$109.72 - $119.0 $196K - $213K
39.4K $4.61M
SF
Stifel Financial Corp

Financial Services
3.06K
New
$78.91 - $93.87 $242K - $287K
3.06K $287K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.8K
New
$138.8 - $166.65 $250K - $300K
1.8K $286K
CVS
Cvs Health Corp

Healthcare
3.08K
+ 12.83%
$55.81 - $63.18 $172K - $194K
27.1K $1.7M
LOW
Lowes Companies Inc

Consumer Cyclical
256
+ 6.04%
$213.3 - $270.78 $54.6K - $69.3K
4.49K $1.22M
IWV
Ishares Russell 3000 ETF

ETFs
725
+ 31.14%
$294.75 - $326.73 $214K - $237K
3.05K $997K
NOW
Service Now, Inc.

Technology
165
+ 13.54%
$730.87 - $937.36 $121K - $155K
1.38K $1.24M
BMY
Bristol Myers Squibb CO

Healthcare
5.34K
New
$39.66 - $51.75 $212K - $276K
5.34K $276K
JCI
Johnson Controls International PLC

Industrials
2.83K
+ 66.63%
$65.52 - $77.61 $186K - $220K
7.09K $549K
CMS
Cms Energy Corp

Utilities
3.78K
New
$58.7 - $70.62 $222K - $267K
3.78K $266K
DHI
Horton D R Inc

Consumer Cyclical
1.39K
New
$135.21 - $197.06 $188K - $275K
1.39K $265K
URI
United Rentals, Inc.

Industrials
326
New
$627.41 - $814.1 $205K - $265K
326 $263K
FAST
Fastenal CO

Industrials
3.68K
New
$62.09 - $71.83 $228K - $264K
3.68K $262K
AME
Ametek Inc

Industrials
1.51K
New
$152.74 - $176.01 $230K - $265K
1.51K $258K
MNST
Monster Beverage Corp

Consumer Defensive
4.94K
New
$45.01 - $52.47 $222K - $259K
4.94K $257K
NI
Nisource Inc.

Utilities
7.4K
New
$28.54 - $34.64 $211K - $256K
7.4K $256K
DLR
Digital Realty Trust, Inc.

Real Estate
1.58K
New
$144.47 - $162.98 $228K - $257K
1.58K $255K
PM
Philip Morris International Inc.

Consumer Defensive
1.21K
+ 22.42%
$101.25 - $127.45 $122K - $154K
6.6K $800K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.26K
New
$57.22 - $80.08 $187K - $261K
3.26K $254K
CCI
Crown Castle International Corp

Real Estate
2.14K
New
$95.29 - $120.24 $204K - $258K
2.14K $254K
ESI
Element Solutions Inc

Basic Materials
9.24K
New
$24.24 - $28.58 $224K - $264K
9.24K $250K
BXP
Boston Properties Inc

Real Estate
3.06K
New
$60.3 - $82.49 $185K - $253K
3.06K $246K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.42K
New
$152.9 - $180.39 $216K - $255K
1.42K $246K
KO
Coca Cola CO

Consumer Defensive
1.12K
+ 5.69%
$62.69 - $73.01 $70.2K - $81.7K
20.8K $1.49M
BWA
Borgwarner Inc

Consumer Cyclical
6.67K
New
$31.19 - $36.75 $208K - $245K
6.67K $242K
ROP
Roper Technologies Inc

Industrials
435
New
$515.25 - $576.55 $224K - $251K
435 $242K
CTAS
Cintas Corp

Industrials
1.17K
New
$201.38 - $819.83 $236K - $960K
1.17K $241K
RACE
Ferrari N.V.

Consumer Cyclical
507
New
$405.92 - $496.79 $206K - $252K
507 $238K
CBRE
Cbre Group, Inc.

Real Estate
1.92K
New
$85.97 - $124.48 $165K - $239K
1.92K $238K
COLB
Columbia Banking System, Inc.

Financial Services
9.14K
New
$19.13 - $26.99 $175K - $247K
9.14K $238K
ZBRA
Zebra Technologies Corp

Technology
635
New
$306.21 - $371.02 $194K - $236K
635 $235K
SNY
Sanofi

Healthcare
4.08K
New
$48.54 - $58.53 $198K - $239K
4.08K $235K
CMCSA
Comcast Corp

Communication Services
4.18K
+ 18.39%
$37.33 - $41.78 $156K - $175K
26.9K $1.12M
FITB
Fifth Third Bancorp

Financial Services
708
+ 2.23%
$36.01 - $43.64 $25.5K - $30.9K
32.5K $1.39M
AON
Aon PLC

Financial Services
445
+ 30.11%
$293.16 - $351.06 $130K - $156K
1.92K $665K
DTE
Dte Energy CO

Utilities
1.8K
New
$108.67 - $128.41 $196K - $231K
1.8K $231K
Activity Summary
Buys All Purchases 272 New Holdings 82 Increased Positions 190 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sage Mountain Advisors LLC Portfolio

Follow Sage Mountain Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sage Mountain Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email