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
AVY
Avery Dennison Corp

Industrials
1.05K
New
$202.27 - $224.18 $212K - $234K
1.05K $230K
DAL
Delta Air Lines, Inc.

Industrials
3.31K
+ 18.42%
$37.32 - $51.8 $123K - $171K
21.3K $1.08M
WDAY
Workday, Inc.

Technology
932
New
$207.75 - $264.68 $194K - $247K
932 $227K
SJM
J M Smucker CO

Consumer Defensive
1.87K
New
$109.12 - $122.4 $204K - $229K
1.87K $226K
UBSI
United Bankshares Inc

Financial Services
6.08K
New
$31.56 - $39.32 $192K - $239K
6.08K $225K
CDW
Cdw Corp

Technology
992
New
$206.67 - $239.84 $205K - $238K
992 $224K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.16K
+ 63.89%
$77.22 - $89.49 $167K - $193K
5.53K $493K
IQV
Iqvia Holdings Inc.

Healthcare
941
New
$206.81 - $251.55 $195K - $237K
941 $222K
CFG
Citizens Financial Group Inc

Financial Services
5.36K
New
$35.24 - $43.24 $189K - $232K
5.36K $220K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
6.96K
New
$28.08 - $32.61 $195K - $227K
6.96K $220K
MELI
Mercadolibre Inc

Consumer Cyclical
106
New
$1591.44 - $2140.1 $169K - $227K
106 $217K
AJG
Arthur J. Gallagher & Co.

Financial Services
772
New
$259.22 - $299.75 $200K - $231K
772 $217K
SBUX
Starbucks Corp

Consumer Cyclical
464
+ 5.34%
$72.51 - $98.6 $33.6K - $45.8K
9.15K $892K
EFX
Equifax Inc

Industrials
739
New
$236.42 - $307.13 $175K - $227K
739 $216K
SHW
Sherwin Williams CO

Basic Materials
351
+ 35.74%
$294.65 - $384.0 $103K - $135K
1.33K $508K
XLG
Invesco Exchange Traded Fd Tr

ETFs
536
+ 0.51%
$42.54 - $47.97 $22.8K - $25.7K
106K $5.06M
EOG
Eog Resources Inc

Energy
1.8K
+ 72.83%
$117.9 - $132.65 $212K - $239K
4.27K $525K
USB
Us Bancorp \De\

Financial Services
4.65K
New
$39.04 - $47.23 $181K - $220K
4.65K $212K
KEY
Keycorp

Financial Services
12.7K
New
$13.95 - $17.34 $177K - $220K
12.7K $212K
PKG
Packaging Corp Of America

Consumer Cyclical
983
New
$176.32 - $215.7 $173K - $212K
983 $211K
CL
Colgate Palmolive CO

Consumer Defensive
2.03K
New
$95.54 - $108.77 $194K - $220K
2.03K $210K
WTW
Willis Towers Watson PLC

Financial Services
716
New
$257.34 - $294.53 $184K - $211K
716 $210K
AEE
Ameren Corp

Utilities
2.4K
New
$70.45 - $87.46 $169K - $210K
2.4K $209K
NGG
National Grid PLC

Utilities
3K
New
$57.14 - $70.48 $171K - $211K
3K $208K
MKC
Mccormick & CO Inc

Consumer Defensive
2.51K
New
$69.44 - $84.76 $174K - $213K
2.51K $206K
MET
Metlife Inc

Financial Services
2.51K
New
$67.96 - $82.48 $170K - $207K
2.51K $206K
CAT
Caterpillar Inc

Industrials
187
+ 8.37%
$316.8 - $391.12 $59.2K - $73.1K
2.42K $946K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.38K
New
$52.1 - $59.66 $176K - $202K
3.38K $200K
A
Agilent Technologies, Inc.

Healthcare
1.35K
New
$125.42 - $148.48 $169K - $200K
1.35K $200K
PFE
Pfizer Inc

Healthcare
6.19K
+ 47.58%
$27.7 - $31.39 $171K - $194K
19.2K $555K
AXP
American Express CO

Financial Services
189
+ 5.5%
$225.92 - $271.17 $42.7K - $51.3K
3.63K $982K
PGR
Progressive Corp

Financial Services
196
+ 6.71%
$209.46 - $259.24 $41.1K - $50.8K
3.12K $791K
T
At&T Inc.

Communication Services
4.34K
+ 14.97%
$18.21 - $22.28 $79K - $96.7K
33.3K $733K
VZ
Verizon Communications Inc

Communication Services
3.14K
+ 29.92%
$38.89 - $45.0 $122K - $141K
13.6K $612K
IWM
Ishares Russell 2000 ETF

ETFs
500
+ 13.94%
$200.87 - $224.6 $100K - $112K
4.09K $902K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
8.28K
New
$20.47 - $20.71 $169K - $171K
8.28K $170K
SPGI
S&P Global Inc.

Financial Services
132
+ 9.34%
$446.32 - $527.38 $58.9K - $69.6K
1.55K $798K
PLD
Prologis, Inc.

Real Estate
862
+ 22.66%
$111.95 - $132.43 $96.5K - $114K
4.67K $589K
TMO
Thermo Fisher Scientific Inc.

Healthcare
57
+ 3.01%
$531.86 - $624.21 $30.3K - $35.6K
1.95K $1.21M
GILD
Gilead Sciences, Inc.

Healthcare
1.2K
+ 30.69%
$66.59 - $83.99 $79.6K - $100K
5.09K $426K
DE
Deere & CO

Industrials
239
+ 17.82%
$344.84 - $418.0 $82.4K - $99.9K
1.58K $659K
RTX
Raytheon Technologies Corp

Industrials
136
+ 1.99%
$99.55 - $123.34 $13.5K - $16.8K
6.96K $842K
RY
Royal Bank Of Canada

Financial Services
114
+ 1.48%
$105.65 - $124.73 $12K - $14.2K
7.82K $975K
CRM
Salesforce, Inc.

Technology
349
+ 10.13%
$238.42 - $276.53 $83.2K - $96.5K
3.8K $1.04M
TMUS
T Mobile Us, Inc.

Communication Services
374
+ 15.16%
$175.14 - $206.36 $65.5K - $77.2K
2.84K $586K
SPYG
Spdr Portfolio

ETFs
1.7K
+ 55.05%
$73.38 - $84.1 $125K - $143K
4.79K $397K
NSC
Norfolk Southern Corp

Industrials
375
+ 22.66%
$213.75 - $259.69 $80.2K - $97.4K
2.03K $504K
PH
Parker Hannifin Corp

Industrials
112
+ 18.21%
$501.01 - $635.92 $56.1K - $71.2K
727 $459K
PNC
Pnc Financial Services Group, Inc.

Financial Services
467
+ 22.45%
$156.14 - $187.2 $72.9K - $87.4K
2.55K $470K
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