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
NKE
Nike, Inc.

Consumer Cyclical
80
+ 2.2%
$71.09 - $89.44 $5.69K - $7.16K
3.72K $328K
MO
Altria Group, Inc.

Consumer Defensive
442
+ 8.03%
$45.95 - $54.71 $20.3K - $24.2K
5.95K $303K
PEP
Pepsico Inc

Consumer Defensive
40
+ 0.48%
$161.9 - $179.3 $6.48K - $7.17K
8.45K $1.44M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 1.24%
$3305.62 - $4268.05 $6.61K - $8.54K
163 $686K
NVS
Novartis Ag

Healthcare
171
+ 4.99%
$106.13 - $120.89 $18.1K - $20.7K
3.6K $413K
PSX
Phillips 66

Energy
533
+ 25.14%
$125.0 - $147.17 $66.6K - $78.4K
2.65K $348K
D
Dominion Energy, Inc

Utilities
136
+ 3.01%
$48.01 - $58.53 $6.53K - $7.96K
4.66K $269K
MDT
Medtronic PLC

Healthcare
178
+ 6.67%
$76.84 - $91.03 $13.7K - $16.2K
2.85K $256K
CAH
Cardinal Health Inc

Healthcare
164
+ 7.63%
$93.74 - $114.66 $15.4K - $18.8K
2.31K $255K
SONY
Sony Group Corp

Technology
126
+ 4.85%
$81.61 - $98.65 $10.3K - $12.4K
2.72K $263K
HLN
Haleon PLC

Healthcare
99
+ 0.62%
$8.32 - $10.7 $824 - $1.06K
16.1K $170K
IWD
Ishares Russell 1000 Val ETF

ETFs
10
+ 0.43%
$173.36 - $189.8 $1.73K - $1.9K
2.31K $439K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
34
+ 9.04%
$1024.09 - $1201.76 $34.8K - $40.9K
410 $431K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
237
New
$127.29 - $141.5 $30.2K - $33.5K
237 $33K
PANW
Palo Alto Networks Inc

Technology
84
+ 4.56%
$294.18 - $368.01 $24.7K - $30.9K
1.93K $658K
AZN
Astrazeneca PLC

Healthcare
411
+ 6.33%
$76.67 - $87.62 $31.5K - $36K
6.9K $537K
MGK
Vanguard Mega Cap Growth ETF

ETFs
5
+ 0.14%
$285.48 - $330.24 $1.43K - $1.65K
3.48K $1.12M
ABEV
Ambev S.A.

Consumer Defensive
12.1K
New
$2.04 - $2.44 $24.6K - $29.4K
12.1K $29K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
190
+ 22.75%
$233.4 - $302.36 $44.3K - $57.4K
1.03K $278K
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.2K
New
$23.09 - $25.75 $27.7K - $30.9K
1.2K $28K
IEFA
Ishares Tr

ETFs
17
+ 0.37%
$70.09 - $78.74 $1.19K - $1.34K
4.55K $355K
FREL
Fidelity Covington Tr Msci Rea

ETFs
833
New
$25.07 - $29.94 $20.9K - $24.9K
833 $24K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
592
+ 3.12%
$9.55 - $11.13 $5.65K - $6.59K
19.6K $212K
ROST
Ross Stores, Inc.

Consumer Cyclical
90
+ 6.16%
$136.06 - $155.24 $12.2K - $14K
1.55K $233K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
392
New
$43.67 - $51.82 $17.1K - $20.3K
392 $20K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
374
New
$48.71 - $54.57 $18.2K - $20.4K
374 $20K
BAC
Bank Of America Corp

Financial Services
1.02K
+ 0.38%
$36.65 - $44.13 $37.2K - $44.8K
265K $10.5M
ADSK
Autodesk, Inc.

Technology
85
+ 9.76%
$245.83 - $245.83 $20.9K - $20.9K
956 $235K
APH
Amphenol Corp

Technology
411
+ 10.39%
$58.39 - $70.41 $24K - $28.9K
4.37K $284K
BCS
Barclays PLC

Financial Services
132
+ 1.12%
$10.59 - $12.45 $1.4K - $1.64K
11.9K $144K
SCHP
Schwab Strategic Us Tips ETF

ETFs
318
+ 757.14%
$51.58 - $53.79 $16.4K - $17.1K
360 $19K
UBER
Uber Technologies, Inc

Technology
43
+ 0.8%
$58.48 - $77.47 $2.51K - $3.33K
5.39K $405K
MAXN
Maxeon Solar Technologies, Ltd.

Technology
28.7K
New
$0.55 - $0.55 $15.8K - $15.8K
28.7K $15K
LHX
L3 Harris Technologies, Inc.

Industrials
3
+ 0.31%
$221.96 - $243.27 $666 - $730
958 $227K
KLAC
Kla Corp

Technology
63
+ 8.43%
$696.17 - $892.35 $43.9K - $56.2K
810 $626K
SCHA
Schwab Strategic Tr Us Small C

ETFs
12
+ 0.55%
$46.9 - $51.96 $563 - $624
2.19K $112K
FDX
Fedex Corp

Industrials
123
+ 13.2%
$254.64 - $313.52 $31.3K - $38.6K
1.06K $288K
SAN
Banco Santander, S.A.

Financial Services
408
+ 3.25%
$4.37 - $5.16 $1.78K - $2.11K
12.9K $66K
COP
Conocophillips

Energy
594
+ 9.08%
$102.3 - $116.61 $60.8K - $69.3K
7.13K $750K
NMR
Nomura Holdings Inc

Financial Services
1.54K
+ 15.07%
$4.92 - $6.31 $7.6K - $9.74K
11.8K $61K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
24
New
$90.87 - $102.43 $2.18K - $2.46K
24 $2K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
76
New
$22.38 - $23.66 $1.7K - $1.8K
76 $1K
KRE
Spdr S&P Regional Banking ETF

ETFs
34
New
$47.94 - $59.23 $1.63K - $2.01K
34 $1K
Kenvue Inc
3.18K
+ 24.41%
N/A
16.2K $0
Canadian Pacific Kansas City
101
+ 3.57%
N/A
2.93K $0
CARY
Angel Oak Fds Tr Income Etf(De
47.5K
New
N/A
47.5K $0
Linde PLC
223
+ 8.68%
N/A
2.79K $0
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
20
New
$44.9 - $47.55 $898 - $951
20 $0
Ge Vernova Inc
98
+ 6.62%
N/A
1.58K $0
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
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