Sage Mountain Advisors LLC New Holdings in Q3 2024

Sage Mountain Advisors LLC

  • $1.16 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.6K
New
$49.93 - $51.15 $679K - $696K
13.6K $695K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.19K
New
$523.84 - $572.02 $623K - $681K
1.19K $677K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
13.4K
New
$39.71 - $44.22 $532K - $592K
13.4K $592K
FIS
Fidelity National Information Services, Inc.

Technology
5.46K
New
$72.8 - $85.04 $397K - $464K
5.46K $457K
WCN
Waste Connections, Inc.

Industrials
2.41K
New
$173.92 - $186.5 $420K - $450K
2.41K $431K
ATO
Atmos Energy Corp

Utilities
2.95K
New
$114.08 - $138.75 $337K - $409K
2.95K $409K
SNV
Synovus Financial Corp

Financial Services
8.14K
New
$39.32 - $47.62 $320K - $388K
8.14K $361K
NEM
Newmont Corp

Basic Materials
6.23K
New
$41.65 - $55.85 $260K - $348K
6.23K $333K
GIS
General Mills Inc

Consumer Defensive
4.49K
New
$62.5 - $75.15 $281K - $337K
4.49K $331K
VTR
Ventas, Inc.

Real Estate
4.85K
New
$50.88 - $65.33 $247K - $317K
4.85K $310K
GBCI
Glacier Bancorp, Inc.

Financial Services
6.36K
New
$36.29 - $47.47 $231K - $302K
6.36K $290K
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
BMY
Bristol Myers Squibb CO

Healthcare
5.34K
New
$39.66 - $51.75 $212K - $276K
5.34K $276K
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
CCI
Crown Castle International Corp

Real Estate
2.14K
New
$95.29 - $120.24 $204K - $258K
2.14K $254K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.26K
New
$57.22 - $80.08 $187K - $261K
3.26K $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
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
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
RACE
Ferrari N.V.

Consumer Cyclical
507
New
$405.92 - $496.79 $206K - $252K
507 $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
DTE
Dte Energy CO

Utilities
1.8K
New
$108.67 - $128.41 $196K - $231K
1.8K $231K
AVY
Avery Dennison Corp

Industrials
1.05K
New
$202.27 - $224.18 $212K - $234K
1.05K $230K
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
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
EFX
Equifax Inc

Industrials
739
New
$236.42 - $307.13 $175K - $227K
739 $216K
KEY
Keycorp

Financial Services
12.7K
New
$13.95 - $17.34 $177K - $220K
12.7K $212K
USB
Us Bancorp \De\

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