Sage Mountain Advisors LLC Sells in Q3 2024

Sage Mountain Advisors LLC

  • $1.16 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Vanguard Mun Bd Fds
-496
- 9.91%
N/A
4.51K $0
UYLD
Angel Oak Fds Tr Ultrashort In
-10.8K
- 15.48%
N/A
58.9K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-9.82K
- 21.29%
N/A
36.3K $0
IWS
Ishares Russell Midcap Value E

ETFs
-21
- 6.25%
$119.52 - $132.25 $2.51K - $2.78K
315 $41K
QS
Quantum Scape Corp

Consumer Cyclical
-1.24K
- 11.02%
$4.83 - $9.14 $6.01K - $11.4K
10K $57K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-19
- 1.56%
$30.27 - $34.42 $575 - $654
1.2K $40K
VCIT
Vanguard Intermediate Term Cor

ETFs
-110
- 3.53%
$79.29 - $84.02 $8.72K - $9.24K
3.01K $251K
VGSH
Vanguard

ETFs
-747
- 1.49%
$57.74 - $59.13 $43.1K - $44.2K
49.6K $2.92M
GRMN
Garmin LTD

Technology
-43
- 3.23%
$161.1 - $183.29 $6.93K - $7.88K
1.29K $227K
RIO
Rio Tinto PLC

Basic Materials
-94
- 2.75%
$59.71 - $71.21 $5.61K - $6.69K
3.33K $236K
EQIX
Equinix Inc

Real Estate
-49
- 9.92%
$749.0 - $890.01 $36.7K - $43.6K
445 $394K
SAP
Sap Se

Technology
-297
- 9.18%
$197.21 - $231.0 $58.6K - $68.6K
2.94K $673K
IWP
Ishares Russell Mid Cap Growth

ETFs
-24
- 0.67%
$103.87 - $117.59 $2.49K - $2.82K
3.56K $417K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-143
- 3.29%
$64.35 - $75.71 $9.2K - $10.8K
4.2K $309K
SYK
Stryker Corp

Healthcare
-31
- 1.79%
$315.94 - $371.96 $9.79K - $11.5K
1.71K $615K
ECL
Ecolab Inc.

Basic Materials
-32
- 1.68%
$228.86 - $255.76 $7.32K - $8.18K
1.87K $477K
GWW
W.W. Grainger, Inc.

Industrials
-12
- 4.23%
$896.19 - $1044.18 $10.8K - $12.5K
272 $282K
MCO
Moodys Corp

Financial Services
-25
- 3.55%
$421.49 - $494.67 $10.5K - $12.4K
679 $322K
BSX
Boston Scientific Corp

Healthcare
-192
- 2.83%
$72.96 - $84.0 $14K - $16.1K
6.6K $552K
AWK
American Water Works Company, Inc.

Utilities
-102
- 3.82%
$127.76 - $149.9 $13K - $15.3K
2.57K $375K
ALL
Allstate Corp

Financial Services
-104
- 5.9%
$158.43 - $192.86 $16.5K - $20.1K
1.66K $314K
ITW
Illinois Tool Works Inc

Industrials
-40
- 2.14%
$233.14 - $263.97 $9.33K - $10.6K
1.83K $479K
PG
Procter & Gamble CO

Consumer Defensive
-435
- 3.17%
$160.76 - $177.82 $69.9K - $77.4K
13.3K $2.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1
- 0.23%
$1015.62 - $1159.62 $1.02K - $1.16K
428 $492K
TDG
Trans Digm Group Inc

Industrials
-5
- 1.63%
$1202.03 - $1427.41 $6.01K - $7.14K
302 $431K
AFL
Aflac Inc

Financial Services
-613
- 12.21%
$88.52 - $111.8 $54.3K - $68.5K
4.41K $492K
GS
Goldman Sachs Group Inc

Financial Services
-52
- 3.11%
$459.02 - $510.25 $23.9K - $26.5K
1.62K $801K
HCA
Hca Healthcare, Inc.

Healthcare
-52
- 6.21%
$315.12 - $406.43 $16.4K - $21.1K
786 $319K
IAU
Ishares Gold Trust

ETFs
-3.1K
- 8.67%
$44.06 - $50.5 $137K - $157K
32.7K $1.62M
APD
Air Products & Chemicals, Inc.

Basic Materials
-27
- 1.64%
$247.34 - $300.11 $6.68K - $8.1K
1.62K $481K
FVD
First Tr Value Line Divid Inde

ETFs
-445
- 2.7%
$40.45 - $45.49 $18K - $20.2K
16K $728K
MSCI
Msci Inc.

Financial Services
-11
- 1.47%
$479.31 - $584.91 $5.27K - $6.43K
737 $429K
WELL
Welltower Inc.

Real Estate
-109
- 2.81%
$104.0 - $129.74 $11.3K - $14.1K
3.76K $481K
GE
General Electric CO

Industrials
-258
- 5.55%
$156.66 - $189.66 $40.4K - $48.9K
4.39K $827K
NOC
Northrop Grumman Corp

Industrials
-5
- 0.46%
$423.73 - $533.14 $2.12K - $2.67K
1.09K $573K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-33
- 0.32%
$332.02 - $382.76 $11K - $12.6K
10.2K $3.84M
IVV
Ishares Core S&P 500 ETF

ETFs
-22
- 0.51%
$520.18 - $576.82 $11.4K - $12.7K
4.32K $2.49M
NEE
Nextera Energy Inc

Utilities
-779
- 5.72%
$69.9 - $84.97 $54.5K - $66.2K
12.8K $1.08M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-235
- 0.93%
$113.41 - $125.62 $26.7K - $29.5K
25.2K $3.16M
VBR
Vanguard Small Cap Value ETF

ETFs
-142
- 1.26%
$179.99 - $201.6 $25.6K - $28.6K
11.1K $2.24M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-35
- 0.09%
$75.32 - $84.37 $2.64K - $2.95K
39.7K $3.32M
VB
Vanguard Small Cap ETF

ETFs
-433
- 0.93%
$214.77 - $237.72 $93K - $103K
46.2K $11M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-54
- 0.02%
$58.03 - $65.37 $3.13K - $3.53K
216K $14M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-100
- 0.05%
$144.27 - $157.55 $14.4K - $15.8K
191K $30.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-446
- 0.5%
$475.2 - $527.7 $212K - $235K
89.2K $47.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-11.9K
- 1.98%
$162.64 - $179.3 $1.94M - $2.14M
591K $106M
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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