Tiedemann Advisors, LLC Closed Holding Positions

Tiedemann Advisors, LLC

$2.31 Billion
Q3 2023

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
UPWK Upwork, Inc Industrials	Q2 2021 Filed on Aug 12, 2021	90,065	$37.99 - $59.25 $3.42M - $5.34M
Ishares Gold Tr	Q2 2021 Filed on Aug 12, 2021	4,278,749	N/A
World Gold Tr	Q2 2021 Filed on Aug 12, 2021	15,825	N/A
Bespoke Cap Acquisition Corp	Q2 2021 Filed on Aug 12, 2021	10,000	N/A
ZUO Zuora Inc Technology	Q2 2021 Filed on Aug 12, 2021	24,991	$14.43 - $18.38 $361K - $459K
SLGG Super League Gaming, Inc. Communication Services	Q2 2021 Filed on Aug 12, 2021	11,034	$4.01 - $7.13 $44.2K - $78.7K
Hms Hldgs Corp	Q1 2021 Filed on May 13, 2021	6,165	N/A
EA Electronic Arts Inc. Communication Services	Q1 2021 Filed on May 13, 2021	1,580	$127.21 - $148.97 $201K - $235K
ARLP Alliance Resource Partners LP Energy	Q1 2021 Filed on May 13, 2021	25,315	$4.65 - $6.5 $118K - $165K
ISRG Intuitive Surgical Inc Healthcare	Q1 2021 Filed on May 13, 2021	1,154	$228.3 - $272.92 $263K - $315K
NTRS Northern Trust Corp Financial Services	Q1 2021 Filed on May 13, 2021	3,356	$89.19 - $107.02 $299K - $359K
CB Chubb LTD Financial Services	Q1 2021 Filed on May 13, 2021	1,619	$145.1 - $175.05 $235K - $283K
ZBH Zimmer Biomet Holdings, Inc. Healthcare	Q1 2021 Filed on May 13, 2021	1,378	$148.16 - $159.71 $204K - $220K
Bp Midstream Partners LP	Q1 2021 Filed on May 13, 2021	25,850	N/A
ES Eversource Energy Utilities	Q1 2021 Filed on May 13, 2021	2,609	$77.27 - $90.33 $202K - $236K
PKG Packaging Corp Of America Consumer Cyclical	Q1 2021 Filed on May 13, 2021	1,632	$128.93 - $147.23 $210K - $240K
PGR Progressive Corp Financial Services	Q1 2021 Filed on May 13, 2021	2,122	$85.13 - $98.79 $181K - $210K
Tc Pipelines LP	Q1 2021 Filed on May 13, 2021	65,405	N/A
HLI Houlihan Lokey, Inc. Financial Services	Q1 2021 Filed on May 13, 2021	4,400	$63.56 - $72.24 $280K - $318K
CRI Carters Inc Consumer Cyclical	Q1 2021 Filed on May 13, 2021	3,041	$82.6 - $104.99 $251K - $319K
PBD Invesco ETF Tr Ii Global Clean ETFs	Q1 2021 Filed on May 13, 2021	6,125	$29.6 - $40.71 $181K - $249K
Aphria Inc	Q1 2021 Filed on May 13, 2021	12,000	N/A
MDT Medtronic PLC Healthcare	Q1 2021 Filed on May 13, 2021	3,871	$111.18 - $119.74 $430K - $464K
Cantel Med Corp	Q1 2021 Filed on May 13, 2021	86,142	N/A
MPLX Mplx LP Energy	Q1 2021 Filed on May 13, 2021	19,478	$21.97 - $26.36 $428K - $513K
Eaton Vance Corp	Q1 2021 Filed on May 13, 2021	8,923	N/A
GDXJ Vaneck ETF Tr Jr Gold Miners E ETFs	Q1 2021 Filed on May 13, 2021	11,721	$43.55 - $58.14 $510K - $681K
MELI Mercadolibre Inc Consumer Cyclical	Q1 2021 Filed on May 13, 2021	150	$1369.54 - $1984.34 $205K - $298K
XLI Industrial Sector Spdr ETFs	Q4 2020 Filed on Feb 16, 2021	3,082	$74.87 - $89.65 $231K - $276K
VPU Vanguard Utilities ETF ETFs	Q4 2020 Filed on Feb 16, 2021	3,340	$130.28 - $145.52 $435K - $486K
Stamps Com Inc	Q4 2020 Filed on Feb 16, 2021	982	N/A
XEL Xcel Energy Inc Utilities	Q4 2020 Filed on Feb 16, 2021	56,397	$64.31 - $74.71 $3.63M - $4.21M
PWR Quanta Services, Inc. Industrials	Q4 2020 Filed on Feb 16, 2021	134,650	$53.56 - $73.1 $7.21M - $9.84M
FAX Aberdeen Asia Pacific Income Fund Inc Financial Services	Q4 2020 Filed on Feb 16, 2021	10,000	$3.8 - $4.54 $38K - $45.4K
DVY Ishares Tr ETFs	Q4 2020 Filed on Feb 16, 2021	6,948	$81.33 - $97.54 $565K - $678K
XLB Select Sector Spdr Fd Material ETFs	Q4 2020 Filed on Feb 16, 2021	3,230	$61.94 - $72.39 $200K - $234K
ETRN Equitrans Midstream Corp Energy	Q4 2020 Filed on Feb 16, 2021	285,530	$6.74 - $8.87 $1.92M - $2.53M
STWD Starwood Property Trust, Inc. Real Estate	Q4 2020 Filed on Feb 16, 2021	301,335	$13.91 - $19.9 $4.19M - $6M
Spring Bk Pharmaceuticals In	Q4 2020 Filed on Feb 16, 2021	363,114	N/A
Unilever N V	Q4 2020 Filed on Feb 16, 2021	4,154	N/A
TREX Trex CO Inc Industrials	Q4 2020 Filed on Feb 16, 2021	4,288	$67.75 - $86.29 $291K - $370K
ZM Zoom Video Communications, Inc. Technology	Q4 2020 Filed on Feb 16, 2021	1,251	$337.32 - $568.34 $422K - $711K
PPL Ppl Corp Utilities	Q4 2020 Filed on Feb 16, 2021	211,259	$26.33 - $30.68 $5.56M - $6.48M
NJR New Jersey Resources Corp Utilities	Q4 2020 Filed on Feb 16, 2021	110,415	$26.93 - $38.13 $2.97M - $4.21M
PLTR Palantir Technologies Inc. Technology	Q4 2020 Filed on Feb 16, 2021	19,630	$9.03 - $29.05 $177K - $570K
ECL Ecolab Inc. Basic Materials	Q4 2020 Filed on Feb 16, 2021	1,305	$183.59 - $225.9 $240K - $295K
NRZ New Residential Investment Corp. Real Estate	Q4 2020 Filed on Feb 16, 2021	10,512	$7.4 - $10.22 $77.8K - $107K
CMS Cms Energy Corp Utilities	Q4 2020 Filed on Feb 16, 2021	31,660	$57.6 - $67.11 $1.82M - $2.12M
OGS One Gas, Inc. Utilities	Q4 2020 Filed on Feb 16, 2021	51,018	$68.82 - $82.13 $3.51M - $4.19M
FTS Fortis Inc. Utilities	Q4 2020 Filed on Feb 16, 2021	135,215	$39.5 - $42.13 $5.34M - $5.7M

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