Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Mellanox Technologies LTD Shs
Q2 2021 Filed on Jul 22, 2021
3,622
N/A
Hc2 Hldgs Inc Com
Q2 2021 Filed on Jul 22, 2021
75
N/A
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q2 2021 Filed on Jul 22, 2021
717
$51.32 - $55.14 $36.8K - $39.5K
UPLD
Upland Software, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
14
$38.95 - $51.09 $545 - $715
BFS
Saul Centers, Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
238
$39.89 - $47.53 $9.49K - $11.3K
INSG
Inseego Corp.

Technology
Q2 2021 Filed on Jul 22, 2021
1,000
$7.46 - $10.55 $7.46K - $10.6K
EYES
Second Sight Medical Products Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
161
$4.94 - $9.43 $795 - $1.52K
AVID
Avid Technology, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
571
$19.52 - $39.47 $11.1K - $22.5K
NMM
Navios Maritime Partners L.P.

Industrials
Q2 2021 Filed on Jul 22, 2021
185
$22.68 - $34.93 $4.2K - $6.46K
SCKT
Socket Mobile, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
400
$5.0 - $8.58 $2K - $3.43K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q2 2021 Filed on Jul 22, 2021
23
$33.46 - $36.11 $770 - $831
DLX
Deluxe Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
300
$42.04 - $47.95 $12.6K - $14.4K
AYTU
Aytu Biopharma, Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,500
$4.73 - $7.56 $7.1K - $11.3K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
Q2 2021 Filed on Jul 22, 2021
627
$7.14 - $8.03 $4.48K - $5.03K
BTO
John Hancock Financial Opportunities Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,708
$35.95 - $44.45 $61.4K - $75.9K
ATKR
Atkore Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
46
$67.51 - $89.11 $3.11K - $4.1K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q2 2021 Filed on Jul 22, 2021
63
$54.04 - $56.17 $3.4K - $3.54K
ITRN
Ituran Location & Control Ltd.

Technology
Q2 2021 Filed on Jul 22, 2021
34
$21.36 - $28.46 $726 - $968
VVV
Valvoline Inc

Energy
Q2 2021 Filed on Jul 22, 2021
85
$26.07 - $34.45 $2.22K - $2.93K
HWC
Hancock Whitney Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
457
$40.8 - $50.28 $18.6K - $23K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
Q2 2021 Filed on Jul 22, 2021
430
$58.38 - $62.5 $25.1K - $26.9K
AGX
Argan Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
58
$45.96 - $54.63 $2.67K - $3.17K
ORN
Orion Group Holdings Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
100
$5.39 - $6.29 $539 - $629
HLNE
Hamilton Lane Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
15
$86.17 - $94.18 $1.29K - $1.41K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
150
$36.47 - $38.55 $5.47K - $5.78K
PAVE
Global X Fds Us Infrastructure

ETFs
Q2 2021 Filed on Jul 22, 2021
7,000
$24.71 - $27.18 $173K - $190K
Cadence Bancorporation Cl A
Q2 2021 Filed on Jul 22, 2021
888
N/A
OVID
Ovid Therapeutics Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
60
$3.3 - $4.49 $198 - $269
ZOM
Zomedica Corp.

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,250
$0.72 - $1.46 $900 - $1.83K
ALRNXXXX
Aileron Therapeutics Inc Com
Q2 2021 Filed on Jul 22, 2021
1,000
N/A
Glu Mobile Inc Com
Q2 2021 Filed on Jul 22, 2021
1
N/A
CLAR
Clarus Corp

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
20
$17.49 - $25.7 $350 - $514
SYBX
Synlogic, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,951
$3.0 - $4.39 $5.85K - $8.56K
DESP
Despegar.Com, Corp.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
600
$12.36 - $14.62 $7.42K - $8.77K
FAT
Fat Brands, Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
4,000
$7.87 - $15.04 $31.5K - $60.2K
SXT
Sensient Technologies Corp

Basic Materials
Q2 2021 Filed on Jul 22, 2021
13
$78.0 - $89.59 $1.01K - $1.16K
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
113
$42.73 - $53.79 $4.83K - $6.08K
Piedmont Lithium LTD Sponsored Ads
Q2 2021 Filed on Jul 22, 2021
200
N/A
AVYA
Avaya Holdings Corp.

Technology
Q2 2021 Filed on Jul 22, 2021
156
$25.88 - $30.4 $4.04K - $4.74K
STCN
Steel Connect, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
200
$1.79 - $2.21 $358 - $442
Bit Digital Inc Shs
Q2 2021 Filed on Jul 22, 2021
50
N/A
FIXX
Homology Medicines, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
350
$6.02 - $9.64 $2.11K - $3.37K
UAVS
Ag Eagle Aerial Systems Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
250
$4.06 - $8.35 $1.01K - $2.09K
SOXL
Direxion Daily Semiconductor B

ETFs
Q2 2021 Filed on Jul 22, 2021
2,000
$28.13 - $45.0 $56.3K - $90K
LMST
Limestone Bancorp, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
2,000
$15.45 - $16.7 $30.9K - $33.4K
FTFT
Future Fin Tech Group Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
245
$2.57 - $5.93 $630 - $1.45K
MICT
Mict, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
2,500
$1.26 - $2.49 $3.15K - $6.23K
FBC
Flagstar Bancorp Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
5
$42.03 - $48.78 $210 - $244
QUMU
Qumu Corp

Technology
Q2 2021 Filed on Jul 22, 2021
100
$2.8 - $6.81 $280 - $681
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