Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $36.8 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BANX
Arrow Mark Financial Corp.

Financial Services
Q3 2020 Filed on Oct 28, 2020
375
$16.31 - $19.9 $6.12K - $7.46K
WCC
Wesco International Inc

Industrials
Q3 2020 Filed on Oct 28, 2020
70
$32.18 - $48.34 $2.25K - $3.38K
National Instrs Corp Com
Q3 2020 Filed on Oct 28, 2020
1,009
N/A
BFH
Bread Financial Holdings, Inc.

Financial Services
Q3 2020 Filed on Oct 28, 2020
48
$31.84 - $39.03 $1.53K - $1.87K
PRO
Pros Holdings, Inc.

Technology
Q3 2020 Filed on Oct 28, 2020
40
$31.01 - $44.86 $1.24K - $1.79K
VRNS
Varonis Systems Inc

Technology
Q3 2020 Filed on Oct 28, 2020
18
$31.41 - $41.91 $565 - $754
Iac/Interactivecorp
Q3 2020 Filed on Oct 28, 2020
234
N/A
Actinium Pharmaceuticals Inc Com
Q3 2020 Filed on Oct 28, 2020
1,500
N/A
QGEN
Qiagen N.V.

Healthcare
Q3 2020 Filed on Oct 28, 2020
22
$42.51 - $52.42 $935 - $1.15K
MAIN
Main Street Capital Corp

Financial Services
Q3 2020 Filed on Oct 28, 2020
1,720
$28.66 - $33.01 $49.3K - $56.8K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q3 2020 Filed on Oct 28, 2020
94
$55.33 - $65.18 $5.2K - $6.13K
NTES
Net Ease, Inc.

Communication Services
Q3 2020 Filed on Oct 28, 2020
10
$85.55 - $102.83 $856 - $1.03K
WIT
Wipro LTD

Technology
Q3 2020 Filed on Oct 28, 2020
242
$3.26 - $4.83 $789 - $1.17K
HTGC
Hercules Capital, Inc.

Financial Services
Q3 2020 Filed on Oct 28, 2020
223
$10.02 - $11.97 $2.23K - $2.67K
HEES
H&E Equipment Services, Inc.

Industrials
Q3 2020 Filed on Oct 28, 2020
43
$16.79 - $21.77 $722 - $936
LNT
Alliant Energy Corp

Utilities
Q3 2020 Filed on Oct 28, 2020
52
$48.25 - $55.35 $2.51K - $2.88K
California Res Corp Com New
Q3 2020 Filed on Oct 28, 2020
7
N/A
FLR
Fluor Corp

Industrials
Q3 2020 Filed on Oct 28, 2020
394
$8.33 - $12.65 $3.28K - $4.98K
GATX
Gatx Corp

Industrials
Q3 2020 Filed on Oct 28, 2020
86
$57.77 - $68.2 $4.97K - $5.87K
Cardtronics PLC Shs Cl A
Q3 2020 Filed on Oct 28, 2020
20
N/A
PDCO
Patterson Companies, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
8,392
$22.01 - $29.45 $185K - $247K
ALRM
Alarm.Com Holdings, Inc.

Technology
Q3 2020 Filed on Oct 28, 2020
39
$53.74 - $73.49 $2.1K - $2.87K
PEN
Penumbra Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
18
$185.27 - $238.73 $3.33K - $4.3K
SGRY
Surgery Partners, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
740
$11.18 - $23.75 $8.27K - $17.6K
LIVN
Liva Nova PLC

Healthcare
Q3 2020 Filed on Oct 28, 2020
11
$41.91 - $57.81 $461 - $636
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q3 2020 Filed on Oct 28, 2020
11,249
$13.04 - $14.35 $147K - $161K
CUBE
Cube Smart

Real Estate
Q3 2020 Filed on Oct 28, 2020
32
$27.24 - $32.78 $872 - $1.05K
CPT
Camden Property Trust

Real Estate
Q3 2020 Filed on Oct 28, 2020
25
$86.6 - $93.81 $2.17K - $2.35K
Cantel Med Corp Com
Q3 2020 Filed on Oct 28, 2020
102
N/A
SEIC
Sei Investments CO

Financial Services
Q3 2020 Filed on Oct 28, 2020
44
$49.63 - $58.37 $2.18K - $2.57K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
Q3 2020 Filed on Oct 28, 2020
300
$21.55 - $27.45 $6.47K - $8.24K
LAUR
Laureate Education, Inc.

Consumer Defensive
Q3 2020 Filed on Oct 28, 2020
430
$9.23 - $13.33 $3.97K - $5.73K
BR
Broadridge Financial Solutions, Inc.

Technology
Q3 2020 Filed on Oct 28, 2020
5
$125.12 - $143.13 $626 - $716
TECK
Teck Resources LTD

Basic Materials
Q3 2020 Filed on Oct 28, 2020
65
$10.13 - $15.41 $658 - $1K
WBS
Webster Financial Corp

Financial Services
Q3 2020 Filed on Oct 28, 2020
25
$24.02 - $29.65 $601 - $741
PEB
Pebblebrook Hotel Trust

Real Estate
Q3 2020 Filed on Oct 28, 2020
138
$10.09 - $14.06 $1.39K - $1.94K
TFX
Teleflex Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
156
$326.7 - $408.18 $51K - $63.7K
SLAB
Silicon Laboratories Inc.

Technology
Q3 2020 Filed on Oct 28, 2020
12
$93.65 - $106.7 $1.12K - $1.28K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q3 2020 Filed on Oct 28, 2020
10
$5.51 - $7.05 $55.1 - $70.5
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q3 2020 Filed on Oct 28, 2020
551
$16.99 - $18.73 $9.36K - $10.3K
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
389
$89.56 - $126.72 $34.8K - $49.3K
WDFC
Wd 40 CO

Basic Materials
Q3 2020 Filed on Oct 28, 2020
6
$185.18 - $205.34 $1.11K - $1.23K
Cnooc Limited Sponsored Adr
Q3 2020 Filed on Oct 28, 2020
59
N/A
JBLU
Jetblue Airways Corp

Industrials
Q3 2020 Filed on Oct 28, 2020
43
$9.95 - $13.0 $428 - $559
ICUI
Icu Medical Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
7
$177.7 - $200.24 $1.24K - $1.4K
TS
Tenaris Sa

Energy
Q3 2020 Filed on Oct 28, 2020
73
$9.53 - $13.58 $696 - $991
HEIA
Heico Crp Cl A
Q3 2020 Filed on Oct 28, 2020
183
N/A
ROG
Rogers Corp

Technology
Q3 2020 Filed on Oct 28, 2020
29
$96.28 - $134.07 $2.79K - $3.89K
Iberiabank Corp Com
Q3 2020 Filed on Oct 28, 2020
8
N/A
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