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
Sl Green Rlty Corp Com
Q3 2020 Filed on Oct 28, 2020
64
N/A
Proshares Tr. Ultra Short Qqq
Q3 2020 Filed on Oct 28, 2020
0
N/A
EBF
Ennis, Inc.

Industrials
Q3 2020 Filed on Oct 28, 2020
46
$16.28 - $18.54 $749 - $853
LANC
Lancaster Colony Corp

Consumer Defensive
Q3 2020 Filed on Oct 28, 2020
6
$153.12 - $183.02 $919 - $1.1K
TVIXF
Credit Suisse Ag
Q3 2020 Filed on Oct 28, 2020
23
$60.0 - $132.5 $1.38K - $3.05K
RLI
Rli Corp

Financial Services
Q3 2020 Filed on Oct 28, 2020
9
$75.52 - $95.87 $680 - $863
Flaherty & Crumrine Dyn Pfd Shs
Q3 2020 Filed on Oct 28, 2020
0
N/A
GOGO
Gogo Inc.

Communication Services
Q3 2020 Filed on Oct 28, 2020
350
$2.91 - $10.93 $1.02K - $3.83K
NWS
News Corp New Cl B Com Stk (De

Communication Services
Q3 2020 Filed on Oct 28, 2020
39
$11.73 - $15.48 $457 - $604
CEQP
Crestwood Equity Partners LP

Energy
Q3 2020 Filed on Oct 28, 2020
58
$10.84 - $16.8 $629 - $974
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
205
$37.49 - $63.19 $7.69K - $13K
BMRA
Biomerica Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
0
$5.86 - $12.04 $0 - $0
MTG
Mgic Investment Corp

Financial Services
Q3 2020 Filed on Oct 28, 2020
52
$7.22 - $9.59 $375 - $499
Cleveland Biolabs Inc Com New
Q3 2020 Filed on Oct 28, 2020
0
N/A
Minerva Neurosciences Inc Com
Q3 2020 Filed on Oct 28, 2020
100
N/A
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
12
$33.21 - $51.27 $399 - $615
OTIC
Otonomy, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
700
$3.16 - $4.36 $2.21K - $3.05K
Eldorado Resorts Inc Com
Q3 2020 Filed on Oct 28, 2020
13
N/A
CRBP
Corbus Pharmaceuticals Holdings, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
80
$1.5 - $9.38 $120 - $750
NNN
National Retail Properties, Inc.

Real Estate
Q3 2020 Filed on Oct 28, 2020
28
$33.08 - $38.69 $926 - $1.08K
PIN
Invesco India ETF Trust India
Q3 2020 Filed on Oct 28, 2020
0
N/A
MC
Moelis & CO

Financial Services
Q3 2020 Filed on Oct 28, 2020
0
$28.95 - $35.14 $0 - $0
HIE
Miller/Howard High Income Equity Fund

Financial Services
Q3 2020 Filed on Oct 28, 2020
1,000
$5.91 - $6.71 $5.91K - $6.71K
EXEL
Exelixis, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
22
$20.67 - $26.94 $455 - $593
WK
Workiva Inc

Technology
Q3 2020 Filed on Oct 28, 2020
28
$52.6 - $61.28 $1.47K - $1.72K
VIVO
Meridian Bioscience Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
26
$13.54 - $26.41 $352 - $687
Just Energy Group Inc Com
Q3 2020 Filed on Oct 28, 2020
1,327
N/A
BCH
Bank Of Chile

Financial Services
Q3 2020 Filed on Oct 28, 2020
43
$14.91 - $19.91 $641 - $856
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
Q3 2020 Filed on Oct 28, 2020
1,799
$26.67 - $28.57 $48K - $51.4K
GLPG
Galapagos Nv

Healthcare
Q3 2020 Filed on Oct 28, 2020
4
$122.47 - $213.56 $490 - $854
GBT
Global Blood Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
1
$52.76 - $74.49 $52.8 - $74.5
WW
Ww International, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
0
$18.12 - $26.88 $0 - $0
ZYNE
Zynerba Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
0
$3.23 - $4.3 $0 - $0
FDM
First Trust Dow Jones Select M

ETFs
Q3 2020 Filed on Oct 28, 2020
206
$36.03 - $41.89 $7.42K - $8.63K
OGI
Organigram Holdings Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
3,500
$1.01 - $1.62 $3.54K - $5.67K
REAL
The Real Real, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
7,500
$12.01 - $17.67 $90.1K - $133K
Flir Systems Inc
Q3 2020 Filed on Oct 28, 2020
1,000
N/A
Magnite Inc Com
Q3 2020 Filed on Oct 28, 2020
1,500
N/A
ALRM
Alarm.Com Holdings, Inc.

Technology
Q3 2020 Filed on Oct 28, 2020
1,500
$53.74 - $73.49 $80.6K - $110K
Smith & Wesson Hldg Corp
Q2 2020 Filed on Jul 20, 2020
35
N/A
VALE
Vale S.A.

Basic Materials
Q2 2020 Filed on Jul 20, 2020
150
$7.58 - $11.27 $1.14K - $1.69K
AYI
Acuity Brands Inc

Industrials
Q2 2020 Filed on Jul 20, 2020
10
$74.49 - $114.83 $745 - $1.15K
ARR
Armour Residential Reit, Inc.

Real Estate
Q2 2020 Filed on Jul 20, 2020
250
$6.27 - $10.07 $1.57K - $2.52K
LPSN
Liveperson Inc

Technology
Q2 2020 Filed on Jul 20, 2020
72
$20.0 - $41.5 $1.44K - $2.99K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
1,202
$19.8 - $28.27 $23.8K - $34K
United States Oil Fund
Q2 2020 Filed on Jul 20, 2020
48,965
N/A
BBH
Vaneck ETF Tr Biotech ETF

ETFs
Q2 2020 Filed on Jul 20, 2020
10
$124.43 - $164.89 $1.24K - $1.65K
Allianzgi Conv & Income Fd
Q2 2020 Filed on Jul 20, 2020
4,000
N/A
Chesapeake Energy Corporation
Q2 2020 Filed on Jul 20, 2020
167
N/A
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