Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LSI
Life Storage, Inc.

Real Estate
Q3 2020 Filed on Oct 28, 2020
6
$61.84 - $74.27 $371 - $446
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
Q3 2020 Filed on Oct 28, 2020
330
$13.89 - $15.02 $4.58K - $4.96K
Innovator Russell 2000 Power Buffer ETF January
Q3 2020 Filed on Oct 28, 2020
2,000
N/A
Tortoise Acquisition Corp Cl A
Q3 2020 Filed on Oct 28, 2020
0
N/A
BEAM
Beam Therapeutics Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
180
$19.0 - $30.57 $3.42K - $5.5K
VEON
Veon Ltd.

Communication Services
Q3 2020 Filed on Oct 28, 2020
3,000
$1.23 - $1.85 $3.69K - $5.55K
Goldman Sachs Mlp Inc Opp Fd Com
Q3 2020 Filed on Oct 28, 2020
1,000
N/A
MLAB
Mesa Laboratories Inc

Technology
Q3 2020 Filed on Oct 28, 2020
3
$211.1 - $255.87 $633 - $768
BRZU
Direxion Shs ETF Tr Daily Msci

ETFs
Q3 2020 Filed on Oct 28, 2020
121
$63.89 - $99.62 $7.73K - $12.1K
GILT
Gilat Satellite Networks LTD

Technology
Q3 2020 Filed on Oct 28, 2020
1,256
$4.98 - $6.37 $6.25K - $8K
RPRX
Royalty Pharma PLC

Healthcare
Q3 2020 Filed on Oct 28, 2020
400
$38.56 - $48.36 $15.4K - $19.3K
T Mobile Us Inc Rt
Q3 2020 Filed on Oct 28, 2020
168
N/A
Mgm Growth Pptys LLC Cl A Com
Q3 2020 Filed on Oct 28, 2020
4,000
N/A
LNN
Lindsay Corp

Industrials
Q3 2020 Filed on Oct 28, 2020
6
$90.6 - $107.75 $544 - $647
EIG
Employers Holdings, Inc.

Financial Services
Q3 2020 Filed on Oct 28, 2020
17
$28.89 - $34.58 $491 - $588
Preferred Apt Cmntys Inc Com
Q3 2020 Filed on Oct 28, 2020
383
N/A
PB
Prosperity Bancshares Inc

Financial Services
Q3 2020 Filed on Oct 28, 2020
29
$49.26 - $58.76 $1.43K - $1.7K
ATRC
Atri Cure, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
210
$38.36 - $46.91 $8.06K - $9.85K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 28, 2020
309
$54.71 - $62.92 $16.9K - $19.4K
KALU
Kaiser Aluminum Corp

Basic Materials
Q3 2020 Filed on Oct 28, 2020
24
$50.5 - $71.96 $1.21K - $1.73K
FTEK
Fuel Tech, Inc.

Industrials
Q3 2020 Filed on Oct 28, 2020
1,050
$0.65 - $1.13 $683 - $1.19K
MXI
Ishares Global Materials ETF

ETFs
Q3 2020 Filed on Oct 28, 2020
130
$62.54 - $73.13 $8.13K - $9.51K
Meredith Corp Com
Q3 2020 Filed on Oct 28, 2020
151
N/A
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
GAIA
Gaia, Inc

Communication Services
Q3 2020 Filed on Oct 28, 2020
13
$8.37 - $12.35 $109 - $161
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
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