Bruderman Asset Management, LLC Closed Holding Positions

Bruderman Asset Management, LLC

  • $55.7 Million
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
SYY
Sysco Corp

Consumer Defensive
Q1 2020 Filed on Apr 28, 2020
7,519
$31.24 - $84.92 $235K - $639K
Royal Dutch Shell PLC
Q1 2020 Filed on Apr 28, 2020
160,225
N/A
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q1 2020 Filed on Apr 28, 2020
57,570
$8.28 - $13.77 $477K - $793K
PAYX
Paychex Inc

Industrials
Q1 2020 Filed on Apr 28, 2020
96,771
$50.39 - $90.23 $4.88M - $8.73M
GM
General Motors CO

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
105,041
$16.8 - $37.38 $1.76M - $3.93M
Tpg Specialty Lending Inc
Q1 2020 Filed on Apr 28, 2020
11,294
N/A
HEFA
Ishares Currency Hedged Msci E

ETFs
Q1 2020 Filed on Apr 28, 2020
29,007
$21.23 - $31.4 $616K - $911K
ORCC
Owl Rock Capital Corp

Financial Services
Q1 2020 Filed on Apr 28, 2020
15,774
$8.25 - $17.76 $130K - $280K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q1 2020 Filed on Apr 28, 2020
84,937
$4.92 - $10.44 $418K - $887K
UNP
Union Pacific Corp

Industrials
Q1 2020 Filed on Apr 28, 2020
7,534
$114.04 - $187.19 $859K - $1.41M
CSCO
Cisco Systems, Inc.

Technology
Q1 2020 Filed on Apr 28, 2020
173,005
$33.2 - $49.93 $5.74M - $8.64M
WTMF
Wisdomtree Tr Managed Futures

ETFs
Q1 2020 Filed on Apr 28, 2020
37,200
$35.44 - $37.29 $1.32M - $1.39M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
Q1 2020 Filed on Apr 28, 2020
39,711
$10.56 - $23.1 $419K - $917K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on Apr 28, 2020
27,427
$20.14 - $55.75 $552K - $1.53M
DHY
Credit Suisse High Yield Bond Fund

Financial Services
Q4 2019 Filed on Feb 13, 2020
26,960
$2.48 - $2.56 $66.9K - $69K
PFE
Pfizer Inc

Healthcare
Q4 2019 Filed on Feb 13, 2020
8,214
$32.92 - $37.36 $270K - $307K
CMCSA
Comcast Corp

Communication Services
Q4 2019 Filed on Feb 13, 2020
7,214
$42.07 - $46.08 $303K - $332K
CVS
Cvs Health Corp

Healthcare
Q4 2019 Filed on Feb 13, 2020
3,994
$60.38 - $76.58 $241K - $306K
BA
Boeing CO

Industrials
Q4 2019 Filed on Feb 13, 2020
2,957
$325.76 - $376.54 $963K - $1.11M
Aurora Cannabis Inc
Q4 2019 Filed on Feb 13, 2020
40,400
N/A
Fs Kkr Capital Corp
Q4 2019 Filed on Feb 13, 2020
88,051
N/A
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 13, 2020
5,377
$51.7 - $55.98 $278K - $301K
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
3,550
$81.77 - $88.78 $290K - $315K
JPM
Jpmorgan Chase & CO

Financial Services
Q4 2019 Filed on Feb 13, 2020
4,355
$111.82 - $139.4 $487K - $607K
PPL
Ppl Corp

Utilities
Q4 2019 Filed on Feb 13, 2020
11,464
$30.21 - $36.25 $346K - $416K
INTC
Intel Corp

Technology
Q4 2019 Filed on Feb 13, 2020
6,145
$49.39 - $60.08 $304K - $369K
Total S A
Q4 2019 Filed on Feb 13, 2020
205,399
N/A
GSK
Gsk PLC

Healthcare
Q4 2019 Filed on Feb 13, 2020
7,965
$42.0 - $48.25 $335K - $384K
XOM
Exxon Mobil Corp

Energy
Q4 2019 Filed on Feb 13, 2020
16,945
$66.7 - $73.09 $1.13M - $1.24M
NVS
Novartis Ag

Healthcare
Q4 2019 Filed on Feb 13, 2020
3,192
$84.35 - $95.37 $269K - $304K
HEIA
Heico Crp Cl A
Q4 2019 Filed on Feb 13, 2020
141,047
N/A
NNY
Nuveen New York Municipal Value Fund

Financial Services
Q4 2019 Filed on Feb 13, 2020
16,275
$10.07 - $10.55 $164K - $172K
NOC
Northrop Grumman Corp

Industrials
Q4 2019 Filed on Feb 13, 2020
962
$337.85 - $368.98 $325K - $355K
Iac Interactivecorp
Q4 2019 Filed on Feb 13, 2020
10,117
N/A
LIN
Linde PLC

Basic Materials
Q3 2019 Filed on Nov 14, 2019
1,841
$184.26 - $206.82 $339K - $381K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q3 2019 Filed on Nov 14, 2019
19,776
$39.44 - $41.95 $780K - $830K
NFLX
Netflix Inc

Communication Services
Q3 2019 Filed on Nov 14, 2019
728
$254.59 - $381.72 $185K - $278K
GAB
Gabelli Equity Trust Inc

Financial Services
Q3 2019 Filed on Nov 14, 2019
11,700
$5.93 - $6.21 $69.4K - $72.7K
DE
Deere & CO

Industrials
Q3 2019 Filed on Nov 14, 2019
1,356
$143.17 - $170.39 $194K - $231K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q3 2019 Filed on Nov 14, 2019
2,582
$101.6 - $101.74 $262K - $263K
DEO
Diageo PLC

Consumer Defensive
Q3 2019 Filed on Nov 14, 2019
1,212
$160.78 - $175.98 $195K - $213K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
1,896
$114.91 - $127.57 $218K - $242K
CME
Cme Group Inc.

Financial Services
Q3 2019 Filed on Nov 14, 2019
20,049
$194.42 - $223.07 $3.9M - $4.47M
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2019 Filed on Nov 14, 2019
2,072
$128.78 - $142.74 $267K - $296K
MPC
Marathon Petroleum Corp

Energy
Q3 2019 Filed on Nov 14, 2019
4,064
$44.63 - $62.42 $181K - $254K
MO
Altria Group, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 14, 2019
19,178
$40.12 - $50.53 $769K - $969K
XYL
Xylem Inc.

Industrials
Q2 2019 Filed on Aug 12, 2019
162
$73.93 - $83.82 $12K - $13.6K
FCNCA
First Citizens Bancshares Inc

Financial Services
Q2 2019 Filed on Aug 12, 2019
400
$419.03 - $459.66 $168K - $184K
AFL
Aflac Inc

Financial Services
Q2 2019 Filed on Aug 12, 2019
400
$48.56 - $55.34 $19.4K - $22.1K
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