Mount Yale Investment Advisors, LLC Purchases and Sells in Q3 2025

Mount Yale Investment Advisors, LLC

  • $1.38 Billion
  • Q3 2025

Top Buys

Incresed Positions

317 operations
Stock Shares change Price Range Shares Held Trade History
88K
+ 6433.11%
$567.77 - $614.76 $50M - $54.1M
89.4K $54.7M
70.7K
+ 325.33%
$300.96 - $355.47 $21.3M - $25.1M
92.4K $32.8M
259K
+ 887.1%
$81.7 - $87.53 $21.2M - $22.7M
288K $25.2M
33.6K
+ 80.55%
$491.09 - $535.64 $16.5M - $18M
75.4K $39M
45.7K
+ 148.68%
$264.74 - $369.57 $12.1M - $16.9M
76.4K $25.2M
112K
+ 44449.41%
$134.36 - $152.88 $15.1M - $17.2M
113K $15.9M
View all

New Holdings

191 operations
Stock Shares change Price Range Shares Held Trade History
449K
New
$49.05 - $49.99 $22M - $22.5M
449K $22.4M
704K
New
$25.21 - $25.99 $17.8M - $18.3M
704K $18.2M
775K
New
$22.9 - $23.58 $17.7M - $18.3M
775K $18.2M
199K
New
$81.75 - $84.54 $16.3M - $16.8M
199K $16.7M
169K
New
$90.83 - $93.81 $15.4M - $15.9M
169K $15.8M
444K
New
$25.67 - $27.21 $11.4M - $12.1M
444K $12M
View all

Top Sells

Reduced Positions

162 operations
Stock Shares change Price Range Shares Held Trade History
-578K
- 82.83%
$202.38 - $256.87 $117M - $148M
120K $30.5M
-544K
- 98.05%
$55.15 - $58.11 $30M - $31.6M
10.8K $619K
-43.2K
- 89.04%
$620.67 - $670.08 $26.8M - $28.9M
5.32K $3.56M
-14.5K
- 93.73%
$620.01 - $738.53 $9M - $10.7M
972 $678K
-56.7K
- 75.23%
$175.16 - $255.24 $9.93M - $14.5M
18.7K $4.55M
-49.2K
- 76.24%
$132.9 - $142.03 $6.53M - $6.98M
15.3K $2.16M
View all
Activity Summary
Buys All Purchases 508 New Holdings 191 Increased Positions 317 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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