Northern Oak Wealth Management Inc Closed Holding Positions

Northern Oak Wealth Management Inc

  • $788 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CCS
Century Communities, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
71
$29.42 - $42.33 $2.09K - $3.01K
IWV
Ishares Russell 3000 ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
100
$180.98 - $208.68 $18.1K - $20.9K
Portola Pharmaceuticals Inc
Q3 2020 Filed on Nov 16, 2020
243
N/A
Biotelemetry Inc
Q3 2020 Filed on Nov 16, 2020
60
N/A
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q3 2020 Filed on Nov 16, 2020
137
$55.23 - $79.93 $7.57K - $11K
MPWR
Monolithic Power Systems Inc

Technology
Q3 2020 Filed on Nov 16, 2020
17
$235.55 - $282.85 $4K - $4.81K
NVEE
Nv5 Global, Inc.

Industrials
Q3 2020 Filed on Nov 16, 2020
51
$48.02 - $63.58 $2.45K - $3.24K
MCO
Moodys Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
17
$271.15 - $304.49 $4.61K - $5.18K
DY
Dycom Industries Inc

Industrials
Q3 2020 Filed on Nov 16, 2020
40
$37.36 - $65.05 $1.49K - $2.6K
MC
Moelis & CO

Financial Services
Q3 2020 Filed on Nov 16, 2020
47
$28.95 - $35.14 $1.36K - $1.65K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
55
$84.19 - $110.71 $4.63K - $6.09K
MEDP
Medpace Holdings, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
60
$92.95 - $130.61 $5.58K - $7.84K
MED
Medifast Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
36
$141.27 - $182.68 $5.09K - $6.58K
Maxim Integrated Prods Inc
Q3 2020 Filed on Nov 16, 2020
88
N/A
NUVA
Nuvasive Inc

Healthcare
Q3 2020 Filed on Nov 16, 2020
30
$47.43 - $60.75 $1.42K - $1.82K
SPGI
S&P Global Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
8
$333.25 - $378.41 $2.67K - $3.03K
Virtusa Corp
Q3 2020 Filed on Nov 16, 2020
45
N/A
VRNT
Verint Systems Inc

Technology
Q3 2020 Filed on Nov 16, 2020
36
$21.42 - $26.17 $771 - $942
UBSI
United Bankshares Inc

Financial Services
Q3 2020 Filed on Nov 16, 2020
70
$20.86 - $29.22 $1.46K - $2.05K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
73
$20.2 - $25.05 $1.47K - $1.83K
RH
Rh

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
15
$255.33 - $385.46 $3.83K - $5.78K
POOL
Pool Corp

Industrials
Q3 2020 Filed on Nov 16, 2020
18
$269.26 - $336.67 $4.85K - $6.06K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
40
$49.97 - $63.68 $2K - $2.55K
PTC
Ptc Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
33
$76.59 - $97.6 $2.53K - $3.22K
MKTX
Marketaxess Holdings Inc

Financial Services
Q3 2020 Filed on Nov 16, 2020
9
$438.66 - $548.61 $3.95K - $4.94K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
35
$86.76 - $122.91 $3.04K - $4.3K
CW
Curtiss Wright Corp

Industrials
Q3 2020 Filed on Nov 16, 2020
23
$83.91 - $108.62 $1.93K - $2.5K
Coresite Rlty Corp
Q3 2020 Filed on Nov 16, 2020
28
N/A
CORT
Corcept Therapeutics Inc

Healthcare
Q3 2020 Filed on Nov 16, 2020
141
$12.46 - $19.98 $1.76K - $2.82K
SYNH
Syneos Health, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
48
$51.29 - $65.09 $2.46K - $3.12K
CIEN
Ciena Corp

Technology
Q3 2020 Filed on Nov 16, 2020
93
$38.82 - $60.99 $3.61K - $5.67K
CEVA
Ceva Inc

Technology
Q3 2020 Filed on Nov 16, 2020
96
$36.43 - $45.58 $3.5K - $4.38K
Cantel Med Corp
Q3 2020 Filed on Nov 16, 2020
58
N/A
AZTA
Azenta, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
113
$42.77 - $56.69 $4.83K - $6.41K
VO
Vanguard Mid Cap ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
173
$164.39 - $185.0 $28.4K - $32K
BLKB
Blackbaud Inc

Technology
Q3 2020 Filed on Nov 16, 2020
38
$53.44 - $66.88 $2.03K - $2.54K
Cyrusone Inc
Q3 2020 Filed on Nov 16, 2020
36
N/A
EGRX
Eagle Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
42
$37.02 - $51.28 $1.55K - $2.15K
LHCG
Lhc Group, Inc

Healthcare
Q3 2020 Filed on Nov 16, 2020
28
$174.26 - $213.08 $4.88K - $5.97K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
Q3 2020 Filed on Nov 16, 2020
3,000
$27.86 - $28.21 $83.6K - $84.6K
IART
Integra Lifesciences Holdings Corp

Healthcare
Q3 2020 Filed on Nov 16, 2020
41
$43.33 - $51.72 $1.78K - $2.12K
EVR
Evercore Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
27
$53.7 - $66.35 $1.45K - $1.79K
PLUS
Eplus Inc

Technology
Q3 2020 Filed on Nov 16, 2020
35
$33.61 - $39.19 $1.18K - $1.37K
Clearbridge Mlp And Midstrm
Q3 2020 Filed on Nov 16, 2020
444
N/A
EPAM
Epam Systems, Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
29
$250.16 - $337.74 $7.25K - $9.79K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q2 2020 Filed on Aug 17, 2020
3,767
$12.72 - $13.9 $47.9K - $52.4K
BHF
Brighthouse Financial, Inc.

Financial Services
Q2 2020 Filed on Aug 17, 2020
300
$19.7 - $38.56 $5.91K - $11.6K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2020 Filed on Aug 17, 2020
355
$44.63 - $51.65 $15.8K - $18.3K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
Q2 2020 Filed on Aug 17, 2020
1,680
$20.34 - $23.57 $34.2K - $39.6K
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