Plante Moran Financial Advisors, LLC Closed Holding Positions

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CHCT
Community Healthcare Trust Inc

Real Estate
Q2 2021 Filed on Aug 10, 2021
1,750
$45.72 - $52.22 $80K - $91.4K
CUZ
Cousins Properties Inc

Real Estate
Q2 2021 Filed on Aug 10, 2021
141
$35.08 - $39.98 $4.95K - $5.64K
UMPQ
Umpqua Holdings Corp

Financial Services
Q2 2021 Filed on Aug 10, 2021
144
$17.47 - $19.38 $2.52K - $2.79K
China Mobile Limited Sponsored Adr
Q1 2021 Filed on May 13, 2021
21
N/A
Apache Corp Com
Q1 2021 Filed on May 13, 2021
130
N/A
CCK
Crown Holdings Inc

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
71
$86.0 - $101.01 $6.11K - $7.17K
Eaton Vance Corp Com Non Vtg
Q1 2021 Filed on May 13, 2021
1,765
N/A
PNR
Pentair PLC

Industrials
Q1 2021 Filed on May 13, 2021
18
$51.53 - $62.32 $928 - $1.12K
CC
Chemours CO

Basic Materials
Q1 2021 Filed on May 13, 2021
2
$23.53 - $28.74 $47.1 - $57.5
NS
Nu Star Energy L.P.

Energy
Q1 2021 Filed on May 13, 2021
1,000
$14.33 - $19.98 $14.3K - $20K
QDEF
Flexshares Quality Div Defensi

ETFs
Q1 2021 Filed on May 13, 2021
1,240
$47.3 - $51.21 $58.7K - $63.5K
Marvell Technology Group LTD Ord
Q1 2021 Filed on May 13, 2021
165
N/A
Nuveen Mich Quality Mun Income Com
Q1 2021 Filed on May 13, 2021
11,071
N/A
WB
Weibo Corp

Communication Services
Q1 2021 Filed on May 13, 2021
250
$40.58 - $61.82 $10.1K - $15.5K
COTY
Coty Inc.

Consumer Defensive
Q1 2021 Filed on May 13, 2021
1
$6.33 - $9.37 $6.33 - $9.37
EBS
Emergent Bio Solutions Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
5
$86.23 - $125.19 $431 - $626
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q1 2021 Filed on May 13, 2021
30,107
$12.34 - $12.72 $372K - $383K
Cnooc Limited Sponsored Adr
Q1 2021 Filed on May 13, 2021
8
N/A
NVT
N Vent Electric PLC

Industrials
Q1 2021 Filed on May 13, 2021
54
$22.15 - $29.93 $1.2K - $1.62K
Voya Prime Rate Tr Sh Ben Int
Q1 2021 Filed on May 13, 2021
41,091
N/A
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q1 2021 Filed on May 13, 2021
85
$26.2 - $29.09 $2.23K - $2.47K
OGS
One Gas, Inc.

Utilities
Q1 2021 Filed on May 13, 2021
175
$66.97 - $77.53 $11.7K - $13.6K
Waddell & Reed Finl Inc Cl A
Q1 2021 Filed on May 13, 2021
9,950
N/A
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2021 Filed on May 13, 2021
175
$101.91 - $102.15 $17.8K - $17.9K
Companhia Paranaense Energ Cop Spon Adr Pfd
Q1 2021 Filed on May 13, 2021
50
N/A
Alto Ingredients Inc Com
Q1 2021 Filed on May 13, 2021
13,000
N/A
Tcf Finl Corp Com
Q1 2021 Filed on May 13, 2021
800
N/A
American Intl Group Inc Wt Exp 011921
Q1 2021 Filed on May 13, 2021
3
N/A
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q1 2021 Filed on May 13, 2021
0
$9.13 - $9.72 $0 - $0
KOD
Kodiak Sciences Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
900
$110.45 - $164.47 $99.4K - $148K
ICLR
Icon PLC

Healthcare
Q1 2021 Filed on May 13, 2021
4
$171.87 - $220.96 $687 - $884
ROCC
Ranger Oil Corp

Energy
Q1 2021 Filed on May 13, 2021
11,500
$10.04 - $18.58 $115K - $214K
ACHHY
Aluiminum Corp Of China Adr (2
Q1 2021 Filed on May 13, 2021
69
N/A
Bristol Myers Squibb CO Contngnt Val Rt
Q1 2021 Filed on May 13, 2021
279
N/A
SH
Proshares Short S&P500 New (De

ETFs
Q1 2021 Filed on May 13, 2021
25
$16.76 - $18.21 $419 - $455
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2021 Filed on May 13, 2021
201
$51.2 - $51.67 $10.3K - $10.4K
BKCC
Black Rock Capital Investment Corp

Financial Services
Q1 2021 Filed on May 13, 2021
138
$2.65 - $3.68 $366 - $508
IPGP
Ipg Photonics Corp

Technology
Q1 2021 Filed on May 13, 2021
100
$197.51 - $258.58 $19.8K - $25.9K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q1 2021 Filed on May 13, 2021
368
$250.01 - $272.65 $92K - $100K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
38,029
$4.89 - $5.08 $186K - $193K
VVR
Invesco Senior Income Trust

Financial Services
Q1 2021 Filed on May 13, 2021
46,620
$3.95 - $4.26 $184K - $199K
Invesco Dynamic Cr Opportuniti Com
Q1 2021 Filed on May 13, 2021
18,012
N/A
MCR
Mfs Charter Income Trust

Financial Services
Q1 2021 Filed on May 13, 2021
25,400
$8.45 - $9.03 $215K - $229K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
18,714
$10.37 - $11.0 $194K - $206K
IPI
Intrepid Potash, Inc.

Basic Materials
Q1 2021 Filed on May 13, 2021
25
$22.31 - $37.85 $558 - $946
VONE
Vanguard Russell 1000 ETF

ETFs
Q1 2021 Filed on May 13, 2021
318
$172.95 - $186.35 $55K - $59.3K
QCRH
Qcr Holdings Inc

Financial Services
Q1 2021 Filed on May 13, 2021
57
$38.25 - $48.47 $2.18K - $2.76K
KELYA
Kelly Services Inc

Industrials
Q1 2021 Filed on May 13, 2021
110
$19.52 - $22.55 $2.15K - $2.48K
DOG
Proshares Short Dow30 ETF New

ETFs
Q1 2021 Filed on May 13, 2021
1,285
$35.75 - $39.87 $45.9K - $51.2K
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