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
Valaris PLC Shs Class A
Q2 2021 Filed on Aug 10, 2021
5,000
N/A
IGT
International Game Technology PLC

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
116
$15.6 - $26.06 $1.81K - $3.02K
Seagate Technology PLC Shs
Q2 2021 Filed on Aug 10, 2021
1,670
N/A
SNX
Td Synnex Corp

Technology
Q2 2021 Filed on Aug 10, 2021
66
$115.06 - $129.5 $7.59K - $8.55K
Fbl Finl Group Inc Cl A
Q2 2021 Filed on Aug 10, 2021
135
N/A
SKX
Skechers Usa Inc

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
141
$41.58 - $51.9 $5.86K - $7.32K
GII
Spdr S&P Global Infrasture ETF

ETFs
Q2 2021 Filed on Aug 10, 2021
675
$51.88 - $54.71 $35K - $36.9K
UNIT
Uniti Group Inc.

Real Estate
Q2 2021 Filed on Aug 10, 2021
40
$10.37 - $11.4 $415 - $456
CNXC
Concentrix Corp

Technology
Q2 2021 Filed on Aug 10, 2021
62
$147.6 - $160.8 $9.15K - $9.97K
CW
Curtiss Wright Corp

Industrials
Q2 2021 Filed on Aug 10, 2021
45
$117.92 - $132.49 $5.31K - $5.96K
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
16
$49.85 - $62.13 $798 - $994
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
Q2 2021 Filed on Aug 10, 2021
0
$19.45 - $20.83 $0 - $0
Cantaloupe Inc Com
Q2 2021 Filed on Aug 10, 2021
4,503
N/A
MGNI
Magnite, Inc.

Communication Services
Q2 2021 Filed on Aug 10, 2021
28
$24.53 - $42.8 $687 - $1.2K
FPI
Farmland Partners Inc.

Real Estate
Q2 2021 Filed on Aug 10, 2021
18
$11.29 - $14.38 $203 - $259
FAF
First American Financial Corp

Financial Services
Q2 2021 Filed on Aug 10, 2021
66
$57.44 - $66.66 $3.79K - $4.4K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
Q2 2021 Filed on Aug 10, 2021
0
$13.32 - $14.53 $0 - $0
BPT
Bp Prudhoe Bay Royalty Trust

Energy
Q2 2021 Filed on Aug 10, 2021
50
$3.23 - $6.34 $162 - $317
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q2 2021 Filed on Aug 10, 2021
0
$24.54 - $27.37 $0 - $0
MFIN
Medallion Financial Corp

Financial Services
Q2 2021 Filed on Aug 10, 2021
200
$7.19 - $9.48 $1.44K - $1.9K
FHB
First Hawaiian, Inc.

Financial Services
Q2 2021 Filed on Aug 10, 2021
212
$26.73 - $29.68 $5.67K - $6.29K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
178
$18.83 - $25.29 $3.35K - $4.5K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
Q2 2021 Filed on Aug 10, 2021
12
$24.74 - $33.13 $297 - $398
IVC
Invacare Corp

Healthcare
Q2 2021 Filed on Aug 10, 2021
5
$7.73 - $9.03 $38.7 - $45.2
BDC
Belden Inc.

Technology
Q2 2021 Filed on Aug 10, 2021
306
$41.97 - $54.72 $12.8K - $16.7K
NNI
Nelnet Inc

Financial Services
Q2 2021 Filed on Aug 10, 2021
34
$73.02 - $77.67 $2.48K - $2.64K
LCII
Lci Industries

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
34
$125.92 - $152.72 $4.28K - $5.19K
NEX
Nextier Oilfield Solutions Inc.

Energy
Q2 2021 Filed on Aug 10, 2021
350
$3.2 - $5.68 $1.12K - $1.99K
Pq Group Hldgs Inc Com
Q2 2021 Filed on Aug 10, 2021
118
N/A
MMS
Maximus, Inc.

Industrials
Q2 2021 Filed on Aug 10, 2021
50
$86.72 - $95.73 $4.34K - $4.79K
FUBO
Fubo Tv Inc.

Communication Services
Q2 2021 Filed on Aug 10, 2021
30
$16.35 - $34.25 $491 - $1.03K
AGO
Assured Guaranty LTD

Financial Services
Q2 2021 Filed on Aug 10, 2021
220
$42.56 - $51.74 $9.36K - $11.4K
PRAA
Pra Group Inc

Financial Services
Q2 2021 Filed on Aug 10, 2021
69
$35.89 - $40.24 $2.48K - $2.78K
WHD
Cactus, Inc.

Energy
Q2 2021 Filed on Aug 10, 2021
77
$27.72 - $43.74 $2.13K - $3.37K
KEMQ
Kraneshares Tr Emerging Mkts C

ETFs
Q2 2021 Filed on Aug 10, 2021
231
$29.82 - $34.1 $6.89K - $7.88K
OXSQ
Oxford Square Capital Corp.

Financial Services
Q2 2021 Filed on Aug 10, 2021
200
$4.59 - $5.12 $918 - $1.02K
FHN
First Horizon Corp

Financial Services
Q2 2021 Filed on Aug 10, 2021
279
$16.74 - $19.4 $4.67K - $5.41K
AGM
Federal Agricultural Mortgage Corp

Financial Services
Q2 2021 Filed on Aug 10, 2021
16
$96.13 - $111.7 $1.54K - $1.79K
NESR
National Energy Services Reunited Corp.

Energy
Q2 2021 Filed on Aug 10, 2021
152
$11.56 - $15.7 $1.76K - $2.39K
FTDR
Frontdoor, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
87
$49.55 - $57.22 $4.31K - $4.98K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
106
$39.96 - $51.96 $4.24K - $5.51K
CHNG
Change Healthcare Inc.
Q2 2021 Filed on Aug 10, 2021
406
$22.13 - $23.68 $8.98K - $9.61K
NVST
Envista Holdings Corp

Healthcare
Q2 2021 Filed on Aug 10, 2021
177
$40.83 - $45.48 $7.23K - $8.05K
BKU
Bank United, Inc.

Financial Services
Q2 2021 Filed on Aug 10, 2021
166
$41.63 - $48.76 $6.91K - $8.09K
Experience Invt Corp Com Cl A
Q2 2021 Filed on Aug 10, 2021
150
N/A
TNL
Travel & Leisure Co.

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
37
$58.0 - $66.13 $2.15K - $2.45K
ASGN
Asgn Inc

Technology
Q2 2021 Filed on Aug 10, 2021
70
$93.18 - $109.4 $6.52K - $7.66K
TTEC
Ttec Holdings, Inc.

Technology
Q2 2021 Filed on Aug 10, 2021
55
$95.1 - $111.04 $5.23K - $6.11K
VLY
Valley National Bancorp

Financial Services
Q2 2021 Filed on Aug 10, 2021
226
$12.91 - $14.63 $2.92K - $3.31K
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email