Sage Mountain Advisors LLC Purchases in Q3 2024

Sage Mountain Advisors LLC

  • $1.16 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
332
+ 19.53%
$192.27 - $242.73 $63.8K - $80.6K
2.03K $472K
CI
Cigna Corp

Healthcare
290
+ 17.12%
$319.12 - $367.1 $92.5K - $106K
1.98K $687K
LEN
Lennar Corp

Consumer Cyclical
329
+ 19.81%
$142.5 - $192.45 $46.9K - $63.3K
1.99K $373K
ISRG
Intuitive Surgical Inc

Healthcare
89
+ 5.07%
$416.14 - $494.01 $37K - $44K
1.84K $905K
MMM
3 M CO

Industrials
393
+ 19.84%
$99.69 - $139.42 $39.2K - $54.8K
2.37K $324K
CARR
Carrier Global Corp

Industrials
702
+ 18.89%
$61.9 - $80.88 $43.5K - $56.8K
4.42K $355K
NFLX
Netflix Inc

Communication Services
52
+ 2.15%
$598.55 - $722.26 $31.1K - $37.6K
2.47K $1.75M
OKE
Oneok Inc

Energy
402
+ 4.68%
$78.62 - $95.27 $31.6K - $38.3K
8.99K $818K
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 0.87%
$801.83 - $917.05 $18.4K - $21.1K
2.67K $2.36M
TT
Trane Technologies PLC

Industrials
84
+ 5.98%
$314.21 - $388.71 $26.4K - $32.7K
1.49K $578K
ADI
Analog Devices Inc

Technology
474
+ 23.89%
$200.56 - $243.33 $95.1K - $115K
2.46K $565K
ZTS
Zoetis Inc.

Healthcare
368
+ 20.41%
$172.58 - $196.48 $63.5K - $72.3K
2.17K $424K
CB
Chubb LTD

Financial Services
119
+ 5.16%
$252.51 - $292.2 $30K - $34.8K
2.43K $699K
ICE
Intercontinental Exchange, Inc.

Financial Services
383
+ 19.41%
$136.93 - $162.81 $52.4K - $62.4K
2.36K $378K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.69K
New
$57.69 - $64.56 $97.3K - $109K
1.69K $107K
DHR
Danaher Corp

Healthcare
65
+ 2.12%
$239.25 - $280.76 $15.6K - $18.2K
3.13K $871K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
375
+ 27.37%
$201.82 - $234.36 $75.7K - $87.9K
1.75K $402K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
717
+ 53.59%
$111.9 - $124.28 $80.2K - $89.1K
2.06K $254K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.97K
+ 104.02%
$50.25 - $50.74 $98.8K - $99.8K
3.86K $195K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
554
+ 22.97%
$147.95 - $191.05 $82K - $106K
2.97K $515K
TJX
Tjx Companies Inc

Consumer Cyclical
369
+ 5.22%
$107.93 - $120.23 $39.8K - $44.4K
7.44K $874K
ANET
Arista Networks, Inc.

Technology
181
+ 23.06%
$311.42 - $388.21 $56.4K - $70.3K
966 $370K
IJK
Ishares S&P Midcap 400 Growth

ETFs
999
+ 137.79%
$84.81 - $93.54 $84.7K - $93.4K
1.72K $158K
BK
Bank Of New York Mellon Corp

Financial Services
457
+ 9.02%
$59.54 - $72.17 $27.2K - $33K
5.53K $397K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.28K
New
$67.43 - $74.23 $86.3K - $95K
1.28K $93K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.31K
New
$21.05 - $21.17 $90.8K - $91.3K
4.31K $91K
KMI
Kinder Morgan, Inc.

Energy
2.99K
+ 28.7%
$19.72 - $22.22 $58.9K - $66.4K
13.4K $296K
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.01K
New
$75.81 - $88.73 $76.6K - $89.7K
1.01K $89K
AMD
Advanced Micro Devices Inc

Technology
448
+ 5.91%
$128.67 - $183.96 $57.6K - $82.4K
8.03K $1.32M
UL
Unilever PLC

Consumer Defensive
571
+ 11.97%
$54.7 - $65.59 $31.2K - $37.5K
5.34K $346K
IJS
Ishares S&P Smallcap 600 Value

ETFs
291
+ 5.76%
$95.81 - $109.03 $27.9K - $31.7K
5.34K $575K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
296
+ 18.51%
$138.85 - $182.81 $41.1K - $54.1K
1.9K $336K
HUM
Humana Inc

Healthcare
378
+ 56.84%
$310.25 - $404.52 $117K - $153K
1.04K $330K
LLY
Eli Lilly & CO

Healthcare
198
+ 4.07%
$772.14 - $960.02 $153K - $190K
5.06K $4.48M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
163
+ 4.65%
$210.25 - $231.86 $34.3K - $37.8K
3.67K $818K
KMB
Kimberly Clark Corp

Consumer Defensive
459
+ 13.62%
$135.05 - $148.35 $62K - $68.1K
3.83K $544K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1.1K
New
$64.53 - $72.17 $71.2K - $79.7K
1.1K $79K
CMI
Cummins Inc

Industrials
120
+ 14.32%
$266.63 - $326.4 $32K - $39.2K
958 $309K
MS
Morgan Stanley

Financial Services
344
+ 5.92%
$92.07 - $106.96 $31.7K - $36.8K
6.15K $641K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.77K
+ 708.0%
$37.33 - $40.63 $66.1K - $71.9K
2.02K $82K
INTU
Intuit Inc

Technology
175
+ 17.62%
$602.97 - $670.49 $106K - $117K
1.17K $725K
ETR
Entergy Corp

Utilities
66
+ 2.67%
$104.75 - $131.61 $6.91K - $8.69K
2.54K $334K
MSI
Motorola Solutions, Inc.

Technology
39
+ 4.82%
$385.65 - $450.49 $15K - $17.6K
848 $381K
FCOM
Fidelity Covington Tr Msci Com

ETFs
1.24K
New
$49.09 - $55.08 $61K - $68.5K
1.24K $68K
OMFL
Invesco Exchange Traded Self I

ETFs
1.28K
New
$47.65 - $52.99 $60.8K - $67.6K
1.28K $67K
MTD
Mettler Toledo International Inc

Healthcare
31
+ 15.12%
$1308.0 - $1521.03 $40.5K - $47.2K
236 $353K
MPWR
Monolithic Power Systems Inc

Technology
30
+ 9.06%
$757.04 - $947.16 $22.7K - $28.4K
361 $333K
TFC
Truist Financial Corp

Financial Services
465
+ 4.82%
$38.22 - $44.94 $17.8K - $20.9K
10.1K $432K
PAYX
Paychex Inc

Industrials
153
+ 6.47%
$116.17 - $135.19 $17.8K - $20.7K
2.52K $338K
Activity Summary
Buys All Purchases 272 New Holdings 82 Increased Positions 190 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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