Sage Mountain Advisors LLC Purchases in Q3 2025

Sage Mountain Advisors LLC

  • $1.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BMI
Badger Meter Inc

Technology
1.24K
New
$172.32 - $245.81 $213K - $304K
1.24K $220K
VTV
Vanguard Value ETF

ETFs
122
+ 0.61%
$175.51 - $186.57 $21.4K - $22.8K
20K $3.74M
MSI
Motorola Solutions, Inc.

Technology
411
+ 54.73%
$408.73 - $490.3 $168K - $202K
1.16K $531K
TFC
Truist Financial Corp

Financial Services
4.2K
+ 52.74%
$42.83 - $47.07 $180K - $198K
12.2K $556K
VEU
Vanguard Ftse All World Ex Us

ETFs
13
+ 0.03%
$66.38 - $71.68 $863 - $932
51.1K $3.65M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.55K
New
$71.86 - $87.45 $183K - $223K
2.55K $212K
CMA
Comerica Inc

Financial Services
3.09K
New
$60.93 - $71.05 $188K - $220K
3.09K $211K
VRSN
Verisign Inc

Technology
748
New
$263.02 - $305.98 $197K - $229K
748 $209K
CNP
Centerpoint Energy Inc

Utilities
5.39K
New
$35.77 - $39.16 $193K - $211K
5.39K $209K
ABT
Abbott Laboratories

Healthcare
1.81K
+ 11.07%
$120.51 - $136.62 $218K - $247K
18.1K $2.43M
CBRE
Cbre Group, Inc.

Real Estate
1.32K
New
$137.04 - $165.9 $180K - $218K
1.32K $207K
KO
Coca Cola CO

Consumer Defensive
4.84K
+ 18.27%
$65.67 - $71.67 $318K - $347K
31.3K $2.08M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.28K
New
$81.85 - $90.2 $187K - $206K
2.28K $202K
FTV
Fortive Corp

Technology
4.11K
New
$46.55 - $53.34 $191K - $219K
4.11K $201K
BA
Boeing CO

Industrials
803
+ 18.22%
$209.79 - $237.38 $168K - $191K
5.21K $1.12M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
6.04K
New
$31.86 - $39.7 $192K - $240K
6.04K $200K
GBCI
Glacier Bancorp, Inc.

Financial Services
4.13K
New
$42.86 - $50.13 $177K - $207K
4.13K $200K
NVS
Novartis Ag

Healthcare
1.37K
+ 45.4%
$113.5 - $129.73 $155K - $177K
4.38K $561K
SYY
Sysco Corp

Consumer Defensive
2.09K
+ 59.71%
$76.33 - $82.51 $160K - $173K
5.59K $460K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
519
+ 6.79%
$89.32 - $107.82 $46.4K - $56K
8.17K $880K
PLD
Prologis, Inc.

Real Estate
1.27K
+ 27.22%
$104.08 - $115.35 $133K - $147K
5.95K $681K
MS
Morgan Stanley

Financial Services
309
+ 4.01%
$139.09 - $161.16 $43K - $49.8K
8.02K $1.28M
HBAN
Huntington Bancshares Inc

Financial Services
10.2K
+ 56.86%
$15.87 - $17.88 $161K - $182K
28.1K $484K
AZO
Autozone Inc

Consumer Cyclical
12
+ 5.29%
$3649.42 - $4354.54 $43.8K - $52.3K
239 $1.03M
DASH
Door Dash, Inc.

Communication Services
466
+ 28.75%
$234.5 - $272.5 $109K - $127K
2.09K $567K
SPG
Simon Property Group Inc

Real Estate
469
+ 16.08%
$159.93 - $187.67 $75K - $88K
3.39K $635K
STT
State Street Corp

Financial Services
1.23K
+ 64.34%
$102.01 - $117.25 $126K - $145K
3.15K $365K
MLM
Martin Marietta Materials Inc

Basic Materials
202
+ 46.87%
$546.36 - $631.12 $110K - $127K
633 $398K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
603
+ 42.92%
$366.54 - $479.53 $221K - $289K
2.01K $786K
NOC
Northrop Grumman Corp

Industrials
49
+ 4.19%
$498.9 - $609.32 $24.4K - $29.9K
1.22K $742K
GIS
General Mills Inc

Consumer Defensive
3.3K
+ 44.36%
$48.44 - $53.83 $160K - $178K
10.7K $541K
SHOP
Shopify Inc.

Technology
614
+ 32.0%
$112.11 - $157.12 $68.8K - $96.5K
2.53K $376K
LEN
Lennar Corp

Consumer Cyclical
878
+ 30.92%
$107.73 - $142.4 $94.6K - $125K
3.72K $468K
MPWR
Monolithic Power Systems Inc

Technology
94
+ 26.78%
$711.24 - $922.81 $66.9K - $86.7K
445 $409K
DAL
Delta Air Lines, Inc.

Industrials
634
+ 4.18%
$49.0 - $61.97 $31.1K - $39.3K
15.8K $895K
DGX
Quest Diagnostics Inc

Healthcare
1.09K
New
N/A
1.09K $149K
PNC
Pnc Financial Services Group, Inc.

Financial Services
594
+ 29.29%
$185.88 - $207.44 $110K - $123K
2.62K $526K
MTB
M&T Bank Corp

Financial Services
724
+ 62.79%
$183.74 - $204.05 $133K - $148K
1.88K $370K
AMCR
Amcor PLC

Consumer Cyclical
19.1K
+ 141.96%
$7.97 - $9.94 $152K - $190K
32.6K $266K
LHX
L3 Harris Technologies, Inc.

Industrials
96
+ 4.64%
$252.18 - $305.41 $24.2K - $29.3K
2.16K $660K
JCI
Johnson Controls International PLC

Industrials
1.02K
+ 15.16%
$103.24 - $111.73 $105K - $114K
7.72K $849K
IVW
Ishares S&P 500 Growth ETF

ETFs
254
+ 2.54%
$108.97 - $121.65 $27.7K - $30.9K
10.3K $1.24M
ADSK
Autodesk, Inc.

Technology
548
+ 40.5%
N/A
1.9K $467K
PFE
Pfizer Inc

Healthcare
4.17K
+ 18.29%
$23.29 - $25.88 $97.1K - $108K
27K $686K
A
Agilent Technologies, Inc.

Healthcare
755
+ 21.88%
$112.04 - $128.75 $84.6K - $97.2K
4.21K $539K
MNST
Monster Beverage Corp

Consumer Defensive
1.27K
+ 13.13%
$58.65 - $67.31 $74.7K - $85.7K
11K $738K
UNP
Union Pacific Corp

Industrials
432
+ 9.74%
$214.91 - $237.16 $92.8K - $102K
4.87K $1.15M
BKR
Baker Hughes CO

Energy
1.41K
+ 24.17%
$38.68 - $50.55 $54.3K - $71K
7.22K $351K
RY
Royal Bank Of Canada

Financial Services
4
+ 0.05%
$128.46 - $148.6 $514 - $594
7.8K $1.15M
Activity Summary
Buys All Purchases 320 New Holdings 81 Increased Positions 239 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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