Sage Mountain Advisors LLC Sells in Q4 2024

Sage Mountain Advisors LLC

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CARR
Carrier Global Corp

Industrials
-446
- 10.09%
$66.69 - $82.65 $29.7K - $36.9K
3.97K $271K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-209
- 5.69%
$209.89 - $233.24 $43.9K - $48.7K
3.46K $735K
ADP
Automatic Data Processing Inc

Industrials
-384
- 20.85%
$280.08 - $307.97 $108K - $118K
1.46K $426K
ORCL
Oracle Corp

Technology
-176
- 1.27%
$165.41 - $192.43 $29.1K - $33.9K
13.7K $2.29M
IEV
Ishares Tr Europe ETF

ETFs
-1.17K
- 41.3%
$52.03 - $57.63 $60.7K - $67.2K
1.66K $86K
JBI
Janus International Group, Inc.

Industrials
-990
- 4.27%
$7.02 - $10.41 $6.95K - $10.3K
22.2K $163K
AAXJ
Ishares Msci All Country Asia

ETFs
-745
- 28.65%
$72.15 - $82.16 $53.8K - $61.2K
1.86K $133K
PSX
Phillips 66

Energy
-173
- 6.52%
$110.35 - $138.93 $19.1K - $24K
2.48K $282K
HLN
Haleon PLC

Healthcare
-4.9K
- 30.38%
$9.23 - $10.71 $45.2K - $52.5K
11.2K $107K
FVD
First Tr Value Line Divid Inde

ETFs
-740
- 4.62%
$43.4 - $46.7 $32.1K - $34.6K
15.3K $666K
RF
Regions Financial Corp

Financial Services
-2.63K
- 20.96%
$22.45 - $27.47 $59K - $72.2K
9.91K $233K
MSCI
Msci Inc.

Financial Services
-120
- 16.28%
$569.09 - $635.99 $68.3K - $76.3K
617 $370K
TT
Trane Technologies PLC

Industrials
-75
- 5.04%
$369.35 - $419.14 $27.7K - $31.4K
1.41K $522K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-339
- 19.43%
$229.83 - $258.46 $77.9K - $87.6K
1.41K $347K
AIG
American International Group, Inc.

Financial Services
-682
- 8.28%
$70.0 - $79.22 $47.7K - $54K
7.55K $549K
HEFA
Ishares Currency Hedged Msci E

ETFs
-954
- 3.22%
$34.42 - $35.88 $32.8K - $34.2K
28.7K $997K
GIS
General Mills Inc

Consumer Defensive
-129
- 2.87%
$62.78 - $74.62 $8.1K - $9.63K
4.36K $278K
CMS
Cms Energy Corp

Utilities
-560
- 14.83%
$65.76 - $71.94 $36.8K - $40.3K
3.22K $214K
MSI
Motorola Solutions, Inc.

Technology
-125
- 14.74%
$449.08 - $504.6 $56.1K - $63.1K
723 $334K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-2.27K
- 11.58%
$9.25 - $10.62 $21K - $24.1K
17.3K $168K
SNV
Synovus Financial Corp

Financial Services
-1.92K
- 23.63%
$42.5 - $58.73 $81.7K - $113K
6.22K $318K
ICE
Intercontinental Exchange, Inc.

Financial Services
-95
- 4.03%
$148.29 - $166.93 $14.1K - $15.9K
2.26K $336K
GD
General Dynamics Corp

Industrials
-30
- 3.66%
$260.28 - $314.03 $7.81K - $9.42K
790 $208K
AFL
Aflac Inc

Financial Services
-3
- 0.07%
$100.37 - $115.27 $301 - $346
4.41K $455K
MCO
Moodys Corp

Financial Services
-73
- 10.75%
$454.04 - $500.88 $33.1K - $36.6K
606 $286K
VTR
Ventas, Inc.

Real Estate
-171
- 3.53%
$57.73 - $66.48 $9.87K - $11.4K
4.67K $275K
MMM
3 M CO

Industrials
-126
- 5.31%
$124.74 - $137.12 $15.7K - $17.3K
2.25K $290K
GBCI
Glacier Bancorp, Inc.

Financial Services
-1.04K
- 16.41%
$44.09 - $58.89 $46K - $61.4K
5.31K $266K
PAYX
Paychex Inc

Industrials
-270
- 10.72%
$135.86 - $148.73 $36.7K - $40.2K
2.25K $315K
LYG
Lloyds Banking Group PLC

Financial Services
-3.84K
- 13.96%
$2.67 - $3.23 $10.3K - $12.4K
23.7K $64K
D
Dominion Energy, Inc

Utilities
-31
- 0.67%
$52.63 - $60.92 $1.63K - $1.89K
4.63K $249K
NI
Nisource Inc.

Utilities
-980
- 13.24%
$33.74 - $38.25 $33.1K - $37.5K
6.42K $236K
ABNB
Airbnb, Inc.

Consumer Cyclical
-387
- 5.32%
$125.36 - $147.37 $48.5K - $57K
6.89K $905K
IWD
Ishares Russell 1000 Val ETF

ETFs
-10
- 0.43%
$183.23 - $199.79 $1.83K - $2K
2.3K $426K
CAH
Cardinal Health Inc

Healthcare
-266
- 11.5%
$107.89 - $125.33 $28.7K - $33.3K
2.05K $242K
TXN
Texas Instruments Inc

Technology
-58
- 0.84%
N/A
6.85K $1.33M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-150
- 5.89%
$178.39 - $215.0 $26.8K - $32.3K
2.4K $462K
SYK
Stryker Corp

Healthcare
-17
- 1.0%
$345.14 - $392.15 $5.87K - $6.67K
1.69K $607K
PRU
Prudential Financial Inc

Financial Services
-27
- 1.44%
$114.59 - $129.52 $3.09K - $3.5K
1.84K $218K
AEE
Ameren Corp

Utilities
-124
- 5.17%
$85.81 - $94.98 $10.6K - $11.8K
2.27K $202K
IWM
Ishares Russell 2000 ETF

ETFs
-34
- 0.83%
$216.13 - $242.4 $7.35K - $8.24K
4.05K $895K
UBS
Ubs Group Ag

Financial Services
-31
- 0.28%
$29.78 - $33.08 $923 - $1.03K
10.9K $331K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-2.29K
- 17.57%
$9.95 - $12.23 $22.8K - $28K
10.7K $126K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2
- 5.0%
$201.32 - $217.44 $403 - $435
38 $7K
VTWO
Vanguard Russell 2000 ETF

ETFs
-7
- 0.15%
$87.42 - $98.06 $612 - $686
4.72K $421K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-8
- 1.36%
$84.34 - $95.14 $675 - $761
580 $50K
Linde PLC
-189
- 6.77%
N/A
2.6K $0
Te Connectivity PLC
-555
- 27.89%
N/A
1.44K $0
Kenvue Inc
-825
- 5.09%
N/A
15.4K $0
Activity Summary
Buys All Purchases 246 New Holdings 44 Increased Positions 202 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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