Tiedemann Advisors, LLC Closed Holding Positions

Tiedemann Advisors, LLC

  • $2.31 Billion
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
LNT
Alliant Energy Corp

Utilities
Q4 2020 Filed on Feb 16, 2021
168,897
$49.54 - $57.42 $8.37M - $9.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2020 Filed on Feb 16, 2021
66,800
$133.73 - $138.48 $8.93M - $9.25M
D
Dominion Energy, Inc

Utilities
Q4 2020 Filed on Feb 16, 2021
46,420
$73.5 - $86.07 $3.41M - $4M
HTH
Hilltop Holdings Inc.

Financial Services
Q4 2020 Filed on Feb 16, 2021
47,056
$20.87 - $27.57 $982K - $1.3M
EXC
Exelon Corp

Utilities
Q4 2020 Filed on Feb 16, 2021
60,745
$25.56 - $31.27 $1.55M - $1.9M
Gci Liberty Inc
Q4 2020 Filed on Feb 16, 2021
32,000
N/A
FE
Firstenergy Corp

Utilities
Q4 2020 Filed on Feb 16, 2021
90,026
$26.56 - $33.39 $2.39M - $3.01M
FWONK
Liberty Media Corp

Communication Services
Q4 2020 Filed on Feb 16, 2021
47,689
$35.51 - $44.2 $1.69M - $2.11M
BATRK
Liberty Media Corp Del

Communication Services
Q4 2020 Filed on Feb 16, 2021
19,769
$20.23 - $27.53 $400K - $544K
CPK
Chesapeake Utilities Corp

Utilities
Q4 2020 Filed on Feb 16, 2021
36,950
$83.8 - $110.37 $3.1M - $4.08M
AWK
American Water Works Company, Inc.

Utilities
Q4 2020 Filed on Feb 16, 2021
16,392
$147.41 - $165.55 $2.42M - $2.71M
IDA
Idacorp Inc

Utilities
Q4 2020 Filed on Feb 16, 2021
83,838
$81.86 - $96.86 $6.86M - $8.12M
WSFS
Wsfs Financial Corp

Financial Services
Q3 2020 Filed on Nov 12, 2020
7,404
$24.82 - $31.76 $184K - $235K
AMAT
Applied Materials Inc

Technology
Q3 2020 Filed on Nov 12, 2020
6,219
$55.0 - $67.62 $342K - $421K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q3 2020 Filed on Nov 12, 2020
8,546
$43.04 - $46.81 $368K - $400K
CTAS
Cintas Corp

Industrials
Q3 2020 Filed on Nov 12, 2020
1,005
$266.14 - $342.38 $267K - $344K
RIG
Transocean Ltd.

Energy
Q3 2020 Filed on Nov 12, 2020
100,050
$0.8 - $2.48 $80K - $248K
PBA
Pembina Pipeline Corp

Energy
Q3 2020 Filed on Nov 12, 2020
9,392
$21.09 - $26.97 $198K - $253K
HUM
Humana Inc

Healthcare
Q3 2020 Filed on Nov 12, 2020
689
$381.58 - $427.77 $263K - $295K
AAXJ
Ishares Msci All Country Asia

ETFs
Q3 2020 Filed on Nov 12, 2020
4,861
$69.88 - $79.29 $340K - $385K
MSCI
Msci Inc.

Financial Services
Q3 2020 Filed on Nov 12, 2020
1,607
$339.25 - $394.0 $545K - $633K
DVA
Davita Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
6,489
$79.57 - $91.84 $516K - $596K
PKI
Perkinelmer Inc

Healthcare
Q3 2020 Filed on Nov 12, 2020
6,560
$97.09 - $125.51 $637K - $823K
IBIO
I Bio, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
16,500
$1.7 - $6.41 $28.1K - $106K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q3 2020 Filed on Nov 12, 2020
8,323
$28.6 - $74.36 $238K - $619K
AMBO
Ambow Education Holding Ltd.

Consumer Defensive
Q3 2020 Filed on Nov 12, 2020
59,836
$1.69 - $5.05 $101K - $302K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q3 2020 Filed on Nov 12, 2020
1,829
$71.87 - $131.03 $131K - $240K
WU
Western Union CO

Financial Services
Q2 2020 Filed on Aug 05, 2020
10,464
$17.6 - $24.82 $184K - $260K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q2 2020 Filed on Aug 05, 2020
9,998
$27.57 - $28.24 $276K - $282K
WM
Waste Management Inc

Industrials
Q2 2020 Filed on Aug 05, 2020
3,348
$88.43 - $113.53 $296K - $380K
DEEP
ETF Ser Solutions Roundhill Ac

Technology
Q2 2020 Filed on Aug 05, 2020
67,098
$17.37 - $25.05 $1.17M - $1.68M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q2 2020 Filed on Aug 05, 2020
11,796
$16.21 - $18.63 $191K - $220K
CORR
Cor Energy Infrastructure Trust, Inc.

Real Estate
Q2 2020 Filed on Aug 05, 2020
11,320
$8.74 - $24.34 $98.9K - $276K
Raytheon CO
Q2 2020 Filed on Aug 05, 2020
4,635
N/A
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q2 2020 Filed on Aug 05, 2020
5,833
$81.46 - $123.86 $475K - $722K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
Q2 2020 Filed on Aug 05, 2020
89,700
$6.98 - $8.65 $626K - $776K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q2 2020 Filed on Aug 05, 2020
23,320
$14.93 - $18.57 $348K - $433K
ILF
Ishares Latin America 40 ETF

ETFs
Q2 2020 Filed on Aug 05, 2020
51,507
$17.1 - $25.23 $881K - $1.3M
Mfa Finl Inc
Q2 2020 Filed on Aug 05, 2020
11,000
N/A
NLY
Annaly Capital Management Inc

Real Estate
Q2 2020 Filed on Aug 05, 2020
19,670
$4.02 - $7.31 $79.1K - $144K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
Q2 2020 Filed on Aug 05, 2020
16,562
$13.31 - $14.99 $220K - $248K
ICLN
Ishares

ETFs
Q2 2020 Filed on Aug 05, 2020
17,423
$9.19 - $12.96 $160K - $226K
APRN
Blue Apron Holdings, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 05, 2020
13,333
$6.63 - $13.6 $88.4K - $181K
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q2 2020 Filed on Aug 05, 2020
11,000
$7.14 - $31.69 $78.5K - $349K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q2 2020 Filed on Aug 05, 2020
10,000
$5.81 - $7.63 $58.1K - $76.3K
United Technologies Corp
Q2 2020 Filed on Aug 05, 2020
9,340
N/A
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2020 Filed on Aug 05, 2020
5,331
$48.74 - $50.59 $260K - $270K
Liberty Ppty Tr
Q1 2020 Filed on May 07, 2020
379,931
N/A
Eqm Midstream Partners LP
Q1 2020 Filed on May 07, 2020
22,972
N/A
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