Sage Mountain Advisors LLC historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Sage Mountain Advisors LLC opened 2 positions, added to 0, reduced 0 and sold out of 2.
- Q1 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 3,483.
- Q3 2024: Stock VRP; Country of operation —; Class VAR RATE PFD; Shares before 400.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1832274), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| TRIGLAV INVESTMENTS, D.O.O. | $1.429B | 166 | |
| Stonebridge Capital Advisors LLC | United States | $1.429B | 211 |
| Asset Dedication, LLC | United States | $1.428B | 1,114 |
| Callodine Capital Management, LP | United States | $1.430B | 56 |
| Alaska Permanent Capital Management, LLC | United States | $1.427B | 39 |
| Kontiki Capital Management (HK) Ltd. | Hong Kong | $1.426B | 7 |
| Styrax Capital, LP | United States | $1.432B | 17 |
| K2 PRINCIPAL FUND, L.P. | Canada | $1.432B | 487 |
| Kopernik Global Investors, LLC | United States | $1.432B | 31 |
| PARK PRESIDIO CAPITAL LLC | United States | $1.425B | 13 |