Purchases and Sales Made in Q3 2023 in Ssga Active Trust (SRLN)
This table provides information about the institutional ownership of Ssga Active Trust (SRLN) during Q3 2023. The information is specifically focused on institutions that hold shares of SSGA ACTIVE TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
22.1KNew |
$919K - $932K
|
22.1K
$922K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.2KNew |
$880K - $893K
|
21.2K
$883K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
21.1K+ 9.43% |
$877K - $890K
|
245K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
18.7K+ 7.26% |
$776K - $787K
|
276K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
18.1K+ 15.49% |
$750K - $760K
|
135K
$5.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
17.9K+ 27.85% |
$741K - $752K
|
81.9K
$3.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
17.4K+ 8.81% |
$721K - $731K
|
215K
$8.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16.6K+ 15.35% |
$690K - $700K
|
125K
$5.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
16K+ 17.56% |
$664K - $674K
|
107K
$4.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.4K+ 16.87% |
$638K - $647K
|
106K
$4.44M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
15.3K+ 44.56% |
$637K - $646K
|
49.8K
$2.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14.9KNew |
$617K - $625K
|
14.9K
$619K
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
14.6K+ 3.96% |
$605K - $613K
|
382K
$15.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.2KNew |
$548K - $556K
|
13.2K
$550K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
12.8KNew |
$533K - $540K
|
12.8K
$534K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
12.6K+ 35.77% |
$521K - $529K
|
47.7K
$1.99M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
12.1K+ 13.38% |
$502K - $509K
|
102K
$4.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
12KNew |
$498K - $505K
|
12K
$500K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.9K+ 15.33% |
$492K - $500K
|
89.2K
$3.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
11.8K+ 8.17% |
$491K - $498K
|
156K
$6.52M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.8K+ 22.81% |
$490K - $497K
|
63.5K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
11.7K+ 6.14% |
$485K - $492K
|
202K
$8.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.4K+ 50.77% |
$473K - $480K
|
33.9K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
11.2K+ 23.73% |
$465K - $472K
|
58.4K
$2.43M
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
11.2KNew |
$463K - $470K
|
11.2K
$465K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11K+ 6.1% |
$456K - $463K
|
191K
$7.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$454K - $460K
|
10.9K
$455K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.8K+ 74.87% |
$447K - $453K
|
25.1K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
10.6KNew |
$442K - $449K
|
10.6K
$444K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.2K+ 23.84% |
$425K - $431K
|
53.2K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
9.87K+ 21.15% |
$410K - $416K
|
56.5K
$2.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.59K+ 6.17% |
$398K - $404K
|
165K
$6.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
9.29K+ 90.4% |
$386K - $391K
|
19.6K
$815K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.28KNew |
$385K - $391K
|
9.28K
$386K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
9.11K+ 28.51% |
$378K - $384K
|
41.1K
$1.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.08K+ 39.63% |
$377K - $382K
|
32K
$1.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
8.71KNew |
$362K - $367K
|
8.71K
$363K
|
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
8.71K+ 12.76% |
$362K - $367K
|
77K
$3.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.34K+ 374.67% |
$346K - $351K
|
10.6K
$440K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.7KNew |
$320K - $324K
|
7.7K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.4K+ 5.77% |
$307K - $312K
|
136K
$5.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
7.35K+ 19.72% |
$305K - $310K
|
44.6K
$1.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.21K+ 2.85% |
$299K - $304K
|
261K
$10.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
BUY
|
- |
6.99K+ 1.91% |
$290K - $294K
|
373K
$15.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
6.65K+ 16.85% |
$276K - $280K
|
46.1K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
6.46KNew |
$268K - $272K
|
6.46K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6.37KNew |
$264K - $268K
|
6.37K
$265K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.16K+ 3.55% |
$256K - $260K
|
180K
$7.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
6.1K+ 4.36% |
$253K - $257K
|
146K
$6.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
6KNew |
$249K - $253K
|
6K
$250K
|