Appleton Partners Inc Spdr Bloomberg Investment Grad Transaction History

Appleton Partners Inc

  • $1.29 Billion
  • Q1 2025

A detailed history of Appleton Partners Inc transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Appleton Partners Inc holds 469,599 shares of FLRN stock, worth $14.5 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
469,599
Previous 435,558 7.82%
Holding current value
$14.5 Million
Previous $13.4 Million 8.13%
% of portfolio
1.12%
Previous 0.99%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$30.71 - $30.87 $1.05 Million - $1.05 Million
34,041 Added 7.82%
469,599 $14.5 Million
Q4 2024

Jan 28, 2025
BUY
$30.67 - $30.84 $6.98 Million - $7.02 Million
227,704 Added 109.55%
435,558 $13.4 Million
Q3 2024

Oct 01, 2024
BUY
$30.55 - $30.85 $318,850 - $321,981
10,437 Added 5.29%
207,854 $6.41 Million
Q2 2024

Jul 02, 2024
BUY
$30.69 - $30.88 $7,334 - $7,380
239 Added 0.12%
197,417 $6.09 Million
Q1 2024

Apr 01, 2024
SELL
$30.59 - $30.83 $220,890 - $222,623
-7,221 Reduced 3.53%
197,178 $6.08 Million
Q4 2023

Jan 02, 2024
BUY
$30.49 - $30.71 $112,538 - $113,350
3,691 Added 1.84%
204,399 $6.25 Million
Q3 2023

Oct 03, 2023
BUY
$30.51 - $30.73 $16,078 - $16,194
527 Added 0.26%
200,708 $6.17 Million
Q2 2023

Jul 10, 2023
SELL
$30.33 - $30.69 $208,215 - $210,686
-6,865 Reduced 3.32%
200,181 $6.14 Million
Q1 2023

Apr 10, 2023
BUY
$29.96 - $30.68 $28,462 - $29,146
950 Added 0.46%
207,046 $6.3 Million
Q4 2022

Jan 19, 2023
SELL
$30.19 - $30.41 $263,377 - $265,296
-8,724 Reduced 4.06%
206,096 $6.26 Million
Q3 2022

Oct 27, 2022
SELL
$30.11 - $30.44 $407,388 - $411,853
-13,530 Reduced 5.93%
214,820 $6.51 Million
Q2 2022

Jul 08, 2022
SELL
$30.11 - $30.51 $3.89 Million - $3.94 Million
-129,129 Reduced 36.12%
228,350 $6.88 Million
Q1 2022

Apr 05, 2022
SELL
$30.36 - $30.62 $968,726 - $977,022
-31,908 Reduced 8.19%
357,479 $10.9 Million
Q4 2021

Feb 03, 2022
SELL
$30.56 - $30.65 $1.08 Million - $1.08 Million
-35,387 Reduced 8.33%
389,387 $11.9 Million
Q3 2021

Oct 14, 2021
SELL
$30.62 - $30.66 $3.91 Million - $3.91 Million
-127,614 Reduced 23.1%
424,774 $13 Million
Q2 2021

Jul 07, 2021
BUY
$30.6 - $30.67 $1.44 Million - $1.44 Million
47,050 Added 9.31%
552,388 $16.9 Million
Q1 2021

Apr 19, 2021
SELL
$30.6 - $30.66 $98,256 - $98,449
-3,211 Reduced 0.63%
505,338 $15.5 Million
Q4 2020

Jan 19, 2021
BUY
$30.56 - $30.61 $2.41 Million - $2.42 Million
78,926 Added 18.37%
508,549 $15.6 Million
Q3 2020

Oct 14, 2020
BUY
$30.45 - $30.6 $3.32 Million - $3.33 Million
108,968 Added 33.98%
429,623 $13.1 Million
Q2 2020

Aug 14, 2020
BUY
$29.44 - $30.48 $59,439 - $61,539
2,019 Added 0.63%
320,655 $9.77 Million
Q1 2020

May 04, 2020
BUY
$26.27 - $30.83 $506,643 - $594,587
19,286 Added 6.44%
318,636 $9.37 Million
Q4 2019

Jan 13, 2020
SELL
$30.67 - $30.78 $1.41 Million - $1.42 Million
-46,021 Reduced 13.33%
299,350 $9.2 Million
Q3 2019

Nov 04, 2019
SELL
$30.69 - $30.76 $798,799 - $800,621
-26,028 Reduced 7.01%
345,371 $10.6 Million
Q2 2019

Jul 25, 2019
SELL
N/A
-33,470 Reduced 8.27%
371,399 $11.4 Million
Q1 2019

Apr 17, 2019
SELL
N/A
-4,655 Reduced 1.14%
404,869 $12.4 Million
Q4 2018

Jan 17, 2019
BUY
N/A
307,490 Added 301.36%
409,524 $12.4 Million
Q3 2018

Oct 09, 2018
BUY
N/A
61,775 Added 153.44%
102,034 $3.14 Million
Q2 2018

Aug 08, 2018
BUY
N/A
11,217 Added 38.62%
40,259 $1.24 Million
Q1 2018

Apr 11, 2018
BUY
N/A
18,727 Added 181.55%
29,042 $892,000
Q4 2017

Jan 12, 2018
BUY
N/A
10,315
10,315 $316,000

Others Institutions Holding FLRN

# of Institutions
354
Shares Held
59.4M
Call Options Held
24K
Put Options Held
21.3K
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

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  • Ticker FLRN
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