Covestor LTD Spdr Bloomberg Short Term High Transaction History

Covestor LTD

$170 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	SELL	$25.08 - $25.64 $2,056 - $2,102	-82 Reduced 32.41%	171 $4,000
Q4 2024 Feb 13, 2025	BUY	$25.09 - $25.69 $6,347 - $6,499	253 New	253 $6,000

Others Institutions Holding SJNK

# of Institutions

424

Shares Held

129M

Call Options Held

21K

Put Options Held

21.2K

Ameriprise Financial Inc Minneapolis, MN

15.8M
Shares

$401 Million
0.1% of portfolio
Grimes & Company, Inc.

6.64M
Shares

$169 Million
4.72% of portfolio
Lpl Financial LLC Fort Mill, SC

4.7M
Shares

$119 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.52M
Shares

$115 Million
0.02% of portfolio
Neuberger Berman Group LLC New York, NY

3.79M
Shares

$96.3 Million
0.08% of portfolio

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