D. Scott Neal, Inc. Spdr Bloomberg Investment Grad Transaction History

D. Scott Neal, Inc.

$179 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 27, 2020	SELL	$26.27 - $30.83 $9.03 Million - $10.6 Million	-343,548 Closed	0 $0
Q4 2019 Jan 16, 2020	SELL	$30.67 - $30.78 $550,465 - $552,439	-17,948 Reduced 4.96%	343,548 $10.6 Million
Q3 2019 Oct 16, 2019	SELL	$30.69 - $30.76 $1.86 Million - $1.86 Million	-60,475 Reduced 14.33%	361,496 $11.1 Million
Q2 2019 Jul 25, 2019	SELL	N/A	-55,022 Reduced 11.54%	421,971 $13 Million
Q1 2019 Apr 11, 2019	SELL	N/A	-764,129 Reduced 61.57%	476,993 $14.6 Million
Q4 2018 Feb 06, 2019	BUY	N/A	263,945 Added 27.01%	1,241,122 $37.7 Million
Q3 2018 Nov 13, 2018	BUY	N/A	498,321 Added 104.06%	977,177 $30.1 Million
Q2 2018 Aug 15, 2018	BUY	N/A	283,858 Added 145.57%	478,856 $14.7 Million
Q1 2018 Apr 19, 2018	BUY	N/A	194,998 New	194,998 $5.99 Million

Others Institutions Holding FLRN

# of Institutions

344

Shares Held

58.2M

Call Options Held

1.4K

Put Options Held

12.2K

Ameriprise Financial Inc Minneapolis, MN

3.63M
Shares

$112 Million
0.03% of portfolio
Tiaa Trust, National Association Charlotte, NC

3.19M
Shares

$98 Million
0.3% of portfolio
Wealthfront Advisers LLC

3.01M
Shares

$92.5 Million
0.31% of portfolio
Morgan Stanley New York, NY

2.32M
Shares

$71.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.86M
Shares

$57.2 Million
0.03% of portfolio

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