Howard Capital Management Inc. Spdr Ssga Us Large Cap Low Vol Transaction History

Howard Capital Management Inc.

$5 Billion
Q1 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 02, 2021	SELL	$133.4 - $142.58 $1.99 Million - $2.13 Million	-14,923 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$126.3 - $135.02 $80,705 - $86,277	639 Added 4.47%	14,923 $1.91 Million
Q1 2021 Apr 28, 2021	SELL	$115.39 - $126.42 $298,283 - $326,795	-2,585 Reduced 15.32%	14,284 $1.89 Million
Q4 2020 Jan 28, 2021	SELL	$105.25 - $120.39 $4,841 - $5,537	-46 Reduced 0.27%	16,869 $2.02 Million
Q3 2020 Oct 07, 2020	BUY	$101.36 - $112.97 $100,650 - $112,179	993 Added 6.24%	16,915 $1.83 Million
Q2 2020 Jul 13, 2020	BUY	$85.62 - $110.58 $229,375 - $296,243	2,679 Added 20.23%	15,922 $1.63 Million
Q1 2020 Apr 23, 2020	BUY	$76.56 - $121.5 $1.01 Million - $1.61 Million	13,243 New	13,243 $1.27 Million

Others Institutions Holding LGLV

# of Institutions

188

Shares Held

4.94M

Call Options Held

0

Put Options Held

0

Cwm, LLC

1.38M
Shares

$244 Million
0.85% of portfolio
Syntegra Private Wealth Group, LLC Chesterfield, MO

646K
Shares

$114 Million
13.15% of portfolio
Baltimore Washington Financial Advisors, Inc.

276K
Shares

$48.7 Million
2.66% of portfolio
Gerber Kawasaki Wealth & Investment Management

261K
Shares

$46.1 Million
2.06% of portfolio
Congress Wealth Management LLC Boston, MA

207K
Shares

$36.5 Million
0.46% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
Sector ETFs
Industry ETFs

More about LGLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Howard Capital Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Howard Capital Management Inc. with notifications on news.