Keystone Financial Group Vanguard Bd Index Fd Inc Short Transaction History

Keystone Financial Group

$274 Million
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	SELL	$76.34 - $77.25 $130,388 - $131,943	-1,708 Reduced 38.31%	2,750 $210,000
Q4 2023 Feb 09, 2024	SELL	$74.64 - $77.03 $115,692 - $119,396	-1,550 Reduced 25.8%	4,458 $343,000
Q3 2023 Nov 06, 2023	SELL	$74.97 - $75.93 $126,174 - $127,790	-1,683 Reduced 21.88%	6,008 $451,000
Q2 2023 Aug 07, 2023	SELL	$75.52 - $76.97 $225,804 - $230,140	-2,990 Reduced 27.99%	7,691 $581,000
Q4 2022 Feb 07, 2023	SELL	$74.07 - $75.87 $12,665 - $12,973	-171 Reduced 1.58%	10,681 $804,000
Q3 2022 Nov 10, 2022	BUY	$74.52 - $77.47 $10,656 - $11,078	143 Added 1.34%	10,852 $812,000
Q2 2022 Aug 05, 2022	SELL	$75.68 - $77.74 $17,103 - $17,569	-226 Reduced 2.07%	10,709 $822,000
Q1 2022 May 13, 2022	BUY	$77.66 - $80.73 $98,783 - $102,688	1,272 Added 13.16%	10,935 $852,000
Q4 2021 Feb 11, 2022	SELL	$80.78 - $81.98 $27,949 - $28,365	-346 Reduced 3.46%	9,663 $781,000
Q3 2021 Nov 12, 2021	SELL	$81.9 - $82.4 $48,976 - $49,275	-598 Reduced 5.64%	10,009 $820,000
Q2 2021 Aug 13, 2021	BUY	$82.08 - $82.43 $43,994 - $44,182	536 Added 5.32%	10,607 $871,000
Q1 2021 May 11, 2021	SELL	$82.08 - $82.89 $3,775 - $3,812	-46 Reduced 0.45%	10,071 $828,000
Q4 2020 Feb 10, 2021	BUY	$82.67 - $82.96 $123,508 - $123,942	1,494 Added 17.33%	10,117 $839,000
Q3 2020 Nov 13, 2020	BUY	$82.96 - $83.3 $312,593 - $313,874	3,768 Added 77.61%	8,623 $716,000
Q2 2020 Aug 13, 2020	BUY	$81.78 - $83.12 $397,041 - $403,547	4,855 New	4,855 $404,000

Others Institutions Holding BSV

# of Institutions

1,215

Shares Held

363M

Call Options Held

3.2K

Put Options Held

0

Envestnet Asset Management Inc

50.3M
Shares

$3.96 Billion
1.37% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.2 Billion
0.17% of portfolio
Mercer Global Advisors Inc Denver, CO

25.4M
Shares

$2.01 Billion
4.94% of portfolio
Goldman Sachs Group Inc New York, NY

19.2M
Shares

$1.51 Billion
0.25% of portfolio
Jpmorgan Chase & CO New York, NY

18.3M
Shares

$1.44 Billion
0.12% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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