Legacy Financial Group LLC Spdr Bloomberg Short Term High Transaction History

Legacy Financial Group LLC

$520 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 24, 2023	BUY	$24.38 - $24.83 $25,087 - $25,550	1,029 New	1,029 $25,000
Q2 2022 Jul 08, 2022	SELL	$23.97 - $26.27 $57,096 - $62,575	-2,382 Reduced 4.99%	45,315 $1.09 Million
Q1 2022 Apr 12, 2022	BUY	$25.67 - $27.15 $1.22 Million - $1.29 Million	47,697 New	47,697 $1.25 Million
Q4 2021 Jan 20, 2022	SELL	$26.84 - $27.37 $1.45 Million - $1.48 Million	-54,141 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$27.24 - $27.55 $19,422 - $19,643	-713 Reduced 1.3%	54,141 $1.48 Million
Q2 2021 Jul 20, 2021	BUY	$27.25 - $27.58 $5,858 - $5,929	215 Added 0.39%	54,854 $1.51 Million
Q1 2021 Apr 26, 2021	SELL	$26.89 - $27.33 $13,633 - $13,856	-507 Reduced 0.92%	54,639 $1.49 Million
Q4 2020 Jan 28, 2021	BUY	$25.77 - $26.95 $1.42 Million - $1.49 Million	55,146 New	55,146 $1.49 Million

Others Institutions Holding SJNK

# of Institutions

375

Shares Held

133M

Call Options Held

300

Put Options Held

0

Ilmarinen Mutual Pension Insurance CO Helsinki, H9

19.4M
Shares

$488 Million
5.43% of portfolio
Grimes & Company, Inc.

7.47M
Shares

$188 Million
5.26% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.95M
Shares

$175 Million
0.05% of portfolio
Angeles Investment Advisors, LLC

4.85M
Shares

$122 Million
6.42% of portfolio
Wright Fund Management, LLC Santa Monica, CA

4.83M
Shares

$122 Million
5.46% of portfolio

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