Loring Wolcott & Coolidge Fiduciary Advisors LLP Vanguard Bd Index Fd Inc Short Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$76.34 - $77.25 $187,338 - $189,571	-2,454 Reduced 98.16%	46 $3,000
Q4 2023 Feb 01, 2024	SELL	$74.64 - $77.03 $389,620 - $402,096	-5,220 Reduced 67.62%	2,500 $192,000
Q3 2023 Nov 03, 2023	SELL	$74.97 - $75.93 $36,435 - $36,901	-486 Reduced 5.92%	7,720 $580,000
Q2 2023 Aug 01, 2023	SELL	$75.52 - $76.97 $64,947 - $66,194	-860 Reduced 9.49%	8,206 $620,000
Q2 2022 Jul 26, 2022	BUY	$75.68 - $77.74 $686,114 - $704,790	9,066 New	9,066 $696,000
Q4 2020 Jan 14, 2021	SELL	$82.67 - $82.96 $137,232 - $137,713	-1,660 Closed	0 $0
Q3 2020 Oct 15, 2020	BUY	$82.96 - $83.3 $137,713 - $138,278	1,660 New	1,660 $138,000
Q2 2018 Aug 07, 2018	SELL	N/A	-1,900 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	1,900	1,900 $0

Others Institutions Holding BSV

# of Institutions

1,237

Shares Held

375M

Call Options Held

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.15 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

View Full List

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