Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Bloomberg Investment Grad Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 22, 2020	SELL	$30.67 - $30.78 $19,199 - $19,268	-626 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$30.69 - $30.76 $19,211 - $19,255	626 New	626 $19,000

Others Institutions Holding FLRN

# of Institutions

335

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

Ameriprise Financial Inc Minneapolis, MN

3.49M
Shares

$108 Million
0.03% of portfolio
Wealthfront Advisers LLC

3.39M
Shares

$105 Million
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

2.52M
Shares

$77.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.29M
Shares

$70.5 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.95M
Shares

$59.9 Million
0.0% of portfolio

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