Mayflower Financial Advisors, LLC Spdr S&P Kensho Intelligent St Transaction History

Mayflower Financial Advisors, LLC

$629 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	SELL	$30.98 - $36.56 $105,858 - $124,925	-3,417 Reduced 25.2%	10,144 $331 Million
Q3 2022 Oct 19, 2022	BUY	$31.94 - $40.59 $433,138 - $550,440	13,561 New	13,561 $436,000
Q2 2022 Jul 15, 2022	SELL	$32.01 - $41.75 $30,505 - $39,787	-953 Reduced 6.8%	13,064 $418,000
Q1 2022 Apr 21, 2022	BUY	$37.18 - $45.87 $27,401 - $33,806	737 Added 5.55%	14,017 $572,000
Q4 2021 Jan 21, 2022	BUY	$43.17 - $49.72 $105,421 - $121,416	2,442 Added 22.53%	13,280 $604,000
Q3 2021 Oct 26, 2021	BUY	$43.67 - $47.59 $82,754 - $90,183	1,895 Added 21.19%	10,838 $495,000
Q2 2021 Jul 29, 2021	SELL	$44.25 - $48.78 $28,806 - $31,755	-651 Reduced 6.79%	8,943 $428,000
Q1 2021 Apr 23, 2021	BUY	$41.63 - $46.46 $399,398 - $445,737	9,594 New	9,594 $436,000

Others Institutions Holding SIMS

# of Institutions

16

Shares Held

77.4K

Call Options Held

0

Put Options Held

0

Sfi Advisors, LLC Montclair, NJ

14.9K
Shares

$516,291
0.37% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2K
Shares

$421,873
0.0% of portfolio
Cary Street Partners Investment Advisory LLC Richmond, VA

11K
Shares

$378,466
0.01% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

9.23K
Shares

$318,954
0.03% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

6.89K
Shares

$238,049
0.0% of portfolio

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