Mc Namara Financial Services, Inc. Spdr Dow Jones Global Real Est Transaction History

Mc Namara Financial Services, Inc.

$505 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	BUY	$39.37 - $41.91 $100,432 - $106,912	2,551 Added 16.94%	17,606 $723,000
Q1 2023 Apr 10, 2023	BUY	$38.63 - $46.08 $232,784 - $277,678	6,026 Added 66.74%	15,055 $619,000
Q4 2022 Jan 19, 2023	BUY	$37.13 - $43.08 $37,055 - $42,993	998 Added 12.43%	9,029 $0
Q3 2022 Oct 28, 2022	BUY	$38.05 - $48.79 $38,278 - $49,082	1,006 Added 14.32%	8,031 $311,000
Q2 2022 Jul 13, 2022	BUY	$43.05 - $55.03 $54,888 - $70,163	1,275 Added 22.17%	7,025 $310,000
Q1 2022 May 02, 2022	SELL	$50.81 - $56.55 $119,759 - $133,288	-2,357 Reduced 29.07%	5,750 $311,000
Q4 2021 Jan 24, 2022	BUY	$51.43 - $56.53 $48,035 - $52,799	934 Added 13.02%	8,107 $458,000
Q3 2021 Oct 22, 2021	BUY	$51.06 - $55.26 $50,345 - $54,486	986 Added 15.94%	7,173 $366,000
Q2 2021 Aug 04, 2021	BUY	$47.97 - $53.8 $15,206 - $17,054	317 Added 5.4%	6,187 $319,000
Q1 2021 May 05, 2021	BUY	$43.07 - $47.99 $252,820 - $281,701	5,870 New	5,870 $261,000

Others Institutions Holding RWO

# of Institutions

222

Shares Held

19.2M

Call Options Held

0

Put Options Held

7.8K

State Street Corp Boston, MA

5.43M
Shares

$233 Million
0.01% of portfolio
Huntington National Bank Columbus, OH

1.48M
Shares

$63.8 Million
0.52% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$59.4 Million
0.01% of portfolio
Glenmede Trust CO Na Philadelphia, PA

841K
Shares

$36.1 Million
0.19% of portfolio
Goldman Sachs Group Inc New York, NY

771K
Shares

$33.1 Million
0.01% of portfolio

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