Mc Namara Financial Services, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Mc Namara Financial Services, Inc.

$498 Million
Q2 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$46.52 - $47.45 $527,257 - $537,798	-11,334 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$47.3 - $49.17 $804 - $835	17 Added 0.15%	11,334 $536,000
Q4 2021 Jan 24, 2022	SELL	$49.16 - $49.38 $4,571 - $4,592	-93 Reduced 0.82%	11,317 $557,000
Q3 2021 Oct 22, 2021	BUY	$49.4 - $49.69 $3,655 - $3,677	74 Added 0.65%	11,410 $564,000
Q2 2021 Aug 04, 2021	BUY	$49.5 - $49.73 $85,140 - $85,535	1,720 Added 17.89%	11,336 $562,000
Q1 2021 May 05, 2021	BUY	$49.43 - $49.87 $4,152 - $4,189	84 Added 0.88%	9,616 $479,000
Q3 2020 Oct 13, 2020	BUY	$49.76 - $50.06 $5,672 - $5,706	114 Added 1.21%	9,532 $475,000
Q2 2020 Aug 10, 2020	SELL	$48.24 - $49.96 $48,143 - $49,860	-998 Reduced 9.58%	9,418 $470,000
Q1 2020 Apr 17, 2020	SELL	$43.92 - $49.69 $11,946 - $13,515	-272 Reduced 2.54%	10,416 $509,000
Q4 2019 Jan 22, 2020	SELL	$48.87 - $49.12 $46,182 - $46,418	-945 Reduced 8.12%	10,688 $525,000
Q3 2019 Oct 18, 2019	SELL	$48.76 - $49.06 $24,087 - $24,235	-494 Reduced 4.07%	11,633 $569,000
Q1 2019 Apr 09, 2019	SELL	N/A	-54,323 Reduced 81.75%	12,127 $583,000
Q3 2018 Oct 10, 2018	BUY	N/A	297 Added 0.45%	66,450 $3.17 Million
Q2 2018 Jul 13, 2018	BUY	N/A	66,153 New	66,153 $3.18 Million

Others Institutions Holding SHM

# of Institutions

458

Shares Held

70.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18.5M
Shares

$890 Million
0.07% of portfolio
Goldman Sachs Group Inc New York, NY

5.08M
Shares

$244 Million
0.04% of portfolio
Envestnet Asset Management Inc

4.91M
Shares

$236 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

4.2M
Shares

$202 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

2.61M
Shares

$126 Million
0.1% of portfolio

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