Nations Financial Group Inc, Spdr Doubleline Short Duration Transaction History

Nations Financial Group Inc,

$1.2 Billion
Q2 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$46.77 - $47.05 $1,636 - $1,646	35 Added 0.72%	4,890 $229,000
Q4 2023 Feb 09, 2024	BUY	$46.21 - $46.84 $3,419 - $3,466	74 Added 1.55%	4,855 $227,000
Q3 2023 Nov 14, 2023	BUY	$46.2 - $46.59 $2,310 - $2,329	50 Added 1.06%	4,781 $221,000
Q2 2023 Aug 14, 2023	BUY	$46.28 - $46.58 $2,175 - $2,189	47 Added 1.0%	4,731 $219,000
Q1 2023 May 15, 2023	SELL	$46.09 - $46.7 $33,092 - $33,530	-718 Reduced 13.29%	4,684 $217,000
Q4 2022 Feb 07, 2023	SELL	$45.49 - $46.27 $181 - $185	-4 Reduced 0.07%	5,402 $248,000
Q3 2022 Nov 14, 2022	BUY	$46.03 - $46.82 $1,334 - $1,357	29 Added 0.54%	5,406 $249,000
Q2 2022 Aug 15, 2022	SELL	$46.57 - $47.56 $386,950 - $395,176	-8,309 Reduced 60.71%	5,377 $251,000
Q1 2022 May 13, 2022	BUY	$47.53 - $49.03 $3,802 - $3,922	80 Added 0.59%	13,686 $653,000
Q4 2021 Feb 10, 2022	BUY	$48.99 - $49.58 $2,547 - $2,578	52 Added 0.38%	13,606 $668,000
Q3 2021 Nov 12, 2021	SELL	$49.55 - $49.81 $20,067 - $20,173	-405 Reduced 2.9%	13,554 $672,000
Q2 2021 Aug 16, 2021	BUY	$49.58 - $49.76 $6,842 - $6,866	138 Added 1.0%	13,959 $695,000
Q1 2021 May 14, 2021	SELL	$49.56 - $50.07 $91,190 - $92,128	-1,840 Reduced 11.75%	13,821 $686,000
Q4 2020 Feb 16, 2021	SELL	$49.71 - $49.96 $406,478 - $408,522	-8,177 Reduced 34.3%	15,661 $780,000
Q3 2020 Nov 12, 2020	SELL	$49.51 - $49.94 $103,525 - $104,424	-2,091 Reduced 8.06%	23,838 $1.19 Million
Q2 2020 Aug 13, 2020	BUY	$48.14 - $49.67 $37,260 - $38,444	774 Added 3.08%	25,929 $1.29 Million
Q1 2020 May 08, 2020	SELL	$47.48 - $50.05 $32,618 - $34,384	-687 Reduced 2.66%	25,155 $1.21 Million
Q4 2019 Feb 05, 2020	BUY	$49.38 - $49.7 $6,024 - $6,063	122 Added 0.47%	25,842 $1.28 Million
Q3 2019 Nov 08, 2019	BUY	$49.47 - $49.67 $1.27 Million - $1.28 Million	25,720 New	25,720 $1.28 Million

Others Institutions Holding STOT

# of Institutions

61

Shares Held

2.26M

Call Options Held

0

Put Options Held

0

Spinnaker Investment Group, LLC

517K
Shares

$24.4 Million
6.75% of portfolio
Lpl Financial LLC Fort Mill, SC

312K
Shares

$14.7 Million
0.01% of portfolio
Paragon Capital Management Inc Provo, UT

133K
Shares

$6.29 Million
4.76% of portfolio
Hofer & Associates. Inc Thousand Oaks, CA

127K
Shares

$6.01 Million
4.63% of portfolio
Lineweaver Wealth Advisors, LLC

83K
Shares

$3.92 Million
0.85% of portfolio

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