O'Dell Group, LLC Spdr Nuveen Bloomberg Short Te Transaction History

O'Dell Group, LLC

$384 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	$46.52 - $47.45 $46 - $47	1 Added 0.24%	411 $19,000
Q4 2021 Feb 14, 2022	SELL	$49.16 - $49.38 $19,909 - $19,998	-405 Reduced 49.69%	410 $20,000
Q3 2021 Nov 15, 2021	BUY	$49.4 - $49.69 $40,261 - $40,497	815 New	815 $40,000
Q2 2018 Aug 01, 2018	SELL	N/A	-7,947 Closed	0 $0
Q1 2018 Aug 01, 2018	BUY	N/A	16 Added 0.2%	7,947 $380,000
Q4 2017 Aug 01, 2018	BUY	N/A	28 Added 0.35%	7,931 $380,000
Q3 2017 Aug 01, 2018	SELL	N/A	-82 Reduced 1.03%	7,903 $384,000
Q2 2017 Aug 01, 2018	BUY	N/A	20 Added 0.25%	7,985 $387,000
Q1 2017 Aug 01, 2018	BUY	N/A	25 Added 0.31%	7,965 $386,000
Q4 2016 Aug 01, 2018	BUY	N/A	7,940	7,940 $381,000

Others Institutions Holding SHM

# of Institutions

448

Shares Held

78.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

15.9M
Shares

$759 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.46M
Shares

$404 Million
0.1% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$281 Million
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

5.78M
Shares

$276 Million
0.05% of portfolio
Morgan Stanley New York, NY

5.58M
Shares

$266 Million
0.02% of portfolio

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