Oarsman Capital, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Oarsman Capital, Inc.

$450 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$43.48 - $46.24 $200,921 - $213,675	4,621 New	4,621 $210,000
Q2 2022 Aug 10, 2022	SELL	$45.07 - $47.95 $209,350 - $222,727	-4,645 Closed	0 $0
Q4 2021 Feb 10, 2022	SELL	$51.25 - $51.8 $23,370 - $23,620	-456 Reduced 8.94%	4,645 $240,000
Q2 2021 Aug 12, 2021	BUY	$51.61 - $52.39 $24,772 - $25,147	480 Added 10.39%	5,101 $266,000
Q1 2021 May 12, 2021	BUY	$51.39 - $52.66 $2,466 - $2,527	48 Added 1.05%	4,621 $239,000
Q2 2020 Aug 13, 2020	BUY	$48.59 - $51.81 $222,202 - $236,927	4,573 New	4,573 $236,000
Q1 2020 May 13, 2020	SELL	$44.31 - $52.43 $201,964 - $238,975	-4,558 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$50.31 - $50.99 $229,312 - $232,412	4,558 New	4,558 $231,000

Others Institutions Holding TFI

# of Institutions

316

Shares Held

67.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.1M
Shares

$777 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$522 Million
0.04% of portfolio
Betterment LLC New York, NY

6.9M
Shares

$313 Million
0.82% of portfolio
Northwestern Mutual Wealth Management CO

4.52M
Shares

$205 Million
0.2% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.01M
Shares

$182 Million
0.08% of portfolio

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