Ota Financial Group L.P. Vanguard Bd Index Fd Inc Total Transaction History

Ota Financial Group L.P.

$143 Million
Q2 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	BUY	$73.3 - $79.23 $6.75 Million - $7.3 Million	92,136 New	92,136 $6.93 Million
Q1 2022 Apr 19, 2022	SELL	$78.72 - $84.18 $2.09 Million - $2.23 Million	-26,532 Closed	0 $0
Q4 2021 Jan 28, 2022	SELL	$84.47 - $85.89 $11.2 Million - $11.4 Million	-132,930 Reduced 83.36%	26,532 $2.25 Million
Q3 2021 Oct 12, 2021	BUY	$85.45 - $86.85 $8.24 Million - $8.37 Million	96,385 Added 152.81%	159,462 $13.6 Million
Q2 2021 Jul 28, 2021	SELL	$84.67 - $85.92 $2.13 Million - $2.16 Million	-25,129 Reduced 28.49%	63,077 $5.42 Million
Q1 2021 Apr 14, 2021	BUY	$84.36 - $88.07 $7.44 Million - $7.77 Million	88,206 New	88,206 $7.47 Million
Q4 2020 Jan 20, 2021	SELL	$87.44 - $88.49 $8.38 Million - $8.48 Million	-95,866 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$88.13 - $89.48 $8.45 Million - $8.58 Million	95,866 New	95,866 $8.46 Million

Others Institutions Holding BND

# of Institutions

1,565

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.16 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.36 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.74 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.54 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.66 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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