Patriot Financial Group Insurance Agency, LLC Spdr S&P Kensho Intelligent St Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$37.18 - $45.87 $121,467 - $149,857	-3,267 Reduced 88.92%	407 $17,000
Q4 2021 Jan 10, 2022	SELL	$43.17 - $49.72 $82,066 - $94,517	-1,901 Reduced 34.1%	3,674 $167,000
Q3 2021 Nov 24, 2021	BUY	$43.67 - $47.59 $174 - $190	4 Added 0.07%	5,575 $243,000
Q2 2021 Jul 30, 2021	BUY	$44.25 - $48.78 $7,478 - $8,243	169 Added 3.13%	5,571 $266,000
Q1 2021 Apr 29, 2021	BUY	$41.63 - $46.46 $208 - $232	5 Added 0.09%	5,402 $245,000
Q4 2020 Jan 15, 2021	BUY	$32.28 - $42.26 $174,215 - $228,077	5,397 New	5,397 $227,000

Others Institutions Holding SIMS

# of Institutions

Shares Held

77.4K

Call Options Held

Put Options Held

Sfi Advisors, LLC Montclair, NJ

14.9K
Shares

$516,291
0.37% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2K
Shares

$421,873
0.0% of portfolio
Cary Street Partners Investment Advisory LLC Richmond, VA

11K
Shares

$378,466
0.01% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

9.23K
Shares

$318,954
0.03% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

6.89K
Shares

$238,049
0.0% of portfolio

View Full List

About SPDR S&P KENSHO INTELLIGENT ST

Ticker SIMS
Sector ETFs
Industry ETFs

More about SIMS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account