Perigon Wealth Management, LLC Spdr Nuveen Bloomberg High Yie Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025

A detailed history of Perigon Wealth Management, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 371,434 shares of HYMB stock, worth $9.24 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
371,434
Previous 108,840 241.27%
Holding current value
$9.24 Million
Previous $2.74 Million 235.42%
% of portfolio
0.22%
Previous 0.07%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$24.14 - $25.43 $6.34 Million - $6.68 Million
262,594 Added 241.27%
371,434 $9.2 Million
Q1 2025

Apr 23, 2025
SELL
$25.12 - $26.05 $41,749 - $43,295
-1,662 Reduced 1.5%
108,840 $2.74 Million
Q4 2024

Jan 22, 2025
SELL
$25.3 - $26.31 $622,734 - $647,594
-24,614 Reduced 18.22%
110,502 $2.83 Million
Q3 2024

Oct 16, 2024
SELL
$25.38 - $26.27 $56,242 - $58,214
-2,216 Reduced 1.61%
135,116 $3.55 Million
Q2 2024

Aug 02, 2024
BUY
$25.12 - $25.81 $105,328 - $108,221
4,193 Added 3.15%
137,332 $3.49 Million
Q1 2024

Apr 29, 2024
BUY
$24.95 - $25.69 $548,875 - $565,154
21,999 Added 19.79%
133,139 $3.42 Million
Q4 2023

Jan 29, 2024
BUY
$23.09 - $25.41 $32,487 - $35,751
1,407 Added 1.28%
111,140 $2.81 Million
Q3 2023

Oct 30, 2023
BUY
$23.58 - $25.22 $17,119 - $18,309
726 Added 0.67%
109,733 $2.61 Million
Q2 2023

Aug 02, 2023
BUY
$24.33 - $25.33 $85,009 - $88,503
3,494 Added 3.31%
109,007 $2.73 Million
Q1 2023

May 03, 2023
BUY
$24.5 - $50.38 $1.44 Million - $2.96 Million
58,803 Added 125.89%
105,513 $2.64 Million
Q4 2022

May 01, 2023
BUY
$23.44 - $50.65 $1.09 Million - $2.37 Million
46,710 New
46,710 $2.29 Million
Q3 2022

Dec 13, 2022
SELL
$23.96 - $26.61 $499,901 - $555,191
-20,864 Reduced 68.64%
9,531 $457,000
Q2 2022

Aug 11, 2022
SELL
$24.46 - $27.54 $143,653 - $161,742
-5,873 Reduced 16.19%
30,395 $1.56 Million
Q1 2022

May 16, 2022
BUY
$27.51 - $30.04 $28,582 - $31,211
1,039 Added 2.95%
36,268 $2 Million
Q4 2021

Feb 11, 2022
SELL
$29.68 - $30.1 $3,710 - $3,762
-125 Reduced 0.35%
35,229 $2.12 Million
Q3 2021

Nov 01, 2021
BUY
$29.98 - $30.58 $1.06 Million - $1.08 Million
35,354 New
35,354 $2.12 Million
Q3 2021

Oct 25, 2021
SELL
$29.98 - $30.58 $885,699 - $903,424
-29,543 Closed
0 $0
Q2 2021

Jul 19, 2021
BUY
$29.57 - $30.41 $233,898 - $240,543
7,910 Added 36.56%
29,543 $1.8 Million
Q1 2021

May 17, 2021
BUY
$29.35 - $30.12 $286,690 - $294,212
9,768 Added 82.33%
21,633 $1.28 Million
Q4 2020

Jan 28, 2021
SELL
$28.28 - $29.5 $26,017 - $27,140
-920 Reduced 7.2%
11,865 $700,000
Q3 2020

Nov 03, 2020
BUY
$28.09 - $28.75 $196,882 - $201,508
7,009 Added 121.35%
12,785 $727,000
Q2 2020

Jul 29, 2020
BUY
$26.11 - $28.18 $150,811 - $162,767
5,776 New
5,776 $326,000
Q3 2011

Nov 14, 2022
SELL
N/A
-20,864
9,531 $457,000

Others Institutions Holding HYMB

# of Institutions
426
Shares Held
87.6M
Call Options Held
639K
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

HYMB Quotes by TradingView
  • Ticker HYMB
  • Sector ETFs
  • Industry ETFs
More about HYMB
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