Signature Wealth Management Group Spdr Nuveen Bloomberg Short Te Transaction History

Signature Wealth Management Group

$243 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$46.52 - $47.45 $703,661 - $717,728	-15,126 Closed	0 $0
Q1 2022 Apr 14, 2022	BUY	$47.3 - $49.17 $61,489 - $63,921	1,300 Added 9.4%	15,126 $716,000
Q4 2021 Jan 31, 2022	BUY	$49.16 - $49.38 $5,063 - $5,086	103 Added 0.75%	13,826 $680,000
Q3 2021 Oct 26, 2021	SELL	$49.4 - $49.69 $1,827 - $1,838	-37 Reduced 0.27%	13,723 $678,000
Q2 2021 Jul 16, 2021	SELL	$49.5 - $49.73 $4,257 - $4,276	-86 Reduced 0.62%	13,760 $682,000
Q4 2020 Jan 15, 2021	SELL	$49.66 - $49.86 $11,123 - $11,168	-224 Reduced 1.59%	13,846 $689,000
Q3 2020 Oct 22, 2020	SELL	$49.76 - $50.06 $14,480 - $14,567	-291 Reduced 2.03%	14,070 $702,000
Q2 2020 Jul 20, 2020	SELL	$48.24 - $49.96 $9,648 - $9,992	-200 Reduced 1.37%	14,361 $716,000
Q1 2020 May 26, 2020	SELL	$43.92 - $49.69 $25,824 - $29,217	-588 Reduced 3.88%	14,561 $712,000
Q4 2019 Jan 15, 2020	BUY	$48.87 - $49.12 $33,818 - $33,991	692 Added 4.79%	15,149 $744,000
Q2 2019 Jul 08, 2019	BUY	N/A	543 Added 3.9%	14,457 $707,000
Q1 2019 Apr 17, 2019	BUY	N/A	708 Added 5.36%	13,914 $675,000
Q3 2018 Oct 30, 2018	SELL	N/A	-684 Reduced 4.92%	13,206 $629,000
Q2 2018 Jul 17, 2018	SELL	N/A	-354 Reduced 2.49%	13,890 $667,000
Q1 2018 Apr 12, 2018	BUY	N/A	259 Added 1.85%	14,244 $681,000
Q4 2017 Apr 11, 2018	BUY	N/A	13,985	13,985 $670,000

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

16.2M
Shares

$766 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$278 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$266 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.85M
Shares

$229 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.74M
Shares

$224 Million
0.05% of portfolio

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