Vaughan Nelson Investment Management, L.P. Spdr Nuveen Bloomberg Short Te Transaction History

Vaughan Nelson Investment Management, L.P.

$11.2 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 03, 2023	SELL	$46.54 - $47.72 $1,396 - $1,431	-30 Reduced 54.55%	25 $1,000
Q1 2023 May 05, 2023	SELL	$46.61 - $47.68 $2,330 - $2,384	-50 Reduced 47.62%	55 $3,000
Q4 2022 Jan 30, 2023	SELL	$45.97 - $47.2 $2,298 - $2,360	-50 Reduced 32.26%	105 $5,000
Q2 2022 Jul 22, 2022	SELL	$46.52 - $47.45 $1,628 - $1,660	-35 Reduced 18.42%	155 $7,000
Q1 2022 May 04, 2022	SELL	$47.3 - $49.17 $2,365 - $2,458	-50 Reduced 20.83%	190 $9,000
Q3 2021 Oct 27, 2021	SELL	$49.4 - $49.69 $2,964 - $2,981	-60 Reduced 20.0%	240 $12,000
Q2 2021 Jul 15, 2021	BUY	$49.5 - $49.73 $14,850 - $14,918	300 New	300 $15,000

Others Institutions Holding SHM

# of Institutions

448

Shares Held

78.2M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

15.9M
Shares

$759 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.46M
Shares

$404 Million
0.1% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$281 Million
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

5.78M
Shares

$276 Million
0.05% of portfolio
Morgan Stanley New York, NY

5.58M
Shares

$266 Million
0.02% of portfolio

View Full List

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