Latest Institutional Transactions on Spdr S&P Kensho Clean Power Et (CNRG)
This table provides information on the latest institutional transactions involving Spdr S&P Kensho Clean Power Et (CNRG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
52New |
$3.04K - $3.8K
|
52
$3.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
120New |
$7.01K - $8.77K
|
120
$7.43K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
723+ 15.32% |
$42.2K - $52.8K
|
5.44K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.8K- 61.06% |
$690K - $863K
|
7.53K
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.88K- 22.79% |
$110K - $137K
|
6.38K
$395K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55New |
$3.21K - $4.02K
|
55
$3.41K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$58.4 - $73.1
|
1
$61.9
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.17K+ 11.22% |
$185K - $231K
|
31.4K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
148+ 20.9% |
$8.65K - $10.8K
|
856
$53K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
430+ 13.92% |
$25.1K - $31.4K
|
3.52K
$218K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
71New |
$4.15K - $5.19K
|
71
$4.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
540New |
$31.5K - $39.4K
|
540
$33.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
55+ 1.63% |
$3.21K - $4.02K
|
3.43K
$213K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-315Closed |
$18.4K - $23K
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
55New |
$3.21K - $4.02K
|
55
$3.41K
|
|
| Q3 2023 | |||||||
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
60New |
$4.05K - $5.27K
|
60
$3.72K
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
600+ 7.2% |
$40.5K - $52.7K
|
8.93K
$553K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-59- 1.6% |
$3.98K - $5.18K
|
3.63K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.37KNew |
$227K - $296K
|
3.37K
$209K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
346New |
$23.3K - $30.4K
|
346
$21.4K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-295- 6.18% |
$19.9K - $25.9K
|
4.48K
$277K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
4.36KNew |
$294K - $383K
|
4.36K
$270K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
17.8KNew |
$1.2M - $1.56M
|
17.8K
$1.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
35New |
$2.36K - $3.07K
|
35
$2.17K
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.1K+ 5.68% |
$209K - $272K
|
57.7K
$3.58M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-4.36K- 47.44% |
$341K - $377K
|
4.83K
$299K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-200- 95.24% |
$15.6K - $17.3K
|
10
$619
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
373New |
$29.2K - $32.3K
|
373
$23.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
300New |
$23.5K - $26K
|
300
$18.6K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.23K- 50.88% |
$252K - $279K
|
3.11K
$193K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
5.38KNew |
$421K - $466K
|
5.38K
$333K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-205- 1.08% |
$16K - $17.7K
|
18.8K
$1.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
175+ 1.28% |
$13.7K - $15.1K
|
13.8K
$855K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
218+ 8.62% |
$17K - $18.9K
|
2.75K
$170K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
310+ 68.89% |
$24.2K - $26.8K
|
760
$47.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.43KNew |
$190K - $210K
|
2.43K
$151K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.78KNew |
$143K - $167K
|
1.78K
$110K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1+ 0.04% |
$80.4 - $93.9
|
2.68K
$166K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.01KNew |
$162K - $189K
|
2.01K
$125K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
50+ 66.67% |
$4.02K - $4.7K
|
125
$7.74K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.93KNew |
$235K - $275K
|
2.93K
$181K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
27New |
$2.17K - $2.54K
|
27
$1.67K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
300New |
$24.1K - $28.2K
|
300
$18.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42New |
$3.38K - $3.95K
|
42
$2.6K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
36.6KNew |
$2.83M - $3.42M
|
36.6K
$2.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
133New |
$10.3K - $12.4K
|
133
$8.24K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$232 - $280
|
3
$186
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
74New |
$5.72K - $6.91K
|
74
$4.58K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$854K - $1.03M
|
11K
$684K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
180New |
$13.9K - $16.8K
|
180
$11.1K
|
|