Latest Institutional Transactions on Spdr Bloomberg Investment Grad (FLRN)
This table provides information on the latest institutional transactions involving Spdr Bloomberg Investment Grad (FLRN) 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-52.1K- 81.69% |
$1.56M - $1.6M
|
11.7K
$360K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.33K- 41.76% |
$130K - $133K
|
6.04K
$186K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.14K- 28.46% |
$34.3K - $35.1K
|
2.88K
$88.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-8.28K- 11.16% |
$248K - $254K
|
66K
$2.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4.7K- 31.97% |
$141K - $144K
|
10K
$308K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.12K- 4.56% |
$33.6K - $34.4K
|
23.4K
$722K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
400+ 17.39% |
$12K - $12.3K
|
2.7K
$83.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.7K- 30.84% |
$111K - $114K
|
8.31K
$256K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.31KNew |
$39.2K - $40.2K
|
1.31K
$40.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
11.4K+ 54.34% |
$343K - $351K
|
32.5K
$1M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
41.3KNew |
$1.24M - $1.27M
|
41.3K
$1.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-188K- 51.11% |
$5.63M - $5.77M
|
180K
$5.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.09K- 35.37% |
$152K - $156K
|
9.3K
$286K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
174New |
$5.21K - $5.34K
|
174
$5.36K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.17K- 8.96% |
$95.1K - $97.3K
|
32.3K
$993K
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.65K- 10.03% |
$169K - $173K
|
50.6K
$1.56M
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-6.6K- 21.87% |
$199K - $201K
|
23.6K
$726K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.78K- 1.58% |
$83.9K - $84.5K
|
173K
$5.32M
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
160K+ 1729.76% |
$4.82M - $4.85M
|
169K
$5.2M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-10.4KClosed |
$314K - $316K
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
136KNew |
$4.11M - $4.14M
|
136K
$4.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
148+ 2.08% |
$4.47K - $4.5K
|
7.25K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.68K- 81.7% |
$80.8K - $81.4K
|
600
$18.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
36New |
$1.09K - $1.09K
|
36
$1.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-192- 2.09% |
$5.8K - $5.84K
|
8.99K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
136KNew |
$4.1M - $4.13M
|
136K
$4.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
150New |
$4.53K - $4.56K
|
150
$4.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
93New |
$2.81K - $2.83K
|
93
$2.86K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.79M- 96.71% |
$53.9M - $54.3M
|
60.7K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.09KNew |
$274K - $276K
|
9.09K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
750New |
$22.6K - $22.8K
|
750
$23.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7.58KNew |
$229K - $230K
|
7.58K
$233K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.41K- 7.68% |
$224K - $225K
|
89.1K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.16K- 1.89% |
$34.9K - $35.1K
|
60K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-12KClosed |
$362K - $365K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
17.1KNew |
$515K - $518K
|
17.1K
$525K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 100.0% |
$21.1K - $21.3K
|
1.4K
$43.1K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
5.04K+ 233.49% |
$152K - $153K
|
7.2K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
300New |
$9.06K - $9.12K
|
300
$9.24K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-24.6K- 66.92% |
$743K - $748K
|
12.2K
$375K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-155- 14.83% |
$4.68K - $4.71K
|
890
$27.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6.6KNew |
$199K - $201K
|
6.6K
$203K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
959+ 41.93% |
$29K - $29.2K
|
3.25K
$100K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
37.1KNew |
$1.12M - $1.13M
|
37.1K
$1.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-46K- 86.53% |
$1.39M - $1.4M
|
7.16K
$220K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
9.72KNew |
$293K - $295K
|
9.72K
$299K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
330New |
$9.96K - $10K
|
330
$10.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-160- 2.08% |
$4.83K - $4.87K
|
7.53K
$232K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.82K- 95.08% |
$54.8K - $55.2K
|
94
$2.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-334- 4.76% |
$10.1K - $10.2K
|
6.68K
$206K
|
|