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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$60.4 - $60.8
|
7.24K
$223K
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
3.35K+ 3.06% |
$101K - $102K
|
113K
$3.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
1.01K+ 0.28% |
$30.5K - $30.7K
|
365K
$11.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-666- 3.68% |
$20.1K - $20.3K
|
17.4K
$536K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.56K+ 0.83% |
$47K - $47.3K
|
189K
$5.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
6New |
$181 - $182
|
6
$185
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
569New |
$17.2K - $17.3K
|
569
$17.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
9.78KNew |
$295K - $297K
|
9.78K
$301K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-236- 55.27% |
$7.12K - $7.18K
|
191
$5.88K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.03K- 86.01% |
$31.2K - $31.4K
|
168
$5.17K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
400New |
$12.1K - $12.2K
|
400
$12.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.29KNew |
$250K - $252K
|
8.29K
$255K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$65.4K - $65.9K
|
2.17K
$66.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.08KNew |
$32.7K - $32.9K
|
1.08K
$33.3K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.02KClosed |
$91.1K - $92.1K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
700New |
$21.1K - $21.3K
|
700
$21.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11.7KNew |
$352K - $356K
|
11.7K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.91KNew |
$238K - $241K
|
7.91K
$244K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
447New |
$13.5K - $13.6K
|
447
$13.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-75K- 43.7% |
$2.26M - $2.28M
|
96.6K
$2.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
27K+ 40.89% |
$813K - $822K
|
93.1K
$2.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.01K- 7.21% |
$241K - $244K
|
103K
$3.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-725K- 33.51% |
$21.8M - $22.1M
|
1.44M
$44.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
357New |
$10.7K - $10.9K
|
357
$11K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-3.14K- 26.13% |
$94.5K - $95.5K
|
8.87K
$273K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-897- 1.83% |
$27K - $27.3K
|
48.2K
$1.49M
|
|
|
Oct 26, 2022
Q3 2022
|
Orca Investment Management, LLC
|
BUY
|
- |
14.7KNew |
$444K - $449K
|
14.7K
$454K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
310New |
$9.33K - $9.44K
|
310
$9.55K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.5K- 40.95% |
$45.2K - $45.7K
|
2.16K
$66.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.06K- 0.62% |
$61.9K - $62.6K
|
328K
$10.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
230New |
$6.93K - $7K
|
230
$7.08K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-442- 1.12% |
$13.3K - $13.5K
|
38.9K
$1.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-995- 3.08% |
$30K - $30.3K
|
31.3K
$965K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.93K- 40.02% |
$239K - $241K
|
11.9K
$366K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.9KNew |
$358K - $362K
|
11.9K
$366K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
805New |
$24.2K - $24.5K
|
805
$24.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
8.16KNew |
$246K - $248K
|
8.16K
$251K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-288- 0.85% |
$8.67K - $8.77K
|
33.6K
$1.04M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
21.2K+ 2.75% |
$640K - $647K
|
794K
$24.5M
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-107K- 16.85% |
$3.23M - $3.26M
|
529K
$16.3M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
254New |
$7.65K - $7.75K
|
254
$7.82K
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
7.19K+ 7.6% |
$217K - $219K
|
102K
$3.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.2K- 38.32% |
$156K - $159K
|
8.36K
$258K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.73K- 46.07% |
$203K - $205K
|
7.88K
$243K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.95KNew |
$209K - $212K
|
6.95K
$214K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-231- 14.16% |
$6.96K - $7.05K
|
1.4K
$43.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-67.3K- 35.87% |
$2.03M - $2.05M
|
120K
$3.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-119KClosed |
$3.59M - $3.64M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-4.75K- 13.48% |
$143K - $145K
|
30.5K
$939K
|
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-13.7K- 94.43% |
$414K - $419K
|
811
$25K
|
|