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 |
|---|---|---|---|---|---|---|---|
|
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
$1.84M
|
|
|
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
$524K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
300New |
$9.06K - $9.12K
|
300
$9.21K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 100.0% |
$21.1K - $21.3K
|
1.4K
$43K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
5.04K+ 233.49% |
$152K - $153K
|
7.2K
$221K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-24.6K- 66.92% |
$743K - $748K
|
12.2K
$374K
|
|
|
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
$99.7K
|
|
|
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
$298K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
330New |
$9.96K - $10K
|
330
$10.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-160- 2.08% |
$4.83K - $4.87K
|
7.53K
$231K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.82K- 95.08% |
$54.8K - $55.2K
|
94
$2.89K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
1.01K+ 0.28% |
$30.5K - $30.7K
|
365K
$11.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
3.35K+ 3.06% |
$101K - $102K
|
113K
$3.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-666- 3.68% |
$20.1K - $20.3K
|
17.4K
$535K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
6New |
$181 - $182
|
6
$184
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.56K+ 0.83% |
$47K - $47.3K
|
189K
$5.8M
|
|
|
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
$300K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-236- 55.27% |
$7.12K - $7.18K
|
191
$5.87K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
400New |
$12.1K - $12.2K
|
400
$12.3K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.03K- 86.01% |
$31.2K - $31.4K
|
168
$5.16K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.29KNew |
$250K - $252K
|
8.29K
$254K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$65.4K - $65.9K
|
2.17K
$66.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.08KNew |
$32.7K - $32.9K
|
1.08K
$33.2K
|
|
| 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
$21.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11.7KNew |
$352K - $356K
|
11.7K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.91KNew |
$238K - $241K
|
7.91K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
447New |
$13.5K - $13.6K
|
447
$13.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.01K- 7.21% |
$241K - $244K
|
103K
$3.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
27K+ 40.89% |
$813K - $822K
|
93.1K
$2.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-75K- 43.7% |
$2.26M - $2.28M
|
96.6K
$2.97M
|
|
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-725K- 33.51% |
$21.8M - $22.1M
|
1.44M
$44.2M
|
|
|
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
$272K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-897- 1.83% |
$27K - $27.3K
|
48.2K
$1.48M
|
|
|
Oct 26, 2022
Q3 2022
|
Orca Investment Management, LLC
|
BUY
|
- |
14.7KNew |
$444K - $449K
|
14.7K
$453K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
310New |
$9.33K - $9.44K
|
310
$9.52K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.06K- 0.62% |
$61.9K - $62.6K
|
328K
$10.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.5K- 40.95% |
$45.2K - $45.7K
|
2.16K
$66.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
230New |
$6.93K - $7K
|
230
$7.06K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-442- 1.12% |
$13.3K - $13.5K
|
38.9K
$1.19M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-995- 3.08% |
$30K - $30.3K
|
31.3K
$962K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.93K- 40.02% |
$239K - $241K
|
11.9K
$365K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.9KNew |
$358K - $362K
|
11.9K
$365K
|
|