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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-3.5KClosed |
$107K - $107K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
BUY
|
- |
9KNew |
$276K - $276K
|
9K
$276K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-235Closed |
$7.19K - $7.21K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-946Closed |
$28.9K - $29K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-300- 3.91% |
$9.18K - $9.2K
|
7.37K
$226K
|
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-109Closed |
$3.34K - $3.34K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Peterson Wealth Management
|
SELL
|
- |
-14.9KClosed |
$457K - $458K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-7.75KClosed |
$237K - $238K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-287Closed |
$8.78K - $8.8K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-7.02KClosed |
$215K - $215K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-8.2K- 39.01% |
$251K - $251K
|
12.8K
$394K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.49KClosed |
$76.3K - $76.5K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
13KNew |
$396K - $397K
|
13K
$398K
|
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-6.67KClosed |
$204K - $204K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.17KClosed |
$128K - $128K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-7.51KClosed |
$230K - $230K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-383Closed |
$11.7K - $11.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-254KClosed |
$7.77M - $7.78M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.41KClosed |
$73.8K - $73.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-12Closed |
$367 - $368
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.4KClosed |
$318K - $318K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-59Closed |
$1.81K - $1.81K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-92- 9.61% |
$2.82K - $2.82K
|
865
$26.6K
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.01KClosed |
$214K - $215K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.82KClosed |
$209K - $209K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-7.26KClosed |
$222K - $223K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.73K- 54.7% |
$53K - $53K
|
1.44K
$44.1K
|
|
|
Feb 26, 2021
Q4 2020
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-6.65KClosed |
$203K - $204K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
- |
-150KClosed |
$4.58M - $4.59M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Canandaigua National Corp
|
SELL
|
- |
-8.66KClosed |
$265K - $265K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Wealthpoint, LLC
|
SELL
|
- |
-10KClosed |
$306K - $306K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100KClosed |
$3.06M - $3.06M
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-800Closed |
$24.4K - $24.5K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.33KClosed |
$71.2K - $71.4K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Csenge Advisory Group
|
SELL
|
- |
-157KClosed |
$4.79M - $4.8M
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-385Closed |
$11.8K - $11.8K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Santori & Peters, Inc.
|
SELL
|
- |
-14.9KClosed |
$457K - $458K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
First Premier Bank
|
SELL
|
- |
-470Closed |
$14.4K - $14.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.73KClosed |
$52.6K - $52.8K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-33.3KClosed |
$1.02M - $1.02M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-21.2KClosed |
$646K - $649K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Capital Advantage, Inc.
|
SELL
|
- |
-7.36KClosed |
$224K - $225K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-402Closed |
$12.2K - $12.3K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-7.28KClosed |
$222K - $223K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-16.9KClosed |
$515K - $517K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-960Closed |
$29.2K - $29.4K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-43Closed |
$1.31K - $1.32K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Iron Financial, LLC
|
SELL
|
- |
-6.79KClosed |
$207K - $208K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Weaver Consulting Group
|
SELL
|
- |
-37KClosed |
$1.13M - $1.13M
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12.7KClosed |
$387K - $389K
|
0
$0
|
|