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 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-9.5K- 2.36% |
$290K - $293K
|
393K
$12.1M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
10.4K+ 5.29% |
$319K - $322K
|
208K
$6.4M
|
|
| Q2 2024 | |||||||
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
40.9K+ 24.71% |
$1.26M - $1.26M
|
207K
$6.36M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
162KNew |
$4.96M - $4.99M
|
162K
$4.98M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
829New |
$25.4K - $25.6K
|
829
$25.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
245+ 1.83% |
$7.52K - $7.57K
|
13.7K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.2K+ 26.98% |
$67.5K - $67.9K
|
10.3K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-212- 0.91% |
$6.51K - $6.55K
|
23.1K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
183+ 3.2% |
$5.62K - $5.65K
|
5.9K
$182K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-138Closed |
$4.24K - $4.26K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
13.7KNew |
$421K - $423K
|
13.7K
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.1K+ 4.61% |
$434K - $436K
|
320K
$9.87M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.78K- 3.19% |
$54.5K - $54.9K
|
54K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
15.6KNew |
$479K - $482K
|
15.6K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.95KNew |
$59.7K - $60.1K
|
1.95K
$59.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.08KNew |
$63.9K - $64.3K
|
2.08K
$64.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
258New |
$7.92K - $7.97K
|
258
$7.95K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-691- 90.33% |
$21.2K - $21.3K
|
74
$2.28K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-545- 3.16% |
$16.7K - $16.8K
|
16.7K
$514K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.68K- 36.66% |
$266K - $268K
|
15K
$462K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.53K+ 236.69% |
$46.9K - $47.2K
|
2.18K
$67K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.82K+ 3.88% |
$86.4K - $87K
|
75.4K
$2.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-24.5K- 44.11% |
$753K - $757K
|
31.1K
$957K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
45.3K+ 10.27% |
$1.39M - $1.4M
|
487K
$15M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.65KNew |
$265K - $267K
|
8.65K
$266K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
96KNew |
$2.95M - $2.96M
|
96K
$2.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-8.36K- 38.02% |
$257K - $258K
|
13.6K
$420K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
150KNew |
$4.61M - $4.64M
|
150K
$4.63M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.05K- 30.51% |
$32.2K - $32.4K
|
2.39K
$73.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
15.5KNew |
$475K - $478K
|
15.5K
$476K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
970+ 8.82% |
$29.8K - $30K
|
12K
$369K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
23New |
$706 - $710
|
23
$708
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-163- 2.34% |
$5K - $5.03K
|
6.8K
$209K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.02KNew |
$215K - $217K
|
7.02K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.13K+ 1.61% |
$34.6K - $34.8K
|
71.2K
$2.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1New |
$30.7 - $30.9
|
1
$30.8
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-311- 4.06% |
$9.54K - $9.6K
|
7.35K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
147KNew |
$4.51M - $4.54M
|
147K
$4.53M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
281New |
$8.62K - $8.68K
|
281
$8.65K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-9.57K- 3.31% |
$294K - $295K
|
280K
$8.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.74KNew |
$299K - $301K
|
9.74K
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.49% |
$338 - $340
|
2.28K
$70.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-13.6K- 55.16% |
$417K - $419K
|
11K
$340K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
22New |
$675 - $679
|
22
$678
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
9.99KNew |
$307K - $309K
|
9.99K
$308K
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-11K- 48.67% |
$338K - $340K
|
11.6K
$357K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-242- 0.05% |
$7.43K - $7.47K
|
514K
$15.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
82+ 0.63% |
$2.52K - $2.53K
|
13.1K
$405K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
6.89KNew |
$211K - $213K
|
6.89K
$212K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
297New |
$9.11K - $9.17K
|
297
$9.15K
|
|