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 |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.54K- 60.57% |
$139K - $140K
|
2.96K
$90.7K
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
760K+ 954.54% |
$23.3M - $23.5M
|
840K
$25.8M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.86KNew |
$211K - $212K
|
6.86K
$211K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
90K+ 40.2% |
$2.76M - $2.78M
|
314K
$9.64M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
139K+ 1204.28% |
$4.28M - $4.3M
|
151K
$4.63M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-134- 80.72% |
$4.12K - $4.14K
|
32
$983
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
73.7K+ 92.53% |
$2.26M - $2.28M
|
153K
$4.71M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-375K- 50.36% |
$11.5M - $11.6M
|
370K
$11.4M
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-25.7K- 7.9% |
$789K - $793K
|
300K
$9.2M
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
696New |
$21.3K - $21.5K
|
696
$21.4K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-312- 2.03% |
$9.57K - $9.62K
|
15K
$462K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
109KNew |
$3.34M - $3.36M
|
109K
$3.35M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
342New |
$10.5K - $10.5K
|
342
$10.5K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7New |
$215 - $216
|
7
$215
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
19.9KNew |
$609K - $612K
|
19.9K
$610K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
768New |
$23.6K - $23.7K
|
768
$23.6K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.77% |
$61.3 - $61.7
|
115
$3.53K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-30- 2.58% |
$920 - $925
|
1.14K
$34.9K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
318New |
$9.75K - $9.81K
|
318
$9.77K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
615New |
$18.9K - $19K
|
615
$18.9K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-144- 0.93% |
$4.42K - $4.44K
|
15.4K
$473K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32- 15.24% |
$981 - $987
|
178
$5.47K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-195- 74.71% |
$5.98K - $6.01K
|
66
$2.03K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
12New |
$368 - $370
|
12
$369
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
95.2K+ 146.79% |
$2.92M - $2.94M
|
160K
$4.91M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-195- 74.71% |
$5.98K - $6.01K
|
66
$2.03K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
120+ 1.66% |
$3.68K - $3.7K
|
7.34K
$225K
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-40- 28.17% |
$1.23K - $1.23K
|
102
$3.13K
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.6K- 3.19% |
$295K - $296K
|
291K
$8.94M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-119- 30.2% |
$3.65K - $3.67K
|
275
$8.45K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.87K- 18.77% |
$180K - $181K
|
25.4K
$779K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.6K+ 57.14% |
$724K - $728K
|
64.9K
$1.99M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
142KNew |
$4.36M - $4.39M
|
142K
$4.37M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.43K+ 819.54% |
$43.7K - $44K
|
1.6K
$49.1K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.5KNew |
$445K - $448K
|
14.5K
$446K
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-20- 0.09% |
$613 - $617
|
22.7K
$697K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-695- 11.65% |
$21.3K - $21.4K
|
5.27K
$162K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.1KNew |
$371K - $373K
|
12.1K
$372K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
31K+ 227.95% |
$951K - $956K
|
44.6K
$1.37M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
22+ 440.0% |
$675 - $678
|
27
$829
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 31.82% |
$429 - $432
|
30
$921
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.5KNew |
$630K - $633K
|
20.5K
$630K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
45New |
$1.38K - $1.39K
|
45
$1.38K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-716- 64.22% |
$22K - $22.1K
|
399
$12.3K
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
240+ 7.4% |
$7.36K - $7.4K
|
3.49K
$107K
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1K- 8.62% |
$30.7K - $30.8K
|
10.6K
$326K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.7K+ 8407.09% |
$327K - $329K
|
10.8K
$332K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.4KNew |
$227K - $228K
|
7.4K
$227K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.6K+ 16.76% |
$172K - $173K
|
39K
$1.2M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.44K+ 43.02% |
$197K - $199K
|
21.4K
$657K
|