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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.91K+ 24.5% |
$89.2K - $89.8K
|
14.8K
$455K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
86.3K+ 277.06% |
$2.65M - $2.67M
|
118K
$3.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
600+ 1.62% |
$18.4K - $18.5K
|
37.6K
$1.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-640- 7.15% |
$19.6K - $19.8K
|
8.32K
$256K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
128New |
$3.93K - $3.95K
|
128
$3.94K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
525New |
$16.1K - $16.2K
|
525
$16.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
567KNew |
$17.4M - $17.5M
|
567K
$17.5M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.71KNew |
$298K - $300K
|
9.71K
$299K
|
|
| Q1 2024 | |||||||
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-11KClosed |
$336K - $338K
|
0
$0
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
10.8K+ 10.37% |
$332K - $334K
|
115K
$3.55M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18+ 105.88% |
$551 - $555
|
35
$1.08K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
19K+ 85.12% |
$581K - $585K
|
41.3K
$1.27M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4Closed |
$122 - $123
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 4.76% |
$30.6 - $30.8
|
20
$616
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.71K- 10.74% |
$52.3K - $52.8K
|
14.2K
$438K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 11.11% |
$153 - $154
|
50
$1.54K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
135KNew |
$4.13M - $4.17M
|
135K
$4.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-225K- 47.82% |
$6.89M - $6.95M
|
246K
$7.57M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-728- 10.07% |
$22.3K - $22.4K
|
6.5K
$200K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9New |
$275 - $277
|
9
$277
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45+ 0.61% |
$1.38K - $1.39K
|
7.46K
$230K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.63KNew |
$49.7K - $50.1K
|
1.63K
$50K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
65+ 250.0% |
$1.99K - $2K
|
91
$2.8K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-429- 66.72% |
$13.1K - $13.2K
|
214
$6.59K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.13K- 25.68% |
$34.4K - $34.7K
|
3.26K
$100K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
716KNew |
$21.9M - $22.1M
|
716K
$22M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
192+ 45.93% |
$5.87K - $5.92K
|
610
$18.8K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
16.6KNew |
$507K - $511K
|
16.6K
$511K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.1K- 19.29% |
$64.2K - $64.7K
|
8.79K
$270K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
27New |
$826 - $832
|
27
$831
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-301- 26.85% |
$9.21K - $9.28K
|
820
$25.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-198- 1.21% |
$6.06K - $6.1K
|
16.2K
$499K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
11+ 0.36% |
$336 - $339
|
3.05K
$94K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18.5KNew |
$565K - $570K
|
18.5K
$569K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.84K- 18.9% |
$86.8K - $87.5K
|
12.2K
$375K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-735- 3.43% |
$22.5K - $22.7K
|
20.7K
$637K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-594- 92.81% |
$18.2K - $18.3K
|
46
$1.42K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-80- 83.33% |
$2.45K - $2.47K
|
16
$493
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-590- 27.83% |
$18K - $18.2K
|
1.53K
$47.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-143- 8.01% |
$4.37K - $4.41K
|
1.64K
$50.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
64+ 0.91% |
$1.96K - $1.97K
|
7.06K
$217K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-595- 2.07% |
$18.2K - $18.3K
|
28.2K
$867K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
972New |
$29.7K - $30K
|
972
$29.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
23.4K+ 76.83% |
$715K - $721K
|
53.8K
$1.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-20.3K- 26.73% |
$620K - $625K
|
55.6K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-8.99K- 13.0% |
$275K - $277K
|
60.1K
$1.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.07K- 12.82% |
$32.7K - $33K
|
7.28K
$224K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-425- 54.84% |
$13K - $13.1K
|
350
$10.8K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
19.3KNew |
$588K - $592K
|
19.3K
$593K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.56KNew |
$78K - $78.6K
|
2.56K
$78.8K
|
|