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 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
410+ 10.26% |
$12.5K - $12.6K
|
4.41K
$136K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.65KNew |
$233K - $235K
|
7.65K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
19.5K+ 12.99% |
$595K - $599K
|
170K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
9KNew |
$274K - $276K
|
9K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.47KNew |
$228K - $229K
|
7.47K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
9.27KNew |
$283K - $285K
|
9.27K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-5.89K- 8.35% |
$180K - $181K
|
64.7K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
161New |
$4.91K - $4.94K
|
161
$4.96K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
171New |
$5.21K - $5.25K
|
171
$5.27K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3.83KNew |
$117K - $118K
|
3.83K
$118K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
344New |
$10.5K - $10.6K
|
344
$10.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.07K+ 19.07% |
$154K - $156K
|
31.6K
$974K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
2.78K+ 2.74% |
$84.7K - $85.3K
|
104K
$3.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.59K- 10.34% |
$48.5K - $48.8K
|
13.8K
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
43.8K+ 6.41% |
$1.34M - $1.35M
|
727K
$22.4M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
78New |
$2.38K - $2.4K
|
78
$2.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.27K- 33.13% |
$99.5K - $100K
|
6.59K
$203K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-8K- 20.0% |
$244K - $246K
|
32K
$986K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-5.58K- 4.64% |
$170K - $171K
|
115K
$3.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-133- 89.26% |
$4.06K - $4.08K
|
16
$493
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-78.4K- 87.76% |
$2.39M - $2.41M
|
10.9K
$336K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.28K- 14.07% |
$69.5K - $70K
|
13.9K
$429K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.3KNew |
$39.6K - $39.9K
|
1.3K
$40K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
127New |
$3.87K - $3.9K
|
127
$3.91K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1K- 6.04% |
$30.5K - $30.7K
|
15.6K
$479K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 1.96% |
$152 - $154
|
260
$8.01K
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-429K- 86.13% |
$13.1M - $13.2M
|
69.1K
$2.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
436New |
$13.3K - $13.4K
|
436
$13.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18+ 0.16% |
$549 - $553
|
11.4K
$350K
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
800+ 3.58% |
$24.4K - $24.6K
|
23.1K
$713K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
19.4KNew |
$591K - $595K
|
19.4K
$597K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.6KClosed |
$325K - $327K
|
0
$0
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-137- 81.07% |
$4.18K - $4.21K
|
32
$986
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-65.8K- 87.66% |
$2.01M - $2.02M
|
9.27K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.4KNew |
$654K - $659K
|
21.4K
$660K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
819+ 8.35% |
$25K - $25.2K
|
10.6K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
406KNew |
$12.4M - $12.5M
|
406K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.12K- 21.3% |
$156K - $157K
|
18.9K
$583K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
317KNew |
$9.67M - $9.74M
|
317K
$9.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.57KNew |
$262K - $263K
|
8.57K
$264K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-24.8K- 62.22% |
$755K - $761K
|
15K
$463K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
83+ 1.08% |
$2.53K - $2.55K
|
7.75K
$239K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.59KNew |
$292K - $295K
|
9.59K
$295K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.21K- 12.12% |
$36.8K - $37.1K
|
8.75K
$270K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.88K- 41.9% |
$179K - $181K
|
8.16K
$251K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14K- 93.05% |
$428K - $431K
|
1.05K
$32.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-523- 5.14% |
$16K - $16.1K
|
9.65K
$297K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.47KNew |
$228K - $230K
|
7.47K
$230K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-129K- 99.97% |
$3.95M - $3.98M
|
44
$1.36K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.82KNew |
$55.6K - $56K
|
1.82K
$56.1K
|
|