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 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 28.96% |
$79.8K - $80.5K
|
11.6K
$357K
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.77K+ 68.23% |
$146K - $147K
|
11.7K
$361K
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-14.3K- 45.5% |
$438K - $442K
|
17.2K
$528K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.2KNew |
$67.2K - $67.9K
|
2.2K
$67.6K
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
SELL
|
- |
-5.6K- 44.61% |
$171K - $173K
|
6.96K
$214K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
276New |
$8.43K - $8.51K
|
276
$8.48K
|
|
Q2 2024 | |||||||
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
228New |
$7K - $7.04K
|
228
$7K
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
162KNew |
$4.96M - $4.99M
|
162K
$4.96M
|
|
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
$419K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
183+ 3.2% |
$5.62K - $5.65K
|
5.9K
$181K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.2K+ 26.98% |
$67.5K - $67.9K
|
10.3K
$318K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
15.6KNew |
$479K - $482K
|
15.6K
$479K
|
|
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
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
13.7KNew |
$421K - $423K
|
13.7K
$421K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-138Closed |
$4.24K - $4.26K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.95KNew |
$59.7K - $60.1K
|
1.95K
$59.8K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.68K- 36.66% |
$266K - $268K
|
15K
$461K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
258New |
$7.92K - $7.97K
|
258
$7.92K
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-691- 90.33% |
$21.2K - $21.3K
|
74
$2.27K
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-545- 3.16% |
$16.7K - $16.8K
|
16.7K
$512K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.08KNew |
$63.9K - $64.3K
|
2.08K
$63.9K
|
|
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 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.53K+ 236.69% |
$46.9K - $47.2K
|
2.18K
$66.8K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
45.3K+ 10.27% |
$1.39M - $1.4M
|
487K
$14.9M
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
15.5KNew |
$475K - $478K
|
15.5K
$475K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
23New |
$706 - $710
|
23
$706
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.02KNew |
$215K - $217K
|
7.02K
$216K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1New |
$30.7 - $30.9
|
1
$30.7
|
|
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
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-163- 2.34% |
$5K - $5.03K
|
6.8K
$209K
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-9.57K- 3.31% |
$294K - $295K
|
280K
$8.59M
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-311- 4.06% |
$9.54K - $9.6K
|
7.35K
$226K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
22New |
$675 - $679
|
22
$676
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
9.99KNew |
$307K - $309K
|
9.99K
$307K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
82+ 0.63% |
$2.52K - $2.53K
|
13.1K
$403K
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
6.89KNew |
$211K - $213K
|
6.89K
$212K
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
86.3K+ 277.06% |
$2.65M - $2.67M
|
118K
$3.61M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
128New |
$3.93K - $3.95K
|
128
$3.93K
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-640- 7.15% |
$19.6K - $19.8K
|
8.32K
$255K
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
525New |
$16.1K - $16.2K
|
525
$16.1K
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
567KNew |
$17.4M - $17.5M
|
567K
$17.4M
|
|
Q1 2024 | |||||||
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
238K+ 625.75% |
$7.28M - $7.33M
|
276K
$8.47M
|
|
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
$3.54M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18+ 105.88% |
$551 - $555
|
35
$1.07K
|
|
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 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.71K- 10.74% |
$52.3K - $52.8K
|
14.2K
$437K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
135KNew |
$4.13M - $4.17M
|
135K
$4.15M
|