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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
300New |
$9.1K - $9.21K
|
300
$9.21K
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10KNew |
$305K - $308K
|
10K
$308K
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 15.99% |
$64.3K - $65.1K
|
11.1K
$342K
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-3.93K- 99.24% |
$119K - $121K
|
30
$921
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
97+ 190.2% |
$2.94K - $2.98K
|
148
$4.55K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
444K+ 41.43% |
$13.5M - $13.6M
|
1.51M
$46.5M
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2K- 20.0% |
$60.7K - $61.4K
|
8K
$246K
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-188- 0.77% |
$5.7K - $5.77K
|
24.1K
$740K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.13K- 12.97% |
$64.6K - $65.4K
|
14.3K
$439K
|
|
Jul 24, 2023
Q2 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-9.23K- 27.27% |
$280K - $283K
|
24.6K
$756K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
45New |
$1.36K - $1.38K
|
45
$1.38K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-152- 8.68% |
$4.61K - $4.66K
|
1.6K
$49.1K
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-571- 2.98% |
$17.3K - $17.5K
|
18.6K
$572K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
561New |
$17K - $17.2K
|
561
$17.2K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-27.3K- 71.94% |
$829K - $839K
|
10.7K
$328K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
160New |
$4.85K - $4.91K
|
160
$4.91K
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
4.8K+ 70.86% |
$146K - $147K
|
11.6K
$356K
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-397- 6.61% |
$12K - $12.2K
|
5.61K
$172K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
216New |
$6.55K - $6.63K
|
216
$6.63K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-168- 39.34% |
$5.1K - $5.16K
|
259
$7.95K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-89- 54.94% |
$2.7K - $2.73K
|
73
$2.24K
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
7.44KNew |
$226K - $228K
|
7.44K
$228K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-746- 1.51% |
$22.4K - $22.9K
|
48.6K
$1.49M
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.3K+ 47.97% |
$68.9K - $70.6K
|
7.1K
$218K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.81KNew |
$54.2K - $55.5K
|
1.81K
$55.5K
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-850- 4.68% |
$25.5K - $26.1K
|
17.3K
$532K
|
|
May 15, 2023
Q1 2023
|
Warberg Asset Management LLC
Winnetka, IL |
SELL
|
- |
-825- 10.86% |
$24.7K - $25.3K
|
6.78K
$208K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
47.9KNew |
$1.43M - $1.47M
|
47.9K
$1.47M
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.7KNew |
$349K - $358K
|
11.7K
$358K
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.25K- 3.35% |
$37.4K - $38.3K
|
36K
$1.11M
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
479+ 2.12% |
$14.4K - $14.7K
|
23.1K
$709K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
60.8KNew |
$1.82M - $1.86M
|
60.8K
$1.87M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
142New |
$4.25K - $4.36K
|
142
$4.36K
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-57.5K- 44.88% |
$1.72M - $1.76M
|
70.6K
$2.17M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.3KNew |
$38.9K - $39.9K
|
1.3K
$39.9K
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
47.9K+ 4.37% |
$1.43M - $1.47M
|
1.14M
$35.1M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
138New |
$4.13K - $4.23K
|
138
$4.24K
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
8.93KNew |
$267K - $274K
|
8.93K
$274K
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-3.71K- 0.96% |
$111K - $114K
|
381K
$11.7M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13New |
$389 - $399
|
13
$399
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
14.4K+ 3.36% |
$432K - $443K
|
444K
$13.6M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.9K+ 54.89% |
$147K - $150K
|
13.8K
$425K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-52.1K- 81.69% |
$1.56M - $1.6M
|
11.7K
$359K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.33K- 41.76% |
$130K - $133K
|
6.04K
$186K
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.14K- 28.46% |
$34.3K - $35.1K
|
2.88K
$88.3K
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-8.28K- 11.16% |
$248K - $254K
|
66K
$2.03M
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4.7K- 31.97% |
$141K - $144K
|
10K
$307K
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.12K- 4.56% |
$33.6K - $34.4K
|
23.4K
$720K
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
400+ 17.39% |
$12K - $12.3K
|
2.7K
$82.9K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8- 0.14% |
$240 - $245
|
5.72K
$176K
|