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 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-20.4K- 7.0% |
$622K - $627K
|
271K
$8.35M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-9.34K- 50.14% |
$285K - $287K
|
9.28K
$286K
|
|
Q2 2023 | |||||||
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
560New |
$17K - $17.2K
|
560
$17.2K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.7KClosed |
$233K - $236K
|
0
$0
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12New |
$364 - $368
|
12
$370
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.6KNew |
$655K - $663K
|
21.6K
$666K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 1.77% |
$60.7 - $61.4
|
115
$3.54K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.66K- 54.59% |
$80.6K - $81.5K
|
2.21K
$68.1K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2- 5.88% |
$60.7 - $61.4
|
32
$986
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.6KNew |
$566K - $572K
|
18.6K
$574K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
158+ 1.36% |
$4.79K - $4.85K
|
11.8K
$364K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
8.38K+ 2.89% |
$254K - $257K
|
298K
$9.18M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.75KNew |
$53K - $53.6K
|
1.75K
$53.8K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-99.1K- 85.27% |
$3.01M - $3.04M
|
17.1K
$528K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-13.5K- 8.74% |
$408K - $413K
|
140K
$4.33M
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
300New |
$9.1K - $9.21K
|
300
$9.24K
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-3.93K- 99.24% |
$119K - $121K
|
30
$924
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10KNew |
$305K - $308K
|
10K
$309K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
97+ 190.2% |
$2.94K - $2.98K
|
148
$4.56K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
444K+ 41.43% |
$13.5M - $13.6M
|
1.51M
$46.6M
|
|
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
$743K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.13K- 12.97% |
$64.6K - $65.4K
|
14.3K
$440K
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-571- 2.98% |
$17.3K - $17.5K
|
18.6K
$573K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-152- 8.68% |
$4.61K - $4.66K
|
1.6K
$49.3K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
45New |
$1.36K - $1.38K
|
45
$1.39K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
561New |
$17K - $17.2K
|
561
$17.3K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
160New |
$4.85K - $4.91K
|
160
$4.93K
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
4.8K+ 70.86% |
$146K - $147K
|
11.6K
$357K
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-397- 6.61% |
$12K - $12.2K
|
5.61K
$173K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-27.3K- 71.94% |
$829K - $839K
|
10.7K
$328K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
216New |
$6.55K - $6.63K
|
216
$6.65K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-168- 39.34% |
$5.1K - $5.16K
|
259
$7.98K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-89- 54.94% |
$2.7K - $2.73K
|
73
$2.25K
|
|
Q1 2023 | |||||||
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-850- 4.68% |
$25.5K - $26.1K
|
17.3K
$533K
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.25K- 3.35% |
$37.4K - $38.3K
|
36K
$1.11M
|
|
May 15, 2023
Q1 2023
|
Warberg Asset Management LLC
Winnetka, IL |
SELL
|
- |
-825- 10.86% |
$24.7K - $25.3K
|
6.78K
$209K
|
|
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
$359K
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
479+ 2.12% |
$14.4K - $14.7K
|
23.1K
$711K
|
|
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
$4.37K
|
|
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
$40K
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
47.9K+ 4.37% |
$1.43M - $1.47M
|
1.14M
$35.2M
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
8.93KNew |
$267K - $274K
|
8.93K
$275K
|
|
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
$400
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
14.4K+ 3.36% |
$432K - $443K
|
444K
$13.7M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.9K+ 54.89% |
$147K - $150K
|
13.8K
$426K
|