Latest Institutional Purchases of Spdr Bloomberg Investment Grad (FLRN)
This list provides information on the latest institutional transactions involving Spdr Bloomberg Investment Grad (FLRN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
750New |
$22.6K - $22.8K
|
750
$23.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 100.0% |
$21.1K - $21.3K
|
1.4K
$43.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
569New |
$17.2K - $17.3K
|
569
$17.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
400New |
$12.1K - $12.2K
|
400
$12.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
330New |
$9.96K - $10K
|
330
$10.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
300New |
$9.06K - $9.12K
|
300
$9.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
150New |
$4.53K - $4.56K
|
150
$4.63K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
148+ 2.08% |
$4.47K - $4.5K
|
7.25K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
93New |
$2.81K - $2.83K
|
93
$2.87K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
36New |
$1.09K - $1.09K
|
36
$1.11K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
6New |
$181 - $182
|
6
$185
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$60.4 - $60.8
|
7.24K
$223K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
27K+ 40.89% |
$813K - $822K
|
93.1K
$2.87M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
21.2K+ 2.75% |
$640K - $647K
|
794K
$24.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Orca Investment Management, LLC
|
BUY
|
- |
14.7KNew |
$444K - $449K
|
14.7K
$455K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.9KNew |
$358K - $362K
|
11.9K
$367K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11.7KNew |
$352K - $356K
|
11.7K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.91KNew |
$238K - $241K
|
7.91K
$244K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
805New |
$24.2K - $24.5K
|
805
$24.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
700New |
$21.1K - $21.3K
|
700
$21.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
447New |
$13.5K - $13.6K
|
447
$13.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
357New |
$10.7K - $10.9K
|
357
$11K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
310New |
$9.33K - $9.44K
|
310
$9.57K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
230New |
$6.93K - $7K
|
230
$7.1K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
100KNew |
$3.01M - $3.05M
|
100K
$3.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
43KNew |
$1.29M - $1.31M
|
43K
$1.33M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.9KNew |
$659K - $668K
|
21.9K
$675K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
8.54KNew |
$257K - $261K
|
8.54K
$264K
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
7.19K+ 7.6% |
$217K - $219K
|
102K
$3.14M
|
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
7.19K+ 16.93% |
$216K - $219K
|
49.6K
$1.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.95KNew |
$209K - $212K
|
6.95K
$214K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.65KNew |
$200K - $203K
|
6.65K
$205K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.84KNew |
$55.5K - $56.2K
|
1.84K
$56.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.64KNew |
$49.2K - $49.9K
|
1.64K
$50.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
467+ 36.37% |
$14.1K - $14.2K
|
1.75K
$54.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
275New |
$8.28K - $8.39K
|
275
$8.49K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
254New |
$7.65K - $7.75K
|
254
$7.84K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
201New |
$6.05K - $6.13K
|
201
$6.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
147New |
$4.43K - $4.48K
|
147
$4.54K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
127+ 6.46% |
$3.82K - $3.87K
|
2.09K
$64.6K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
285KNew |
$8.65M - $8.72M
|
285K
$8.79M
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
2.3KNew |
$69.8K - $70.4K
|
2.3K
$71K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
485New |
$14.7K - $14.9K
|
485
$15K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
305New |
$9.26K - $9.34K
|
305
$9.42K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
58New |
$1.76K - $1.78K
|
58
$1.79K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.1K+ 68.58% |
$33.6K - $33.7K
|
2.7K
$83.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
66New |
$2.02K - $2.02K
|
66
$2.04K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15KNew |
$459K - $460K
|
15K
$463K
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
BUY
|
- |
9KNew |
$276K - $276K
|
9K
$278K
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.8K+ 16.38% |
$269K - $270K
|
62.5K
$1.93M
|
|