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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
216New |
$6.55K - $6.63K
|
216
$6.63K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
160New |
$4.85K - $4.91K
|
160
$4.91K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
158+ 1.36% |
$4.79K - $4.85K
|
11.8K
$363K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
97+ 190.2% |
$2.94K - $2.98K
|
148
$4.55K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
45New |
$1.36K - $1.38K
|
45
$1.38K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 1.77% |
$60.7 - $61.4
|
115
$3.53K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
60.8KNew |
$1.82M - $1.86M
|
60.8K
$1.87M
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
47.9K+ 4.37% |
$1.43M - $1.47M
|
1.14M
$35.1M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
47.9KNew |
$1.43M - $1.47M
|
47.9K
$1.47M
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
14.4K+ 3.36% |
$432K - $443K
|
444K
$13.6M
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.7KNew |
$349K - $358K
|
11.7K
$358K
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
11.4K+ 54.34% |
$343K - $351K
|
32.5K
$998K
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
8.93KNew |
$267K - $274K
|
8.93K
$274K
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.9K+ 54.89% |
$147K - $150K
|
13.8K
$425K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.31KNew |
$39.2K - $40.2K
|
1.31K
$40.2K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.3KNew |
$38.9K - $39.9K
|
1.3K
$39.9K
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
479+ 2.12% |
$14.4K - $14.7K
|
23.1K
$709K
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
400+ 17.39% |
$12K - $12.3K
|
2.7K
$82.9K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
174New |
$5.21K - $5.34K
|
174
$5.34K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
142New |
$4.25K - $4.36K
|
142
$4.36K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13New |
$389 - $399
|
13
$399
|
|
Q4 2022 | |||||||
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
160K+ 1729.76% |
$4.82M - $4.85M
|
169K
$5.18M
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
136KNew |
$4.11M - $4.14M
|
136K
$4.18M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
136KNew |
$4.1M - $4.13M
|
136K
$4.17M
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
17.1KNew |
$515K - $518K
|
17.1K
$524K
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
9.78KNew |
$295K - $297K
|
9.78K
$300K
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
9.72KNew |
$293K - $295K
|
9.72K
$298K
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.09KNew |
$274K - $276K
|
9.09K
$279K
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.29KNew |
$250K - $252K
|
8.29K
$254K
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7.58KNew |
$229K - $230K
|
7.58K
$233K
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6.6KNew |
$199K - $201K
|
6.6K
$203K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
5.04K+ 233.49% |
$152K - $153K
|
7.2K
$221K
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
3.35K+ 3.06% |
$101K - $102K
|
113K
$3.46M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$65.4K - $65.9K
|
2.17K
$66.5K
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.56K+ 0.83% |
$47K - $47.3K
|
189K
$5.8M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.08KNew |
$32.7K - $32.9K
|
1.08K
$33.2K
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
1.01K+ 0.28% |
$30.5K - $30.7K
|
365K
$11.2M
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
959+ 41.93% |
$29K - $29.2K
|
3.25K
$99.7K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
750New |
$22.6K - $22.8K
|
750
$23K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 100.0% |
$21.1K - $21.3K
|
1.4K
$43K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
569New |
$17.2K - $17.3K
|
569
$17.5K
|
|
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
$10.1K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
300New |
$9.06K - $9.12K
|
300
$9.21K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
150New |
$4.53K - $4.56K
|
150
$4.61K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
148+ 2.08% |
$4.47K - $4.5K
|
7.25K
$223K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
93New |
$2.81K - $2.83K
|
93
$2.86K
|
|
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
$184
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
27K+ 40.89% |
$813K - $822K
|
93.1K
$2.86M
|