Latest Institutional Transactions on Spdr S&P Global Natural Resour (GNR)
This table provides information on the latest institutional transactions involving Spdr S&P Global Natural Resour (GNR) 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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.7KNew |
$994K - $1.08M
|
18.7K
$1.01M
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
13.4KNew |
$711K - $769K
|
13.4K
$718K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.38K- 24.51% |
$73K - $78.9K
|
4.24K
$227K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.04K+ 6.17% |
$55.3K - $59.8K
|
17.9K
$962K
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.16K+ 23.28% |
$61.7K - $66.7K
|
6.15K
$330K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
22New |
$1.17K - $1.26K
|
22
$1.18K
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.36KNew |
$391K - $423K
|
7.36K
$395K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
106New |
$5.63K - $6.08K
|
106
$5.69K
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
69New |
$3.66K - $3.96K
|
69
$3.7K
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-757- 15.59% |
$40.2K - $43.5K
|
4.1K
$220K
|
|
Q3 2023 | |||||||
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-40- 30.77% |
$2.12K - $2.32K
|
90
$4.83K
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-7.46K- 96.96% |
$395K - $433K
|
234
$12.6K
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
12.6KNew |
$665K - $730K
|
12.6K
$674K
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-708- 1.58% |
$37.5K - $41.1K
|
44.2K
$2.37M
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
27New |
$1.43K - $1.57K
|
27
$1.45K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
98New |
$5.18K - $5.69K
|
98
$5.26K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
110New |
$5.82K - $6.39K
|
110
$5.9K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
24.1KNew |
$1.28M - $1.4M
|
24.1K
$1.29M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16.5K- 17.13% |
$872K - $958K
|
79.8K
$4.28M
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75New |
$3.97K - $4.36K
|
75
$4.02K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-126- 3.28% |
$6.67K - $7.32K
|
3.72K
$199K
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
14.9KNew |
$786K - $863K
|
14.9K
$797K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
48New |
$2.54K - $2.79K
|
48
$2.57K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
485New |
$25.7K - $28.2K
|
485
$26K
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
429+ 1.74% |
$22.7K - $24.9K
|
25.2K
$1.35M
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.99KNew |
$211K - $232K
|
3.99K
$214K
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-1.15K- 12.98% |
$60.7K - $66.7K
|
7.7K
$413K
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-4.03K- 33.97% |
$213K - $234K
|
7.84K
$420K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
32+ 8.0% |
$1.69K - $1.86K
|
432
$23.2K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
115New |
$6.08K - $6.68K
|
115
$6.17K
|
|
Q2 2023 | |||||||
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.87KClosed |
$251K - $287K
|
0
$0
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
37+ 1.77% |
$1.91K - $2.19K
|
2.13K
$114K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-20.1K- 99.11% |
$1.03M - $1.18M
|
181
$9.71K
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.35K- 19.76% |
$69.6K - $79.7K
|
5.48K
$294K
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.95KNew |
$255K - $293K
|
4.95K
$266K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
35New |
$1.8K - $2.07K
|
35
$1.88K
|
|
Aug 14, 2023
Q2 2023
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-2.6K- 3.24% |
$134K - $154K
|
77.6K
$4.16M
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
553New |
$28.5K - $32.7K
|
553
$29.7K
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
93+ 0.74% |
$4.8K - $5.49K
|
12.7K
$683K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-4.7K- 48.45% |
$242K - $278K
|
5K
$268K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-212- 1.7% |
$10.9K - $12.5K
|
12.3K
$660K
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-9.65K- 8.01% |
$498K - $570K
|
111K
$5.94M
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-5.47K- 8.03% |
$282K - $323K
|
62.7K
$3.36M
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
450New |
$23.2K - $26.6K
|
450
$24.1K
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
BUY
|
- |
939+ 25.26% |
$48.4K - $55.5K
|
4.66K
$250K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.27K- 45.73% |
$168K - $193K
|
3.88K
$208K
|
|
Q1 2023 | |||||||
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
480New |
$25.7K - $29.8K
|
480
$25.7K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.87KNew |
$207K - $240K
|
3.87K
$208K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.86K+ 16.44% |
$153K - $177K
|
20.2K
$1.09M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.53K+ 37.27% |
$81.9K - $95K
|
5.64K
$302K
|