Latest Institutional Purchases of Spdr Nuveen Bloomberg High Yie (HYMB)
This list provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg High Yie (HYMB) 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.12K+ 6.65% |
$79.2K - $82K
|
50K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.42KNew |
$36.1K - $37.3K
|
1.42K
$35K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.27KNew |
$32.3K - $33.4K
|
1.27K
$31.3K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.15K+ 19.85% |
$29.2K - $30.2K
|
6.94K
$171K
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
938New |
$23.8K - $24.6K
|
938
$23.1K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
844New |
$21.4K - $22.2K
|
844
$20.8K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
658New |
$16.7K - $17.3K
|
658
$16.2K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
561New |
$14.2K - $14.7K
|
561
$13.8K
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
302+ 2.49% |
$7.66K - $7.93K
|
12.4K
$306K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
271New |
$6.88K - $7.12K
|
271
$6.68K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
225New |
$5.71K - $5.91K
|
225
$5.54K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
100New |
$2.54K - $2.63K
|
100
$2.46K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
82New |
$2.08K - $2.15K
|
82
$2.02K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$1.12K - $1.16K
|
44
$1.08K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
25+ 0.32% |
$635 - $657
|
7.95K
$196K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
10+ 0.21% |
$254 - $263
|
4.68K
$115K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
82.2KNew |
$2.06M - $2.12M
|
82.2K
$2.03M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
41.4KNew |
$1.04M - $1.07M
|
41.4K
$1.02M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.1KNew |
$453K - $466K
|
18.1K
$445K
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
16.3KNew |
$410K - $421K
|
16.3K
$402K
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
8.36KNew |
$210K - $216K
|
8.36K
$206K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.36KNew |
$185K - $190K
|
7.36K
$181K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.67KNew |
$142K - $146K
|
5.67K
$140K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.7KNew |
$93K - $95.6K
|
3.7K
$91.2K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$25.1K - $25.8K
|
1K
$24.6K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
414+ 2.71% |
$10.4K - $10.7K
|
15.7K
$387K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
250New |
$6.28K - $6.45K
|
250
$6.16K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
225New |
$5.65K - $5.81K
|
225
$5.54K
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
169+ 301.79% |
$4.25K - $4.36K
|
225
$5.54K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
51+ 0.29% |
$1.28K - $1.32K
|
17.9K
$441K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 1.57% |
$50.2 - $51.6
|
129
$3.18K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.59% |
$25.1 - $25.8
|
170
$4.19K
|
|
Q1 2024 | |||||||
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
4.18MNew |
$104M - $107M
|
4.18M
$103M
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
72.2K+ 26.6% |
$1.8M - $1.86M
|
344K
$8.47M
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
45.8KNew |
$1.14M - $1.18M
|
45.8K
$1.13M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.5KNew |
$637K - $656K
|
25.5K
$629K
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
18KNew |
$449K - $462K
|
18K
$444K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.5K+ 21.74% |
$413K - $425K
|
92.6K
$2.28M
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
11.2KNew |
$280K - $288K
|
11.2K
$276K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
10.2KNew |
$254K - $262K
|
10.2K
$251K
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
7.04KNew |
$176K - $181K
|
7.04K
$173K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
6.29KNew |
$157K - $162K
|
6.29K
$155K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
5.9KNew |
$147K - $151K
|
5.9K
$145K
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.72K+ 3.48% |
$92.7K - $95.5K
|
110K
$2.72M
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.41KNew |
$60.1K - $61.9K
|
2.41K
$59.4K
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.16KNew |
$28.8K - $29.7K
|
1.16K
$28.5K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.13K+ 2.58% |
$28.1K - $28.9K
|
44.7K
$1.1M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1KNew |
$25K - $25.7K
|
1K
$24.6K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
144New |
$3.59K - $3.7K
|
144
$3.55K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
141+ 470.0% |
$3.52K - $3.62K
|
171
$4.21K
|