Latest Institutional Transactions on Spdr Dow Jones Global Real Est (RWO)
This table provides information on the latest institutional transactions involving Spdr Dow Jones Global Real Est (RWO) 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 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
350+ 6.1% |
$13K - $15.1K
|
6.09K
$287K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30New |
$1.11K - $1.29K
|
30
$1.41K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.85K- 15.88% |
$68.5K - $79.5K
|
9.78K
$460K
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8.59K+ 8500.0% |
$319K - $370K
|
8.69K
$409K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
108KNew |
$4.03M - $4.67M
|
108K
$5.1M
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$48.3K - $56K
|
1.3K
$61.1K
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-64.2K- 90.13% |
$2.38M - $2.77M
|
7.03K
$331K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
9.03KNew |
$335K - $389K
|
9.03K
$425K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
129New |
$4.79K - $5.56K
|
129
$6.07K
|
|
Q3 2022 | |||||||
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
261+ 65.25% |
$9.93K - $12.7K
|
661
$31.1K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$15.2K - $19.5K
|
400
$18.8K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.93KNew |
$73.6K - $94.3K
|
1.93K
$90.9K
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
714New |
$27.2K - $34.8K
|
714
$33.6K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
43+ 0.02% |
$1.64K - $2.1K
|
193K
$9.07M
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-361- 3.07% |
$13.7K - $17.6K
|
11.4K
$536K
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.77K- 18.94% |
$67.2K - $86.2K
|
7.56K
$355K
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.2K+ 280.42% |
$45.8K - $58.7K
|
1.63K
$76.8K
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-12- 0.12% |
$457 - $585
|
10.3K
$486K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15+ 1.14% |
$571 - $732
|
1.33K
$62.5K
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-5.75KClosed |
$219K - $281K
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-391- 26.37% |
$14.9K - $19.1K
|
1.09K
$51.4K
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.5K+ 1648.35% |
$57.1K - $73.2K
|
1.59K
$74.8K
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.33K- 40.74% |
$165K - $211K
|
6.31K
$297K
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-209- 90.09% |
$7.95K - $10.2K
|
23
$1.08K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
98New |
$3.73K - $4.78K
|
98
$4.61K
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
BUY
|
- |
52.3KNew |
$1.99M - $2.55M
|
52.3K
$2.46M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 15.38% |
$76.1 - $97.6
|
15
$705
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
9.28K+ 86.84% |
$353K - $453K
|
20K
$939K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.42KNew |
$54.1K - $69.4K
|
1.42K
$66.9K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20Closed |
$761 - $976
|
0
$0
|
|
Q2 2022 | |||||||
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
90New |
$3.87K - $4.95K
|
90
$4.23K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-27- 55.1% |
$1.16K - $1.49K
|
22
$1.03K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3New |
$129 - $165
|
3
$141
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
106New |
$4.56K - $5.83K
|
106
$4.99K
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-134- 2.65% |
$5.77K - $7.37K
|
4.92K
$231K
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
60New |
$2.58K - $3.3K
|
60
$2.82K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-60Closed |
$2.58K - $3.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.89KClosed |
$168K - $214K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-36.9KClosed |
$1.59M - $2.03M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-500- 4.24% |
$21.5K - $27.5K
|
11.3K
$531K
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.92% |
$43.1 - $55
|
110
$5.17K
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.99KClosed |
$172K - $220K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.15KClosed |
$179K - $229K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
243New |
$10.5K - $13.4K
|
243
$11.4K
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.08KClosed |
$133K - $170K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-165Closed |
$7.1K - $9.08K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
103+ 1.8% |
$4.43K - $5.67K
|
5.81K
$273K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.29KNew |
$55.4K - $70.8K
|
1.29K
$60.5K
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-6.05KClosed |
$260K - $333K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-9Closed |
$387 - $495
|
0
$0
|