Latest Institutional Transactions on Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Short Te (SHM) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.45K+ 123.27% |
$114K - $116K
|
4.43K
$212K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
23New |
$1.07K - $1.09K
|
23
$1.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-14.9KClosed |
$692K - $706K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.74KNew |
$407K - $415K
|
8.74K
$418K
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2K- 16.67% |
$93K - $94.9K
|
10K
$478K
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-9.99KClosed |
$465K - $474K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
650+ 30.95% |
$30.2K - $30.8K
|
2.75K
$131K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-1.12K- 94.93% |
$52.3K - $53.3K
|
60
$2.87K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-4.16M- 97.6% |
$194M - $197M
|
102K
$4.89M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
726New |
$33.8K - $34.4K
|
726
$34.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
14.9KNew |
$693K - $707K
|
14.9K
$712K
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-613- 0.32% |
$28.5K - $29.1K
|
191K
$9.15M
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-404Closed |
$18.8K - $19.2K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-7.09KClosed |
$330K - $336K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 46.26% |
$178K - $182K
|
4.45K
$213K
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
6.85KNew |
$319K - $325K
|
6.85K
$327K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.9KClosed |
$553K - $564K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-419Closed |
$19.5K - $19.9K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.41KClosed |
$391K - $399K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-268- 0.25% |
$12.5K - $12.7K
|
107K
$5.1M
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-15.1KClosed |
$704K - $718K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-11.3KClosed |
$527K - $538K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-7.04KClosed |
$328K - $334K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 20.3% |
$217K - $221K
|
18.3K
$874K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.13KClosed |
$285K - $291K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-301KClosed |
$14M - $14.3M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-4.37KClosed |
$203K - $207K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-2.25K- 15.54% |
$105K - $107K
|
12.2K
$584K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.08K- 27.4% |
$143K - $146K
|
8.16K
$390K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-5.79KClosed |
$269K - $275K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-447- 69.09% |
$20.8K - $21.2K
|
200
$9.55K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
14.8KNew |
$691K - $705K
|
14.8K
$709K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-491Closed |
$22.8K - $23.3K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.9KClosed |
$507K - $517K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-825Closed |
$39K - $40.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.23KClosed |
$437K - $454K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-515KClosed |
$24.3M - $25.3M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-49.4KClosed |
$2.34M - $2.43M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-4.47KClosed |
$211K - $220K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-14.3KClosed |
$676K - $702K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-358Closed |
$16.9K - $17.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-80K- 94.79% |
$3.78M - $3.93M
|
4.4K
$210K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.14KClosed |
$196K - $204K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-4.09KClosed |
$193K - $201K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-1.42KClosed |
$67K - $69.7K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.53KClosed |
$214K - $223K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-167Closed |
$7.9K - $8.21K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.87KClosed |
$231K - $240K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-43.5KClosed |
$2.06M - $2.14M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-11KClosed |
$520K - $541K
|
0
$0
|
|