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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.8K+ 0.46% |
$508K - $521K
|
2.38M
$114M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.3K+ 0.17% |
$202K - $207K
|
2.53M
$121M
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
617+ 3.85% |
$29K - $29.7K
|
16.6K
$796K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-197- 0.93% |
$9.26K - $9.5K
|
21K
$1M
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.45K- 1.61% |
$67.9K - $69.6K
|
88.1K
$4.22M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.49K- 9.4% |
$164K - $168K
|
33.6K
$1.61M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.11K+ 7.43% |
$381K - $391K
|
117K
$5.62M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
124New |
$5.83K - $5.98K
|
124
$5.94K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-235- 5.03% |
$11K - $11.3K
|
4.44K
$212K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.08KNew |
$50.5K - $51.8K
|
1.08K
$51.5K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.44K+ 3.75% |
$67.5K - $69.2K
|
39.7K
$1.9M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8+ 0.15% |
$376 - $386
|
5.46K
$261K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.74K+ 99.83% |
$270K - $277K
|
11.5K
$550K
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
38.5KNew |
$1.81M - $1.86M
|
38.5K
$1.84M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.93K+ 56.2% |
$90.6K - $92.9K
|
5.36K
$256K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.28% |
$47 - $48.2
|
363
$17.4K
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-1.57K- 3.53% |
$73.6K - $75.4K
|
42.7K
$2.04M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-22.6K- 43.17% |
$1.06M - $1.09M
|
29.8K
$1.43M
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-591- 7.25% |
$27.8K - $28.5K
|
7.56K
$362K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.29K- 0.39% |
$296K - $303K
|
1.61M
$77.2M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34K- 5.84% |
$1.6M - $1.64M
|
548K
$26.2M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.13KNew |
$53.2K - $54.6K
|
1.13K
$54.2K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-299- 2.94% |
$14.1K - $14.4K
|
9.87K
$473K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-546- 96.98% |
$25.7K - $26.3K
|
17
$814
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17+ 0.27% |
$799 - $819
|
6.27K
$300K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
950New |
$44.7K - $45.8K
|
950
$45.5K
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.03K- 19.54% |
$48.6K - $49.8K
|
4.26K
$204K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.4K+ 3.95% |
$1.24M - $1.27M
|
693K
$33.2M
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-42.9K- 18.44% |
$2.02M - $2.07M
|
190K
$9.09M
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
246+ 1.19% |
$11.6K - $11.9K
|
21K
$1M
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.38% |
$94 - $96.4
|
522
$25K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.7K- 57.84% |
$927K - $951K
|
14.4K
$688K
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-608- 1.22% |
$28.6K - $29.3K
|
49.2K
$2.35M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-695- 1.83% |
$32.7K - $33.5K
|
37.4K
$1.79M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.02K+ 9.4% |
$189K - $194K
|
46.8K
$2.24M
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-722- 0.52% |
$33.9K - $34.8K
|
139K
$6.65M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
468+ 9.83% |
$22K - $22.6K
|
5.23K
$250K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.48K+ 26.3% |
$117K - $119K
|
11.9K
$570K
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-160- 0.59% |
$7.52K - $7.71K
|
26.8K
$1.28M
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
27+ 0.36% |
$1.27K - $1.3K
|
7.51K
$359K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
80+ 1.62% |
$3.76K - $3.86K
|
5.02K
$240K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.71K- 1.52% |
$127K - $131K
|
176K
$8.43M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-700- 3.47% |
$32.9K - $33.7K
|
19.4K
$931K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.37K- 15.58% |
$346K - $355K
|
39.9K
$1.91M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.38KNew |
$441K - $452K
|
9.38K
$449K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
117+ 1.8% |
$5.5K - $5.64K
|
6.63K
$317K
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-198- 0.38% |
$9.31K - $9.54K
|
51.5K
$2.46M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-173K- 2.86% |
$8.15M - $8.36M
|
5.88M
$282M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-29.5K- 24.82% |
$1.39M - $1.42M
|
89.3K
$4.28M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
350New |
$16.5K - $16.9K
|
350
$16.8K
|