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 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.4K- 4.95% |
$724K - $743K
|
296K
$14.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.57K- 36.36% |
$215K - $220K
|
7.99K
$382K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.21K- 35.69% |
$151K - $155K
|
5.79K
$277K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10.9K- 62.04% |
$510K - $523K
|
6.64K
$318K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-21.5K- 27.42% |
$1.01M - $1.04M
|
57K
$2.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-752- 19.47% |
$35.4K - $36.2K
|
3.11K
$149K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-14.5K- 37.65% |
$681K - $698K
|
24K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6- 0.04% |
$282 - $289
|
14K
$672K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.41K+ 9.54% |
$160K - $164K
|
39.1K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.9K+ 4.83% |
$1.08M - $1.1M
|
497K
$23.8M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
22+ 12.79% |
$1.03K - $1.06K
|
194
$9.29K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.39K- 8.23% |
$159K - $163K
|
37.8K
$1.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.89K- 31.83% |
$136K - $139K
|
6.19K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 1.94% |
$83.2K - $85.3K
|
89.6K
$4.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
804+ 3.97% |
$37.8K - $38.8K
|
21K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.38KNew |
$206K - $211K
|
4.38K
$209K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.26% |
$376 - $386
|
3.06K
$146K
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
6.49K+ 16.79% |
$305K - $313K
|
45.1K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
16.1K+ 7.91% |
$756K - $775K
|
219K
$10.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.14K- 1.77% |
$53.5K - $54.9K
|
63.1K
$3.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-10.8K- 55.41% |
$509K - $521K
|
8.71K
$417K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-500- 3.76% |
$23.5K - $24.1K
|
12.8K
$613K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-5.55K- 22.32% |
$261K - $267K
|
19.3K
$924K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
43+ 0.28% |
$2.02K - $2.07K
|
15.5K
$744K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.48K- 23.64% |
$69.6K - $71.4K
|
4.78K
$229K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-927- 9.36% |
$43.6K - $44.7K
|
8.98K
$430K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
729+ 0.46% |
$34.3K - $35.1K
|
158K
$7.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.6K+ 22.97% |
$75.2K - $77.1K
|
8.57K
$410K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
31.1KNew |
$1.46M - $1.5M
|
31.1K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
39+ 0.56% |
$1.83K - $1.88K
|
7.04K
$337K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
23.6KNew |
$1.11M - $1.14M
|
23.6K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
99+ 0.5% |
$4.65K - $4.77K
|
19.8K
$950K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-116- 0.61% |
$5.45K - $5.59K
|
18.8K
$902K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
3.52K+ 4.42% |
$166K - $170K
|
83.3K
$3.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.03% |
$94 - $96.4
|
6.95K
$333K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.03K- 1.93% |
$142K - $146K
|
154K
$7.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-505- 2.93% |
$23.7K - $24.3K
|
16.7K
$801K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
7.02KNew |
$330K - $338K
|
7.02K
$336K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.62K- 8.51% |
$217K - $223K
|
49.7K
$2.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-163K- 63.65% |
$7.65M - $7.84M
|
92.9K
$4.45M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
175+ 0.37% |
$8.23K - $8.44K
|
47.9K
$2.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-459- 48.37% |
$21.6K - $22.1K
|
490
$23.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-156- 1.75% |
$7.33K - $7.52K
|
8.78K
$420K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
142+ 0.23% |
$6.68K - $6.84K
|
63.3K
$3.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
418+ 18.47% |
$19.7K - $20.1K
|
2.68K
$128K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-483- 3.05% |
$22.7K - $23.3K
|
15.3K
$735K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-6.75K- 20.84% |
$317K - $325K
|
25.6K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-70- 0.13% |
$3.29K - $3.37K
|
55.6K
$2.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
350+ 0.7% |
$16.5K - $16.9K
|
50.5K
$2.42M
|