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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
325+ 3.61% |
$15.3K - $15.7K
|
9.33K
$447K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.7K- 7.14% |
$690K - $707K
|
191K
$9.14M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-104- 71.23% |
$4.89K - $5.01K
|
42
$2.01K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
32New |
$1.5K - $1.54K
|
32
$1.53K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
625+ 5.14% |
$29.4K - $30.1K
|
12.8K
$612K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20- 0.11% |
$940 - $964
|
18.3K
$876K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-35.5K- 42.57% |
$1.67M - $1.71M
|
47.9K
$2.29M
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-6.16K- 23.28% |
$290K - $297K
|
20.3K
$971K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.63K- 4.42% |
$123K - $127K
|
56.8K
$2.72M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.26K+ 17.3% |
$200K - $206K
|
28.9K
$1.38M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-737- 38.11% |
$34.6K - $35.5K
|
1.2K
$57.3K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
895+ 7.96% |
$42.1K - $43.1K
|
12.1K
$581K
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.92K- 20.87% |
$231K - $237K
|
18.7K
$894K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.23K- 18.02% |
$105K - $107K
|
10.1K
$486K
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 1.46% |
$84.6K - $86.8K
|
122K
$5.83M
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-486- 73.64% |
$22.8K - $23.4K
|
174
$8.33K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.07K+ 4.1% |
$191K - $196K
|
103K
$4.95M
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.42K+ 42.28% |
$66.6K - $68.3K
|
4.77K
$228K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
13.9K+ 33.87% |
$655K - $672K
|
55.1K
$2.64M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-13.2K- 4.76% |
$622K - $637K
|
264K
$12.7M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2.3K- 12.9% |
$108K - $111K
|
15.5K
$744K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.68K- 1.86% |
$408K - $419K
|
459K
$22M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.29K- 12.73% |
$296K - $303K
|
43.1K
$2.06M
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-17- 60.71% |
$799 - $819
|
11
$527
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.71K- 4.45% |
$80.2K - $82.2K
|
36.6K
$1.75M
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.41K- 3.35% |
$113K - $116K
|
69.6K
$3.33M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.05K+ 6.7% |
$238K - $244K
|
80.5K
$3.85M
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-38K- 54.31% |
$1.79M - $1.83M
|
32K
$1.53M
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-377- 1.08% |
$17.7K - $18.2K
|
34.6K
$1.66M
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3.68K- 12.49% |
$173K - $177K
|
25.8K
$1.23M
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-21.5K- 15.47% |
$1.01M - $1.04M
|
117K
$5.62M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-100- 59.17% |
$4.7K - $4.82K
|
69
$3.3K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-97.5K- 5.91% |
$4.58M - $4.7M
|
1.55M
$74.2M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.8K- 3.14% |
$84.4K - $86.5K
|
55.3K
$2.65M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.4K- 8.88% |
$254K - $260K
|
55.5K
$2.66M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.24K+ 4.37% |
$387K - $397K
|
197K
$9.42M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.89% |
$94 - $96.4
|
227
$10.9K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
3.85K+ 11.13% |
$181K - $186K
|
38.4K
$1.84M
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
260+ 9.25% |
$12.2K - $12.5K
|
3.07K
$147K
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
470+ 5.61% |
$22.1K - $22.7K
|
8.85K
$424K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-47.9K- 13.94% |
$2.25M - $2.31M
|
296K
$14.1M
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
79.4KNew |
$3.73M - $3.83M
|
79.4K
$3.8M
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-10- 0.07% |
$470 - $482
|
14.7K
$702K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.66K+ 12.1% |
$78.1K - $80.1K
|
15.4K
$736K
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
268+ 1.4% |
$12.6K - $12.9K
|
19.5K
$932K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-415- 5.4% |
$19.5K - $20K
|
7.27K
$348K
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-100- 0.84% |
$4.7K - $4.82K
|
11.8K
$564K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
81+ 80.2% |
$3.81K - $3.9K
|
182
$8.71K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.57KNew |
$309K - $317K
|
6.57K
$314K
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-380- 3.68% |
$17.9K - $18.3K
|
9.95K
$476K
|