Latest Institutional Transactions on Ssga Active Trust (SRLN)
This table provides information on the latest institutional transactions involving Ssga Active Trust (SRLN) 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 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-725- 13.08% |
$30.1K - $30.5K
|
4.82K
$201K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.2K+ 3.59% |
$133K - $135K
|
92.4K
$3.86M
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.01K+ 19.57% |
$83.5K - $84.7K
|
12.3K
$513K
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-141- 1.93% |
$5.85K - $5.93K
|
7.16K
$299K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
234New |
$9.71K - $9.85K
|
234
$9.77K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
14.3K+ 11.85% |
$591K - $600K
|
135K
$5.62M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2.42K+ 1.44% |
$101K - $102K
|
171K
$7.13M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3.06K+ 1.74% |
$127K - $129K
|
179K
$7.46M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-67K- 60.85% |
$2.78M - $2.82M
|
43.1K
$1.8M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-174- 2.6% |
$7.22K - $7.32K
|
6.51K
$272K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
84+ 0.48% |
$3.48K - $3.53K
|
17.6K
$736K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.02MNew |
$42.1M - $42.7M
|
1.02M
$42.4M
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
28.6KNew |
$1.19M - $1.2M
|
28.6K
$1.19M
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
25.5K+ 29.61% |
$1.06M - $1.07M
|
112K
$4.67M
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
10.8KNew |
$446K - $453K
|
10.8K
$449K
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
85KNew |
$3.53M - $3.58M
|
85K
$3.55M
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
12.7K+ 7.25% |
$528K - $535K
|
188K
$7.86M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.38K+ 2.8% |
$57.2K - $58K
|
50.6K
$2.11M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
633+ 5.23% |
$26.3K - $26.6K
|
12.7K
$531K
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-17- 0.03% |
$705 - $715
|
53K
$2.21M
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-30- 1.99% |
$1.24K - $1.26K
|
1.48K
$61.7K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 3.92% |
$83 - $84.2
|
53
$2.21K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
112New |
$4.65K - $4.71K
|
112
$4.67K
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
6.2K+ 16.23% |
$257K - $261K
|
44.4K
$1.85M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.17K+ 3659.38% |
$48.6K - $49.3K
|
1.2K
$50.2K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11+ 1.43% |
$456 - $463
|
781
$32.6K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
207+ 131.85% |
$8.59K - $8.71K
|
364
$15.2K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
460+ 17.27% |
$19.1K - $19.4K
|
3.12K
$130K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11.9KNew |
$493K - $500K
|
11.9K
$496K
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.17K- 5.31% |
$90.1K - $91.4K
|
38.7K
$1.62M
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-7.9K- 10.58% |
$328K - $332K
|
66.8K
$2.79M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.28K- 14.91% |
$53.1K - $53.8K
|
7.3K
$305K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.39K+ 18.88% |
$57.8K - $58.6K
|
8.77K
$366K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.01KNew |
$249K - $253K
|
6.01K
$251K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.5K+ 15.06% |
$517K - $525K
|
95.2K
$3.98M
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
14.6KNew |
$606K - $614K
|
14.6K
$609K
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
2.87K+ 6.72% |
$119K - $121K
|
45.5K
$1.9M
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
98.5KNew |
$4.08M - $4.14M
|
98.5K
$4.11M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
828+ 10.76% |
$34.3K - $34.8K
|
8.53K
$356K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
551+ 10.81% |
$22.9K - $23.2K
|
5.65K
$236K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.9K+ 39.86% |
$495K - $502K
|
41.9K
$1.75M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.5K+ 1.42% |
$145K - $147K
|
249K
$10.4M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
18.1K+ 4.15% |
$749K - $760K
|
453K
$18.9M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11.7KNew |
$485K - $493K
|
11.7K
$489K
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-254- 2.29% |
$10.5K - $10.7K
|
10.8K
$452K
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
BUY
|
- |
16.3KNew |
$676K - $686K
|
16.3K
$680K
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
8.84K+ 123.02% |
$367K - $372K
|
16K
$669K
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
14.7KNew |
$608K - $617K
|
14.7K
$612K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.76KNew |
$73.1K - $74.2K
|
1.76K
$73.6K
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-190K- 93.95% |
$7.87M - $7.99M
|
12.2K
$510K
|