Beacon Pointe Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Beacon Pointe Advisors, LLC

$8.89 Billion
Q4 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 127,894 shares of SHM stock, worth $6.13 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

127,894

Previous 161,340 20.73%

Holding current value

$6.13 Million

Previous $7.77 Million 21.97%

% of portfolio

0.07%

Previous 0.09%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$47.26 - $48.18 $1.58 Million - $1.61 Million	-33,446 Reduced 20.73%	127,894 $6.06 Million
Q3 2024 Nov 14, 2024	SELL	$47.01 - $48.2 $1.54 Million - $1.58 Million	-32,786 Reduced 16.89%	161,340 $7.77 Million
Q2 2024 Aug 12, 2024	BUY	$46.84 - $47.32 $465,636 - $470,408	9,941 Added 5.4%	194,126 $9.16 Million
Q1 2024 May 14, 2024	BUY	$47.44 - $47.9 $757,664 - $765,010	15,971 Added 9.49%	184,185 $8.74 Million
Q4 2023 Feb 08, 2024	SELL	$46.12 - $47.85 $138,544 - $143,741	-3,004 Reduced 1.75%	168,214 $8.04 Million
Q3 2023 Nov 14, 2023	SELL	$46.19 - $47.22 $2.18 Million - $2.23 Million	-47,265 Reduced 21.63%	171,218 $7.92 Million
Q2 2023 Aug 11, 2023	SELL	$46.54 - $47.72 $706,709 - $724,628	-15,185 Reduced 6.5%	218,483 $10.3 Million
Q1 2023 May 12, 2023	BUY	$46.61 - $47.68 $2.07 Million - $2.12 Million	44,395 Added 23.46%	233,668 $11.1 Million
Q4 2022 Feb 14, 2023	BUY	$45.97 - $47.2 $38,430 - $39,459	836 Added 0.44%	189,273 $8.89 Million
Q3 2022 Nov 09, 2022	BUY	$46.05 - $47.82 $3.08 Million - $3.2 Million	66,876 Added 55.01%	188,437 $8.69 Million
Q2 2022 Aug 11, 2022	SELL	$46.52 - $47.45 $4.46 Million - $4.55 Million	-95,946 Reduced 44.11%	121,561 $5.75 Million
Q1 2022 May 17, 2022	BUY	$47.3 - $49.17 $9.73 Million - $10.1 Million	205,777 Added 1754.28%	217,507 $10.3 Million
Q4 2021 Feb 14, 2022	BUY	$49.16 - $49.38 $59,827 - $60,095	1,217 Added 11.58%	11,730 $577,000
Q3 2021 Nov 15, 2021	BUY	$49.4 - $49.69 $34,728 - $34,932	703 Added 7.17%	10,513 $519,000
Q2 2021 Aug 17, 2021	BUY	$49.5 - $49.73 $226,611 - $227,663	4,578 Added 87.5%	9,810 $486,000
Q1 2021 May 18, 2021	SELL	$49.43 - $49.87 $146,757 - $148,064	-2,969 Reduced 36.2%	5,232 $258,000
Q4 2020 Feb 12, 2021	BUY	$49.66 - $49.86 $139,693 - $140,256	2,813 Added 52.21%	8,201 $407,000
Q3 2020 Nov 16, 2020	SELL	$49.76 - $50.06 $132,958 - $133,760	-2,672 Reduced 33.15%	5,388 $269,000
Q2 2020 Aug 14, 2020	BUY	$48.24 - $49.96 $186,013 - $192,645	3,856 Added 91.72%	8,060 $401,000
Q1 2020 May 15, 2020	BUY	$43.92 - $49.69 $184,639 - $208,896	4,204 New	4,204 $205,000

Others Institutions Holding SHM

# of Institutions

451

Shares Held

73.7M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Beacon Pointe Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History