Sterling Financial Group, Inc. Invesco Et Sf Idxd Fd Tr Bulle Transaction History

Sterling Financial Group, Inc.

$220 Million
Q1 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	SELL	$23.02 - $23.23 $16.2 Million - $16.4 Million	-703,996 Reduced 89.33%	84,094 $1.94 Million
Q3 2024 Oct 22, 2024	BUY	$22.94 - $23.16 $63,681 - $64,292	2,776 Added 0.35%	788,090 $18.2 Million
Q2 2024 Jul 15, 2024	BUY	$22.87 - $23.06 $160,798 - $162,134	7,031 Added 0.9%	785,314 $18 Million
Q1 2024 Apr 10, 2024	BUY	$22.69 - $22.98 $4.49 Million - $4.54 Million	197,779 Added 34.07%	778,283 $17.9 Million
Q4 2023 Jan 17, 2024	BUY	$22.23 - $22.92 $282,587 - $291,359	12,712 Added 2.24%	580,504 $13.2 Million
Q3 2023 Oct 18, 2023	BUY	$22.43 - $22.73 $437,788 - $443,644	19,518 Added 3.56%	567,792 $12.8 Million
Q2 2023 Sep 07, 2023	BUY	$22.27 - $22.59 $12.2 Million - $12.4 Million	548,274 New	548,274 $12.4 Million

Others Institutions Holding BSJP

# of Institutions

193

Shares Held

26.5M

Call Options Held

0

Put Options Held

0

Mirador Capital Partners LP

2.28M
Shares

$52.4 Million
9.79% of portfolio
Lpl Financial LLC Fort Mill, SC

1.85M
Shares

$42.6 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.33M
Shares

$30.7 Million
0.07% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

1.29M
Shares

$29.7 Million
6.34% of portfolio
Morgan Stanley New York, NY

1.12M
Shares

$25.7 Million
0.0% of portfolio

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