Latest Institutional Transactions on Spdr S&P Kensho Clean Power Et (CNRG)
This table provides information on the latest institutional transactions involving Spdr S&P Kensho Clean Power Et (CNRG) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
55New |
$3.21K - $4.02K
|
55
$3.5K
|
|
| Q3 2023 | |||||||
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
60New |
$4.05K - $5.27K
|
60
$3.82K
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
600+ 7.2% |
$40.5K - $52.7K
|
8.93K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-59- 1.6% |
$3.98K - $5.18K
|
3.63K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.37KNew |
$227K - $296K
|
3.37K
$215K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
346New |
$23.3K - $30.4K
|
346
$22K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-295- 6.18% |
$19.9K - $25.9K
|
4.48K
$285K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
4.36KNew |
$294K - $383K
|
4.36K
$278K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
175New |
$11.8K - $15.4K
|
175
$11.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
17.8KNew |
$1.2M - $1.56M
|
17.8K
$1.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
35New |
$2.36K - $3.07K
|
35
$2.23K
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.1K+ 5.68% |
$209K - $272K
|
57.7K
$3.68M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-4.36K- 47.44% |
$341K - $377K
|
4.83K
$308K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-200- 95.24% |
$15.6K - $17.3K
|
10
$637
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
373New |
$29.2K - $32.3K
|
373
$23.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
300New |
$23.5K - $26K
|
300
$19.1K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.23K- 50.88% |
$252K - $279K
|
3.11K
$198K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
5.38KNew |
$421K - $466K
|
5.38K
$343K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-205- 1.08% |
$16K - $17.7K
|
18.8K
$1.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
175+ 1.28% |
$13.7K - $15.1K
|
13.8K
$880K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
218+ 8.62% |
$17K - $18.9K
|
2.75K
$175K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
310+ 68.89% |
$24.2K - $26.8K
|
760
$48.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.43KNew |
$190K - $210K
|
2.43K
$155K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.78KNew |
$143K - $167K
|
1.78K
$113K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.01KNew |
$162K - $189K
|
2.01K
$128K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1+ 0.04% |
$80.4 - $93.9
|
2.68K
$171K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
50+ 66.67% |
$4.02K - $4.7K
|
125
$7.96K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.93KNew |
$235K - $275K
|
2.93K
$186K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
27New |
$2.17K - $2.54K
|
27
$1.72K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
300New |
$24.1K - $28.2K
|
300
$19.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42New |
$3.38K - $3.95K
|
42
$2.68K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
36.6KNew |
$2.83M - $3.42M
|
36.6K
$2.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
133New |
$10.3K - $12.4K
|
133
$8.47K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$232 - $280
|
3
$191
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
74New |
$5.72K - $6.91K
|
74
$4.71K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$854K - $1.03M
|
11K
$703K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
35New |
$2.71K - $3.27K
|
35
$2.23K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
180New |
$13.9K - $16.8K
|
180
$11.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
236New |
$18.3K - $22K
|
236
$15K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
17New |
$1.31K - $1.59K
|
17
$1.08K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
309New |
$23.9K - $28.9K
|
309
$19.7K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.09K- 29.34% |
$161K - $217K
|
5.04K
$321K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
21+ 18.92% |
$1.61K - $2.18K
|
132
$8.41K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1- 0.43% |
$76.8 - $104
|
230
$14.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
228New |
$17.5K - $23.7K
|
228
$14.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 33.33% |
$76.8 - $104
|
4
$255
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
62New |
$4.76K - $6.45K
|
62
$3.95K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-182- 78.11% |
$14K - $18.9K
|
51
$3.25K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
21+ 1050.0% |
$1.61K - $2.18K
|
23
$1.47K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-396Closed |
$27.7K - $36.9K
|
0
$0
|
|