Latest Institutional Transactions on Spdr Bloomberg Investment Grad (FLRN)
This table provides information on the latest institutional transactions involving Spdr Bloomberg Investment Grad (FLRN) 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 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
50.8K+ 5.39% |
$1.56M - $1.57M
|
993K
$30.6M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
183K+ 70.55% |
$5.6M - $5.64M
|
442K
$13.6M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.9K- 32.58% |
$488K - $491K
|
32.9K
$1.01M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
134+ 418.75% |
$4.11K - $4.13K
|
166
$5.11K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-296- 1.18% |
$9.08K - $9.13K
|
24.7K
$760K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14K+ 112.97% |
$430K - $433K
|
26.4K
$814K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.58K- 16.77% |
$79K - $79.4K
|
12.8K
$393K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.43K+ 819.54% |
$43.7K - $44K
|
1.6K
$49.2K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
142KNew |
$4.36M - $4.39M
|
142K
$4.38M
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
944+ 3.91% |
$29K - $29.1K
|
25.1K
$771K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-695- 11.65% |
$21.3K - $21.4K
|
5.27K
$162K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.4K+ 26.14% |
$747K - $751K
|
118K
$3.62M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-439K- 55.45% |
$13.5M - $13.5M
|
352K
$10.8M
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-20- 0.09% |
$613 - $617
|
22.7K
$698K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7.5KNew |
$230K - $231K
|
7.5K
$231K
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-412- 1.42% |
$12.6K - $12.7K
|
28.7K
$882K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
96+ 1.61% |
$2.94K - $2.96K
|
6.05K
$186K
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
36KNew |
$1.1M - $1.11M
|
36K
$1.11M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12.1KNew |
$371K - $373K
|
12.1K
$372K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-160- 0.14% |
$4.91K - $4.93K
|
114K
$3.5M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16K+ 26.35% |
$492K - $495K
|
76.9K
$2.37M
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
13.6KNew |
$417K - $419K
|
13.6K
$418K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.8K+ 6.51% |
$85.8K - $86.3K
|
45.8K
$1.41M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.5KNew |
$445K - $448K
|
14.5K
$447K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
7.54K+ 17.26% |
$231K - $232K
|
51.2K
$1.57M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-548K- 71.94% |
$16.8M - $16.9M
|
214K
$6.58M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.39M- 99.99% |
$104M - $105M
|
463
$14.2K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-495- 2.53% |
$15.2K - $15.3K
|
19.1K
$587K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-164K- 12.82% |
$5.03M - $5.05M
|
1.11M
$34.3M
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.66K- 59.23% |
$81.6K - $82.1K
|
1.83K
$56.4K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-52- 0.02% |
$1.59K - $1.6K
|
230K
$7.06M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-261- 0.89% |
$8K - $8.05K
|
29K
$892K
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.04K- 1.29% |
$93.2K - $93.7K
|
232K
$7.13M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
22+ 440.0% |
$675 - $678
|
27
$831
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-222K- 35.89% |
$6.82M - $6.86M
|
397K
$12.2M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.23K- 28.89% |
$160K - $161K
|
12.9K
$396K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.46K- 10.47% |
$106K - $107K
|
29.6K
$911K
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
11.3KNew |
$347K - $349K
|
11.3K
$348K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
31K+ 227.95% |
$951K - $956K
|
44.6K
$1.37M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
508KNew |
$15.6M - $15.7M
|
508K
$15.6M
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-4.55K- 3.06% |
$140K - $140K
|
144K
$4.43M
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 31.82% |
$429 - $432
|
30
$923
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
117K+ 29.38% |
$3.59M - $3.61M
|
515K
$15.9M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.97K- 14.44% |
$60.3K - $60.6K
|
11.7K
$358K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-13K- 46.8% |
$400K - $402K
|
14.8K
$456K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
65+ 0.3% |
$1.99K - $2K
|
21.4K
$659K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
109K+ 3550.15% |
$3.35M - $3.36M
|
112K
$3.45M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
249New |
$7.64K - $7.68K
|
249
$7.66K
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
7.5KNew |
$230K - $231K
|
7.5K
$231K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4.92K- 1.36% |
$151K - $152K
|
358K
$11M
|