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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-571- 2.98% |
$17.3K - $17.5K
|
18.6K
$573K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-152- 8.68% |
$4.61K - $4.66K
|
1.6K
$49.2K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
45New |
$1.36K - $1.38K
|
45
$1.38K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
561New |
$17K - $17.2K
|
561
$17.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
4.8K+ 70.86% |
$146K - $147K
|
11.6K
$356K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-397- 6.61% |
$12K - $12.2K
|
5.61K
$173K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-27.3K- 71.94% |
$829K - $839K
|
10.7K
$328K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
160New |
$4.85K - $4.91K
|
160
$4.92K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
216New |
$6.55K - $6.63K
|
216
$6.64K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-168- 39.34% |
$5.1K - $5.16K
|
259
$7.97K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-89- 54.94% |
$2.7K - $2.73K
|
73
$2.25K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-850- 4.68% |
$25.5K - $26.1K
|
17.3K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.7KNew |
$349K - $358K
|
11.7K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
47.9KNew |
$1.43M - $1.47M
|
47.9K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Warberg Asset Management LLC
Winnetka, IL |
SELL
|
- |
-825- 10.86% |
$24.7K - $25.3K
|
6.78K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.25K- 3.35% |
$37.4K - $38.3K
|
36K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
60.8KNew |
$1.82M - $1.86M
|
60.8K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
479+ 2.12% |
$14.4K - $14.7K
|
23.1K
$710K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
142New |
$4.25K - $4.36K
|
142
$4.37K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-57.5K- 44.88% |
$1.72M - $1.76M
|
70.6K
$2.17M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.3KNew |
$38.9K - $39.9K
|
1.3K
$40K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
47.9K+ 4.37% |
$1.43M - $1.47M
|
1.14M
$35.1M
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
8.93KNew |
$267K - $274K
|
8.93K
$275K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-3.71K- 0.96% |
$111K - $114K
|
381K
$11.7M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13New |
$389 - $399
|
13
$400
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
14.4K+ 3.36% |
$432K - $443K
|
444K
$13.7M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.9K+ 54.89% |
$147K - $150K
|
13.8K
$425K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-52.1K- 81.69% |
$1.56M - $1.6M
|
11.7K
$359K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.33K- 41.76% |
$130K - $133K
|
6.04K
$186K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.14K- 28.46% |
$34.3K - $35.1K
|
2.88K
$88.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-8.28K- 11.16% |
$248K - $254K
|
66K
$2.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
400+ 17.39% |
$12K - $12.3K
|
2.7K
$83.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.12K- 4.56% |
$33.6K - $34.4K
|
23.4K
$721K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4.7K- 31.97% |
$141K - $144K
|
10K
$308K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.7K- 30.84% |
$111K - $114K
|
8.31K
$256K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.31KNew |
$39.2K - $40.2K
|
1.31K
$40.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
11.4K+ 54.34% |
$343K - $351K
|
32.5K
$999K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-188K- 51.11% |
$5.63M - $5.77M
|
180K
$5.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.09K- 35.37% |
$152K - $156K
|
9.3K
$286K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.17K- 8.96% |
$95.1K - $97.3K
|
32.3K
$992K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
174New |
$5.21K - $5.34K
|
174
$5.35K
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.65K- 10.03% |
$169K - $173K
|
50.6K
$1.56M
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-6.6K- 21.87% |
$199K - $201K
|
23.6K
$725K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.78K- 1.58% |
$83.9K - $84.5K
|
173K
$5.31M
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
160K+ 1729.76% |
$4.82M - $4.85M
|
169K
$5.19M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-10.4KClosed |
$314K - $316K
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
136KNew |
$4.11M - $4.14M
|
136K
$4.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
148+ 2.08% |
$4.47K - $4.5K
|
7.25K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.09KNew |
$274K - $276K
|
9.09K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.68K- 81.7% |
$80.8K - $81.4K
|
600
$18.5K
|
|