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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.64KNew |
$49.2K - $49.9K
|
1.64K
$50.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
7.19K+ 16.93% |
$216K - $219K
|
49.6K
$1.53M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
467+ 36.37% |
$14.1K - $14.2K
|
1.75K
$53.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-908Closed |
$27.3K - $27.7K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-53.8K- 67.81% |
$1.62M - $1.64M
|
25.5K
$786K
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-14.6K- 12.79% |
$440K - $445K
|
99.6K
$3.07M
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-3.88K- 16.2% |
$117K - $118K
|
20.1K
$618K
|
|
|
Jul 26, 2022
Q2 2022
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-30.1KClosed |
$905K - $917K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-21.5K- 51.61% |
$647K - $655K
|
20.1K
$620K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
147New |
$4.43K - $4.48K
|
147
$4.53K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-18.4K- 60.51% |
$554K - $561K
|
12K
$370K
|
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-11.9KClosed |
$358K - $362K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-19KClosed |
$571K - $579K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-449KClosed |
$13.5M - $13.7M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.99KClosed |
$180K - $183K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
8.54KNew |
$257K - $261K
|
8.54K
$263K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.9KNew |
$659K - $668K
|
21.9K
$674K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
201New |
$6.05K - $6.13K
|
201
$6.19K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.84KNew |
$55.5K - $56.2K
|
1.84K
$56.7K
|
|
|
Jul 11, 2022
Q2 2022
|
Kennicott Capital Management LLC
|
SELL
|
- |
-265KClosed |
$7.98M - $8.08M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.3KClosed |
$99.4K - $101K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-26.3K- 13.51% |
$791K - $801K
|
168K
$5.18M
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.46KClosed |
$74.7K - $75.4K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.96KClosed |
$242K - $244K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-9.76KClosed |
$296K - $299K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-9.61KClosed |
$292K - $294K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-176Closed |
$5.34K - $5.39K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.52KClosed |
$228K - $230K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-11Closed |
$334 - $337
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-63.8KClosed |
$1.94M - $1.95M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.04K- 13.48% |
$31.5K - $31.8K
|
6.65K
$205K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
305New |
$9.26K - $9.34K
|
305
$9.39K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-110Closed |
$3.34K - $3.37K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-173- 39.95% |
$5.25K - $5.3K
|
260
$8.01K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
485New |
$14.7K - $14.9K
|
485
$14.9K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
285KNew |
$8.65M - $8.72M
|
285K
$8.77M
|
|
|
May 02, 2022
Q1 2022
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-21.3KClosed |
$647K - $652K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-878Closed |
$26.7K - $26.9K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
58New |
$1.76K - $1.78K
|
58
$1.79K
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-59.8KClosed |
$1.82M - $1.83M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-11KClosed |
$335K - $338K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
2.3KNew |
$69.8K - $70.4K
|
2.3K
$70.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Refined Wealth Management
|
SELL
|
- |
-434KClosed |
$13.2M - $13.3M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-32Closed |
$972 - $980
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-10.9KClosed |
$332K - $334K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-71Closed |
$2.17K - $2.18K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-150Closed |
$4.58K - $4.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-8.88KClosed |
$271K - $272K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.43K- 13.98% |
$105K - $105K
|
21.1K
$650K
|
|