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 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 31.82% |
$429 - $432
|
30
$923
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4.92K- 1.36% |
$151K - $152K
|
358K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-662- 86.99% |
$20.3K - $20.4K
|
99
$3.05K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-16.3K- 6.0% |
$500K - $503K
|
255K
$7.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
35.6KNew |
$1.09M - $1.1M
|
35.6K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
112K+ 7.45% |
$3.43M - $3.45M
|
1.61M
$49.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.5KNew |
$630K - $633K
|
20.5K
$632K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.62K+ 21.36% |
$49.6K - $49.8K
|
9.18K
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-150K- 94.51% |
$4.6M - $4.63M
|
8.72K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
28.6K+ 15.3% |
$877K - $882K
|
215K
$6.63M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-716- 64.22% |
$22K - $22.1K
|
399
$12.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.74K+ 8.79% |
$115K - $115K
|
46.3K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
45New |
$1.38K - $1.39K
|
45
$1.38K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-232- 0.38% |
$7.12K - $7.15K
|
61.3K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
846+ 0.73% |
$25.9K - $26.1K
|
116K
$3.57M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4.17K+ 4.19% |
$128K - $129K
|
104K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
240+ 7.4% |
$7.36K - $7.4K
|
3.49K
$107K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.4KNew |
$227K - $228K
|
7.4K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-325- 2.26% |
$9.97K - $10K
|
14.1K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.26K- 1.28% |
$38.7K - $38.9K
|
97.2K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.2K+ 19.77% |
$374K - $376K
|
73.8K
$2.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.7K+ 8407.09% |
$327K - $329K
|
10.8K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.22K- 0.41% |
$37.3K - $37.5K
|
293K
$9M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1K- 8.62% |
$30.7K - $30.8K
|
10.6K
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.36K- 7.8% |
$41.8K - $42.1K
|
16.1K
$496K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
377K+ 126801.01% |
$11.6M - $11.6M
|
377K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.6K+ 16.76% |
$172K - $173K
|
39K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.9K+ 2.99% |
$763K - $767K
|
856K
$26.3M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.4K+ 25.78% |
$73.5K - $73.9K
|
11.7K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.44K+ 43.02% |
$197K - $199K
|
21.4K
$658K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
61+ 1.65% |
$1.87K - $1.88K
|
3.76K
$116K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
18.4KNew |
$566K - $569K
|
18.4K
$567K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
96+ 0.13% |
$2.94K - $2.96K
|
71.6K
$2.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11.2KNew |
$344K - $346K
|
11.2K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
1.25K+ 3.74% |
$38.2K - $38.5K
|
34.6K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-5.37K- 39.49% |
$165K - $166K
|
8.23K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13KNew |
$398K - $400K
|
13K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-4.99K- 1.91% |
$153K - $154K
|
256K
$7.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-27.6K- 13.68% |
$846K - $851K
|
174K
$5.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-881- 6.31% |
$27K - $27.2K
|
13.1K
$403K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
13K+ 14.32% |
$400K - $402K
|
104K
$3.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.3KNew |
$499K - $502K
|
16.3K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
20.7K+ 5.94% |
$636K - $639K
|
369K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
327New |
$10K - $10.1K
|
327
$10.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-746- 9.83% |
$22.9K - $23K
|
6.84K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
228K+ 109.55% |
$6.98M - $7.02M
|
436K
$13.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 17.35% |
$361K - $363K
|
79.7K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.3K+ 23.76% |
$439K - $442K
|
74.6K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
58.8K+ 9.41% |
$1.8M - $1.81M
|
684K
$21M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-679- 5.48% |
$20.8K - $20.9K
|
11.7K
$360K
|