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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.78K- 17.15% |
$208K - $209K
|
32.8K
$1.01M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
231K+ 39.31% |
$7.09M - $7.13M
|
820K
$25.2M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.28K+ 26.55% |
$69.9K - $70.3K
|
10.9K
$334K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-105- 1.26% |
$3.22K - $3.24K
|
8.2K
$252K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
706+ 7.5% |
$21.7K - $21.8K
|
10.1K
$311K
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-47- 0.6% |
$1.44K - $1.45K
|
7.85K
$241K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
154KNew |
$4.72M - $4.75M
|
154K
$4.74M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.32KNew |
$224K - $226K
|
7.32K
$225K
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
758+ 7.33% |
$23.2K - $23.4K
|
11.1K
$341K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.61K- 4.09% |
$141K - $142K
|
108K
$3.33M
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
5.8K+ 3.5% |
$178K - $179K
|
172K
$5.28M
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.32K+ 11.91% |
$132K - $133K
|
40.6K
$1.25M
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
87.2K+ 13.07% |
$2.68M - $2.69M
|
755K
$23.2M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-759- 49.71% |
$23.3K - $23.4K
|
768
$23.6K
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
79.7KNew |
$2.44M - $2.46M
|
79.7K
$2.45M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
49.7KNew |
$1.53M - $1.53M
|
49.7K
$1.53M
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
42.9K+ 24.08% |
$1.32M - $1.32M
|
221K
$6.8M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-7.18K- 99.13% |
$220K - $222K
|
63
$1.94K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
126K+ 100.24% |
$3.85M - $3.88M
|
251K
$7.72M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31.2K- 99.91% |
$957K - $962K
|
29
$892
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-648K- 99.99% |
$19.9M - $20M
|
68
$2.09K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 5.41% |
$32.3K - $32.5K
|
20.5K
$631K
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
6.9K+ 1.76% |
$212K - $213K
|
400K
$12.3M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
49+ 0.12% |
$1.5K - $1.51K
|
39.4K
$1.21M
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-668- 6.05% |
$20.5K - $20.6K
|
10.4K
$319K
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
421K+ 65.06% |
$12.9M - $13M
|
1.07M
$32.8M
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
207KNew |
$6.34M - $6.37M
|
207K
$6.35M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-748- 9.64% |
$22.9K - $23.1K
|
7.01K
$216K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
953+ 0.43% |
$29.2K - $29.4K
|
224K
$6.89M
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-237- 0.71% |
$7.27K - $7.31K
|
33K
$1.01M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.31K+ 14.13% |
$70.7K - $71.1K
|
18.6K
$573K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.28KNew |
$39.3K - $39.5K
|
1.28K
$39.4K
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
9.77K+ 83.35% |
$299K - $301K
|
21.5K
$661K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-51- 0.02% |
$1.56K - $1.57K
|
249K
$7.66M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.37K+ 20.4% |
$195K - $197K
|
37.6K
$1.16M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
9.37KNew |
$287K - $289K
|
9.37K
$288K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
104+ 0.94% |
$3.19K - $3.21K
|
11.2K
$344K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
120+ 42.86% |
$3.68K - $3.7K
|
400
$12.3K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.01KNew |
$31K - $31.1K
|
1.01K
$31.1K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
228K+ 49.47% |
$6.99M - $7.03M
|
689K
$21.2M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-66.9K- 84.01% |
$2.05M - $2.06M
|
12.7K
$392K
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6.87KNew |
$211K - $212K
|
6.87K
$211K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-975- 5.06% |
$29.9K - $30.1K
|
18.3K
$563K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-15.7K- 58.06% |
$482K - $484K
|
11.3K
$349K
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
31.1KNew |
$954K - $959K
|
31.1K
$956K
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
500+ 1.33% |
$15.3K - $15.4K
|
38.1K
$1.17M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.04K- 12.69% |
$32K - $32.2K
|
7.17K
$221K
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
664+ 8.2% |
$20.4K - $20.5K
|
8.76K
$269K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-697- 5.68% |
$21.4K - $21.5K
|
11.6K
$356K
|