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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
16KNew |
$488K - $492K
|
16K
$491K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
427K+ 22.93% |
$13M - $13.2M
|
2.29M
$70.4M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
143+ 1.5% |
$4.37K - $4.41K
|
9.66K
$297K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.74K- 6.25% |
$53.1K - $53.6K
|
26.1K
$802K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.83KNew |
$55.8K - $56.3K
|
1.83K
$56.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
8.14KNew |
$249K - $251K
|
8.14K
$250K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.14K- 38.65% |
$127K - $128K
|
6.58K
$202K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
549K+ 56.5% |
$16.8M - $16.9M
|
1.52M
$46.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12K- 98.88% |
$368K - $372K
|
136
$4.18K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7+ 0.21% |
$214 - $216
|
3.27K
$100K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.77K- 2.35% |
$207K - $209K
|
281K
$8.65M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
370New |
$11.3K - $11.4K
|
370
$11.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.98K+ 50.31% |
$244K - $246K
|
23.8K
$733K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.09K- 22.1% |
$33.1K - $33.5K
|
3.83K
$118K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13.8K+ 66.62% |
$423K - $427K
|
34.6K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
88.6K+ 65.12% |
$2.71M - $2.73M
|
225K
$6.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
14.2K+ 107.99% |
$434K - $438K
|
27.3K
$841K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.16% |
$30.6 - $30.9
|
633
$19.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-518- 28.89% |
$15.8K - $16K
|
1.28K
$39.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-23- 1.77% |
$703 - $710
|
1.28K
$39.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
720+ 128.34% |
$22K - $22.2K
|
1.28K
$39.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.9K- 12.79% |
$1.37M - $1.38M
|
306K
$9.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
131+ 83.97% |
$4K - $4.04K
|
287
$8.83K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.85K+ 3.55% |
$56.6K - $57.2K
|
54K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
9.2K+ 54.93% |
$281K - $284K
|
25.9K
$798K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-58.4K- 44.41% |
$1.78M - $1.8M
|
73.1K
$2.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.25KNew |
$221K - $224K
|
7.25K
$223K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
3+ 0.01% |
$91.7 - $92.6
|
26.9K
$827K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.51K- 98.44% |
$46.2K - $46.7K
|
24
$738
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.84K+ 69.01% |
$148K - $149K
|
11.9K
$365K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-92.1K- 47.87% |
$2.81M - $2.84M
|
100K
$3.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-88.3K- 17.12% |
$2.7M - $2.73M
|
428K
$13.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-14.7K- 17.38% |
$448K - $453K
|
69.7K
$2.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.59K- 95.89% |
$79.2K - $80K
|
111
$3.41K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 28.96% |
$79.8K - $80.5K
|
11.6K
$358K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.07K- 2.36% |
$93.8K - $94.8K
|
127K
$3.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-212- 1.55% |
$6.48K - $6.54K
|
13.5K
$415K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.77K+ 68.23% |
$146K - $147K
|
11.7K
$361K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-636- 3.93% |
$19.4K - $19.6K
|
15.5K
$478K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.2KNew |
$67.2K - $67.9K
|
2.2K
$67.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-14.3K- 45.5% |
$438K - $442K
|
17.2K
$528K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
SELL
|
- |
-5.6K- 44.61% |
$171K - $173K
|
6.96K
$214K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
276New |
$8.43K - $8.51K
|
276
$8.49K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
162KNew |
$4.96M - $4.99M
|
162K
$4.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
829New |
$25.4K - $25.6K
|
829
$25.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
245+ 1.83% |
$7.52K - $7.57K
|
13.7K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
183+ 3.2% |
$5.62K - $5.65K
|
5.9K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.2K+ 26.98% |
$67.5K - $67.9K
|
10.3K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-212- 0.91% |
$6.51K - $6.55K
|
23.1K
$711K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.68K- 36.66% |
$266K - $268K
|
15K
$461K
|
|