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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9New |
$275 - $277
|
9
$277
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
65+ 250.0% |
$1.99K - $2K
|
91
$2.8K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.63KNew |
$49.7K - $50.1K
|
1.63K
$50K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45+ 0.61% |
$1.38K - $1.39K
|
7.46K
$229K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.13K- 25.68% |
$34.4K - $34.7K
|
3.26K
$100K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-429- 66.72% |
$13.1K - $13.2K
|
214
$6.58K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
716KNew |
$21.9M - $22.1M
|
716K
$22M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
192+ 45.93% |
$5.87K - $5.92K
|
610
$18.8K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
16.6KNew |
$507K - $511K
|
16.6K
$510K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.1K- 19.29% |
$64.2K - $64.7K
|
8.79K
$270K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-301- 26.85% |
$9.21K - $9.28K
|
820
$25.2K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
27New |
$826 - $832
|
27
$831
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-198- 1.21% |
$6.06K - $6.1K
|
16.2K
$498K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18.5KNew |
$565K - $570K
|
18.5K
$569K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
11+ 0.36% |
$336 - $339
|
3.05K
$93.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.84K- 18.9% |
$86.8K - $87.5K
|
12.2K
$375K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-735- 3.43% |
$22.5K - $22.7K
|
20.7K
$637K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-594- 92.81% |
$18.2K - $18.3K
|
46
$1.41K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-80- 83.33% |
$2.45K - $2.47K
|
16
$492
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-143- 8.01% |
$4.37K - $4.41K
|
1.64K
$50.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-595- 2.07% |
$18.2K - $18.3K
|
28.2K
$866K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
64+ 0.91% |
$1.96K - $1.97K
|
7.06K
$217K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
972New |
$29.7K - $30K
|
972
$29.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
23.4K+ 76.83% |
$715K - $721K
|
53.8K
$1.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-20.3K- 26.73% |
$620K - $625K
|
55.6K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.07K- 12.82% |
$32.7K - $33K
|
7.28K
$224K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-8.99K- 13.0% |
$275K - $277K
|
60.1K
$1.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-425- 54.84% |
$13K - $13.1K
|
350
$10.8K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
19.3KNew |
$588K - $592K
|
19.3K
$593K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.56KNew |
$78K - $78.6K
|
2.56K
$78.7K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
410+ 10.26% |
$12.5K - $12.6K
|
4.41K
$135K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.65KNew |
$233K - $235K
|
7.65K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
9.27KNew |
$283K - $285K
|
9.27K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.47KNew |
$228K - $229K
|
7.47K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
9KNew |
$274K - $276K
|
9K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
19.5K+ 12.99% |
$595K - $599K
|
170K
$5.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3.83KNew |
$117K - $118K
|
3.83K
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
171New |
$5.21K - $5.25K
|
171
$5.26K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
161New |
$4.91K - $4.94K
|
161
$4.95K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-5.89K- 8.35% |
$180K - $181K
|
64.7K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
344New |
$10.5K - $10.6K
|
344
$10.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.07K+ 19.07% |
$154K - $156K
|
31.6K
$973K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
2.78K+ 2.74% |
$84.7K - $85.3K
|
104K
$3.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
43.8K+ 6.41% |
$1.34M - $1.35M
|
727K
$22.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.59K- 10.34% |
$48.5K - $48.8K
|
13.8K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.27K- 33.13% |
$99.5K - $100K
|
6.59K
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
78New |
$2.38K - $2.4K
|
78
$2.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-8K- 20.0% |
$244K - $246K
|
32K
$984K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-5.58K- 4.64% |
$170K - $171K
|
115K
$3.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-133- 89.26% |
$4.06K - $4.08K
|
16
$492
|
|