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 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-78.4K- 87.76% |
$2.39M - $2.41M
|
10.9K
$336K
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.28K- 14.07% |
$69.5K - $70K
|
13.9K
$429K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.3KNew |
$39.6K - $39.9K
|
1.3K
$40K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
127New |
$3.87K - $3.9K
|
127
$3.91K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1K- 6.04% |
$30.5K - $30.7K
|
15.6K
$479K
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-429K- 86.13% |
$13.1M - $13.2M
|
69.1K
$2.13M
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 1.96% |
$152 - $154
|
260
$8K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
436New |
$13.3K - $13.4K
|
436
$13.4K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18+ 0.16% |
$549 - $553
|
11.4K
$349K
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
19.4KNew |
$591K - $595K
|
19.4K
$596K
|
|
Q3 2023 | |||||||
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.6KClosed |
$325K - $327K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-65.8K- 87.66% |
$2.01M - $2.02M
|
9.27K
$285K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.4KNew |
$654K - $659K
|
21.4K
$659K
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
819+ 8.35% |
$25K - $25.2K
|
10.6K
$327K
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
406KNew |
$12.4M - $12.5M
|
406K
$12.5M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.12K- 21.3% |
$156K - $157K
|
18.9K
$582K
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
317KNew |
$9.67M - $9.74M
|
317K
$9.75M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.57KNew |
$262K - $263K
|
8.57K
$264K
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-24.8K- 62.22% |
$755K - $761K
|
15K
$462K
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
83+ 1.08% |
$2.53K - $2.55K
|
7.75K
$238K
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.59KNew |
$292K - $295K
|
9.59K
$295K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.88K- 41.9% |
$179K - $181K
|
8.16K
$251K
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.21K- 12.12% |
$36.8K - $37.1K
|
8.75K
$269K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14K- 93.05% |
$428K - $431K
|
1.05K
$32.2K
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.47KNew |
$228K - $230K
|
7.47K
$230K
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-523- 5.14% |
$16K - $16.1K
|
9.65K
$297K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.82KNew |
$55.6K - $56K
|
1.82K
$56.1K
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-20.4K- 7.0% |
$622K - $627K
|
271K
$8.34M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-9.34K- 50.14% |
$285K - $287K
|
9.28K
$286K
|
|
Q2 2023 | |||||||
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
560New |
$17K - $17.2K
|
560
$17.2K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.7KClosed |
$233K - $236K
|
0
$0
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12New |
$364 - $368
|
12
$369
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.6KNew |
$655K - $663K
|
21.6K
$665K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.66K- 54.59% |
$80.6K - $81.5K
|
2.21K
$68K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2- 5.88% |
$60.7 - $61.4
|
32
$984
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 1.77% |
$60.7 - $61.4
|
115
$3.54K
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.6KNew |
$566K - $572K
|
18.6K
$574K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
158+ 1.36% |
$4.79K - $4.85K
|
11.8K
$363K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
8.38K+ 2.89% |
$254K - $257K
|
298K
$9.17M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.75KNew |
$53K - $53.6K
|
1.75K
$53.7K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-13.5K- 8.74% |
$408K - $413K
|
140K
$4.32M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-99.1K- 85.27% |
$3.01M - $3.04M
|
17.1K
$527K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
300New |
$9.1K - $9.21K
|
300
$9.23K
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10KNew |
$305K - $308K
|
10K
$309K
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-3.93K- 99.24% |
$119K - $121K
|
30
$923
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
97+ 190.2% |
$2.94K - $2.98K
|
148
$4.55K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
444K+ 41.43% |
$13.5M - $13.6M
|
1.51M
$46.6M
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2K- 20.0% |
$60.7K - $61.4K
|
8K
$246K
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-188- 0.77% |
$5.7K - $5.77K
|
24.1K
$742K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.13K- 12.97% |
$64.6K - $65.4K
|
14.3K
$440K
|