Latest Institutional Transactions on Gwg Holdings, Inc. (GWGHQ)
This table provides information on the latest institutional transactions involving Gwg Holdings, Inc. (GWGHQ) 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 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.6K- 3.89% |
$0 - $1.04K
|
64.3K
$0
|
|
Q2 2022 | |||||||
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.2KClosed |
$2.03K - $7.13K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-14.4KClosed |
$24.3K - $85.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-11.6KClosed |
$19.6K - $68.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-315Closed |
$532 - $1.87K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
683 Capital Management, LLC
New York, NY |
SELL
|
- |
-37.6KClosed |
$63.5K - $223K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-31.3KClosed |
$52.8K - $186K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.5KClosed |
$29.6K - $104K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-46.9KClosed |
$79.3K - $279K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.29KClosed |
$14K - $49.2K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1Closed |
$1.69 - $5.94
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.74KClosed |
$4.63K - $16.3K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-24.3KClosed |
$41.1K - $144K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.73KNew |
$4.92K - $16.6K
|
1.73K
$0
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-27.4KClosed |
$78K - $263K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-457Closed |
$1.3K - $4.39K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-117Closed |
$333 - $1.12K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-266Closed |
$758 - $2.55K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.6KClosed |
$85K - $132K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-47Closed |
$317 - $494
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-289Closed |
$1.95K - $3.04K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-301Closed |
$2.03K - $3.16K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-11.8KClosed |
$79.7K - $118K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-160KClosed |
$1.08M - $1.6M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.25KClosed |
$22K - $32.5K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-24Closed |
$162 - $240
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.41KClosed |
$27K - $32.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-38.8KClosed |
$238K - $285K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.87KClosed |
$11.4K - $13.7K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-441Closed |
$2.7K - $3.23K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.08KClosed |
$12.7K - $15.2K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-160Closed |
$979 - $1.17K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Pendal Group LTD
|
SELL
|
- |
-15.7KClosed |
$95.8K - $115K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.7KClosed |
$11.7K - $15.5K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-801Closed |
$5.36K - $7.59K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20.3KNew |
$136K - $192K
|
20.3K
$0
|
|
Q1 2020 | |||||||
May 06, 2020
Q1 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$128K - $171K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.5KClosed |
$11.8K - $15.8K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-55Closed |
$485 - $589
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-100KClosed |
$752K - $1.25M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.26KClosed |
$9.46K - $15.8K
|
0
$0
|
|
Q4 2018 | |||||||
Jan 25, 2019
Q4 2018
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-35.5KClosed |
$190K - $328K
|
0
$0
|
|
Q3 2018 | |||||||
Sep 07, 2021
Q3 2018
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.5KClosed |
$9.02K - $17.7K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8KNew |
$65K - $128K
|
10.8K
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-675Closed |
$4.06K - $7.97K
|
0
$0
|
|
Q4 2017 | |||||||
Jan 26, 2018
Q4 2017
|
Perkins Capital Management Inc
|
SELL
|
- |
-10.4KClosed |
$85.7K - $108K
|
0
$0
|