Latest Institutional Transactions on Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Short Te (SHM) 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 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-856- 12.77% |
$39.4K - $40.4K
|
5.85K
$280K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.27KNew |
$196K - $201K
|
4.27K
$204K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.82KNew |
$359K - $369K
|
7.82K
$375K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-441- 0.45% |
$20.3K - $20.8K
|
98.2K
$4.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.55KNew |
$117K - $120K
|
2.55K
$122K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
528New |
$24.3K - $24.9K
|
528
$25.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
745New |
$34.2K - $35.2K
|
745
$35.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-36K- 75.8% |
$1.66M - $1.7M
|
11.5K
$551K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.73KNew |
$309K - $318K
|
6.73K
$322K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-46.7K- 90.65% |
$2.15M - $2.2M
|
4.82K
$231K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.12KNew |
$189K - $194K
|
4.12K
$197K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
10.8KNew |
$495K - $508K
|
10.8K
$515K
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
4.56KNew |
$210K - $215K
|
4.56K
$218K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
7.74KNew |
$356K - $365K
|
7.74K
$371K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.86K- 21.62% |
$85.3K - $87.6K
|
6.73K
$322K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.73KNew |
$309K - $318K
|
6.73K
$322K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
37New |
$1.7K - $1.75K
|
37
$1.77K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.77K- 37.83% |
$127K - $131K
|
4.55K
$218K
|
|
|
Jan 26, 2023
Q4 2022
|
Mc Broom & Associates, LLC
|
BUY
|
- |
2.2K+ 47.52% |
$101K - $104K
|
6.83K
$327K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-15.6K- 78.38% |
$718K - $737K
|
4.31K
$206K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.25K+ 4.53% |
$57.6K - $59.1K
|
28.9K
$1.38M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-92.1K- 22.6% |
$4.24M - $4.35M
|
315K
$15.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8K+ 389.38% |
$863K - $886K
|
23.6K
$1.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.05K+ 64.44% |
$140K - $144K
|
7.79K
$373K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-15.4K- 38.08% |
$707K - $726K
|
25K
$1.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-14.8K- 72.03% |
$679K - $698K
|
5.74K
$275K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
44.4KNew |
$2.04M - $2.1M
|
44.4K
$2.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
220KNew |
$10.1M - $10.4M
|
220K
$10.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.19KNew |
$54.5K - $56K
|
1.19K
$56.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
322New |
$14.8K - $15.2K
|
322
$15.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
71.3KNew |
$3.28M - $3.37M
|
71.3K
$3.42M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
903New |
$41.5K - $42.6K
|
903
$43.3K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.2% |
$46.1 - $47.8
|
510
$24.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.17% |
$184 - $191
|
2.39K
$114K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.39K- 23.36% |
$110K - $114K
|
7.82K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-8.72K- 5.56% |
$401K - $417K
|
148K
$7.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1New |
$46.1 - $47.8
|
1
$47.9
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10KNew |
$461K - $478K
|
10K
$479K
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-5.98K- 30.77% |
$275K - $286K
|
13.4K
$644K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
243New |
$11.2K - $11.6K
|
243
$11.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-9.34K- 15.25% |
$430K - $447K
|
51.9K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.64K- 47.51% |
$260K - $270K
|
6.23K
$299K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
SELL
|
- |
-640- 2.13% |
$29.5K - $30.6K
|
29.4K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.06K- 5.42% |
$48.8K - $50.7K
|
18.5K
$886K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.44KNew |
$250K - $260K
|
5.44K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-60- 0.19% |
$2.76K - $2.87K
|
32.2K
$1.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.46K- 9.13% |
$159K - $165K
|
34.4K
$1.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-4.39K- 37.85% |
$202K - $210K
|
7.22K
$346K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.12K- 18.34% |
$51.5K - $53.5K
|
4.98K
$239K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
8.48KNew |
$391K - $406K
|
8.48K
$406K
|
|