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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-94.6KClosed |
$4.4M - $4.49M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.92KNew |
$229K - $233K
|
4.92K
$236K
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-500- 8.64% |
$23.3K - $23.7K
|
5.29K
$253K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.01KNew |
$233K - $238K
|
5.01K
$240K
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-11.4KClosed |
$530K - $540K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.25K- 42.45% |
$151K - $154K
|
4.41K
$211K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7KNew |
$326K - $332K
|
7K
$335K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-616Closed |
$28.7K - $29.2K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.15K- 29.44% |
$100K - $102K
|
5.15K
$247K
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
14.8KNew |
$690K - $704K
|
14.8K
$710K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-15.7KClosed |
$731K - $746K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-6K- 52.3% |
$279K - $285K
|
5.48K
$262K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
710New |
$33K - $33.7K
|
710
$34K
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-4.81KClosed |
$224K - $228K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.43KClosed |
$299K - $305K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6K- 52.3% |
$279K - $285K
|
5.48K
$262K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
535New |
$24.9K - $25.4K
|
535
$25.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-150- 6.98% |
$6.98K - $7.12K
|
2K
$95.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-118KClosed |
$5.49M - $5.6M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.45K+ 123.27% |
$114K - $116K
|
4.43K
$212K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
23New |
$1.07K - $1.09K
|
23
$1.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-14.9KClosed |
$692K - $706K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.74KNew |
$407K - $415K
|
8.74K
$419K
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2K- 16.67% |
$93K - $94.9K
|
10K
$479K
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-9.99KClosed |
$465K - $474K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
650+ 30.95% |
$30.2K - $30.8K
|
2.75K
$132K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-1.12K- 94.93% |
$52.3K - $53.3K
|
60
$2.87K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-4.16M- 97.6% |
$194M - $197M
|
102K
$4.91M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
726New |
$33.8K - $34.4K
|
726
$34.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
14.9KNew |
$693K - $707K
|
14.9K
$714K
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-613- 0.32% |
$28.5K - $29.1K
|
191K
$9.17M
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-404Closed |
$18.8K - $19.2K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-7.09KClosed |
$330K - $336K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 46.26% |
$178K - $182K
|
4.45K
$213K
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
6.85KNew |
$319K - $325K
|
6.85K
$328K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.9KClosed |
$553K - $564K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-419Closed |
$19.5K - $19.9K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.41KClosed |
$391K - $399K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-268- 0.25% |
$12.5K - $12.7K
|
107K
$5.11M
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-15.1KClosed |
$704K - $718K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-11.3KClosed |
$527K - $538K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-7.04KClosed |
$328K - $334K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 20.3% |
$217K - $221K
|
18.3K
$877K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.13KClosed |
$285K - $291K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-301KClosed |
$14M - $14.3M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-4.37KClosed |
$203K - $207K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-2.25K- 15.54% |
$105K - $107K
|
12.2K
$586K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.08K- 27.4% |
$143K - $146K
|
8.16K
$391K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-5.79KClosed |
$269K - $275K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-447- 69.09% |
$20.8K - $21.2K
|
200
$9.58K
|