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 |
---|---|---|---|---|---|---|---|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.12KNew |
$55.2K - $55.6K
|
1.12K
$53.6K
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.4KClosed |
$217K - $219K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
6.28KNew |
$310K - $312K
|
6.28K
$301K
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.56KClosed |
$126K - $127K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.48KClosed |
$469K - $471K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
67New |
$3.31K - $3.33K
|
67
$3.21K
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-581Closed |
$28.7K - $28.9K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
857New |
$42.3K - $42.6K
|
857
$41.1K
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-4.16KClosed |
$205K - $207K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
22.2KNew |
$1.1M - $1.1M
|
22.2K
$1.06M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.42KClosed |
$70.1K - $70.6K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-7KClosed |
$346K - $348K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
SELL
|
- |
-4.2KClosed |
$207K - $209K
|
0
$0
|
|
Q2 2021 | |||||||
Feb 22, 2022
Q2 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-18.4KClosed |
$910K - $914K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5KClosed |
$247K - $249K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-512Closed |
$25.3K - $25.5K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1.38KClosed |
$68.4K - $68.7K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5.4KClosed |
$267K - $269K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-45.2KClosed |
$2.24M - $2.25M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-83Closed |
$4.11K - $4.13K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Gratus Capital LLC
|
SELL
|
- |
-68.8KClosed |
$3.41M - $3.42M
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.07KClosed |
$202K - $203K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.28KClosed |
$63.4K - $63.7K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1KClosed |
$49.5K - $49.7K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-87Closed |
$4.31K - $4.33K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-721Closed |
$35.7K - $35.9K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-498Closed |
$24.7K - $24.8K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-7.25KClosed |
$359K - $361K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-10.1KClosed |
$500K - $502K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-27.6KClosed |
$1.37M - $1.37M
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-67Closed |
$3.32K - $3.33K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.41KClosed |
$218K - $219K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
35.6KNew |
$1.76M - $1.77M
|
35.6K
$1.71M
|
|
Jul 19, 2021
Q2 2021
|
Cmh Wealth Management LLC
|
SELL
|
- |
-10.4KClosed |
$515K - $517K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
275New |
$13.6K - $13.7K
|
275
$13.2K
|
|
Q1 2021 | |||||||
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-24.5KClosed |
$1.21M - $1.22M
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.8KClosed |
$88.7K - $89.5K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Renasant Bank
|
SELL
|
- |
-5.58KClosed |
$276K - $278K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-928Closed |
$45.9K - $46.3K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-800Closed |
$39.5K - $39.9K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-74.2KClosed |
$3.67M - $3.7M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.44KClosed |
$220K - $222K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-201Closed |
$9.94K - $10K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-23.5KClosed |
$1.16M - $1.17M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-12.3KClosed |
$610K - $616K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.4K+ 42.31% |
$267K - $269K
|
18.1K
$869K
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-398Closed |
$19.7K - $19.8K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-456Closed |
$22.5K - $22.7K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1Closed |
$49.4 - $49.9
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-240Closed |
$11.9K - $12K
|
0
$0
|