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 |
---|---|---|---|---|---|---|---|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-812Closed |
$39.2K - $40.6K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-5.11KClosed |
$247K - $255K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-88.6KClosed |
$4.28M - $4.43M
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-4.89KClosed |
$236K - $244K
|
0
$0
|
|
Q1 2020 | |||||||
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-493Closed |
$21.7K - $24.5K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-290Closed |
$12.7K - $14.4K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-360Closed |
$15.8K - $17.9K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-51Closed |
$2.24K - $2.53K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-25.3KClosed |
$1.11M - $1.26M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.48KNew |
$64.8K - $73.3K
|
1.48K
$70.7K
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.23KClosed |
$142K - $160K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-57KClosed |
$2.5M - $2.83M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
84New |
$3.69K - $4.17K
|
84
$4.02K
|
|
May 06, 2020
Q1 2020
|
Compass Financial Group, Inc.
|
SELL
|
- |
-5.58KClosed |
$245K - $277K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.97KClosed |
$174K - $197K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-11.1KClosed |
$488K - $552K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Savior LLC
|
SELL
|
- |
-308Closed |
$13.5K - $15.3K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.49KClosed |
$241K - $273K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5.37KClosed |
$236K - $267K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Bay Rivers Group
|
SELL
|
- |
-5.75KClosed |
$253K - $286K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Firestone Capital Management
|
SELL
|
- |
-1.58KClosed |
$69.4K - $78.5K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
SELL
|
- |
-75- 9.09% |
$3.29K - $3.73K
|
750
$35.9K
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-4.49KClosed |
$197K - $223K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-77Closed |
$3.76K - $3.78K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-310Closed |
$15.1K - $15.2K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-131KClosed |
$6.4M - $6.44M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-14.4KClosed |
$704K - $708K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.1KClosed |
$201K - $202K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-6.35KClosed |
$310K - $312K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Motco
|
SELL
|
- |
-1Closed |
$48.9 - $49.1
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.58KClosed |
$370K - $372K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.19KClosed |
$58.3K - $58.6K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-2.47KClosed |
$120K - $121K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-4.85KClosed |
$236K - $238K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-3.31KClosed |
$161K - $162K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-180Closed |
$8.78K - $8.83K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23KClosed |
$1.12M - $1.13M
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.13KClosed |
$55.3K - $55.6K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Girard Partners Ltd.
|
SELL
|
- |
-6.18KClosed |
$301K - $303K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Fulcrum Capital LLC
|
SELL
|
- |
-5KClosed |
$244K - $245K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-80Closed |
$3.9K - $3.92K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Acg Wealth
|
SELL
|
- |
-4.24KClosed |
$207K - $208K
|
0
$0
|
|
Oct 24, 2019
Q3 2019
|
Regions Financial Corp
|
SELL
|
- |
-8.15KClosed |
$397K - $400K
|
0
$0
|
|
Oct 18, 2019
Q3 2019
|
Peoples Bank
|
SELL
|
- |
-7.05KClosed |
$344K - $346K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 16, 2019
Q2 2019
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.9KClosed |
N/A
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-26KClosed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.3KClosed |
N/A
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
500New |
N/A
|
500
$24K
|
|
Aug 07, 2019
Q2 2019
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-12.4KClosed |
N/A
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.38KClosed |
N/A
|
0
$0
|