Latest Institutional Purchases of Spdr Nuveen Bloomberg Short Te (SHM)
This list provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Short Te (SHM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.47K+ 149.08% |
$210K - $215K
|
7.47K
$356K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.38KNew |
$206K - $211K
|
4.38K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.3K+ 0.17% |
$202K - $207K
|
2.53M
$121M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.26K+ 17.3% |
$200K - $206K
|
28.9K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
4.19KNew |
$197K - $202K
|
4.19K
$200K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.07K+ 4.1% |
$191K - $196K
|
103K
$4.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.02K+ 9.4% |
$189K - $194K
|
46.8K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.95K+ 42.87% |
$186K - $191K
|
13.2K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
3.86KNew |
$182K - $186K
|
3.86K
$184K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.53K+ 627.79% |
$119K - $122K
|
2.93K
$140K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.48K+ 26.3% |
$117K - $119K
|
11.9K
$568K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.46K+ 20.21% |
$116K - $119K
|
14.7K
$700K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.93K+ 56.2% |
$90.6K - $92.9K
|
5.36K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 2.37% |
$79.5K - $81.5K
|
73K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.44K+ 3.75% |
$67.5K - $69.2K
|
39.7K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.08KNew |
$50.5K - $51.8K
|
1.08K
$51.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
956+ 2.1% |
$44.9K - $46.1K
|
46.5K
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
950New |
$44.7K - $45.8K
|
950
$45.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
902+ 0.44% |
$42.4K - $43.5K
|
208K
$9.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
895+ 7.96% |
$42.1K - $43.1K
|
12.1K
$580K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
844+ 2.71% |
$39.7K - $40.7K
|
31.9K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
804+ 3.97% |
$37.8K - $38.8K
|
21K
$1M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
729+ 0.46% |
$34.3K - $35.1K
|
158K
$7.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
620+ 2.64% |
$29.1K - $29.9K
|
24.1K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
617+ 3.85% |
$29K - $29.7K
|
16.6K
$794K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
525+ 4.87% |
$24.7K - $25.3K
|
11.3K
$540K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
470+ 5.61% |
$22.1K - $22.7K
|
8.85K
$422K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
468+ 9.83% |
$22K - $22.6K
|
5.23K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
449+ 0.51% |
$21.1K - $21.6K
|
87.9K
$4.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
418+ 18.47% |
$19.7K - $20.1K
|
2.68K
$128K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
350New |
$16.5K - $16.9K
|
350
$16.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
350+ 0.7% |
$16.5K - $16.9K
|
50.5K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
339+ 1.77% |
$15.9K - $16.3K
|
19.5K
$932K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
246+ 1.19% |
$11.6K - $11.9K
|
21K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
198+ 0.75% |
$9.31K - $9.54K
|
26.4K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
188+ 15.11% |
$8.84K - $9.06K
|
1.43K
$68.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
124New |
$5.83K - $5.98K
|
124
$5.92K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
118+ 1.77% |
$5.55K - $5.69K
|
6.79K
$324K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
117+ 1.8% |
$5.5K - $5.64K
|
6.63K
$317K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
114+ 0.26% |
$5.36K - $5.49K
|
43.7K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
109New |
$5.12K - $5.25K
|
109
$5.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
99+ 0.5% |
$4.65K - $4.77K
|
19.8K
$947K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
87+ 0.04% |
$4.09K - $4.19K
|
228K
$10.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
80+ 1.62% |
$3.76K - $3.86K
|
5.02K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
63+ 0.19% |
$2.96K - $3.04K
|
33.3K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
52+ 0.35% |
$2.44K - $2.51K
|
15K
$714K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
52+ 0.23% |
$2.44K - $2.51K
|
22.3K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
43+ 0.28% |
$2.02K - $2.07K
|
15.5K
$742K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
39+ 0.56% |
$1.83K - $1.88K
|
7.04K
$336K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
22+ 12.79% |
$1.03K - $1.06K
|
194
$9.26K
|