Latest Institutional Purchases of Spdr Nuveen Bloomberg Short Te (SHM)

SHM Quotes by TradingView

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
Jul 22, 2024 Q2 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
7.28K
New
$341K - $344K
7.28K $349K
Jul 11, 2024 Q2 2024
Manning & Napier Advisors LLC

Fairport, NY
BUY
 -
5.86K
New
$275K - $277K
5.86K $281K
Aug 07, 2024 Q2 2024
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
4.91K
New
$230K - $232K
4.91K $235K
Mar 04, 2025 Q2 2024
Brighton Jones LLC

BUY
 -
4.79K
New
$224K - $227K
4.79K $229K
Aug 14, 2024 Q2 2024
Globalt Investments LLC / Ga

Atlanta, GA
BUY
 -
4.69K
New
$219K - $222K
4.69K $225K
Aug 13, 2024 Q2 2024
Ff Advisors,Llc

Manhattan Beach, CA
BUY
 -
4.57K
New
$214K - $216K
4.57K $219K
Aug 12, 2024 Q2 2024
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1K
New
$46.8K - $47.3K
1K $47.9K
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
787
+ 380.19%
$36.9K - $37.2K
994 $47.6K
Aug 12, 2024 Q2 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
610
New
$28.6K - $28.9K
610 $29.2K
Jul 15, 2024 Q2 2024
Fifth Third Securities, Inc.

BUY
 -
438
+ 7.73%
$20.5K - $20.7K
6.11K $293K
Aug 09, 2024 Q2 2024
One Degree Advisors Inc

San Diego, CA
BUY
 -
216
+ 1.54%
$10.1K - $10.2K
14.2K $683K
Aug 12, 2024 Q2 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
91
New
$4.26K - $4.31K
91 $4.36K
Aug 13, 2024 Q2 2024
Haverford Trust CO

Radnor, PA
BUY
 -
61
+ 0.39%
$2.86K - $2.89K
15.5K $744K
Jul 12, 2024 Q2 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
29
+ 0.62%
$1.36K - $1.37K
4.69K $225K
Aug 15, 2024 Q2 2024
Nemes Rush Group LLC

Novi, MI
BUY
 -
22
New
$1.03K - $1.04K
22 $1.05K
Aug 07, 2024 Q2 2024
Gables Capital Management Inc.

BUY
 -
6
New
$281 - $284
6 $288
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
17.5K
+ 136.53%
$832K - $840K
30.4K $1.46M
May 13, 2024 Q1 2024
Morling Financial Advisors, LLC

BUY
 -
10.4K
New
$492K - $497K
10.4K $497K
May 09, 2024 Q1 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
10.4K
New
$492K - $497K
10.4K $497K
May 13, 2024 Q1 2024
First American Trust, Fsb

BUY
 -
5.38K
New
$255K - $258K
5.38K $258K
May 01, 2024 Q1 2024
Goelzer Investment Management, Inc.

BUY
 -
5.15K
New
$244K - $247K
5.15K $247K
Apr 29, 2024 Q1 2024
Capital Advisors Inc

BUY
 -
5.11K
New
$242K - $245K
5.11K $245K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
3.68K
New
$174K - $176K
3.68K $176K
May 16, 2024 Q1 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.95K
+ 42.2%
$92.5K - $93.4K
6.57K $315K
Apr 18, 2024 Q1 2024
Myecfo, LLC

La Jolla, CA
BUY
 -
500
+ 11.63%
$23.7K - $24K
4.8K $230K
Apr 18, 2024 Q1 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
424
New
$20.1K - $20.3K
424 $20.3K
May 13, 2024 Q1 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
338
+ 25.53%
$16K - $16.2K
1.66K $79.7K
May 10, 2024 Q1 2024
Esl Trust Services, LLC

BUY
 -
328
New
$15.6K - $15.7K
328 $15.7K
May 14, 2024 Q1 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
126
New
$5.98K - $6.04K
126 $6.04K
May 15, 2024 Q1 2024
Balentine LLC

Atlanta, GA
BUY
 -
13
+ 4.63%
$617 - $623
294 $14.1K
Q4 2023
Jan 25, 2024 Q4 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
111K
New
$5.12M - $5.31M
111K $5.32M
Feb 09, 2024 Q4 2023
Lws Wealth Advisors, Inc.

BUY
 -
31.1K
+ 96.13%
$1.43M - $1.49M
63.4K $3.04M
Feb 06, 2024 Q4 2023
Legacy Financial Advisors, Inc.

BUY
 -
30K
New
$1.38M - $1.44M
30K $1.44M
Feb 01, 2024 Q4 2023
Telemus Capital, LLC

BUY
 -
27.1K
+ 114.8%
$1.25M - $1.29M
50.6K $2.43M
Feb 14, 2024 Q4 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
8.41K
New
$388K - $402K
8.41K $403K
Feb 09, 2024 Q4 2023
Citizens & Northern Corp

BUY
 -
5.73K
New
$264K - $274K
5.73K $275K
Jan 18, 2024 Q4 2023
Saxon Interests, Inc.

BUY
 -
5.7K
New
$263K - $273K
5.7K $273K
Feb 05, 2024 Q4 2023
Great Valley Advisor Group, Inc.

BUY
 -
5.56K
New
$257K - $266K
5.56K $267K
Feb 14, 2024 Q4 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
5.51K
New
$254K - $264K
5.51K $264K
Feb 12, 2024 Q4 2023
F Dx Advisors, Inc.

BUY
 -
4.41K
New
$203K - $211K
4.41K $211K
Jan 05, 2024 Q4 2023
Banc First Trust & Investment Management

Oklahoma City, OK
BUY
 -
4.23K
New
$195K - $202K
4.23K $203K
Jan 16, 2024 Q4 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
3.46K
New
$160K - $166K
3.46K $166K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
1.12K
New
$51.4K - $53.4K
1.12K $53.4K
Jan 19, 2024 Q4 2023
Hengehold Capital Management LLC

BUY
 -
538
+ 11.32%
$24.8K - $25.7K
5.29K $254K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
500
New
$23.1K - $23.9K
500 $24K
Feb 14, 2024 Q4 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
155
New
$7.15K - $7.42K
155 $7.43K
Feb 12, 2024 Q4 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
43
+ 0.47%
$1.98K - $2.06K
9.22K $442K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
40
New
$1.84K - $1.91K
40 $1.92K
Mar 04, 2024 Q4 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
11
New
$507 - $526
11 $527

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