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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.5KNew |
$395K - $403K
|
8.5K
$406K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7KNew |
$326K - $332K
|
7K
$334K
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
6.85KNew |
$319K - $325K
|
6.85K
$327K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.01KNew |
$233K - $238K
|
5.01K
$239K
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.92KNew |
$229K - $233K
|
4.92K
$235K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.8K+ 98.56% |
$223K - $228K
|
9.67K
$462K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.45K+ 123.27% |
$114K - $116K
|
4.43K
$212K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
726New |
$33.8K - $34.4K
|
726
$34.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
710New |
$33K - $33.7K
|
710
$33.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
650+ 30.95% |
$30.2K - $30.8K
|
2.75K
$131K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
535New |
$24.9K - $25.4K
|
535
$25.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
149New |
$6.93K - $7.07K
|
149
$7.11K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
44New |
$2.05K - $2.09K
|
44
$2.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
23New |
$1.07K - $1.09K
|
23
$1.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
21+ 17.07% |
$977 - $996
|
144
$6.87K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.24% |
$46.5 - $47.5
|
411
$19.6K
|
|
| Q1 2022 | |||||||
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.65K+ 19.43% |
$77.9K - $81K
|
10.1K
$483K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
300New |
$14.2K - $14.8K
|
300
$14.3K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
10KNew |
$493K - $496K
|
10K
$479K
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.5KNew |
$221K - $222K
|
4.5K
$215K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.19KNew |
$157K - $158K
|
3.19K
$152K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
22.2KNew |
$1.1M - $1.1M
|
22.2K
$1.06M
|
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
6.28KNew |
$310K - $312K
|
6.28K
$300K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.53KNew |
$273K - $275K
|
5.53K
$264K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.12KNew |
$55.2K - $55.6K
|
1.12K
$53.4K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
857New |
$42.3K - $42.6K
|
857
$40.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
67New |
$3.31K - $3.33K
|
67
$3.2K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
35.6KNew |
$1.76M - $1.77M
|
35.6K
$1.7M
|
|
|
Jul 14, 2021
Q2 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
275New |
$13.6K - $13.7K
|
275
$13.1K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.4K+ 42.31% |
$267K - $269K
|
18.1K
$866K
|
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
308New |
$15.2K - $15.4K
|
308
$14.7K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
158KNew |
$7.86M - $7.89M
|
158K
$7.55M
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
4.92KNew |
$244K - $245K
|
4.92K
$235K
|
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
4.54KNew |
$225K - $226K
|
4.54K
$217K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.96KNew |
$147K - $148K
|
2.96K
$141K
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.48KNew |
$64.8K - $73.3K
|
1.48K
$70.4K
|
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
84New |
$3.69K - $4.17K
|
84
$4.01K
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
500New |
N/A
|
500
$23.9K
|
|
| Q1 2019 | |||||||
|
May 03, 2019
Q1 2019
|
Optimum Investment Advisors
|
BUY
|
- |
1.6K+ 19.05% |
N/A
|
10K
$477K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
83.9KNew |
N/A
|
83.9K
$4.01M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
CALL |
40.4KNew |
N/A
|
40.4K
$1.93M
|
|
|
Nov 09, 2017
Q3 2017
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
76New |
N/A
|
76
$3.63K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$47.7
|
|