Latest Institutional Transactions on Ssga Active Trust (SRLN)
This table provides information on the latest institutional transactions involving Ssga Active Trust (SRLN) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-50.4K- 33.13% |
$2.05M - $2.1M
|
102K
$4.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-144K- 70.98% |
$5.88M - $6.01M
|
59K
$2.47M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
206New |
$8.39K - $8.57K
|
206
$8.63K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-79- 1.48% |
$3.22K - $3.29K
|
5.25K
$220K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$4.07K - $4.16K
|
100
$4.19K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-367- 5.96% |
$15K - $15.3K
|
5.79K
$242K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-92K- 65.18% |
$3.75M - $3.83M
|
49.2K
$2.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.2KNew |
$49.1K - $50.1K
|
1.2K
$50.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
609+ 11.04% |
$24.8K - $25.3K
|
6.12K
$256K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-1.68K- 25.04% |
$68.3K - $69.7K
|
5.02K
$210K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-10.3K- 13.93% |
$420K - $429K
|
63.6K
$2.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
4.48K+ 44.92% |
$182K - $186K
|
14.4K
$605K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.69KNew |
$110K - $112K
|
2.69K
$113K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-8.33K- 56.35% |
$339K - $347K
|
6.45K
$270K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-2.72K- 22.77% |
$111K - $113K
|
9.23K
$386K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.5KNew |
$428K - $437K
|
10.5K
$440K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-450- 4.39% |
$18.3K - $18.7K
|
9.79K
$410K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-60- 0.29% |
$2.44K - $2.5K
|
20.9K
$873K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.92K- 45.77% |
$241K - $246K
|
7.01K
$294K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.01KNew |
$286K - $292K
|
7.01K
$294K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20+ 3.43% |
$815 - $832
|
603
$25.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-30.6K- 34.64% |
$1.25M - $1.27M
|
57.7K
$2.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-46- 6.04% |
$1.87K - $1.91K
|
715
$29.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
SELL
|
- |
-1.81K- 2.62% |
$73.7K - $75.3K
|
67.1K
$2.81M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-4.27K- 25.68% |
$174K - $178K
|
12.4K
$518K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-75- 1.27% |
$3.06K - $3.12K
|
5.82K
$244K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14KNew |
$570K - $582K
|
14K
$586K
|
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
7.06KNew |
$288K - $294K
|
7.06K
$296K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
19.9KNew |
$810K - $827K
|
19.9K
$832K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.21KNew |
$253K - $258K
|
6.21K
$260K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
36New |
$1.47K - $1.5K
|
36
$1.51K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-254- 57.86% |
$10.3K - $10.6K
|
185
$7.75K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
722New |
$29.4K - $30K
|
722
$30.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.09KNew |
$126K - $129K
|
3.09K
$129K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-11.5K- 20.73% |
$468K - $478K
|
43.9K
$1.84M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16New |
$652 - $666
|
16
$670
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.23KNew |
$254K - $259K
|
6.23K
$261K
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
5.42KNew |
$221K - $226K
|
5.42K
$227K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
17New |
$693 - $707
|
17
$712
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
189New |
$7.7K - $7.86K
|
189
$7.92K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-16.8K- 56.4% |
$682K - $697K
|
13K
$542K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
543New |
$22.1K - $22.6K
|
543
$22.7K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-2.82K- 30.15% |
$115K - $117K
|
6.53K
$274K
|
|
| Q3 2022 | |||||||
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.21KNew |
$254K - $270K
|
6.21K
$260K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.06K+ 0.75% |
$43.3K - $46.1K
|
143K
$5.97M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.6K+ 136.76% |
$556K - $591K
|
23.5K
$986K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-217Closed |
$8.87K - $9.43K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400New |
$16.3K - $17.4K
|
400
$16.8K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-218- 4.05% |
$8.91K - $9.47K
|
5.17K
$217K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$4.09K - $4.35K
|
100
$4.19K
|
|