Latest Institutional Purchases of Ssga Active Trust (SRLN)
This list provides information on the latest institutional transactions involving Ssga Active Trust (SRLN) 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, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
22.1KNew |
$919K - $932K
|
22.1K
$922K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
12KNew |
$498K - $505K
|
12K
$500K
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
8.71KNew |
$362K - $367K
|
8.71K
$363K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.7KNew |
$320K - $324K
|
7.7K
$321K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
6.1K+ 4.36% |
$253K - $257K
|
146K
$6.08M
|
|
Oct 18, 2023
Q3 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
6KNew |
$249K - $253K
|
6K
$250K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.58K+ 18.05% |
$149K - $151K
|
23.4K
$976K
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.19K+ 6.52% |
$49.4K - $50.1K
|
19.4K
$809K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
459New |
$19.1K - $19.3K
|
459
$19.1K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
428New |
$17.8K - $18K
|
428
$17.8K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
151New |
$6.27K - $6.36K
|
151
$6.29K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
29New |
$1.2K - $1.22K
|
29
$1.21K
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8+ 0.14% |
$332 - $337
|
5.85K
$244K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
18.3K+ 13.23% |
$746K - $765K
|
156K
$6.51M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8.68KNew |
$354K - $363K
|
8.68K
$362K
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
8.17KNew |
$334K - $342K
|
8.17K
$340K
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
7.7KNew |
$314K - $322K
|
7.7K
$321K
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
5.76KNew |
$235K - $241K
|
5.76K
$240K
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
4.94K+ 19.28% |
$202K - $207K
|
30.5K
$1.27M
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.5KNew |
$184K - $188K
|
4.5K
$187K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.71KNew |
$111K - $113K
|
2.71K
$113K
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.52K+ 4.58% |
$62K - $63.6K
|
34.7K
$1.44M
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
1.43K+ 2.73% |
$58.3K - $59.8K
|
53.6K
$2.23M
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
766+ 3.21% |
$31.3K - $32.1K
|
24.6K
$1.03M
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
180New |
$7.35K - $7.54K
|
180
$7.5K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
56New |
$2.29K - $2.34K
|
56
$2.33K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32New |
$1.31K - $1.34K
|
32
$1.33K
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
15+ 0.15% |
$613 - $628
|
9.95K
$415K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
15+ 8.02% |
$613 - $628
|
202
$8.42K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.96% |
$327 - $335
|
416
$17.3K
|
|
Q1 2023 | |||||||
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
331K+ 3220.86% |
$13.5M - $14M
|
342K
$14.2M
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
85KNew |
$3.46M - $3.58M
|
85K
$3.54M
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
32.5K+ 510.03% |
$1.32M - $1.37M
|
38.9K
$1.62M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
12.7K+ 30987.8% |
$517K - $535K
|
12.7K
$531K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.5KNew |
$509K - $527K
|
12.5K
$521K
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
9.05KNew |
$368K - $381K
|
9.05K
$377K
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
8.86KNew |
$361K - $373K
|
8.86K
$369K
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
4.71K+ 1.76% |
$192K - $198K
|
272K
$11.3M
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.7KNew |
$151K - $156K
|
3.7K
$154K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.15KNew |
$128K - $133K
|
3.15K
$131K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.98K+ 8.72% |
$80.6K - $83.4K
|
24.7K
$1.03M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.96KNew |
$79.7K - $82.6K
|
1.96K
$81.6K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.62K+ 2.88% |
$65.8K - $68.1K
|
57.8K
$2.41M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
623New |
$25.4K - $26.3K
|
623
$26K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
580New |
$23.6K - $24.4K
|
580
$24.2K
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
195+ 3.78% |
$7.94K - $8.22K
|
5.35K
$223K
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
49New |
$1.99K - $2.06K
|
49
$2.04K
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
38+ 0.26% |
$1.55K - $1.6K
|
14.6K
$606K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
35New |
$1.42K - $1.47K
|
35
$1.46K
|