Purchases and Sales Made in Q1 2020 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q1 2020. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG MUNICIPA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2020
Q1 2020
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.04KNew |
$179K - $212K
|
4.04K
$186K
|
|
|
Apr 27, 2020
Q1 2020
|
Meritage Portfolio Management
|
BUY
|
- |
4.03KNew |
$178K - $211K
|
4.03K
$185K
|
|
|
May 08, 2020
Q1 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.92K+ 85.64% |
$174K - $206K
|
8.51K
$391K
|
|
|
May 05, 2020
Q1 2020
|
Davenport & CO LLC
|
BUY
|
- |
3.86K+ 12.05% |
$171K - $202K
|
35.9K
$1.65M
|
|
|
May 12, 2020
Q1 2020
|
Glassman Wealth Services
|
BUY
|
- |
3.82KNew |
$169K - $200K
|
3.82K
$176K
|
|
|
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
3.56K+ 6.5% |
$158K - $186K
|
58.3K
$2.68M
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.7K+ 1.69% |
$120K - $142K
|
162K
$7.46M
|
|
|
Apr 15, 2020
Q1 2020
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.53K+ 36.24% |
$112K - $133K
|
9.52K
$437K
|
|
|
Apr 16, 2020
Q1 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.32K+ 7.47% |
$103K - $122K
|
33.4K
$1.53M
|
|
|
Apr 20, 2020
Q1 2020
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$94K - $111K
|
2.12K
$97.5K
|
|
|
May 06, 2020
Q1 2020
|
Motco
|
BUY
|
- |
1.81KNew |
$80K - $94.7K
|
1.81K
$83K
|
|
|
May 04, 2020
Q1 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.51K+ 29.37% |
$66.7K - $79K
|
6.63K
$305K
|
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.31K+ 80.26% |
$57.8K - $68.4K
|
2.93K
$135K
|
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.24K+ 627.78% |
$55.1K - $65.2K
|
1.44K
$66.2K
|
|
|
Apr 08, 2020
Q1 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.23KNew |
$54.4K - $64.4K
|
1.23K
$56.4K
|
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.14K+ 2.79% |
$50.4K - $59.7K
|
41.9K
$1.93M
|
|
|
Apr 29, 2020
Q1 2020
|
Dakota Wealth Management
|
BUY
|
- |
1.05K+ 10.68% |
$46.7K - $55.3K
|
10.9K
$502K
|
|
|
Apr 16, 2020
Q1 2020
|
Sage Financial Group Inc
|
BUY
|
- |
984+ 0.74% |
$43.6K - $51.6K
|
134K
$6.14M
|
|
|
May 05, 2020
Q1 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
700New |
$31K - $36.7K
|
700
$32.2K
|
|
|
Apr 08, 2020
Q1 2020
|
Adviser Investments LLC
|
BUY
|
- |
583+ 4.87% |
$25.8K - $30.6K
|
12.6K
$577K
|
|
|
May 14, 2020
Q1 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
342New |
$15.2K - $17.9K
|
342
$15.7K
|
|
|
May 14, 2020
Q1 2020
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
316+ 2.45% |
$14K - $16.6K
|
13.2K
$607K
|
|
|
May 18, 2020
Q1 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
312+ 5.01% |
$13.8K - $16.4K
|
6.54K
$301K
|
|
|
Apr 13, 2020
Q1 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
309+ 3862.5% |
$13.7K - $16.2K
|
317
$14.6K
|
|
|
Apr 16, 2020
Q1 2020
|
First National Corp
|
BUY
|
- |
305+ 1.13% |
$13.5K - $16K
|
27.2K
$1.25M
|
|
|
Apr 16, 2020
Q1 2020
|
Arden Trust CO
|
BUY
|
- |
280New |
$12.4K - $14.7K
|
280
$12.9K
|
|
|
May 13, 2020
Q1 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
271New |
$12K - $14.2K
|
271
$12.5K
|
|
|
May 14, 2020
Q1 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
180+ 2.65% |
$7.98K - $9.44K
|
6.98K
$321K
|
|
|
Apr 24, 2020
Q1 2020
|
Lincoln National Corp
|
BUY
|
- |
35+ 0.48% |
$1.55K - $1.84K
|
7.26K
$334K
|
|
|
Apr 23, 2020
Q1 2020
|
Peterson Wealth Management
|
BUY
|
- |
32+ 0.3% |
$1.42K - $1.68K
|
10.6K
$485K
|
|
|
May 08, 2020
Q1 2020
|
Blue Chip Partners, Inc.
|
BUY
|
- |
32+ 0.35% |
$1.42K - $1.68K
|
9.16K
$421K
|
|
|
Apr 16, 2020
Q1 2020
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
29+ 0.4% |
$1.28K - $1.52K
|
7.27K
$334K
|
|
|
Apr 10, 2020
Q1 2020
|
Diversified Trust CO
|
BUY
|
- |
28+ 0.34% |
$1.24K - $1.47K
|
8.2K
$377K
|
|
|
May 15, 2020
Q1 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22New |
$975 - $1.15K
|
22
$1.01K
|
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 1.65% |
$310 - $367
|
430
$19.8K
|
|
|
Apr 29, 2020
Q1 2020
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.03% |
$133 - $157
|
10.1K
$466K
|
|
|
May 05, 2020
Q1 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$133 - $157
|
4.39K
$202K
|
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.42% |
$44.3 - $52.4
|
239
$11K
|
|
|
May 08, 2020
Q1 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.19% |
$44.3 - $52.4
|
534
$24.5K
|
|
|
Apr 20, 2020
Q1 2020
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3Closed |
$133 - $157
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-17Closed |
$753 - $891
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-19Closed |
$842 - $996
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-31- 0.6% |
$1.37K - $1.63K
|
5.17K
$237K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-35- 2.44% |
$1.55K - $1.84K
|
1.4K
$64.3K
|
|
|
Apr 09, 2020
Q1 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-40Closed |
$1.77K - $2.1K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-41- 5.59% |
$1.82K - $2.15K
|
693
$31.8K
|
|
|
Apr 27, 2020
Q1 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-41- 1.25% |
$1.82K - $2.15K
|
3.25K
$149K
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-60- 44.78% |
$2.66K - $3.15K
|
74
$3.4K
|
|
|
Apr 21, 2020
Q1 2020
|
Webster Bank, N. A.
|
SELL
|
- |
-61Closed |
$2.7K - $3.2K
|
0
$0
|