Purchases and Sales Made in Q1 2024 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
791K+ 6.88% |
$36.7M - $37.3M
|
12.3M
$565M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
714K+ 4.45% |
$33.2M - $33.6M
|
16.8M
$770M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
558KNew |
$25.9M - $26.2M
|
558K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
450K+ 111.89% |
$20.9M - $21.2M
|
852K
$39.1M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
333K+ 2804.95% |
$15.5M - $15.7M
|
345K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
309K+ 2.58% |
$14.4M - $14.5M
|
12.3M
$565M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
309K+ 2.58% |
$14.4M - $14.5M
|
12.3M
$565M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
229K+ 5.65% |
$10.6M - $10.8M
|
4.28M
$197M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
133K+ 11.11% |
$6.19M - $6.27M
|
1.33M
$61.3M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
112KNew |
$5.2M - $5.27M
|
112K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
106K+ 96.7% |
$4.93M - $5M
|
216K
$9.93M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
95.7K+ 111.18% |
$4.44M - $4.5M
|
182K
$8.35M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.5K+ 90.79% |
$3.88M - $3.93M
|
176K
$8.07M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
75.4KNew |
$3.5M - $3.55M
|
75.4K
$3.46M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
58.3K+ 12.71% |
$2.71M - $2.74M
|
517K
$23.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
44.8K+ 164.38% |
$2.08M - $2.11M
|
72K
$3.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
44.2K+ 14.37% |
$2.05M - $2.08M
|
352K
$16.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.8K+ 16.37% |
$1.66M - $1.68M
|
254K
$11.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
34.9K+ 662.94% |
$1.62M - $1.64M
|
40.2K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
31.1K+ 15.16% |
$1.44M - $1.46M
|
236K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30.2K+ 137.92% |
$1.4M - $1.42M
|
52.1K
$2.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
27.4K+ 16.11% |
$1.27M - $1.29M
|
197K
$9.07M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.3K+ 7.49% |
$1.08M - $1.1M
|
334K
$15.4M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
23.2KNew |
$1.08M - $1.09M
|
23.2K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
23KNew |
$1.07M - $1.08M
|
23K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
22.7K+ 2.95% |
$1.05M - $1.07M
|
793K
$36.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
19.2KNew |
$890K - $902K
|
19.2K
$880K
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
18KNew |
$837K - $849K
|
18K
$829K
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
14.7KNew |
$684K - $693K
|
14.7K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14K+ 10.38% |
$649K - $658K
|
149K
$6.83M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.6K+ 11.79% |
$585K - $593K
|
120K
$5.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.1K+ 8.61% |
$517K - $524K
|
141K
$6.46M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.1KNew |
$517K - $524K
|
11.1K
$511K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
11.1KNew |
$516K - $523K
|
11.1K
$511K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.9K+ 277.53% |
$506K - $513K
|
14.8K
$681K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 40.21% |
$476K - $482K
|
35.7K
$1.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.96K+ 3.12% |
$462K - $469K
|
329K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.01KNew |
$418K - $424K
|
9.01K
$414K
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
8.3K+ 79.92% |
$385K - $391K
|
18.7K
$859K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
7.79KNew |
$362K - $367K
|
7.79K
$358K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7.5KNew |
$348K - $353K
|
7.5K
$345K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.48K+ 95.17% |
$347K - $352K
|
15.3K
$705K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
7.13K+ 11.0% |
$331K - $336K
|
71.9K
$3.31M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.06KNew |
$328K - $332K
|
7.06K
$324K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.93KNew |
$322K - $326K
|
6.93K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.85K+ 59.57% |
$318K - $322K
|
18.3K
$843K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
6.59K+ 716.54% |
$306K - $310K
|
7.5K
$345K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.53K+ 75.35% |
$303K - $307K
|
15.2K
$698K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.27K+ 63.04% |
$245K - $248K
|
13.6K
$626K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.03KNew |
$234K - $237K
|
5.03K
$231K
|