Purchases and Sales Made in Q2 2020 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.5KNew |
$170K - $181K
|
3.5K
$159K
|
|
|
Aug 05, 2020
Q2 2020
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 5.72% |
$145K - $154K
|
55K
$2.5M
|
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
2.46K+ 119.11% |
$120K - $128K
|
4.53K
$206K
|
|
|
Aug 13, 2020
Q2 2020
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.32K+ 7.87% |
$112K - $120K
|
31.7K
$1.44M
|
|
|
Aug 04, 2020
Q2 2020
|
New Potomac Partners, LLC
|
BUY
|
- |
2.23K+ 7.48% |
$108K - $115K
|
32K
$1.45M
|
|
|
Aug 10, 2020
Q2 2020
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.06K+ 17.35% |
$99.9K - $107K
|
13.9K
$632K
|
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.9K+ 14.67% |
$92.5K - $98.6K
|
14.9K
$677K
|
|
|
Aug 07, 2020
Q2 2020
|
Dakota Wealth Management
|
BUY
|
- |
1.78K+ 16.29% |
$86.5K - $92.2K
|
12.7K
$578K
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 519.24% |
$80K - $85.3K
|
1.96K
$89.2K
|
|
|
Jul 24, 2020
Q2 2020
|
Allworth Financial LP
|
BUY
|
- |
1.55KNew |
$75.2K - $80.2K
|
1.55K
$70.3K
|
|
|
Aug 13, 2020
Q2 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.43K+ 21.79% |
$69.2K - $73.8K
|
7.97K
$362K
|
|
|
Aug 03, 2020
Q2 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.34K+ 21.8% |
$65.2K - $69.5K
|
7.5K
$341K
|
|
|
Jul 01, 2020
Q2 2020
|
Modus Advisors, LLC
|
BUY
|
- |
1.27KNew |
$61.9K - $66K
|
1.27K
$57.9K
|
|
|
Jul 16, 2020
Q2 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.24K+ 7.74% |
$60.4K - $64.5K
|
17.3K
$787K
|
|
|
Aug 13, 2020
Q2 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.11K+ 7.46% |
$54.1K - $57.7K
|
16K
$728K
|
|
|
Aug 13, 2020
Q2 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.11K+ 4.53% |
$54K - $57.6K
|
25.7K
$1.17M
|
|
|
Jul 21, 2020
Q2 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.11K+ 3.38% |
$53.8K - $57.4K
|
33.9K
$1.54M
|
|
|
Aug 07, 2020
Q2 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.01K+ 188.2% |
$48.8K - $52.1K
|
1.54K
$70K
|
|
|
Jul 13, 2020
Q2 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
985New |
$47.9K - $51K
|
985
$44.8K
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
- |
848+ 89.55% |
$41.2K - $43.9K
|
1.8K
$81.6K
|
|
|
Jul 14, 2020
Q2 2020
|
Reitz Capital Advisors LLC
|
BUY
|
- |
830New |
$40.3K - $43K
|
830
$37.7K
|
|
|
Jul 17, 2020
Q2 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
779+ 3.3% |
$37.9K - $40.4K
|
24.4K
$1.11M
|
|
|
Jul 31, 2020
Q2 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
605+ 13.77% |
$29.4K - $31.3K
|
5K
$227K
|
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
BUY
|
- |
603New |
$29.3K - $31.2K
|
603
$27.4K
|
|
|
Jul 27, 2020
Q2 2020
|
Meritage Portfolio Management
|
BUY
|
- |
550+ 13.66% |
$26.7K - $28.5K
|
4.58K
$208K
|
|
|
Jul 22, 2020
Q2 2020
|
Peterson Wealth Management
|
BUY
|
- |
546+ 5.17% |
$26.5K - $28.3K
|
11.1K
$505K
|
|
|
Jul 22, 2020
Q2 2020
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
500+ 1.72% |
$24.3K - $25.9K
|
29.5K
$1.34M
|
|
|
Jul 17, 2020
Q2 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
374+ 4.53% |
$18.2K - $19.4K
|
8.62K
$392K
|
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
224New |
$10.9K - $11.6K
|
224
$10.2K
|
|
|
Jul 16, 2020
Q2 2020
|
Versant Capital Management, Inc
|
BUY
|
- |
223+ 11.42% |
$10.8K - $11.6K
|
2.18K
$98.9K
|
|
|
Aug 06, 2020
Q2 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
200+ 1.63% |
$9.72K - $10.4K
|
12.5K
$568K
|
|
|
Aug 11, 2020
Q2 2020
|
Nvwm, LLC
|
BUY
|
- |
165New |
$8.02K - $8.55K
|
165
$7.5K
|
|
|
Aug 13, 2020
Q2 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
104New |
$5.05K - $5.39K
|
104
$4.73K
|
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
102+ 1.76% |
$4.96K - $5.28K
|
5.89K
$268K
|
|
|
Aug 14, 2020
Q2 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
100+ 14.29% |
$4.86K - $5.18K
|
800
$36.4K
|
|
|
Aug 14, 2020
Q2 2020
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
85+ 2.08% |
$4.13K - $4.4K
|
4.17K
$190K
|
|
|
Jul 29, 2020
Q2 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
75+ 1.13% |
$3.64K - $3.89K
|
6.71K
$305K
|
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75+ 92.59% |
$3.64K - $3.89K
|
156
$7.09K
|
|
|
Jul 28, 2020
Q2 2020
|
Charles Schwab Trust CO
|
BUY
|
- |
66+ 0.45% |
$3.21K - $3.42K
|
14.8K
$673K
|
|
|
Jul 15, 2020
Q2 2020
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
51+ 0.7% |
$2.48K - $2.64K
|
7.32K
$333K
|
|
|
Jul 30, 2020
Q2 2020
|
Blue Chip Partners, Inc.
|
BUY
|
- |
46+ 0.5% |
$2.24K - $2.38K
|
9.21K
$418K
|
|
|
Jul 07, 2020
Q2 2020
|
Diversified Trust CO
|
BUY
|
- |
41+ 0.5% |
$1.99K - $2.12K
|
8.24K
$375K
|
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 8.84% |
$1.85K - $1.97K
|
468
$21.3K
|
|
|
Jul 14, 2020
Q2 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
23+ 0.3% |
$1.12K - $1.19K
|
7.67K
$348K
|
|
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
BUY
|
- |
20+ 0.28% |
$972 - $1.04K
|
7.28K
$331K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7+ 0.5% |
$340 - $363
|
1.41K
$64K
|
|
|
Jan 02, 2024
Q2 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2New |
$97.2 - $104
|
2
$90.9
|
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.42% |
$48.6 - $51.8
|
240
$10.9K
|
|
|
Jul 08, 2020
Q2 2020
|
Bogart Wealth, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Clear Investment Research, LLC
|
SELL
|
- |
-4Closed |
$194 - $207
|
0
$0
|