Purchases and Sales Made in Q3 2020 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
4.02KNew |
$207K - $212K
|
4.02K
$183K
|
|
Nov 03, 2020
Q3 2020
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.67KNew |
$189K - $194K
|
3.67K
$167K
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.32KNew |
$171K - $175K
|
3.32K
$151K
|
|
Nov 02, 2020
Q3 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.18K+ 42.44% |
$164K - $168K
|
10.7K
$486K
|
|
Nov 12, 2020
Q3 2020
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.13K+ 7.02% |
$161K - $165K
|
47.6K
$2.16M
|
|
Oct 23, 2020
Q3 2020
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.04K+ 3.94% |
$157K - $160K
|
80.2K
$3.65M
|
|
Nov 20, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.95KNew |
$152K - $155K
|
2.95K
$134K
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.77K+ 35.11% |
$143K - $146K
|
10.7K
$485K
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.69K+ 27.23% |
$139K - $142K
|
12.6K
$571K
|
|
Oct 26, 2020
Q3 2020
|
Brio Consultants, LLC
|
BUY
|
- |
2.45K+ 12.59% |
$126K - $129K
|
21.9K
$995K
|
|
Oct 15, 2020
Q3 2020
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.35K+ 54.11% |
$121K - $124K
|
6.69K
$304K
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.26KNew |
$117K - $119K
|
2.26K
$103K
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.15KNew |
$111K - $113K
|
2.15K
$97.7K
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.99K+ 0.67% |
$103K - $105K
|
297K
$13.5M
|
|
Nov 02, 2020
Q3 2020
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.8K+ 14.79% |
$92.9K - $94.9K
|
14K
$635K
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.67K+ 6.87% |
$86.4K - $88.2K
|
26K
$1.18M
|
|
Nov 16, 2020
Q3 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.61K+ 4.76% |
$83.2K - $85K
|
35.5K
$1.61M
|
|
Nov 12, 2020
Q3 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.61K+ 104.55% |
$83K - $84.8K
|
3.15K
$143K
|
|
Oct 27, 2020
Q3 2020
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.51K+ 4.69% |
$77.9K - $79.5K
|
33.7K
$1.53M
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.48K+ 25.2% |
$76.5K - $78.2K
|
7.37K
$335K
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.43KNew |
$73.6K - $75.2K
|
1.43K
$64.8K
|
|
Nov 17, 2020
Q3 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.42K+ 17.83% |
$73.3K - $74.8K
|
9.39K
$427K
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.4K+ 4.73% |
$72K - $73.5K
|
30.9K
$1.4M
|
|
Nov 03, 2020
Q3 2020
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.09K+ 7.84% |
$56.2K - $57.4K
|
15K
$682K
|
|
Oct 15, 2020
Q3 2020
|
Diversified Trust CO
|
BUY
|
- |
1.04K+ 12.66% |
$53.8K - $55K
|
9.28K
$422K
|
|
Nov 12, 2020
Q3 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
960+ 19.21% |
$49.5K - $50.6K
|
5.96K
$271K
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
884New |
$45.6K - $46.6K
|
884
$40.2K
|
|
Nov 02, 2020
Q3 2020
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
812+ 5.98% |
$41.9K - $42.8K
|
14.4K
$654K
|
|
Nov 03, 2020
Q3 2020
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
786+ 11.91% |
$40.6K - $41.4K
|
7.38K
$336K
|
|
Oct 22, 2020
Q3 2020
|
First National Corp
|
BUY
|
- |
781+ 3.29% |
$40.3K - $41.2K
|
24.5K
$1.12M
|
|
Nov 04, 2020
Q3 2020
|
Dakota Wealth Management
|
BUY
|
- |
770+ 6.06% |
$39.7K - $40.6K
|
13.5K
$613K
|
|
Nov 16, 2020
Q3 2020
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
617+ 1.83% |
$31.8K - $32.5K
|
34.4K
$1.56M
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
589+ 13.01% |
$30.4K - $31K
|
5.12K
$233K
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
BUY
|
- |
577+ 4.88% |
$29.8K - $30.4K
|
12.4K
$564K
|
|
Nov 02, 2020
Q3 2020
|
Versant Capital Management, Inc
|
BUY
|
- |
491+ 22.57% |
$25.3K - $25.9K
|
2.67K
$121K
|
|
Nov 16, 2020
Q3 2020
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
485+ 3.68% |
$25K - $25.6K
|
13.7K
$621K
|
|
Nov 19, 2020
Q3 2020
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
437+ 2.59% |
$22.5K - $23K
|
17.3K
$786K
|
|
Oct 21, 2020
Q3 2020
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
427+ 10.45% |
$22K - $22.5K
|
4.51K
$205K
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
BUY
|
- |
354+ 19.72% |
$18.3K - $18.7K
|
2.15K
$97.7K
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
347+ 6.56% |
$17.9K - $18.3K
|
5.64K
$256K
|
|
Oct 08, 2020
Q3 2020
|
Larson Financial Group LLC
|
BUY
|
- |
292+ 1006.9% |
$15.1K - $15.4K
|
321
$14.6K
|
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
290New |
$15K - $15.3K
|
290
$13.2K
|
|
Nov 03, 2020
Q3 2020
|
Peterson Wealth Management
|
BUY
|
- |
236+ 2.12% |
$12.2K - $12.4K
|
11.3K
$516K
|
|
Oct 20, 2020
Q3 2020
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
194+ 0.56% |
$10K - $10.2K
|
34.7K
$1.58M
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
179New |
$9.24K - $9.43K
|
179
$8.14K
|
|
Nov 03, 2020
Q3 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
149+ 1.73% |
$7.69K - $7.85K
|
8.77K
$399K
|
|
Nov 03, 2020
Q3 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
124+ 1.85% |
$6.4K - $6.53K
|
6.83K
$311K
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
102+ 21.79% |
$5.26K - $5.38K
|
570
$25.9K
|
|
Nov 13, 2020
Q3 2020
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
100+ 2.3% |
$5.16K - $5.27K
|
4.45K
$202K
|
|
Nov 12, 2020
Q3 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
96+ 0.48% |
$4.95K - $5.06K
|
20.3K
$921K
|