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 13, 2020
Q3 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
81+ 1.23% |
$4.18K - $4.27K
|
6.65K
$299K
|
|
|
Nov 06, 2020
Q3 2020
|
Planned Solutions, Inc.
|
BUY
|
- |
65New |
$3.35K - $3.43K
|
65
$2.92K
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
60+ 26.79% |
$3.1K - $3.16K
|
284
$12.8K
|
|
|
Oct 27, 2020
Q3 2020
|
Blue Chip Partners, Inc.
|
BUY
|
- |
44+ 0.48% |
$2.27K - $2.32K
|
9.25K
$416K
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
43New |
$2.22K - $2.27K
|
43
$1.93K
|
|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
40+ 0.52% |
$2.06K - $2.11K
|
7.72K
$347K
|
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
BUY
|
- |
34+ 0.47% |
$1.75K - $1.79K
|
7.32K
$329K
|
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24+ 2.46% |
$1.24K - $1.26K
|
998
$44.8K
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9+ 0.11% |
$464 - $474
|
8.52K
$383K
|
|
|
Nov 12, 2020
Q3 2020
|
Private Capital Group, LLC
|
BUY
|
- |
8+ 0.21% |
$413 - $422
|
3.74K
$168K
|
|
|
Nov 16, 2020
Q3 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4+ 0.02% |
$206 - $211
|
19.6K
$880K
|
|
|
Nov 09, 2020
Q3 2020
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.04% |
$206 - $211
|
9.34K
$420K
|
|
|
Nov 13, 2020
Q3 2020
|
Adviser Investments LLC
|
BUY
|
- |
4+ 0.03% |
$206 - $211
|
12K
$539K
|
|
|
Jan 02, 2024
Q3 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2New |
$103 - $105
|
2
$89.9
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.01% |
$51.6 - $52.7
|
8.71K
$391K
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.42% |
$51.6 - $52.7
|
241
$10.8K
|
|
|
May 15, 2024
Q3 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$51.6 - $52.7
|
1
$44.9
|
|
|
Oct 14, 2020
Q3 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-12- 0.1% |
$619 - $632
|
12.5K
$561K
|
|
|
Nov 05, 2020
Q3 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-13- 4.19% |
$671 - $685
|
297
$13.3K
|
|
|
Nov 04, 2020
Q3 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-15- 0.36% |
$774 - $791
|
4.19K
$188K
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-15Closed |
$774 - $791
|
0
$0
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21- 1.46% |
$1.08K - $1.11K
|
1.41K
$63.5K
|
|
|
Oct 30, 2020
Q3 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-40- 0.27% |
$2.06K - $2.11K
|
14.8K
$663K
|
|
|
Oct 14, 2020
Q3 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-49- 0.89% |
$2.53K - $2.58K
|
5.44K
$244K
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-51Closed |
$2.63K - $2.69K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-73- 73.0% |
$3.77K - $3.85K
|
27
$1.21K
|
|
|
Oct 19, 2020
Q3 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-78- 0.16% |
$4.02K - $4.11K
|
49.7K
$2.23M
|
|
|
Nov 03, 2020
Q3 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-86- 55.13% |
$4.44K - $4.53K
|
70
$3.15K
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-104Closed |
$5.37K - $5.48K
|
0
$0
|
|
|
Dec 21, 2020
Q3 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-110- 1.26% |
$5.68K - $5.8K
|
8.61K
$387K
|
|
|
Oct 30, 2020
Q3 2020
|
Comerica Bank
|
SELL
|
- |
-129- 0.63% |
$6.66K - $6.8K
|
20.4K
$915K
|
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-151- 18.88% |
$7.79K - $7.96K
|
649
$29.2K
|
|
|
Aug 30, 2024
Q3 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-178Closed |
$9.18K - $9.38K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-209- 0.38% |
$10.8K - $11K
|
54.8K
$2.46M
|
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-267- 1.39% |
$13.8K - $14.1K
|
18.9K
$849K
|
|
|
Nov 06, 2020
Q3 2020
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-275- 2.17% |
$14.2K - $14.5K
|
12.4K
$558K
|
|
|
Nov 04, 2020
Q3 2020
|
Savant Capital, LLC
|
SELL
|
- |
-326- 1.65% |
$16.8K - $17.2K
|
19.5K
$874K
|
|
|
Oct 15, 2020
Q3 2020
|
Davenport & CO LLC
|
SELL
|
- |
-400- 1.11% |
$20.6K - $21.1K
|
35.5K
$1.6M
|
|
|
Nov 12, 2020
Q3 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-457- 6.96% |
$23.6K - $24.1K
|
6.11K
$275K
|
|
|
Jun 17, 2024
Q3 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-475- 10.47% |
$24.5K - $25K
|
4.06K
$182K
|
|
|
Nov 05, 2020
Q3 2020
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-500- 2.87% |
$25.8K - $26.4K
|
16.9K
$760K
|
|
|
Nov 13, 2020
Q3 2020
|
Sns Financial Group, LLC
|
SELL
|
- |
-557- 11.17% |
$28.7K - $29.4K
|
4.43K
$199K
|
|
|
Oct 26, 2020
Q3 2020
|
Sage Financial Group Inc
|
SELL
|
- |
-602- 0.71% |
$31.1K - $31.7K
|
84.6K
$3.8M
|
|
|
Oct 26, 2020
Q3 2020
|
Ellevest, Inc.
|
SELL
|
- |
-603Closed |
$31.1K - $31.8K
|
0
$0
|
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-746Closed |
$38.5K - $39.3K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-758- 3.31% |
$39.1K - $39.9K
|
22.1K
$994K
|
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-830Closed |
$42.8K - $43.7K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-916- 7.39% |
$47.3K - $48.3K
|
11.5K
$516K
|
|
|
Oct 28, 2020
Q3 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1KClosed |
$51.6K - $52.7K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.07K- 2.94% |
$55.3K - $56.4K
|
35.4K
$1.59M
|