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
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.1K- 1.8% |
$56.8K - $58K
|
59.9K
$2.72M
|
|
Oct 21, 2020
Q3 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.15K- 6.65% |
$59.4K - $60.7K
|
16.2K
$735K
|
|
Oct 01, 2020
Q3 2020
|
Modus Advisors, LLC
|
SELL
|
- |
-1.27KClosed |
$65.7K - $67.1K
|
0
$0
|
|
Dec 03, 2020
Q3 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.39K- 7.88% |
$71.7K - $73.2K
|
16.2K
$738K
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.42K- 48.28% |
$73K - $74.6K
|
1.52K
$68.9K
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.44K- 9.66% |
$74.1K - $75.7K
|
13.4K
$611K
|
|
Nov 09, 2020
Q3 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.5K- 12.68% |
$77.3K - $78.9K
|
10.3K
$469K
|
|
Nov 03, 2020
Q3 2020
|
Allworth Financial LP
|
SELL
|
- |
-1.55KClosed |
$79.8K - $81.5K
|
0
$0
|
|
Dec 22, 2020
Q3 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.71K- 23.4% |
$88.4K - $90.3K
|
5.61K
$255K
|
|
Nov 04, 2020
Q3 2020
|
New Square Capital LLC
|
SELL
|
- |
-1.88K- 98.43% |
$97K - $99.1K
|
30
$1.36K
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.12KClosed |
$109K - $112K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-2.19K- 2.54% |
$113K - $115K
|
83.9K
$3.81M
|
|
Nov 04, 2020
Q3 2020
|
First National Trust CO
|
SELL
|
- |
-2.38K- 32.52% |
$123K - $125K
|
4.93K
$224K
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.38K- 5.04% |
$123K - $125K
|
44.9K
$2.04M
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.63KClosed |
$136K - $139K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.64KClosed |
$136K - $139K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.77K- 17.28% |
$143K - $146K
|
13.3K
$603K
|
|
Oct 23, 2020
Q3 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3K- 4.79% |
$155K - $158K
|
59.6K
$2.71M
|
|
Nov 05, 2020
Q3 2020
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 22.0% |
$167K - $171K
|
11.5K
$522K
|
|
Nov 17, 2020
Q3 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.3K- 94.26% |
$170K - $174K
|
201
$9.14K
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.67KClosed |
$189K - $193K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-3.89KClosed |
$201K - $205K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.98KClosed |
$205K - $210K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-4.6K- 82.56% |
$237K - $242K
|
971
$44.1K
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.95K- 46.54% |
$255K - $261K
|
5.69K
$259K
|
|
Oct 23, 2020
Q3 2020
|
Ritholtz Wealth Management
|
SELL
|
- |
-5K- 1.0% |
$258K - $263K
|
495K
$22.5M
|
|
Nov 03, 2020
Q3 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.17KClosed |
$267K - $272K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.36KClosed |
$276K - $282K
|
0
$0
|
|
Nov 18, 2020
Q3 2020
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.78KClosed |
$298K - $305K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.82KClosed |
$300K - $307K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.82K- 0.94% |
$403K - $412K
|
820K
$37.3M
|
|
Oct 28, 2020
Q3 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-9.08K- 11.87% |
$469K - $479K
|
67.4K
$3.06M
|
|
Nov 13, 2020
Q3 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12.2K- 17.78% |
$630K - $644K
|
56.5K
$2.57M
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-15.4KClosed |
$797K - $814K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-16K- 5.83% |
$825K - $843K
|
258K
$11.7M
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-16.2KClosed |
$835K - $853K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-16.6K- 13.76% |
$854K - $872K
|
104K
$4.72M
|
|
Nov 02, 2020
Q3 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-16.8KClosed |
$867K - $886K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-22.4K- 0.54% |
$1.15M - $1.18M
|
4.14M
$188M
|
|
Oct 28, 2020
Q3 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-28.1K- 51.9% |
$1.45M - $1.48M
|
26K
$1.18M
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-29.1K- 15.89% |
$1.5M - $1.54M
|
154K
$7.01M
|
|
Nov 10, 2020
Q3 2020
|
Bailard, Inc.
|
SELL
|
- |
-30K- 73.08% |
$1.55M - $1.58M
|
11K
$502K
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.2K- 34.24% |
$1.82M - $1.86M
|
67.6K
$3.07M
|
|
Oct 28, 2020
Q3 2020
|
Ota Financial Group L.P.
|
SELL
|
- |
-43.9KClosed |
$2.26M - $2.31M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-48.2K- 20.83% |
$2.49M - $2.54M
|
183K
$8.33M
|
|
Nov 13, 2020
Q3 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-59.2K- 74.75% |
$3.05M - $3.12M
|
20K
$909K
|
|
Nov 13, 2020
Q3 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-59.5K- 93.53% |
$3.07M - $3.14M
|
4.12K
$187K
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-84.4K- 93.96% |
$4.35M - $4.45M
|
5.42K
$246K
|
|
Nov 02, 2020
Q3 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-104K- 53.89% |
$5.35M - $5.46M
|
88.7K
$4.03M
|
|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
SELL
|
- |
-113K- 19.14% |
$5.85M - $5.97M
|
479K
$21.8M
|