Purchases and Sales Made in Q3 2021 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q3 2021. 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 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
4.38KNew |
$226K - $230K
|
4.38K
$199K
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
4.34K+ 10.22% |
$224K - $228K
|
46.8K
$2.13M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.25K+ 1.55% |
$219K - $223K
|
278K
$12.7M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.22K+ 0.97% |
$218K - $222K
|
438K
$19.9M
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.1KNew |
$211K - $215K
|
4.1K
$186K
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4KNew |
$206K - $210K
|
4K
$182K
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
BUY
|
- |
3.97K+ 10.09% |
$204K - $208K
|
43.3K
$1.97M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.78K+ 31.45% |
$195K - $199K
|
15.8K
$719K
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
3.46K+ 21.27% |
$178K - $182K
|
19.7K
$898K
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.03K+ 4.92% |
$156K - $159K
|
64.7K
$2.95M
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.91K+ 45.94% |
$150K - $153K
|
9.26K
$421K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.89K+ 9.29% |
$149K - $151K
|
34K
$1.55M
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.8KNew |
$144K - $147K
|
2.8K
$128K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.56K+ 5.39% |
$132K - $135K
|
50.1K
$2.28M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
2.56K+ 29.86% |
$132K - $134K
|
11.1K
$506K
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.53K+ 1.41% |
$131K - $133K
|
183K
$8.31M
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.43K+ 4.41% |
$125K - $127K
|
57.5K
$2.62M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.18K+ 8.15% |
$112K - $114K
|
28.9K
$1.31M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.15KNew |
$111K - $113K
|
2.15K
$97.9K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.11K+ 9.28% |
$109K - $111K
|
24.8K
$1.13M
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.01K+ 744.44% |
$104K - $106K
|
2.28K
$104K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.86K+ 34.23% |
$96K - $97.7K
|
7.3K
$332K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
1.85K+ 11.08% |
$95.6K - $97.4K
|
18.6K
$846K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.76K+ 5.99% |
$90.9K - $92.6K
|
31.2K
$1.42M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.76K+ 11.57% |
$90.8K - $92.5K
|
17K
$773K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.7K+ 7.62% |
$87.7K - $89.3K
|
24K
$1.09M
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
1.62K+ 3.01% |
$83.7K - $85.3K
|
55.6K
$2.53M
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.55K+ 1.0% |
$79.7K - $81.1K
|
155K
$7.07M
|
|
Jan 28, 2022
Q3 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
1.51K+ 1.63% |
$78K - $79.4K
|
94.5K
$4.3M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.47K+ 14.36% |
$75.9K - $77.3K
|
11.7K
$534K
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.35K+ 3.9% |
$69.8K - $71K
|
36.1K
$1.64M
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.24K+ 5.24% |
$64K - $65.2K
|
24.9K
$1.13M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.21K+ 12.78% |
$62.3K - $63.4K
|
10.7K
$485K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.16K+ 11.69% |
$59.6K - $60.7K
|
11K
$503K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.13K+ 3.12% |
$58.3K - $59.3K
|
37.4K
$1.7M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.08K+ 2.07% |
$55.4K - $56.4K
|
53K
$2.41M
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
BUY
|
- |
1.05K+ 3.06% |
$54.1K - $55.1K
|
35.4K
$1.61M
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$51.6K - $52.5K
|
1K
$45.5K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
983New |
$50.7K - $51.6K
|
983
$44.7K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
889+ 27.23% |
$45.8K - $46.7K
|
4.15K
$189K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
862+ 42.25% |
$44.5K - $45.3K
|
2.9K
$132K
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
810+ 5.63% |
$41.8K - $42.5K
|
15.2K
$692K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
810+ 1.12% |
$41.8K - $42.5K
|
73.1K
$3.33M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
809+ 18.31% |
$41.7K - $42.5K
|
5.23K
$238K
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
753+ 1.46% |
$38.8K - $39.5K
|
52.5K
$2.39M
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
673+ 5.42% |
$34.7K - $35.3K
|
13.1K
$596K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
662+ 11.38% |
$34.1K - $34.8K
|
6.48K
$295K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
632+ 2.62% |
$32.6K - $33.2K
|
24.8K
$1.13M
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
630+ 36.42% |
$32.5K - $33.1K
|
2.36K
$107K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
613+ 7.19% |
$31.6K - $32.2K
|
9.13K
$416K
|