Purchases and Sales Made in Q3 2023 in Spdr Nuveen Bloomberg Municipa (TFI)

TFI Quotes by TradingView

This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q3 2023. 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 02, 2023 Q3 2023
Advisor Os, LLC

BUY
 -
4.64K
+ 6.14%
$203K - $216K
80.2K $3.67M
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
4.26K
+ 27.31%
$186K - $198K
19.9K $909K
Nov 08, 2023 Q3 2023
Davidson Investment Advisors

BUY
 -
4.23K
New
$185K - $197K
4.23K $194K
Nov 13, 2023 Q3 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
4.19K
+ 87.83%
$183K - $195K
8.97K $410K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
4.08K
New
$178K - $190K
4.08K $187K
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
4.08K
+ 10.45%
$178K - $190K
43.1K $1.97M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.98K
+ 3.89%
$174K - $185K
106K $4.86M
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
3.81K
+ 129.23%
$166K - $177K
6.76K $309K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
3.53K
+ 2.95%
$154K - $164K
123K $5.64M
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
3.17K
+ 2.67%
$138K - $147K
122K $5.58M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.9K
+ 2320.0%
$127K - $135K
3.03K $138K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
2.89K
+ 24.47%
$126K - $134K
14.7K $672K
Oct 10, 2023 Q3 2023
Cypress Financial Planning LLC

BUY
 -
2.87K
+ 24.15%
$126K - $134K
14.8K $676K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
2.87K
+ 30.34%
$125K - $133K
12.3K $563K
Oct 11, 2023 Q3 2023
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
2.64K
+ 19.01%
$115K - $123K
16.6K $757K
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
2.63K
+ 38.7%
$115K - $122K
9.42K $431K
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.58K
+ 20.53%
$113K - $120K
15.2K $693K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2.15K
+ 1221.59%
$93.9K - $100K
2.33K $106K
Oct 31, 2023 Q3 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
1.99K
+ 6.34%
$86.7K - $92.3K
33.3K $1.52M
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
1.68K
+ 8.45%
$73.2K - $78K
21.5K $984K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.62K
+ 3.05%
$70.7K - $75.3K
54.7K $2.5M
Oct 24, 2023 Q3 2023
Wealth Management Resources, Inc.

BUY
 -
1.62K
+ 10.36%
$70.5K - $75.1K
17.2K $787K
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
1.53K
New
$66.8K - $71.1K
1.53K $70K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
1.44K
+ 7.65%
$62.7K - $66.8K
20.2K $925K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
1.41K
New
$61.4K - $65.3K
1.41K $64.3K
Oct 10, 2023 Q3 2023
Juncture Wealth Strategies, LLC

BUY
 -
1.4K
+ 8.27%
$61K - $64.9K
18.3K $836K
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
1.39K
+ 29.91%
$60.7K - $64.6K
6.03K $276K
Oct 23, 2023 Q3 2023
Private Ocean, LLC

BUY
 -
1.37K
+ 182.67%
$59.8K - $63.7K
2.12K $97K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.26K
+ 6.27%
$55.1K - $58.6K
21.4K $978K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.25K
+ 28.02%
$54.6K - $58.1K
5.71K $261K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
1.22K
New
$53.1K - $56.6K
1.22K $55.7K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
1.13K
+ 80.31%
$49.3K - $52.5K
2.54K $116K
Aug 08, 2024 Q3 2023
Abound Wealth Management

Franklin, TN
BUY
 -
1.13K
+ 2128.3%
$49.3K - $52.4K
1.18K $54K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
1.12K
+ 15.86%
$49.1K - $52.3K
8.21K $376K
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
1.11K
+ 0.98%
$48.6K - $51.8K
114K $5.24M
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
1.09K
New
$47.5K - $50.5K
1.09K $49.7K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.01K
New
$44K - $46.8K
1.01K $46.1K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
824
+ 0.92%
$36K - $38.3K
90K $4.12M
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
807
+ 11.87%
$35.2K - $37.5K
7.61K $348K
Nov 14, 2023 Q3 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
752
+ 5.99%
$32.8K - $35K
13.3K $609K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
742
+ 0.43%
$32.4K - $34.5K
172K $7.89M
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
728
+ 1.61%
$31.8K - $33.8K
45.9K $2.1M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
687
+ 2.93%
$30K - $31.9K
24.1K $1.1M
Nov 08, 2023 Q3 2023
Idaho Trust Bank

Boise, ID
BUY
 -
601
+ 3.19%
$26.2K - $27.9K
19.4K $889K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
598
+ 1.9%
$26.1K - $27.8K
32.1K $1.47M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
428
+ 6.1%
$18.7K - $19.9K
7.45K $341K
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
424
+ 0.75%
$18.5K - $19.7K
56.9K $2.6M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
334
+ 1.62%
$14.6K - $15.5K
21K $959K
Nov 13, 2023 Q3 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
311
New
$13.6K - $14.5K
311 $14.2K

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