Purchases and Sales Made in Q3 2023 in Spdr Nuveen Bloomberg Municipa (TFI)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-697- 11.01% |
$30.4K - $32.4K
|
5.64K
$257K
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-711- 6.46% |
$31K - $33.1K
|
10.3K
$470K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-800- 44.72% |
$34.9K - $37.2K
|
989
$45.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-915- 6.02% |
$40K - $42.5K
|
14.3K
$653K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1K- 10.53% |
$43.7K - $46.5K
|
8.5K
$388K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.01K- 13.28% |
$44.1K - $47K
|
6.6K
$301K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.02KClosed |
$44.4K - $47.2K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.16K- 4.49% |
$50.5K - $53.7K
|
24.6K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.2K- 8.27% |
$52.2K - $55.6K
|
13.3K
$606K
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 3.0% |
$52.4K - $55.8K
|
38.8K
$1.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.26K- 10.78% |
$54.8K - $58.3K
|
10.4K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.28K- 48.98% |
$55.7K - $59.3K
|
1.33K
$60.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.38K- 6.11% |
$60.2K - $64.1K
|
21.2K
$968K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.39K- 1.4% |
$60.9K - $64.8K
|
98.4K
$4.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.5K- 29.97% |
$65.5K - $69.7K
|
3.5K
$160K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.53K- 5.43% |
$66.8K - $71.1K
|
26.6K
$1.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.58K- 21.46% |
$68.9K - $73.4K
|
5.78K
$264K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.61K- 6.3% |
$70.5K - $75K
|
24K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.73K- 3.27% |
$75.7K - $80.6K
|
51.3K
$2.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.82K- 4.67% |
$79.4K - $84.6K
|
37.2K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.17K- 8.09% |
$94.8K - $101K
|
24.7K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.23K- 28.23% |
$97.3K - $104K
|
5.66K
$259K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.37K- 5.59% |
$104K - $110K
|
40.1K
$1.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.52K- 3.87% |
$110K - $117K
|
62.6K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.6K- 36.11% |
$114K - $121K
|
4.6K
$210K
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-3.09K- 13.39% |
$135K - $144K
|
20K
$913K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.27K- 14.69% |
$143K - $152K
|
19K
$867K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.46K- 22.93% |
$151K - $161K
|
11.6K
$531K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.48K- 3.01% |
$152K - $162K
|
112K
$5.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.49K- 5.42% |
$152K - $162K
|
60.9K
$2.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.85K- 1.71% |
$168K - $179K
|
221K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.95K- 4.54% |
$172K - $183K
|
83K
$3.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
SELL
|
- |
-4.37K- 6.63% |
$191K - $203K
|
61.5K
$2.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.38K- 41.91% |
$191K - $203K
|
6.07K
$277K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.07K- 18.07% |
$221K - $236K
|
23K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.24K- 4.15% |
$229K - $243K
|
121K
$5.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.54K- 26.79% |
$242K - $257K
|
15.1K
$691K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.65K- 17.25% |
$247K - $262K
|
27.1K
$1.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-6.06K- 95.27% |
$265K - $282K
|
301
$13.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-6.48K- 29.72% |
$283K - $301K
|
15.3K
$700K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.52K- 17.56% |
$285K - $303K
|
30.6K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.45K- 51.47% |
$325K - $346K
|
7.02K
$321K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.81K- 16.42% |
$341K - $363K
|
39.8K
$1.82M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-8.18K- 55.74% |
$357K - $380K
|
6.5K
$297K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.43K- 9.78% |
$368K - $392K
|
77.7K
$3.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9.91K- 4.16% |
$433K - $461K
|
228K
$10.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.1K- 7.16% |
$440K - $469K
|
131K
$5.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-10.1K- 99.99% |
$441K - $469K
|
1
$45.7
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-11K- 59.54% |
$480K - $511K
|
7.46K
$341K
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-13.1K- 9.47% |
$571K - $608K
|
125K
$5.71M
|