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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13.5K- 3.5% |
$588K - $626K
|
371K
$17M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15K- 30.91% |
$655K - $697K
|
33.5K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17K- 24.47% |
$742K - $790K
|
52.5K
$2.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-19.5K- 18.94% |
$851K - $906K
|
83.4K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.5K- 15.29% |
$893K - $951K
|
113K
$5.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-23.4K- 2.91% |
$1.02M - $1.09M
|
781K
$35.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-24.2K- 12.14% |
$1.06M - $1.13M
|
175K
$8.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-24.3K- 10.17% |
$1.06M - $1.13M
|
214K
$9.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-24.7K- 3.04% |
$1.08M - $1.15M
|
788K
$36M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26K- 8.15% |
$1.13M - $1.21M
|
293K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-27.3K- 82.12% |
$1.19M - $1.27M
|
5.94K
$271K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-29.5K- 26.26% |
$1.29M - $1.37M
|
82.9K
$3.79M
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-29.7K- 51.15% |
$1.3M - $1.38M
|
28.4K
$1.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.4K- 0.26% |
$1.33M - $1.41M
|
11.5M
$526M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-31.7K- 11.23% |
$1.38M - $1.47M
|
250K
$11.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-32.1K- 82.94% |
$1.4M - $1.49M
|
6.6K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-34.3K- 19.6% |
$1.5M - $1.6M
|
141K
$6.43M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-35K- 21.75% |
$1.53M - $1.63M
|
126K
$5.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-40.3K- 47.7% |
$1.76M - $1.87M
|
44.2K
$2.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-40.9K- 9.18% |
$1.79M - $1.9M
|
404K
$18.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-44.8K- 4.77% |
$1.96M - $2.08M
|
894K
$40.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-48.8K- 52.58% |
$2.13M - $2.27M
|
44K
$2.01M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-51.2K- 83.89% |
$2.23M - $2.38M
|
9.82K
$449K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-56.8K- 61.7% |
$2.48M - $2.64M
|
35.3K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-59.1K- 63.19% |
$2.58M - $2.75M
|
34.4K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-61.1K- 31.68% |
$2.67M - $2.84M
|
132K
$6.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-68K- 69.54% |
$2.97M - $3.16M
|
29.8K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-82.9K- 87.36% |
$3.62M - $3.85M
|
12K
$548K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-86.7K- 84.92% |
$3.78M - $4.03M
|
15.4K
$703K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-100K- 2.35% |
$4.38M - $4.66M
|
4.16M
$190M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-104K- 64.65% |
$4.54M - $4.84M
|
56.9K
$2.6M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-162K- 76.2% |
$7.09M - $7.54M
|
50.7K
$2.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-192K- 48.88% |
$8.39M - $8.94M
|
201K
$9.18M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-335K- 89.57% |
$14.6M - $15.6M
|
39.1K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-393K- 24.59% |
$17.2M - $18.3M
|
1.21M
$55.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-707K- 12.06% |
$30.9M - $32.9M
|
5.15M
$235M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.27M- 34.17% |
$143M - $152M
|
6.29M
$287M
|