Purchases and Sales Made in Q4 2020 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2021
Q4 2020
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.7KNew |
$243K - $247K
|
4.7K
$211K
|
|
Feb 12, 2021
Q4 2020
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
4.47K+ 4335.92% |
$230K - $235K
|
4.57K
$205K
|
|
Feb 12, 2021
Q4 2020
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.45K+ 5.55% |
$230K - $234K
|
84.6K
$3.8M
|
|
Feb 04, 2021
Q4 2020
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.43KNew |
$228K - $232K
|
4.43K
$199K
|
|
Feb 16, 2021
Q4 2020
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.42KNew |
$228K - $232K
|
4.42K
$199K
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.37KNew |
$225K - $229K
|
4.37K
$196K
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.25KNew |
$219K - $223K
|
4.25K
$191K
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
4.09K+ 79.84% |
$211K - $215K
|
9.2K
$414K
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.95K+ 37.0% |
$204K - $207K
|
14.6K
$657K
|
|
Feb 12, 2021
Q4 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.88KNew |
$200K - $204K
|
3.88K
$174K
|
|
Feb 12, 2021
Q4 2020
|
Dakota Wealth Management
|
BUY
|
- |
3.8K+ 28.2% |
$196K - $200K
|
17.3K
$776K
|
|
Feb 16, 2021
Q4 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.63K+ 27.4% |
$187K - $191K
|
16.9K
$759K
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
3.25KNew |
$168K - $171K
|
3.25K
$146K
|
|
Jan 14, 2021
Q4 2020
|
Curbstone Financial Management Corp
|
BUY
|
- |
3K+ 20.27% |
$155K - $158K
|
17.8K
$800K
|
|
Feb 10, 2021
Q4 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3K+ 15.21% |
$155K - $158K
|
22.7K
$1.02M
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.88KNew |
$148K - $151K
|
2.88K
$129K
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.85K+ 14.31% |
$147K - $150K
|
22.8K
$1.02M
|
|
Feb 05, 2021
Q4 2020
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.85KNew |
$147K - $150K
|
2.85K
$128K
|
|
Jan 29, 2021
Q4 2020
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 8.15% |
$142K - $144K
|
36.5K
$1.64M
|
|
Feb 16, 2021
Q4 2020
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.6K+ 15.04% |
$134K - $137K
|
19.9K
$894K
|
|
Jan 26, 2021
Q4 2020
|
Adviser Investments LLC
|
BUY
|
- |
2.58K+ 21.48% |
$133K - $135K
|
14.6K
$654K
|
|
Feb 12, 2021
Q4 2020
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.55K+ 5.35% |
$131K - $134K
|
50.2K
$2.25M
|
|
Jan 19, 2021
Q4 2020
|
Mission Wealth Management, LP
|
BUY
|
- |
2.42K+ 54.44% |
$125K - $127K
|
6.87K
$308K
|
|
Feb 08, 2021
Q4 2020
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
2.4K+ 16.66% |
$124K - $126K
|
16.8K
$754K
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.32K+ 7.52% |
$120K - $122K
|
33.2K
$1.49M
|
|
Feb 05, 2021
Q4 2020
|
Sns Financial Group, LLC
|
BUY
|
- |
2.27K+ 51.23% |
$117K - $119K
|
6.7K
$301K
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.14K+ 13.2% |
$110K - $112K
|
18.4K
$825K
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.02K+ 15.02% |
$104K - $106K
|
15.5K
$695K
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.72KNew |
$88.8K - $90.4K
|
1.72K
$77.3K
|
|
Jan 20, 2021
Q4 2020
|
Bartlett & Co. LLC
|
BUY
|
- |
1.72KNew |
$88.8K - $90.4K
|
1.72K
$77.3K
|
|
Jun 23, 2021
Q4 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.49K+ 2.67% |
$76.6K - $78K
|
57.2K
$2.57M
|
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 11.53% |
$74.7K - $76.1K
|
14K
$630K
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.33K+ 15.18% |
$68.8K - $70K
|
10.1K
$454K
|
|
Jan 19, 2021
Q4 2020
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.27K+ 7.25% |
$65.5K - $66.7K
|
18.8K
$844K
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.25K+ 2.79% |
$64.5K - $65.7K
|
46.1K
$2.07M
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
1.14K+ 28.34% |
$58.7K - $59.8K
|
5.15K
$232K
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.09K+ 10.18% |
$56K - $57K
|
11.8K
$528K
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.02KNew |
$52.4K - $53.3K
|
1.02K
$45.6K
|
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1K+ 10.67% |
$51.6K - $52.6K
|
10.4K
$467K
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1K+ 21.65% |
$51.6K - $52.5K
|
5.62K
$252K
|
|
Feb 03, 2021
Q4 2020
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
938+ 12.7% |
$48.4K - $49.3K
|
8.32K
$374K
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
930+ 64.54% |
$48K - $48.9K
|
2.37K
$107K
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
915+ 2.58% |
$47.2K - $48.1K
|
36.4K
$1.64M
|
|
Jan 25, 2021
Q4 2020
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
898+ 13.42% |
$46.3K - $47.2K
|
7.59K
$341K
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
895+ 3.44% |
$46.2K - $47K
|
26.9K
$1.21M
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
773New |
$39.9K - $40.6K
|
773
$34.7K
|
|
Feb 08, 2021
Q4 2020
|
Evensky & Katz LLC
|
BUY
|
- |
764+ 3.0% |
$39.4K - $40.1K
|
26.2K
$1.18M
|
|
Jan 29, 2021
Q4 2020
|
Steph & CO
|
BUY
|
- |
700New |
$36.1K - $36.8K
|
700
$31.5K
|
|
Feb 03, 2021
Q4 2020
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
667+ 18.16% |
$34.4K - $35K
|
4.34K
$195K
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
652New |
$33.6K - $34.2K
|
652
$29.3K
|