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 |
---|---|---|---|---|---|---|---|
Jan 29, 2021
Q4 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.5K- 20.34% |
$232K - $236K
|
17.6K
$792K
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-4.71K- 84.53% |
$243K - $247K
|
861
$38.7K
|
|
Feb 03, 2021
Q4 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5K- 24.68% |
$258K - $262K
|
15.3K
$685K
|
|
Feb 12, 2021
Q4 2020
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.1K- 3.01% |
$263K - $268K
|
164K
$7.38M
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.42KClosed |
$280K - $285K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.44KClosed |
$280K - $286K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5.78KClosed |
$298K - $303K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-6.66K- 4.34% |
$344K - $350K
|
147K
$6.6M
|
|
Feb 12, 2021
Q4 2020
|
Waddell & Associates, LLC
|
SELL
|
- |
-7.19KClosed |
$371K - $377K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.49K- 46.12% |
$387K - $394K
|
8.75K
$393K
|
|
Feb 10, 2021
Q4 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.7K- 40.72% |
$397K - $404K
|
11.2K
$504K
|
|
Jan 13, 2021
Q4 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-9.2K- 35.34% |
$475K - $483K
|
16.8K
$756K
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.5K- 7.94% |
$592K - $603K
|
133K
$5.98M
|
|
Jan 29, 2021
Q4 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-12.5KClosed |
$644K - $655K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-20.1KClosed |
$1.03M - $1.05M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22K- 7.39% |
$1.13M - $1.15M
|
275K
$12.4M
|
|
Feb 09, 2021
Q4 2020
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-24.4K- 9.44% |
$1.26M - $1.28M
|
234K
$10.5M
|
|
Feb 16, 2021
Q4 2020
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-25.2K- 8.07% |
$1.3M - $1.32M
|
287K
$12.9M
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
SELL
|
- |
-29.2K- 40.47% |
$1.51M - $1.54M
|
43K
$1.93M
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-58.7KClosed |
$3.03M - $3.08M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
SELL
|
- |
-78.1K- 16.31% |
$4.03M - $4.1M
|
401K
$18M
|
|
Feb 12, 2021
Q4 2020
|
Betterment LLC
New York, NY |
SELL
|
- |
-108K- 2.69% |
$5.56M - $5.66M
|
3.9M
$175M
|
|
Feb 16, 2021
Q4 2020
|
Wealthfront Advisers LLC
|
SELL
|
- |
-123K- 1.72% |
$6.32M - $6.44M
|
6.99M
$314M
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-129KClosed |
$6.67M - $6.79M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-408K- 4.29% |
$21M - $21.4M
|
9.11M
$409M
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-595K- 33.0% |
$30.7M - $31.2M
|
1.21M
$54.3M
|