Purchases and Sales Made in Q4 2022 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 2022. 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 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.62KNew |
$201K - $214K
|
4.62K
$210K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.61K+ 15.42% |
$200K - $213K
|
34.5K
$1.57M
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.48KNew |
$195K - $207K
|
4.48K
$203K
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
4.4KNew |
$191K - $203K
|
4.4K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
4.4K+ 55.92% |
$191K - $203K
|
12.3K
$556K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.35K+ 37.41% |
$189K - $201K
|
16K
$725K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.07KNew |
$177K - $188K
|
4.07K
$185K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
4.03K+ 1975.0% |
$175K - $186K
|
4.23K
$192K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.55K+ 148.52% |
$154K - $164K
|
5.94K
$270K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.5K+ 14.35% |
$152K - $162K
|
27.9K
$1.27M
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
3.46K+ 4.57% |
$150K - $160K
|
79.2K
$3.59M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.45K+ 74.22% |
$150K - $160K
|
8.1K
$368K
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.37K+ 30.74% |
$146K - $156K
|
14.3K
$650K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.22K+ 56.47% |
$140K - $149K
|
8.91K
$404K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.09K+ 4.01% |
$134K - $143K
|
80.1K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.05KNew |
$133K - $141K
|
3.05K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.41KNew |
$105K - $111K
|
2.41K
$109K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.33K+ 41.66% |
$101K - $108K
|
7.91K
$359K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.27K+ 50.1% |
$98.6K - $105K
|
6.8K
$308K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
2.12K+ 2.1% |
$92.3K - $98.1K
|
103K
$4.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 1.31% |
$80.5K - $85.6K
|
143K
$6.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.73K+ 16.03% |
$75K - $79.8K
|
12.5K
$567K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.55K+ 61.61% |
$67.4K - $71.7K
|
4.07K
$185K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.54K+ 7.67% |
$67K - $71.3K
|
21.7K
$983K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.54KNew |
$66.9K - $71.1K
|
1.54K
$69.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.36K+ 9.93% |
$59.3K - $63K
|
15.1K
$685K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.35K+ 7.2% |
$58.7K - $62.4K
|
20.1K
$913K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.31K+ 22.91% |
$56.7K - $60.3K
|
7K
$318K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.26K+ 19.11% |
$54.6K - $58.1K
|
7.83K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.1K+ 13.85% |
$47.8K - $50.9K
|
9.05K
$411K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.07K+ 414.4% |
$46.3K - $49.2K
|
1.32K
$60K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
1K+ 3.97% |
$43.7K - $46.4K
|
26.3K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
850+ 298.25% |
$37K - $39.3K
|
1.14K
$51.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
814New |
$35.4K - $37.6K
|
814
$36.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
790+ 3.84% |
$34.3K - $36.5K
|
21.3K
$969K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
676New |
$29.4K - $31.3K
|
676
$30.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
668+ 3.41% |
$29K - $30.9K
|
20.2K
$918K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
649New |
$28.2K - $30K
|
649
$29.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
598+ 10.58% |
$26K - $27.7K
|
6.25K
$284K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
529+ 7.47% |
$23K - $24.5K
|
7.61K
$346K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
500+ 10.24% |
$21.7K - $23.1K
|
5.38K
$244K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
500+ 10.24% |
$21.7K - $23.1K
|
5.38K
$244K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
471+ 2.69% |
$20.5K - $21.8K
|
18K
$816K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
432+ 1.41% |
$18.8K - $20K
|
31.1K
$1.41M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
416New |
$18.1K - $19.2K
|
416
$18.9K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
327New |
$14.2K - $15.1K
|
327
$14.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
320New |
$13.9K - $14.8K
|
320
$14.5K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
312New |
$13.6K - $14.4K
|
312
$14.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
292+ 100.0% |
$12.7K - $13.5K
|
584
$26.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
240+ 0.09% |
$10.4K - $11.1K
|
278K
$12.6M
|