Purchases and Sales Made in Q4 2023 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.55KNew |
$196K - $214K
|
4.55K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.52K+ 27.29% |
$194K - $213K
|
21.1K
$959K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4.04KNew |
$174K - $190K
|
4.04K
$184K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.02K+ 19.88% |
$173K - $189K
|
24.2K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
3.99K+ 21.03% |
$172K - $188K
|
23K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.93K+ 51.89% |
$169K - $185K
|
11.5K
$523K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.81K+ 25.91% |
$164K - $179K
|
18.5K
$842K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.33K+ 209.36% |
$143K - $157K
|
4.93K
$224K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.33K+ 209.36% |
$143K - $157K
|
4.93K
$224K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.2K+ 7.42% |
$138K - $151K
|
46.3K
$2.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.05K+ 1.33% |
$131K - $144K
|
233K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.99K+ 19.74% |
$129K - $141K
|
18.1K
$826K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.9KNew |
$125K - $137K
|
2.9K
$132K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.69K+ 14.74% |
$116K - $127K
|
21K
$954K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.53K+ 11.75% |
$109K - $119K
|
24K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.34KNew |
$101K - $110K
|
2.34K
$106K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.04K+ 3.26% |
$87.7K - $96K
|
64.6K
$2.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.89K+ 9.73% |
$81.4K - $89.1K
|
21.3K
$970K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.84K+ 899.51% |
$79.4K - $86.9K
|
2.05K
$93.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.84K+ 30.5% |
$79.1K - $86.6K
|
7.86K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.73K+ 1.31% |
$74.3K - $81.3K
|
134K
$6.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.64K+ 4.97% |
$70.5K - $77.1K
|
34.6K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.43KNew |
$61.6K - $67.4K
|
1.43K
$65.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.36K+ 1.61% |
$58.7K - $64.2K
|
85.8K
$3.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.24K+ 2.7% |
$53.4K - $58.4K
|
47.1K
$2.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.15KNew |
$49.6K - $54.3K
|
1.15K
$52.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.1KNew |
$47.4K - $51.9K
|
1.1K
$50.1K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$43.1K - $47.1K
|
1K
$45.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
958New |
$41.2K - $45.1K
|
958
$43.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
940+ 5.47% |
$40.5K - $44.3K
|
18.1K
$825K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
919New |
$39.6K - $43.3K
|
919
$41.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
900+ 29.75% |
$38.7K - $42.4K
|
3.93K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
868+ 12.27% |
$37.4K - $40.9K
|
7.94K
$361K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
817+ 2.04% |
$35.2K - $38.5K
|
40.9K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
736+ 9.67% |
$31.7K - $34.7K
|
8.34K
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
708+ 3.38% |
$30.5K - $33.4K
|
21.7K
$986K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
697+ 11.62% |
$30K - $32.8K
|
6.7K
$305K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
627+ 2.52% |
$27K - $29.5K
|
25.5K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
618+ 1373.33% |
$26.6K - $29.1K
|
663
$30.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
615+ 33.83% |
$26.5K - $29K
|
2.43K
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
609+ 1.57% |
$26.2K - $28.7K
|
39.4K
$1.79M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
496+ 0.43% |
$21.4K - $23.4K
|
115K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
483+ 0.83% |
$20.8K - $22.8K
|
59K
$2.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
481+ 7.12% |
$20.7K - $22.7K
|
7.24K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
303New |
$13K - $14.3K
|
303
$13.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
228New |
$9.82K - $10.7K
|
228
$10.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
213+ 1.07% |
$9.17K - $10K
|
20.2K
$919K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
204+ 0.89% |
$8.78K - $9.61K
|
23.1K
$1.05M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
204New |
$8.78K - $9.61K
|
204
$9.28K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
181+ 2.43% |
$7.79K - $8.53K
|
7.63K
$347K
|