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 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
165New |
$7.1K - $7.77K
|
165
$7.48K
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
122+ 1.44% |
$5.25K - $5.75K
|
8.62K
$391K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
81+ 0.82% |
$3.49K - $3.82K
|
9.9K
$449K
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
80New |
$3.44K - $3.77K
|
80
$3.63K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
75+ 1.17% |
$3.23K - $3.53K
|
6.49K
$294K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72New |
$3.1K - $3.39K
|
72
$3.26K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
71New |
$3.06K - $3.35K
|
71
$3.22K
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
58+ 0.92% |
$2.5K - $2.73K
|
6.34K
$287K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
50+ 4.41% |
$2.15K - $2.36K
|
1.19K
$53.7K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
47New |
$2.02K - $2.21K
|
47
$2.13K
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
39+ 111.43% |
$1.68K - $1.84K
|
74
$3.36K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
27+ 0.3% |
$1.16K - $1.27K
|
9K
$408K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
26New |
$1.12K - $1.23K
|
26
$1.18K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.92% |
$431 - $471
|
1.1K
$49.7K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 2.33% |
$172 - $188
|
176
$7.98K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3+ 0.12% |
$129 - $141
|
2.45K
$111K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$43.1 - $47.1
|
1
$45.3
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.49% |
$43.1 - $47.1
|
68
$3.08K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 75.0% |
$129 - $141
|
1
$45.3
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-6- 0.79% |
$258 - $283
|
751
$34.1K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11- 0.08% |
$474 - $518
|
13.3K
$601K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-31- 60.78% |
$1.33K - $1.46K
|
20
$907
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-38- 0.26% |
$1.64K - $1.79K
|
14.7K
$668K
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-45- 0.14% |
$1.94K - $2.12K
|
32.4K
$1.47M
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-81- 0.66% |
$3.49K - $3.82K
|
12.2K
$555K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-82- 97.62% |
$3.53K - $3.86K
|
2
$90.7
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.26% |
$4.31K - $4.71K
|
38.7K
$1.75M
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-100- 1.51% |
$4.31K - $4.71K
|
6.5K
$295K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-205- 25.47% |
$8.83K - $9.66K
|
600
$27.2K
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-207- 3.98% |
$8.91K - $9.75K
|
5K
$227K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-234- 1.18% |
$10.1K - $11K
|
19.6K
$891K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-362- 3.02% |
$15.6K - $17.1K
|
11.6K
$527K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-370- 10.57% |
$15.9K - $17.4K
|
3.13K
$142K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-375- 4.36% |
$16.1K - $17.7K
|
8.23K
$373K
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-376- 6.64% |
$16.2K - $17.7K
|
5.29K
$240K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-381- 5.47% |
$16.4K - $18K
|
6.58K
$298K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-381- 31.31% |
$16.4K - $18K
|
836
$37.9K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-536- 8.84% |
$23.1K - $25.3K
|
5.53K
$251K
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-570- 7.43% |
$24.5K - $26.9K
|
7.1K
$322K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-592- 0.6% |
$25.5K - $27.9K
|
97.8K
$4.43M
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-600- 4.44% |
$25.8K - $28.3K
|
12.9K
$585K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-647- 0.6% |
$27.9K - $30.5K
|
107K
$4.85M
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-897- 7.95% |
$38.6K - $42.3K
|
10.4K
$471K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.09K- 13.25% |
$46.8K - $51.3K
|
7.13K
$323K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.17K- 2.14% |
$50.4K - $55.1K
|
53.5K
$2.43M
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.17K- 20.78% |
$50.4K - $55.2K
|
4.46K
$202K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.18K- 50.6% |
$50.7K - $55.5K
|
1.15K
$52.1K
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.19K- 15.47% |
$51.3K - $56.2K
|
6.51K
$295K
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.22K- 18.23% |
$52.4K - $57.3K
|
5.46K
$247K
|