Purchases and Sales Made in Q4 2024 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 2024. 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 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-18K- 4.12% |
$817K - $844K
|
418K
$18.6M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20K- 19.31% |
$906K - $936K
|
83.5K
$3.71M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-21.3K- 35.43% |
$965K - $997K
|
38.8K
$1.72M
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-21.5K- 19.1% |
$974K - $1.01M
|
90.9K
$4.04M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-23K- 52.1% |
$1.04M - $1.08M
|
21.1K
$939K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-27.7K- 17.61% |
$1.26M - $1.3M
|
129K
$5.75M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-27.9K- 3.55% |
$1.26M - $1.31M
|
757K
$33.7M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-33.2K- 26.09% |
$1.51M - $1.56M
|
94.1K
$4.18M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-38.2K- 78.87% |
$1.74M - $1.79M
|
10.2K
$455K
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-40.9K- 34.46% |
$1.86M - $1.92M
|
77.8K
$3.46M
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-41K- 36.07% |
$1.86M - $1.92M
|
72.7K
$3.23M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-71.3K- 11.97% |
$3.24M - $3.34M
|
524K
$23.3M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-73.7K- 46.93% |
$3.34M - $3.45M
|
83.3K
$3.7M
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-88.8K- 58.64% |
$4.03M - $4.16M
|
62.6K
$2.78M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-131K- 34.47% |
$5.95M - $6.15M
|
249K
$11.1M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-137K- 58.65% |
$6.2M - $6.4M
|
96.3K
$4.28M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-149K- 4.21% |
$6.77M - $7M
|
3.4M
$151M
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-242K- 94.69% |
$11M - $11.3M
|
13.6K
$604K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-332K- 26.27% |
$15M - $15.5M
|
931K
$41.4M
|