Benjamin F. Edwards & Company, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Benjamin F. Edwards & Company, Inc.

$5.69 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 28, 2022	SELL	$43.92 - $47.21 $8,784 - $9,442	-200 Reduced 11.43%	1,550 $68,000
Q1 2022 May 04, 2022	SELL	$47.75 - $51.66 $4,775 - $5,166	-100 Reduced 5.41%	1,750 $84,000
Q1 2021 May 14, 2021	BUY	$51.39 - $52.66 $15,417 - $15,797	300 Added 19.35%	1,850 $96,000
Q2 2019 Aug 08, 2019	SELL	N/A	-4,184 Reduced 72.97%	1,550 $78,000
Q1 2019 May 15, 2019	SELL	N/A	-1,417 Reduced 19.82%	5,734 $283,000
Q4 2018 Jan 31, 2019	BUY	N/A	420 Added 6.24%	7,151 $344,000
Q3 2018 Oct 29, 2018	BUY	N/A	50 Added 0.75%	6,731 $320,000
Q2 2018 Jul 19, 2018	SELL	N/A	-6,444 Reduced 49.1%	6,681 $321,000
Q1 2018 Apr 17, 2018	BUY	N/A	6,039 Added 85.22%	13,125 $630,000
Q4 2017 Jan 17, 2018	BUY	N/A	14 Added 0.2%	7,086 $347,000
Q3 2017 Oct 24, 2017	BUY	N/A	7,072	7,072 $346,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$836 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$535 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$318 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$214 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$165 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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