Blue Chip Partners, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Blue Chip Partners, Inc.

$1.15 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$47.75 - $51.66 $452,622 - $489,685	-9,479 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$51.25 - $51.8 $2,613 - $2,641	51 Added 0.54%	9,479 $490,000
Q3 2021 Nov 02, 2021	BUY	$51.57 - $52.51 $2,011 - $2,047	39 Added 0.42%	9,428 $0
Q2 2021 Aug 03, 2021	BUY	$51.61 - $52.39 $2,116 - $2,147	41 Added 0.44%	9,389 $489,000
Q1 2021 May 04, 2021	BUY	$51.39 - $52.66 $1,541 - $1,579	30 Added 0.32%	9,348 $483,000
Q4 2020 Feb 05, 2021	BUY	$51.59 - $52.53 $3,559 - $3,624	69 Added 0.75%	9,318 $489,000
Q3 2020 Oct 27, 2020	BUY	$51.6 - $52.7 $2,270 - $2,318	44 Added 0.48%	9,249 $480,000
Q2 2020 Jul 30, 2020	BUY	$48.59 - $51.81 $2,235 - $2,383	46 Added 0.5%	9,205 $476,000
Q1 2020 May 08, 2020	BUY	$44.31 - $52.43 $1,417 - $1,677	32 Added 0.35%	9,159 $458,000
Q4 2019 Feb 11, 2020	BUY	$50.2 - $51.05 $3,212 - $3,267	64 Added 0.71%	9,127 $462,000
Q3 2019 Oct 29, 2019	BUY	$50.31 - $50.99 $2,414 - $2,447	48 Added 0.53%	9,063 $459,000
Q2 2019 Jul 31, 2019	BUY	N/A	19 Added 0.21%	9,015 $452,000
Q1 2019 Apr 23, 2019	SELL	N/A	-1,524 Reduced 14.49%	8,996 $443,000
Q4 2018 Feb 05, 2019	BUY	N/A	10,520 New	10,520 $506,000
Q3 2018 Oct 26, 2018	SELL	N/A	-2,079 Closed	0 $0
Q2 2018 Jul 25, 2018	BUY	N/A	2,079 New	2,079 $100,000

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

$829 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$531 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$315 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$212 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$163 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

Ticker TFI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Chip Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Blue Chip Partners, Inc. with notifications on news.