Captrust Financial Advisors Spdr Nuveen Bloomberg Municipa Transaction History

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$43.05 - $47.12 $228,466 - $250,065
5,307 New
5,307 $249,000
Q1 2023

May 15, 2023
SELL
$45.4 - $47.21 $463,352 - $481,825
-10,206 Reduced 38.14%
16,552 $774,000
Q4 2022

Feb 15, 2023
SELL
$43.48 - $46.24 $113,569 - $120,778
-2,612 Reduced 8.89%
26,758 $1.22 Million
Q3 2022

Nov 16, 2022
BUY
$43.92 - $47.21 $1.05 Million - $1.13 Million
23,864 Added 433.42%
29,370 $1.29 Million
Q2 2022

Aug 23, 2022
SELL
$45.07 - $47.95 $55,796 - $59,362
-1,238 Reduced 18.36%
5,506 $253,000
Q2 2022

Aug 16, 2022
BUY
$45.07 - $47.95 $76,664 - $81,562
1,701 Added 33.73%
6,744 $309,000
Q1 2022

May 16, 2022
SELL
$47.75 - $51.66 $29,939 - $32,390
-627 Reduced 11.06%
5,043 $241,000
Q4 2021

Feb 14, 2022
BUY
$51.25 - $51.8 $240,208 - $242,786
4,687 Added 476.81%
5,670 $293,000
Q1 2021

May 17, 2021
BUY
$51.39 - $52.66 $12,539 - $12,849
244 Added 33.02%
983 $51,000
Q4 2020

Feb 16, 2021
BUY
$51.59 - $52.53 $23,473 - $23,901
455 Added 160.21%
739 $39,000
Q3 2020

Nov 17, 2020
BUY
$51.6 - $52.7 $3,096 - $3,162
60 Added 26.79%
284 $15,000
Q2 2020

Aug 14, 2020
BUY
$48.59 - $51.81 $10,884 - $11,605
224 New
224 $12,000
Q4 2019

Feb 14, 2020
SELL
$50.2 - $51.05 $100,902 - $102,610
-2,010 Closed
0 $0
Q3 2019

Nov 14, 2019
SELL
$50.31 - $50.99 $10,917 - $11,064
-217 Reduced 9.74%
2,010 $102,000
Q2 2019

Aug 13, 2019
SELL
N/A
-397 Reduced 15.13%
2,227 $112,000
Q1 2019

May 15, 2019
SELL
N/A
-80 Reduced 2.96%
2,624 $129,000
Q3 2018

Nov 15, 2018
SELL
N/A
-234 Reduced 7.96%
2,704 $128,000
Q3 2017

Feb 16, 2018
SELL
N/A
-233 Reduced 7.35%
2,938 $141,000
Q2 2017

Nov 13, 2017
BUY
N/A
3,171
3,171 $154,000

Others Institutions Holding TFI

# of Institutions
323
Shares Held
67.9M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

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