Coastal Investment Advisors, Inc. Spdr Nuveen Bloomberg Municipa Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	SELL	$45.15 - $46.21 $4,921 - $5,036	-109 Reduced 17.3%	521 $23,000
Q1 2024 Apr 19, 2024	BUY	$46.43 - $47.07 $29,250 - $29,654	630 New	630 $29,000
Q2 2023 Aug 09, 2023	BUY	$45.36 - $47.24 $28,486 - $29,666	628 New	628 $28,000
Q4 2022 Feb 10, 2023	BUY	$43.48 - $46.24 $43 - $46	1 Added 0.02%	5,727 $261,000
Q3 2022 Oct 27, 2022	SELL	$43.92 - $47.21 $10,540 - $11,330	-240 Reduced 4.02%	5,726 $252,000
Q2 2022 Aug 09, 2022	SELL	$45.07 - $47.95 $123,446 - $131,335	-2,739 Reduced 31.46%	5,966 $275,000
Q1 2022 Apr 13, 2022	SELL	$47.75 - $51.66 $33,425 - $36,162	-700 Reduced 7.44%	8,705 $417,000
Q4 2021 Jan 18, 2022	BUY	$51.25 - $51.8 $10,301 - $10,411	201 Added 2.18%	9,405 $487,000
Q3 2021 Oct 18, 2021	SELL	$51.57 - $52.51 $79,933 - $81,390	-1,550 Reduced 14.41%	9,204 $475,000
Q2 2021 Jul 15, 2021	BUY	$51.61 - $52.39 $51,661 - $52,442	1,001 Added 10.26%	10,754 $560,000
Q1 2021 Apr 12, 2021	BUY	$51.39 - $52.66 $501,206 - $513,592	9,753 New	9,753 $504,000
Q1 2020 Apr 23, 2020	SELL	$44.31 - $52.43 $121,365 - $143,605	-2,739 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$50.2 - $51.05 $4,819 - $4,900	96 Added 3.63%	2,739 $138,000
Q3 2019 Oct 18, 2019	BUY	$50.31 - $50.99 $100,620 - $101,980	2,000 Added 311.04%	2,643 $133,000
Q2 2019 Aug 01, 2019	BUY	N/A	6 Added 0.94%	643 $32,000
Q1 2019 May 15, 2019	BUY	N/A	637 New	637 $32,000

Others Institutions Holding TFI

# of Institutions

316

Shares Held

67.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.1M
Shares

$788 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$530 Million
0.04% of portfolio
Betterment LLC New York, NY

6.9M
Shares

$318 Million
0.82% of portfolio
Northwestern Mutual Wealth Management CO

4.52M
Shares

$208 Million
0.2% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.01M
Shares

$185 Million
0.08% of portfolio

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