High Falls Advisors, Inc Spdr Nuveen Bloomberg Municipa Transaction History

High Falls Advisors, Inc

$404 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 15, 2023	BUY	$45.36 - $47.24 $737,508 - $768,075	16,259 Added 93.3%	33,686 $1.55 Million
Q1 2023 May 15, 2023	SELL	$45.4 - $47.21 $5,538 - $5,759	-122 Reduced 0.7%	17,427 $815,000
Q4 2022 Feb 14, 2023	SELL	$43.48 - $46.24 $60,828 - $64,689	-1,399 Reduced 7.38%	17,549 $800,000
Q3 2022 Nov 14, 2022	SELL	$43.92 - $47.21 $496,252 - $533,425	-11,299 Reduced 37.36%	18,948 $834,000
Q2 2022 Aug 15, 2022	BUY	$45.07 - $47.95 $369,889 - $393,525	8,207 Added 37.24%	30,247 $1.39 Million
Q1 2022 May 16, 2022	BUY	$47.75 - $51.66 $696,051 - $753,047	14,577 Added 195.32%	22,040 $1.06 Million
Q4 2021 Feb 15, 2022	BUY	$51.25 - $51.8 $382,478 - $386,583	7,463 New	7,463 $386,000

Others Institutions Holding TFI

# of Institutions

321

Shares Held

67.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.1M
Shares

$783 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$527 Million
0.04% of portfolio
Betterment LLC New York, NY

6.9M
Shares

$316 Million
0.82% of portfolio
Northwestern Mutual Wealth Management CO

4.52M
Shares

$207 Million
0.2% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.01M
Shares

$183 Million
0.08% of portfolio

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