James Investment Research Inc Spdr Nuveen Bloomberg Municipa Transaction History

James Investment Research Inc

$827 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 22, 2021	SELL	$51.39 - $52.66 $4,265 - $4,370	-83 Closed	0 $0
Q3 2017 Oct 13, 2017	BUY	N/A	83	83 $4,000

Others Institutions Holding TFI

# of Institutions

319

Shares Held

67.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.1M
Shares

$800 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$538 Million
0.04% of portfolio
Betterment LLC New York, NY

6.9M
Shares

$323 Million
0.82% of portfolio
Northwestern Mutual Wealth Management CO

4.52M
Shares

$212 Million
0.2% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.01M
Shares

$187 Million
0.08% 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 James Investment Research Inc, based on Form 13F filings with the SEC.

News

Stay updated on James Investment Research Inc with notifications on news.