Mutual Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$43.67 - $46.49 $325,166 - $346,164	-7,446 Reduced 51.47%	7,022 $306,000
Q2 2023 Jul 31, 2023	BUY	$45.36 - $47.24 $7,892 - $8,219	174 Added 1.22%	14,468 $667,000
Q1 2023 Apr 11, 2023	BUY	$45.4 - $47.21 $281,162 - $292,371	6,193 Added 76.45%	14,294 $669,000
Q4 2022 Jan 12, 2023	BUY	$43.48 - $46.24 $150,049 - $159,574	3,451 Added 74.22%	8,101 $0
Q3 2022 Nov 03, 2022	BUY	$43.92 - $47.21 $204,228 - $219,526	4,650 New	4,650 $205,000
Q1 2022 May 09, 2022	SELL	$47.75 - $51.66 $298,485 - $322,926	-6,251 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$51.25 - $51.8 $11,685 - $11,810	-228 Reduced 3.52%	6,251 $323,000
Q3 2021 Nov 15, 2021	BUY	$51.57 - $52.51 $34,139 - $34,761	662 Added 11.38%	6,479 $334,000
Q2 2021 Aug 12, 2021	BUY	$51.61 - $52.39 $83,092 - $84,347	1,610 Added 38.27%	5,817 $303,000
Q1 2021 May 13, 2021	SELL	$51.39 - $52.66 $49,231 - $50,448	-958 Reduced 18.55%	4,207 $217,000
Q4 2020 Feb 11, 2021	SELL	$51.59 - $52.53 $24,298 - $24,741	-471 Reduced 8.36%	5,165 $271,000
Q3 2020 Nov 13, 2020	BUY	$51.6 - $52.7 $17,905 - $18,286	347 Added 6.56%	5,636 $293,000
Q2 2020 Aug 05, 2020	BUY	$48.59 - $51.81 $256,992 - $274,023	5,289 New	5,289 $273,000

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

$819 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$524 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$311 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$209 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$161 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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