Patriot Financial Group Insurance Agency, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$47.75 - $51.66 $12,510 - $13,534	-262 Closed	0 $0
Q4 2021 Jan 10, 2022	SELL	$51.25 - $51.8 $10,301 - $10,411	-201 Reduced 43.41%	262 $14,000
Q3 2021 Nov 24, 2021	BUY	$51.57 - $52.51 $103 - $105	2 Added 0.43%	463 $24,000
Q2 2021 Jul 30, 2021	BUY	$51.61 - $52.39 $10,373 - $10,530	201 Added 77.31%	461 $24,000
Q1 2021 Apr 29, 2021	BUY	$51.39 - $52.66 $13,361 - $13,691	260 New	260 $13,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

18M
Shares

$836 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$535 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$318 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$214 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$165 Million
0.07% of portfolio

View Full List

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