Patton Albertson Miller Group, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Patton Albertson Miller Group, LLC

$720 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 13, 2022	SELL	$43.92 - $47.21 $314,511 - $338,070	-7,161 Reduced 45.95%	8,425 $371,000
Q3 2021 Oct 27, 2021	BUY	$51.57 - $52.51 $30,426 - $30,980	590 Added 3.93%	15,586 $804,000
Q3 2020 Nov 03, 2020	BUY	$51.6 - $52.7 $56,244 - $57,443	1,090 Added 7.84%	14,996 $779,000
Q2 2020 Aug 10, 2020	BUY	$48.59 - $51.81 $99,901 - $106,521	2,056 Added 17.35%	13,906 $718,000
Q3 2019 Nov 13, 2019	BUY	$50.31 - $50.99 $357,201 - $362,029	7,100 Added 149.47%	11,850 $601,000
Q4 2018 Feb 12, 2019	SELL	N/A	-6,672 Reduced 58.41%	4,750 $230,000
Q2 2018 Aug 10, 2018	SELL	N/A	-14,864 Reduced 56.55%	11,422 $548,000
Q1 2018 May 01, 2018	SELL	N/A	-3,019 Reduced 10.3%	26,286 $1.26 Million
Q4 2017 Feb 02, 2018	SELL	N/A	-469 Reduced 1.58%	29,305 $1.44 Million
Q3 2017 Oct 06, 2017	BUY	N/A	29,774	29,774 $1.45 Million

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

$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

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