Sigma Planning Corp Spdr Nuveen Bloomberg Municipa Transaction History

Sigma Planning Corp

$3.22 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 10, 2022	BUY	$43.92 - $47.21 $4,699 - $5,051	107 Added 2.04%	5,362 $236,000
Q2 2022 Aug 11, 2022	SELL	$45.07 - $47.95 $7,166 - $7,624	-159 Reduced 2.94%	5,255 $241,000
Q1 2022 Apr 20, 2022	SELL	$47.75 - $51.66 $49,946 - $54,036	-1,046 Reduced 16.19%	5,414 $259,000
Q4 2021 Feb 02, 2022	BUY	$51.25 - $51.8 $307 - $310	6 Added 0.09%	6,460 $334,000
Q3 2021 Oct 28, 2021	BUY	$51.57 - $52.51 $27,693 - $28,197	537 Added 9.08%	6,454 $333,000
Q2 2021 Aug 13, 2021	SELL	$51.61 - $52.39 $99,968 - $101,479	-1,937 Reduced 24.66%	5,917 $308,000
Q1 2021 May 06, 2021	BUY	$51.39 - $52.66 $23,999 - $24,592	467 Added 6.32%	7,854 $406,000
Q4 2020 Feb 09, 2021	BUY	$51.59 - $52.53 $980 - $998	19 Added 0.26%	7,387 $388,000
Q3 2020 Nov 03, 2020	BUY	$51.6 - $52.7 $76,522 - $78,154	1,483 Added 25.2%	7,368 $383,000
Q2 2020 Jul 31, 2020	BUY	$48.59 - $51.81 $4,956 - $5,284	102 Added 1.76%	5,885 $304,000
Q1 2020 May 01, 2020	BUY	$44.31 - $52.43 $256,244 - $303,202	5,783 New	5,783 $289,000

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

$312 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

$162 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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