United Capital Financial Advisers, LLC Spdr Nuveen Bloomberg Municipa Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q2 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 39,691 shares of TFI stock, worth $1.82 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

39,691

Previous 39,571 0.3%

Holding current value

$1.82 Million

Previous $1.84 Million 1.31%

% of portfolio

0.02%

Previous 0.02%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$45.15 - $46.21 $5,418 - $5,545	120 Added 0.3%	39,691 $1.82 Million
Q1 2024 May 15, 2024	SELL	$46.43 - $47.07 $206,288 - $209,132	-4,443 Reduced 10.09%	39,571 $1.84 Million
Q4 2023 Feb 14, 2024	SELL	$43.05 - $47.12 $1.68 Million - $1.84 Million	-38,954 Reduced 46.95%	44,014 $2.07 Million
Q3 2023 Nov 14, 2023	SELL	$43.67 - $46.49 $172,365 - $183,496	-3,947 Reduced 4.54%	82,968 $3.63 Million
Q2 2023 Aug 14, 2023	SELL	$45.36 - $47.24 $193,460 - $201,478	-4,265 Reduced 4.68%	86,915 $4.01 Million
Q1 2023 Aug 14, 2023	BUY	$45.4 - $47.21 $193,631 - $201,350	4,265 Added 4.91%	91,180 $4.27 Million
Q1 2023 May 15, 2023	SELL	$45.4 - $47.21 $285,157 - $296,526	-6,281 Reduced 6.44%	91,180 $4.27 Million
Q4 2022 Feb 14, 2023	BUY	$43.48 - $46.24 $756,465 - $804,483	17,398 Added 21.73%	97,461 $4.45 Million
Q3 2022 Nov 14, 2022	BUY	$43.92 - $47.21 $75,630 - $81,295	1,722 Added 2.2%	80,063 $3.52 Million
Q2 2022 Aug 11, 2022	BUY	$45.07 - $47.95 $1.78 Million - $1.89 Million	39,412 Added 101.24%	78,341 $3.59 Million
Q1 2022 May 16, 2022	SELL	$47.75 - $51.66 $51,235 - $55,431	-1,073 Reduced 2.68%	38,929 $1.86 Million
Q4 2021 Feb 14, 2022	BUY	$51.25 - $51.8 $207,818 - $210,049	4,055 Added 11.28%	40,002 $2.07 Million
Q3 2021 Nov 15, 2021	BUY	$51.57 - $52.51 $3,248 - $3,308	63 Added 0.18%	35,947 $1.85 Million
Q2 2021 Aug 13, 2021	BUY	$51.61 - $52.39 $50,371 - $51,132	976 Added 2.8%	35,884 $1.87 Million
Q1 2021 May 14, 2021	BUY	$51.39 - $52.66 $88,647 - $90,838	1,725 Added 5.2%	34,908 $1.8 Million
Q4 2020 Feb 17, 2021	BUY	$51.59 - $52.53 $119,688 - $121,869	2,320 Added 7.52%	33,183 $1.74 Million
Q3 2020 Nov 13, 2020	BUY	$51.6 - $52.7 $71,982 - $73,516	1,395 Added 4.73%	30,863 $1.6 Million
Q2 2020 Aug 13, 2020	SELL	$48.59 - $51.81 $796,244 - $849,010	-16,387 Reduced 35.74%	29,468 $1.52 Million
Q1 2020 May 15, 2020	SELL	$44.31 - $52.43 $324,925 - $384,469	-7,333 Reduced 13.79%	45,855 $2.29 Million
Q4 2019 Feb 14, 2020	SELL	$50.2 - $51.05 $77,910 - $79,229	-1,552 Reduced 2.84%	53,188 $2.69 Million
Q3 2019 Nov 14, 2019	SELL	$50.31 - $50.99 $457,720 - $463,907	-9,098 Reduced 14.25%	54,740 $2.78 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-99 Reduced 0.15%	63,838 $3.2 Million
Q1 2019 May 14, 2019	SELL	N/A	-23,387 Reduced 26.78%	63,937 $3.15 Million
Q4 2018 Feb 14, 2019	BUY	N/A	21,627 Added 32.92%	87,324 $4.2 Million
Q3 2018 Nov 14, 2018	BUY	N/A	1,364 Added 2.12%	65,697 $3.12 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-326 Reduced 0.5%	64,333 $3.09 Million
Q1 2018 May 15, 2018	BUY	N/A	377 Added 0.59%	64,659 $3.11 Million
Q4 2017 Feb 13, 2018	BUY	N/A	4,740 Added 7.96%	64,282 $3.15 Million
Q3 2017 Nov 14, 2017	BUY	N/A	919 Added 1.57%	59,542 $2.91 Million
Q2 2017 Aug 14, 2017	BUY	N/A	58,623	58,623 $2.85 Million

Others Institutions Holding TFI

# of Institutions

321

Shares Held

67.3M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

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United Capital Financial Advisers, LLC Spdr Nuveen Bloomberg Municipa Transaction History