Latest Institutional Transactions on Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Municipa (TFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-135- 0.13% |
$6.16K - $6.32K
|
102K
$4.66M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.01% |
$91.2 - $93.7
|
31.5K
$1.44M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-33.9K- 17.76% |
$1.55M - $1.59M
|
157K
$7.19M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.32K- 2.02% |
$288K - $296K
|
307K
$14M
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
168+ 0.72% |
$7.66K - $7.87K
|
23.5K
$1.08M
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-11.1K- 10.79% |
$504K - $518K
|
91.3K
$4.18M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.74K- 3.79% |
$79.3K - $81.5K
|
44.1K
$2.02M
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-883- 4.22% |
$40.3K - $41.4K
|
20K
$916K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-515- 2.09% |
$23.5K - $24.1K
|
24.1K
$1.1M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-23.8K- 3.35% |
$1.09M - $1.11M
|
686K
$31.4M
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.56K- 10.95% |
$117K - $120K
|
20.8K
$951K
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
6+ 0.11% |
$274 - $281
|
5.62K
$257K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
42+ 0.63% |
$1.92K - $1.97K
|
6.74K
$308K
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6+ 0.05% |
$274 - $281
|
11.2K
$514K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.78% |
$137 - $140
|
388
$17.7K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
38.5K+ 41.57% |
$1.75M - $1.8M
|
131K
$5.99M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16.7KNew |
$763K - $784K
|
16.7K
$766K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
754+ 9.38% |
$34.4K - $35.3K
|
8.79K
$402K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-400- 3.34% |
$18.2K - $18.7K
|
11.6K
$529K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16K+ 4.5% |
$728K - $747K
|
371K
$17M
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.94K+ 646.0% |
$88.4K - $90.8K
|
2.24K
$102K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-55K- 17.7% |
$2.51M - $2.57M
|
256K
$11.7M
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-62- 0.97% |
$2.83K - $2.9K
|
6.3K
$288K
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
269+ 2.81% |
$12.3K - $12.6K
|
9.86K
$451K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-17.9K- 9.6% |
$817K - $839K
|
169K
$7.71M
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.3K+ 44.82% |
$606K - $622K
|
43K
$1.96M
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-30.7K- 20.68% |
$1.4M - $1.44M
|
118K
$5.38M
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3.88K- 96.07% |
$177K - $182K
|
159
$7.27K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.49K+ 3.03% |
$205K - $210K
|
153K
$6.99M
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-378- 2.28% |
$17.2K - $17.7K
|
16.2K
$741K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1- 0.04% |
$45.6 - $46.8
|
2.67K
$122K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-22- 0.93% |
$1K - $1.03K
|
2.34K
$107K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-79- 1.25% |
$3.6K - $3.7K
|
6.26K
$286K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14New |
$638 - $656
|
14
$640
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
280+ 1.15% |
$12.8K - $13.1K
|
24.7K
$1.13M
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-4.82K- 14.09% |
$220K - $226K
|
29.4K
$1.34M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 0.48% |
$72K - $73.9K
|
326K
$14.9M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.49K- 3.98% |
$113K - $116K
|
60K
$2.75M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.88KNew |
$314K - $322K
|
6.88K
$314K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
435+ 6.47% |
$19.8K - $20.4K
|
7.16K
$328K
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 0.35% |
$54.7K - $56.2K
|
340K
$15.6M
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
32+ 0.64% |
$1.46K - $1.5K
|
5.06K
$232K
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-250- 5.49% |
$11.4K - $11.7K
|
4.3K
$197K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
10.4K+ 13.19% |
$473K - $486K
|
89K
$4.07M
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
649+ 8.17% |
$29.6K - $30.4K
|
8.59K
$393K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-8.3K- 51.44% |
$378K - $389K
|
7.83K
$358K
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
794New |
$36.2K - $37.2K
|
794
$36.3K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-14.6K- 3.24% |
$666K - $684K
|
436K
$20M
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-6.21K- 24.72% |
$283K - $291K
|
18.9K
$864K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.68K+ 4.85% |
$305K - $313K
|
144K
$6.61M
|