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 |
---|---|---|---|---|---|---|---|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10.9KNew |
$477K - $513K
|
10.9K
$501K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.41% |
$43.9 - $47.2
|
245
$11.3K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
61New |
$2.68K - $2.88K
|
61
$2.82K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$43.9K - $47.2K
|
1K
$46.2K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-82.3K- 21.74% |
$3.61M - $3.89M
|
296K
$13.7M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
80.6KNew |
$3.54M - $3.8M
|
80.6K
$3.72M
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
506+ 3.44% |
$22.2K - $23.9K
|
15.2K
$703K
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.33KNew |
$234K - $251K
|
5.33K
$246K
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
88.7K+ 281.83% |
$3.9M - $4.19M
|
120K
$5.55M
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
21.2K+ 29.2% |
$930K - $1M
|
93.7K
$4.32M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
897KNew |
$39.4M - $42.4M
|
897K
$41.4M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.69KNew |
$250K - $269K
|
5.69K
$263K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
107+ 2.04% |
$4.7K - $5.05K
|
5.36K
$247K
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-34.9K- 46.22% |
$1.53M - $1.65M
|
40.6K
$1.88M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
50.5K+ 312.79% |
$2.22M - $2.38M
|
66.6K
$3.08M
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
21K+ 49.89% |
$922K - $992K
|
63.1K
$2.91M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.34K- 53.83% |
$234K - $252K
|
4.58K
$211K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
12KNew |
$527K - $567K
|
12K
$554K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26New |
$1.14K - $1.23K
|
26
$1.2K
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
12KNew |
$527K - $567K
|
12K
$554K
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
79.7KNew |
$3.5M - $3.76M
|
79.7K
$3.68M
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-837- 87.64% |
$36.8K - $39.5K
|
118
$5.45K
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-12.4K- 69.51% |
$546K - $587K
|
5.46K
$252K
|
|
Nov 01, 2022
Q3 2022
|
Investment Management Associates Inc
|
BUY
|
- |
91.6KNew |
$4.02M - $4.32M
|
91.6K
$4.23M
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3K- 33.33% |
$132K - $142K
|
6K
$277K
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.36K- 17.3% |
$59.7K - $64.2K
|
6.5K
$300K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-467- 2.56% |
$20.5K - $22K
|
17.8K
$821K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 11.43% |
$8.78K - $9.44K
|
1.55K
$71.5K
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1K- 1.8% |
$43.9K - $47.2K
|
54.7K
$2.52M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.8K- 74.1% |
$387K - $416K
|
3.08K
$142K
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-1.16K- 40.93% |
$50.9K - $54.8K
|
1.67K
$77.3K
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-383- 5.9% |
$16.8K - $18.1K
|
6.11K
$282K
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.66K- 32.49% |
$205K - $220K
|
9.68K
$447K
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-9K- 37.5% |
$395K - $425K
|
15K
$692K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.05KNew |
$46.1K - $49.6K
|
1.05K
$48.5K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
90New |
$3.95K - $4.25K
|
90
$4.15K
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-7.16K- 45.95% |
$315K - $338K
|
8.43K
$389K
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
5.35KNew |
$235K - $253K
|
5.35K
$247K
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.44KNew |
$283K - $304K
|
6.44K
$297K
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
52New |
$2.28K - $2.45K
|
52
$2.4K
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-6.15K- 22.91% |
$270K - $290K
|
20.7K
$955K
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.73K- 2.8% |
$75.9K - $81.6K
|
60.1K
$2.77M
|
|
Q2 2022 | |||||||
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-52.6KClosed |
$2.37M - $2.52M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.58KNew |
$116K - $123K
|
2.58K
$119K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-10Closed |
$451 - $480
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-19.7KClosed |
$888K - $944K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
713+ 3.24% |
$32.1K - $34.2K
|
22.7K
$1.05M
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-14.3K- 72.62% |
$644K - $685K
|
5.39K
$249K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-981Closed |
$44.2K - $47K
|
0
$0
|