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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.36KNew |
$289K - $301K
|
6.36K
$290K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-574- 35.13% |
$26K - $27.1K
|
1.06K
$48.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.26KNew |
$193K - $201K
|
4.26K
$194K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.19KNew |
$145K - $151K
|
3.19K
$145K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23.5K- 81.26% |
$1.07M - $1.11M
|
5.43K
$247K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
4.52KNew |
$205K - $213K
|
4.52K
$206K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
6.87KNew |
$311K - $324K
|
6.87K
$313K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.48KNew |
$203K - $212K
|
4.48K
$204K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.48KNew |
$339K - $353K
|
7.48K
$340K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-400- 6.23% |
$18.1K - $18.9K
|
6.02K
$274K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14K+ 44.04% |
$635K - $661K
|
45.8K
$2.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.62K+ 20.01% |
$164K - $171K
|
21.7K
$989K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
15.1KNew |
$686K - $715K
|
15.1K
$689K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
3+ 0.07% |
$136 - $142
|
4.37K
$199K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-440- 5.62% |
$20K - $20.8K
|
7.39K
$336K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-174- 4.05% |
$7.89K - $8.22K
|
4.12K
$188K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.92KNew |
$223K - $232K
|
4.92K
$224K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.03K+ 7.59% |
$46.8K - $48.7K
|
14.6K
$665K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
505New |
$22.9K - $23.9K
|
505
$23K
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.54K+ 15.7% |
$69.9K - $72.7K
|
11.3K
$517K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
118+ 0.76% |
$5.35K - $5.57K
|
15.6K
$709K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1K- 2.83% |
$45.4K - $47.2K
|
34.3K
$1.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
531New |
$24.1K - $25.1K
|
531
$24.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-595- 95.81% |
$27K - $28.1K
|
26
$1.18K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-33.7K- 71.95% |
$1.53M - $1.59M
|
13.1K
$597K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
29New |
$1.32K - $1.37K
|
29
$1.32K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.93K+ 21.7% |
$360K - $375K
|
44.5K
$2.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
945+ 16.34% |
$42.9K - $44.6K
|
6.73K
$306K
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
12.4K+ 13.62% |
$564K - $587K
|
104K
$4.72M
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-2.97K- 3.74% |
$135K - $140K
|
76.3K
$3.47M
|
|
| Q1 2023 | |||||||
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8.14K- 97.02% |
$370K - $384K
|
250
$11.4K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 7.5% |
$136 - $142
|
43
$1.96K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-22Closed |
$999 - $1.04K
|
0
$0
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-947- 9.44% |
$43K - $44.7K
|
9.09K
$414K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.87KNew |
$267K - $277K
|
5.87K
$267K
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-526- 5.53% |
$23.9K - $24.8K
|
8.99K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$2.86K - $2.97K
|
63
$2.87K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.41KNew |
$155K - $161K
|
3.41K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
284K+ 162.01% |
$12.9M - $13.4M
|
459K
$20.9M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.36K+ 2.96% |
$61.9K - $64.4K
|
47.4K
$2.16M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-80- 1.12% |
$3.63K - $3.78K
|
7.08K
$322K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12New |
$545 - $567
|
12
$546
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
256New |
$11.6K - $12.1K
|
256
$11.7K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
190New |
$8.63K - $8.97K
|
190
$8.65K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-389- 93.96% |
$17.7K - $18.4K
|
25
$1.14K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4New |
$182 - $189
|
4
$182
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
6.74KNew |
$306K - $318K
|
6.74K
$307K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-79- 87.78% |
$3.59K - $3.73K
|
11
$501
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-20.1KClosed |
$874K - $929K
|
0
$0
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
8.13KNew |
$353K - $376K
|
8.13K
$370K
|
|