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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2020
Q1 2020
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-224Closed |
$9.93K - $11.7K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Whittier Trust CO
|
SELL
|
- |
-1.11K- 68.18% |
$49.1K - $58.1K
|
517
$24K
|
|
|
Apr 24, 2020
Q1 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-17Closed |
$753 - $891
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.97KClosed |
$176K - $208K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Webster Bank, N. A.
|
SELL
|
- |
-61Closed |
$2.7K - $3.2K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-40Closed |
$1.77K - $2.1K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jun 17, 2024
Q4 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.54KNew |
$228K - $232K
|
4.54K
$211K
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-87.3KClosed |
$4.38M - $4.46M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
18New |
$904 - $919
|
18
$836
|
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-6.13KClosed |
$308K - $313K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.09KNew |
$356K - $362K
|
7.09K
$329K
|
|
|
Jan 30, 2020
Q4 2019
|
Rice Partnership, LLC
|
SELL
|
- |
-4.93KClosed |
$248K - $252K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.86KClosed |
$93.3K - $94.9K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Successful Portfolios LLC
|
SELL
|
- |
-193- 4.18% |
$9.69K - $9.85K
|
4.42K
$205K
|
|
|
Jan 21, 2020
Q4 2019
|
Private Wealth Group, LLC
|
SELL
|
- |
-82.9KClosed |
$4.16M - $4.23M
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-18.3KClosed |
$919K - $934K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 09, 2024
Q3 2019
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-996- 7.29% |
$50.1K - $50.8K
|
12.7K
$588K
|
|
|
Nov 15, 2019
Q3 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-9.95KClosed |
$500K - $507K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.5KClosed |
$226K - $229K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.24KClosed |
$264K - $267K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.61KNew |
$433K - $439K
|
8.61K
$400K
|
|
|
Nov 14, 2019
Q3 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-27.9KClosed |
$1.4M - $1.42M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.3KClosed |
$65.4K - $66.3K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14KClosed |
$704K - $714K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.37KClosed |
$68.7K - $69.6K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-1.78KClosed |
$89.6K - $90.8K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
5+ 0.55% |
$252 - $255
|
911
$42.3K
|
|
|
Oct 25, 2019
Q3 2019
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-170Closed |
$8.55K - $8.67K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Cordasco Financial Network
|
BUY
|
- |
270+ 9.06% |
$13.6K - $13.8K
|
3.25K
$151K
|
|
|
Oct 16, 2019
Q3 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-4.4KClosed |
$221K - $224K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Family Management Corp
New York, NY |
SELL
|
- |
-7.52KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Lvw Advisors, LLC
|
SELL
|
- |
-14.2KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.77KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-759Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-138Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Pictet North America Advisors Sa
|
SELL
|
- |
-8.25KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.25KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-99.4KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-47.7KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-625Closed |
N/A
|
0
$0
|
|
|
Jul 08, 2019
Q2 2019
|
Investors Research Corp
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-887Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-710Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Human Investing LLC
|
SELL
|
- |
-71Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-764Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-406Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-6Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Washington Trust Bank
|
SELL
|
- |
-616Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-937- 37.48% |
N/A
|
1.56K
$72.6K
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|