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 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8+ 38.1% |
$413 - $420
|
29
$1.32K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-314Closed |
$16.2K - $16.5K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-537Closed |
$27.7K - $28.2K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-394Closed |
$20.3K - $20.7K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-600Closed |
$30.9K - $31.5K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
654New |
$33.7K - $34.3K
|
654
$29.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-201Closed |
$10.4K - $10.6K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
30New |
$1.55K - $1.58K
|
30
$1.37K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.02KClosed |
$156K - $158K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-1.27KClosed |
$65.6K - $66.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-98Closed |
$5.06K - $5.13K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-23.4KClosed |
$1.21M - $1.22M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1.09KClosed |
$56.3K - $57.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-649Closed |
$33.5K - $34K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
2New |
$103 - $105
|
2
$91
|
|
|
Aug 11, 2021
Q2 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-4.09KClosed |
$211K - $214K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-286Closed |
$14.8K - $15K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-625Closed |
$32.3K - $32.7K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-115Closed |
$5.94K - $6.02K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.85KClosed |
$147K - $149K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-1.1K- 4.76% |
$56.8K - $57.6K
|
22K
$1M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
41.8KNew |
$2.16M - $2.19M
|
41.8K
$1.9M
|
|
|
Jul 20, 2021
Q2 2021
|
Diversified Trust CO
|
SELL
|
- |
-9.38KClosed |
$484K - $491K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8.61KClosed |
$442K - $453K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-322Closed |
$16.5K - $17K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
11.9KNew |
$609K - $624K
|
11.9K
$540K
|
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4.1KClosed |
$211K - $216K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-9.86KClosed |
$507K - $519K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.37KClosed |
$224K - $230K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.88KClosed |
$148K - $152K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-125Closed |
$6.42K - $6.58K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.95KClosed |
$151K - $155K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-8Closed |
$411 - $421
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.33KClosed |
$171K - $176K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
BUY
|
- |
4New |
$206 - $211
|
4
$182
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
153New |
$7.86K - $8.06K
|
153
$6.96K
|
|
|
Apr 27, 2021
Q1 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-4.58KClosed |
$235K - $241K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-21Closed |
$1.08K - $1.11K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
SELL
|
- |
-83Closed |
$4.27K - $4.37K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
BUY
|
- |
1.5KNew |
$77.1K - $79K
|
1.5K
$68.3K
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
165New |
$8.51K - $8.67K
|
165
$7.51K
|
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-129KClosed |
$6.67M - $6.79M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.22KClosed |
$218K - $222K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-35KClosed |
$1.81M - $1.84M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
23.1KNew |
$1.19M - $1.22M
|
23.1K
$1.05M
|
|
|
Jan 29, 2021
Q4 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-12.5KClosed |
$644K - $655K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
773New |
$39.9K - $40.6K
|
773
$35.2K
|
|
|
Jan 13, 2021
Q4 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-201Closed |
$10.4K - $10.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 18, 2020
Q3 2020
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.78KClosed |
$298K - $305K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-15Closed |
$774 - $791
|
0
$0
|
|