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 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6.61KNew |
$301K - $309K
|
6.61K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.8K+ 2.42% |
$1.36M - $1.39M
|
1.26M
$58.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$45.6 - $46.8
|
1
$46.2
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
110+ 0.48% |
$5.02K - $5.15K
|
23K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.72K- 2.33% |
$124K - $127K
|
114K
$5.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.79K- 3.74% |
$218K - $224K
|
123K
$5.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
669New |
$30.5K - $31.3K
|
669
$30.9K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-943- 9.92% |
$43K - $44.2K
|
8.56K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.32KNew |
$106K - $109K
|
2.32K
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.7K- 11.84% |
$714K - $733K
|
117K
$5.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
19+ 0.1% |
$866 - $890
|
18.4K
$848K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
29K+ 113.68% |
$1.32M - $1.36M
|
54.5K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.31K+ 65.75% |
$333K - $342K
|
18.4K
$851K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.74K- 7.31% |
$79.3K - $81.5K
|
22K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 7.7% |
$688K - $707K
|
211K
$9.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-21.1K- 29.57% |
$960K - $986K
|
50.2K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.41K+ 0.48% |
$64.5K - $66.2K
|
299K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.28K- 5.04% |
$58.3K - $59.8K
|
24.1K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-396- 7.03% |
$18.1K - $18.5K
|
5.23K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.23K- 0.62% |
$101K - $104K
|
354K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
59+ 81.94% |
$2.69K - $2.76K
|
131
$6.05K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-357- 0.9% |
$16.3K - $16.7K
|
39.3K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.82% |
$456 - $468
|
1.23K
$56.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.02K- 29.32% |
$138K - $141K
|
7.28K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.97K- 1.68% |
$227K - $233K
|
291K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79.7K+ 1.76% |
$3.63M - $3.73M
|
4.6M
$212M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
4.66KNew |
$212K - $218K
|
4.66K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.84K+ 5.0% |
$83.9K - $86.2K
|
38.7K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-17.7K- 2.21% |
$809K - $831K
|
785K
$36.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.65K- 24.42% |
$75.1K - $77.1K
|
5.1K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3.3K- 7.82% |
$151K - $155K
|
39K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.4K+ 2.76% |
$109K - $112K
|
89.2K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
19.3KNew |
$879K - $903K
|
19.3K
$890K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-20.3K- 3.3% |
$926K - $951K
|
596K
$27.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
20New |
$912 - $937
|
20
$923
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 14.92% |
$2.14K - $2.2K
|
362
$16.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6.4K- 5.12% |
$292K - $300K
|
119K
$5.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-459K- 11.45% |
$20.9M - $21.5M
|
3.55M
$164M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.47K- 19.85% |
$67.2K - $69K
|
5.95K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
839New |
$38.3K - $39.3K
|
839
$38.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
335+ 2.05% |
$15.3K - $15.7K
|
16.7K
$770K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$83.7K - $85.9K
|
1.84K
$84.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5+ 0.02% |
$228 - $234
|
20.1K
$925K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-591- 2.94% |
$26.9K - $27.7K
|
19.5K
$901K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-625- 1.02% |
$28.5K - $29.3K
|
60.6K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.4K+ 6.45% |
$109K - $112K
|
39.6K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.94K- 10.91% |
$271K - $278K
|
48.5K
$2.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-191K- 26.44% |
$8.72M - $8.96M
|
532K
$24.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.52% |
$45.6 - $46.8
|
194
$8.95K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.75K+ 29.3% |
$171K - $175K
|
16.5K
$763K
|