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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.68K+ 4.85% |
$305K - $313K
|
144K
$6.61M
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
794New |
$36.2K - $37.2K
|
794
$36.3K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
46.9K+ 23.38% |
$2.14M - $2.2M
|
247K
$11.3M
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
6.88K+ 3.69% |
$314K - $322K
|
193K
$8.85M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.57K- 12.83% |
$163K - $167K
|
24.2K
$1.11M
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
539+ 2.69% |
$24.6K - $25.2K
|
20.6K
$941K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11New |
$502 - $515
|
11
$503
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-159- 2.05% |
$7.25K - $7.45K
|
7.6K
$347K
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.73K- 18.04% |
$79.1K - $81.2K
|
7.88K
$360K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 31.0% |
$1.41K - $1.45K
|
69
$3.16K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
78+ 0.34% |
$3.56K - $3.65K
|
22.7K
$1.04M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-609- 6.65% |
$27.8K - $28.5K
|
8.55K
$391K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.36K+ 1.4% |
$108K - $110K
|
170K
$7.79M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-300- 0.84% |
$13.7K - $14K
|
35.5K
$1.62M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-89.7K- 31.95% |
$4.09M - $4.2M
|
191K
$8.74M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.38K+ 3.77% |
$108K - $111K
|
65.5K
$2.99M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12New |
$547 - $562
|
12
$549
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.14KNew |
$52.1K - $53.5K
|
1.14K
$52.2K
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-199- 4.11% |
$9.07K - $9.32K
|
4.65K
$213K
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
112KNew |
$5.13M - $5.26M
|
112K
$5.14M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
40.4K+ 10.87% |
$1.84M - $1.89M
|
411K
$18.8M
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-481- 8.82% |
$21.9K - $22.5K
|
4.97K
$227K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
93+ 1.91% |
$4.24K - $4.36K
|
4.97K
$227K
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
147+ 1.25% |
$6.7K - $6.88K
|
11.9K
$546K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.87KNew |
$313K - $322K
|
6.87K
$314K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 13.15% |
$98.3K - $101K
|
18.5K
$848K
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.64K+ 29.84% |
$212K - $217K
|
20.2K
$924K
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
85+ 0.42% |
$3.88K - $3.98K
|
20.4K
$935K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.57K+ 16.8% |
$163K - $167K
|
24.8K
$1.13M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.1K- 14.38% |
$370K - $380K
|
48.3K
$2.21M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.6K- 26.12% |
$72.9K - $74.8K
|
4.52K
$207K
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.2KNew |
$1.6M - $1.65M
|
35.2K
$1.61M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-501- 2.15% |
$22.8K - $23.5K
|
22.8K
$1.04M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
13KNew |
$593K - $609K
|
13K
$595K
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
1.29K+ 1.42% |
$58.7K - $60.3K
|
91.9K
$4.21M
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
872+ 4.33% |
$39.8K - $40.8K
|
21K
$960K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-51- 0.6% |
$2.33K - $2.39K
|
8.43K
$385K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-400- 1.39% |
$18.2K - $18.7K
|
28.5K
$1.3M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
112New |
$5.11K - $5.24K
|
112
$5.12K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-181- 3.03% |
$8.25K - $8.48K
|
5.8K
$265K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.52K+ 26.03% |
$115K - $118K
|
12.2K
$558K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-73- 42.69% |
$3.33K - $3.42K
|
98
$4.48K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 9.35% |
$70K - $71.9K
|
18K
$821K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-21- 0.34% |
$958 - $983
|
6.21K
$284K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-728- 99.86% |
$33.2K - $34.1K
|
1
$45.7
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-90- 0.74% |
$4.1K - $4.21K
|
12K
$549K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
67.2K+ 4.09% |
$3.06M - $3.14M
|
1.71M
$78.2M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.47K+ 42.16% |
$432K - $444K
|
31.9K
$1.46M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 0.66% |
$228 - $234
|
766
$35K
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.43K- 6.98% |
$65.4K - $67.2K
|
19.1K
$874K
|