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 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.23KNew |
$56.1K - $57.6K
|
1.23K
$56.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.4K+ 5.55% |
$2.39M - $2.45M
|
996K
$46M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-200- 1.0% |
$9.12K - $9.37K
|
19.8K
$913K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-6.08K- 3.86% |
$277K - $285K
|
151K
$6.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.21K- 10.61% |
$55.3K - $56.8K
|
10.2K
$472K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.18K- 19.62% |
$145K - $149K
|
13K
$601K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-110- 11.93% |
$5.02K - $5.15K
|
812
$37.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-752- 5.47% |
$34.3K - $35.2K
|
13K
$600K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
640+ 12.49% |
$29.2K - $30K
|
5.76K
$266K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-30.1K- 19.15% |
$1.37M - $1.41M
|
127K
$5.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.07K- 14.46% |
$94.4K - $97K
|
12.3K
$566K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-18K- 46.82% |
$823K - $845K
|
20.5K
$946K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-850- 6.39% |
$38.8K - $39.8K
|
12.5K
$575K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41.1K+ 17.88% |
$1.87M - $1.92M
|
271K
$12.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
20.5K+ 58.35% |
$935K - $960K
|
55.6K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
238K+ 22.41% |
$10.8M - $11.1M
|
1.3M
$60M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.59K- 17.77% |
$72.4K - $74.3K
|
7.34K
$339K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.39K- 39.41% |
$428K - $440K
|
14.4K
$666K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 7.14% |
$45.6 - $46.8
|
13
$600
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 3.4% |
$59.3K - $60.9K
|
36.9K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
433+ 52.48% |
$19.7K - $20.3K
|
1.26K
$58.1K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.83K- 40.6% |
$175K - $179K
|
5.61K
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-135- 0.13% |
$6.16K - $6.32K
|
102K
$4.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-33.9K- 17.76% |
$1.55M - $1.59M
|
157K
$7.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.32K- 2.02% |
$288K - $296K
|
307K
$14.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-11.1K- 10.79% |
$504K - $518K
|
91.3K
$4.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.74K- 3.79% |
$79.3K - $81.5K
|
44.1K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-883- 4.22% |
$40.3K - $41.4K
|
20K
$924K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-515- 2.09% |
$23.5K - $24.1K
|
24.1K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.01% |
$91.2 - $93.7
|
31.5K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.11% |
$410 - $421
|
8.33K
$384K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
11+ 0.46% |
$502 - $515
|
2.41K
$111K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
395+ 8.85% |
$18K - $18.5K
|
4.86K
$224K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.56K- 10.95% |
$117K - $120K
|
20.8K
$960K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-23.8K- 3.35% |
$1.09M - $1.11M
|
686K
$31.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6+ 0.05% |
$274 - $281
|
11.2K
$519K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
42+ 0.63% |
$1.92K - $1.97K
|
6.74K
$311K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.78% |
$137 - $140
|
388
$17.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
38.5K+ 41.57% |
$1.75M - $1.8M
|
131K
$6.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
6+ 0.11% |
$274 - $281
|
5.62K
$260K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16.7KNew |
$763K - $784K
|
16.7K
$773K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
754+ 9.38% |
$34.4K - $35.3K
|
8.79K
$406K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-400- 3.34% |
$18.2K - $18.7K
|
11.6K
$534K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16K+ 4.5% |
$728K - $747K
|
371K
$17.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.94K+ 646.0% |
$88.4K - $90.8K
|
2.24K
$103K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-55K- 17.7% |
$2.51M - $2.57M
|
256K
$11.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.3K+ 44.82% |
$606K - $622K
|
43K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-62- 0.97% |
$2.83K - $2.9K
|
6.3K
$291K
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
269+ 2.81% |
$12.3K - $12.6K
|
9.86K
$455K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-17.9K- 9.6% |
$817K - $839K
|
169K
$7.78M
|