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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
220New |
$9.93K - $10.2K
|
220
$10.1K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-58.8K- 16.6% |
$2.66M - $2.72M
|
296K
$13.5M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-14.3K- 7.35% |
$648K - $663K
|
181K
$8.27M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.79K- 16.68% |
$80.7K - $82.6K
|
8.93K
$408K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.47K+ 0.42% |
$202K - $207K
|
1.06M
$48.6M
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-972- 2.46% |
$43.9K - $44.9K
|
38.5K
$1.76M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.8KNew |
$1.08M - $1.1M
|
23.8K
$1.09M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
742New |
$33.5K - $34.3K
|
742
$33.9K
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.4KNew |
$829K - $849K
|
18.4K
$840K
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.94KNew |
$223K - $228K
|
4.94K
$226K
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.02K- 33.21% |
$181K - $186K
|
8.08K
$369K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.63K- 8.42% |
$254K - $260K
|
61.3K
$2.8M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.2K+ 4.8% |
$1.95M - $2M
|
944K
$43.2M
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.34K+ 3.6% |
$196K - $201K
|
125K
$5.72M
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
37.2KNew |
$1.68M - $1.72M
|
37.2K
$1.7M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.27K+ 4.2% |
$418K - $428K
|
230K
$10.5M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
572New |
$25.8K - $26.4K
|
572
$26.2K
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-500- 1.29% |
$22.6K - $23.1K
|
38.2K
$1.75M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
167New |
$7.54K - $7.72K
|
167
$7.64K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
922New |
$41.6K - $42.6K
|
922
$42.2K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-188K- 54.42% |
$8.49M - $8.68M
|
157K
$7.2M
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-3.69K- 33.21% |
$167K - $171K
|
7.42K
$339K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
305+ 3050.0% |
$13.8K - $14.1K
|
315
$14.4K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.33K+ 104.72% |
$331K - $339K
|
14.3K
$655K
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-126- 0.53% |
$5.69K - $5.82K
|
23.8K
$1.09M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6K- 19.13% |
$271K - $277K
|
25.4K
$1.16M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
419+ 103.2% |
$18.9K - $19.4K
|
825
$37.7K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1K- 50.0% |
$45.2K - $46.2K
|
1K
$45.7K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-196- 0.53% |
$8.85K - $9.06K
|
36.7K
$1.68M
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1K- 11.6% |
$45.2K - $46.2K
|
7.62K
$349K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
438+ 12.22% |
$19.8K - $20.2K
|
4.02K
$184K
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-244- 24.67% |
$11K - $11.3K
|
745
$34.1K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$45.2 - $46.2
|
1
$45.7
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-614- 43.7% |
$27.7K - $28.4K
|
791
$36.2K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-44- 0.72% |
$1.99K - $2.03K
|
6.06K
$277K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.51K+ 36.22% |
$113K - $116K
|
9.44K
$432K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6.09KNew |
$275K - $281K
|
6.09K
$278K
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.01KNew |
$362K - $370K
|
8.01K
$367K
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
695+ 3.72% |
$31.4K - $32.1K
|
19.4K
$887K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.07K+ 90.28% |
$274K - $280K
|
12.8K
$585K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.22% |
$90.3 - $92.4
|
900
$41.2K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.5K- 35.85% |
$113K - $115K
|
4.46K
$204K
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1K- 6.99% |
$45.2K - $46.2K
|
13.3K
$608K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.08K- 25.24% |
$139K - $142K
|
9.13K
$418K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.67K+ 11.1% |
$392K - $401K
|
86.8K
$3.97M
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-398- 0.25% |
$18K - $18.4K
|
157K
$7.2M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-109- 17.3% |
$4.92K - $5.04K
|
521
$23.8K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.21K+ 4.36% |
$99.9K - $102K
|
53K
$2.42M
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
11.4K+ 48.16% |
$516K - $528K
|
35.1K
$1.61M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-483- 9.53% |
$21.8K - $22.3K
|
4.59K
$210K
|