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 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
85+ 0.42% |
$3.88K - $3.98K
|
20.4K
$950K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.57K+ 16.8% |
$163K - $167K
|
24.8K
$1.15M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.1K- 14.38% |
$370K - $380K
|
48.3K
$2.24M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.6K- 26.12% |
$72.9K - $74.8K
|
4.52K
$210K
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.2KNew |
$1.6M - $1.65M
|
35.2K
$1.63M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-501- 2.15% |
$22.8K - $23.5K
|
22.8K
$1.06M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
13KNew |
$593K - $609K
|
13K
$604K
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
1.29K+ 1.42% |
$58.7K - $60.3K
|
91.9K
$4.27M
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
872+ 4.33% |
$39.8K - $40.8K
|
21K
$975K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-51- 0.6% |
$2.33K - $2.39K
|
8.43K
$391K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-400- 1.39% |
$18.2K - $18.7K
|
28.5K
$1.32M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
112New |
$5.11K - $5.24K
|
112
$5.2K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-181- 3.03% |
$8.25K - $8.48K
|
5.8K
$269K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.52K+ 26.03% |
$115K - $118K
|
12.2K
$566K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-73- 42.69% |
$3.33K - $3.42K
|
98
$4.55K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 9.35% |
$70K - $71.9K
|
18K
$834K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-21- 0.34% |
$958 - $983
|
6.21K
$289K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-728- 99.86% |
$33.2K - $34.1K
|
1
$46.5
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-90- 0.74% |
$4.1K - $4.21K
|
12K
$557K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
67.2K+ 4.09% |
$3.06M - $3.14M
|
1.71M
$79.4M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.47K+ 42.16% |
$432K - $444K
|
31.9K
$1.48M
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.43K- 6.98% |
$65.4K - $67.2K
|
19.1K
$888K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 0.66% |
$228 - $234
|
766
$35.6K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-339- 4.32% |
$15.5K - $15.9K
|
7.52K
$349K
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
340+ 17.36% |
$15.5K - $15.9K
|
2.3K
$107K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-540- 13.28% |
$24.6K - $25.3K
|
3.53K
$164K
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-7.59K- 11.73% |
$346K - $356K
|
57.1K
$2.65M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.85K- 1.96% |
$130K - $134K
|
143K
$6.63M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-147- 39.3% |
$6.7K - $6.88K
|
227
$10.5K
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
3.35K+ 8.29% |
$153K - $157K
|
43.8K
$2.04M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
75New |
$3.42K - $3.51K
|
75
$3.48K
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
74+ 0.4% |
$3.37K - $3.47K
|
18.7K
$867K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.12K- 1.15% |
$51K - $52.4K
|
95.8K
$4.45M
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
385+ 2.27% |
$17.6K - $18K
|
17.3K
$806K
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-21.9K- 4.14% |
$1M - $1.03M
|
508K
$23.6M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22.2K- 10.86% |
$1.01M - $1.04M
|
182K
$8.47M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
996+ 20.76% |
$45.4K - $46.6K
|
5.79K
$269K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
6.37K+ 14.81% |
$291K - $298K
|
49.4K
$2.29M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 24.6% |
$712K - $731K
|
79K
$3.67M
|
|
Q2 2024 | |||||||
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-7.91KClosed |
$357K - $365K
|
0
$0
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-2.25K- 5.53% |
$101K - $104K
|
38.4K
$1.78M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.2K- 50.02% |
$1M - $1.03M
|
22.2K
$1.03M
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
60+ 0.32% |
$2.71K - $2.77K
|
18.7K
$867K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.32% |
$45.2 - $46.2
|
313
$14.5K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20+ 1.43% |
$903 - $924
|
1.42K
$65.9K
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
15.5KNew |
$700K - $716K
|
15.5K
$720K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-19- 36.54% |
$858 - $878
|
33
$1.53K
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-200- 0.81% |
$9.03K - $9.24K
|
24.3K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
20New |
$903 - $924
|
20
$929
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.17K- 11.64% |
$97.7K - $100K
|
16.4K
$763K
|