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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-688- 3.26% |
$30.8K - $31.8K
|
20.4K
$905K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-23.1K- 30.82% |
$1.03M - $1.07M
|
51.8K
$2.29M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.5K+ 31.52% |
$3.11M - $3.21M
|
290K
$12.8M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.86K- 0.7% |
$218K - $225K
|
686K
$30.4M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
19.8K+ 94.56% |
$889K - $917K
|
40.8K
$1.81M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.06K+ 40.14% |
$92.3K - $95.2K
|
7.19K
$319K
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-33.5K- 92.42% |
$1.5M - $1.55M
|
2.75K
$122K
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-10.5K- 6.22% |
$469K - $484K
|
158K
$6.98M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-249- 4.09% |
$11.2K - $11.5K
|
5.84K
$259K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-90- 1.58% |
$4.03K - $4.16K
|
5.61K
$249K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.51K- 14.9% |
$113K - $116K
|
14.4K
$636K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.5K- 2.66% |
$112K - $116K
|
91.6K
$4.05M
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 18.43% |
$49.2K - $50.8K
|
4.86K
$215K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-333- 0.39% |
$14.9K - $15.4K
|
85.3K
$3.78M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-7.88K- 57.98% |
$353K - $364K
|
5.71K
$253K
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-340- 1.83% |
$15.2K - $15.7K
|
18.3K
$808K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.04K- 18.62% |
$46.8K - $48.3K
|
4.56K
$202K
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.65K+ 76.26% |
$253K - $261K
|
13K
$578K
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
4.76KNew |
$213K - $220K
|
4.76K
$211K
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.85K- 10.04% |
$82.9K - $85.5K
|
16.6K
$734K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
28.6K+ 6.83% |
$1.28M - $1.32M
|
447K
$19.8M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.8KNew |
$350K - $361K
|
7.8K
$346K
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.94K- 35.36% |
$176K - $182K
|
7.19K
$319K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
131+ 4.29% |
$5.87K - $6.05K
|
3.19K
$141K
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
300+ 1.69% |
$13.4K - $13.9K
|
18K
$798K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
678+ 22.89% |
$30.4K - $31.3K
|
3.64K
$161K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 23.71% |
$63.1K - $65.1K
|
4.53K
$201K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.99KNew |
$224K - $231K
|
4.99K
$221K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17+ 7.8% |
$762 - $786
|
235
$10.4K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-92.3K- 4.57% |
$4.14M - $4.27M
|
1.93M
$85.3M
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1+ 0.02% |
$44.8 - $46.2
|
5.33K
$236K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-68- 1.1% |
$3.05K - $3.14K
|
6.1K
$270K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
501New |
$22.4K - $23.2K
|
501
$22.2K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-21.9K- 91.73% |
$982K - $1.01M
|
1.97K
$87.4K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.62K- 33.68% |
$162K - $167K
|
7.13K
$316K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-471- 3.71% |
$21.1K - $21.8K
|
12.2K
$542K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
46.4K+ 12.32% |
$2.08M - $2.15M
|
423K
$18.7M
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.08K+ 16.61% |
$228K - $235K
|
35.6K
$1.58M
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
15.8K+ 20.83% |
$708K - $730K
|
91.7K
$4.06M
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-1.12K- 6.99% |
$50K - $51.6K
|
14.8K
$657K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-18.3K- 6.27% |
$820K - $846K
|
274K
$12.1M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
172+ 3.78% |
$7.71K - $7.95K
|
4.73K
$209K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 4.91% |
$50K - $51.5K
|
23.8K
$1.06M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.69K- 7.68% |
$75.9K - $78.3K
|
20.3K
$901K
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
400+ 1.14% |
$17.9K - $18.5K
|
35.4K
$1.57M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.8K+ 2.42% |
$170K - $176K
|
161K
$7.14M
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-4.68K- 43.19% |
$210K - $216K
|
6.16K
$273K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-200K- 82.29% |
$8.95M - $9.24M
|
43K
$1.9M
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-32- 0.63% |
$1.43K - $1.48K
|
5.03K
$223K
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
9.16K+ 2.21% |
$410K - $423K
|
424K
$18.8M
|