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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
31+ 0.69% |
$1.4K - $1.43K
|
4.52K
$207K
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.35K+ 3.88% |
$197K - $201K
|
116K
$5.32M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.7K- 54.8% |
$122K - $125K
|
2.23K
$102K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.09KNew |
$140K - $143K
|
3.09K
$142K
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-94- 0.27% |
$4.24K - $4.34K
|
35.1K
$1.61M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
777New |
$35.1K - $35.9K
|
777
$35.5K
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-155- 1.59% |
$7K - $7.16K
|
9.56K
$437K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.37KNew |
$61.7K - $63.1K
|
1.37K
$62.5K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.42K+ 3.51% |
$205K - $208K
|
130K
$5.96M
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-129- 76.33% |
$5.99K - $6.07K
|
40
$1.83K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13+ 650.0% |
$604 - $612
|
15
$686
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-640- 1.08% |
$29.7K - $30.1K
|
58.4K
$2.67M
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
285New |
$13.2K - $13.4K
|
285
$13K
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
300+ 6.14% |
$13.9K - $14.1K
|
5.19K
$237K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
6.59K+ 716.54% |
$306K - $310K
|
7.5K
$343K
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.1KNew |
$517K - $524K
|
11.1K
$509K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
170+ 19.23% |
$7.89K - $8K
|
1.05K
$48.2K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.37K- 44.19% |
$249K - $253K
|
6.78K
$310K
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-310- 3.75% |
$14.4K - $14.6K
|
7.95K
$364K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
33New |
$1.53K - $1.55K
|
33
$1.51K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14K+ 10.38% |
$649K - $658K
|
149K
$6.8M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.83K- 58.55% |
$363K - $368K
|
5.54K
$253K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.71K- 10.67% |
$265K - $269K
|
47.8K
$2.19M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 40.21% |
$476K - $482K
|
35.7K
$1.63M
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.02K+ 85.65% |
$47.1K - $47.8K
|
2.2K
$101K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-80- 35.09% |
$3.71K - $3.77K
|
148
$6.77K
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7.5KNew |
$348K - $353K
|
7.5K
$343K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
92New |
$4.27K - $4.33K
|
92
$4.21K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 6.91% |
$23.2K - $23.5K
|
6.74K
$308K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
112KNew |
$5.2M - $5.27M
|
112K
$5.13M
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-35.7K- 13.81% |
$1.66M - $1.68M
|
223K
$10.2M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-786- 3.97% |
$36.5K - $37K
|
19K
$869K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 7.69% |
$46.4 - $47.1
|
14
$640
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.51K- 8.47% |
$70.2K - $71.2K
|
16.4K
$748K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-604- 10.96% |
$28K - $28.4K
|
4.91K
$224K
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-72- 97.3% |
$3.34K - $3.39K
|
2
$91.5
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.6K- 22.54% |
$74.3K - $75.3K
|
5.5K
$252K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
138New |
$6.41K - $6.5K
|
138
$6.31K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.27K+ 63.04% |
$245K - $248K
|
13.6K
$623K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-824- 4.27% |
$38.3K - $38.8K
|
18.5K
$845K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
529+ 21.74% |
$24.6K - $24.9K
|
2.96K
$135K
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
7.79KNew |
$362K - $367K
|
7.79K
$356K
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.89K- 32.24% |
$87.8K - $89K
|
3.97K
$182K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.5KNew |
$209K - $212K
|
4.5K
$206K
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.2K- 19.39% |
$55.9K - $56.6K
|
5K
$229K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
293+ 1.3% |
$13.6K - $13.8K
|
22.9K
$1.05M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-399- 60.18% |
$18.5K - $18.8K
|
264
$12.1K
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-1.77K- 6.01% |
$82K - $83.1K
|
27.6K
$1.26M
|