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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
36New |
$1.63K - $1.69K
|
36
$1.64K
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-10.3K- 49.32% |
$469K - $485K
|
10.6K
$483K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.62KNew |
$210K - $217K
|
4.62K
$210K
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.53KNew |
$205K - $212K
|
4.53K
$206K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-580- 47.15% |
$26.3K - $27.2K
|
650
$29.6K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.69KNew |
$76.6K - $79.1K
|
1.69K
$76.8K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-80- 51.95% |
$3.63K - $3.75K
|
74
$3.37K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
783New |
$35.5K - $36.7K
|
783
$35.6K
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-285- 6.13% |
$12.9K - $13.4K
|
4.36K
$199K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.45% |
$45.4 - $46.9
|
70
$3.19K
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.72KNew |
$396K - $409K
|
8.72K
$397K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
19New |
$862 - $891
|
19
$865
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-315- 87.02% |
$14.3K - $14.8K
|
47
$2.14K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.2KNew |
$282K - $291K
|
6.2K
$282K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
861+ 32.31% |
$39.1K - $40.4K
|
3.53K
$161K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.36K+ 3.92% |
$61.8K - $63.9K
|
36.1K
$1.64M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
19New |
$862 - $891
|
19
$865
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
92New |
$4.17K - $4.31K
|
92
$4.19K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.37K- 18.0% |
$62.3K - $64.3K
|
6.25K
$285K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
283New |
$12.8K - $13.3K
|
283
$12.9K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
290+ 1.74% |
$13.2K - $13.6K
|
17K
$773K
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
18.1KNew |
$823K - $851K
|
18.1K
$826K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
723New |
$32.8K - $33.9K
|
723
$32.9K
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-7.28K- 58.43% |
$330K - $341K
|
5.18K
$236K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-608- 11.62% |
$27.6K - $28.5K
|
4.63K
$211K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.5KClosed |
$479K - $494K
|
0
$0
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.62KNew |
$255K - $264K
|
5.62K
$256K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 10.29% |
$86.6K - $89.5K
|
20.5K
$931K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-89- 55.97% |
$4.04K - $4.17K
|
70
$3.19K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9.79KNew |
$444K - $459K
|
9.79K
$446K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-347- 6.98% |
$15.7K - $16.3K
|
4.63K
$211K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-521- 6.86% |
$23.6K - $24.4K
|
7.07K
$322K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
40+ 200.0% |
$1.82K - $1.88K
|
60
$2.73K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.72KNew |
$305K - $315K
|
6.72K
$306K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.04% |
$45.4 - $46.9
|
2.23K
$101K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30+ 15.46% |
$1.36K - $1.41K
|
224
$10.2K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.93KNew |
$224K - $231K
|
4.93K
$225K
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
4.73KNew |
$215K - $222K
|
4.73K
$215K
|
|
Q3 2024 | |||||||
Jul 14, 2025
Q3 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
45New |
$2.05K - $2.11K
|
45
$2.05K
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
13+ 3.83% |
$593 - $609
|
352
$16K
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
4.51KNew |
$205K - $211K
|
4.51K
$205K
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.38K+ 73.96% |
$154K - $158K
|
7.94K
$362K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5.37K- 28.65% |
$245K - $251K
|
13.4K
$608K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2New |
$91.2 - $93.7
|
2
$91
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
29K+ 113.68% |
$1.32M - $1.36M
|
54.5K
$2.48M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.32KNew |
$106K - $109K
|
2.32K
$106K
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
669New |
$30.5K - $31.3K
|
669
$30.5K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
20New |
$912 - $937
|
20
$910
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.47K- 19.85% |
$67.2K - $69K
|
5.95K
$271K
|