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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.08KNew |
$50.2K - $50.9K
|
1.08K
$49.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-96- 4.53% |
$4.46K - $4.52K
|
2.02K
$92.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
215+ 3.5% |
$9.98K - $10.1K
|
6.37K
$291K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
318+ 12.97% |
$14.8K - $15K
|
2.77K
$127K
|
|
| Q4 2023 | |||||||
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
204New |
$8.78K - $9.61K
|
204
$9.33K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11KNew |
$475K - $520K
|
11K
$505K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
6.75KNew |
$291K - $318K
|
6.75K
$309K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$43.1K - $47.1K
|
1K
$45.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.2K- 26.39% |
$267K - $292K
|
17.3K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-600- 4.44% |
$25.8K - $28.3K
|
12.9K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
868+ 12.27% |
$37.4K - $40.9K
|
7.94K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
47New |
$2.02K - $2.21K
|
47
$2.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.31KNew |
$228K - $250K
|
5.31K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
7.67KNew |
$330K - $361K
|
7.67K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.36KNew |
$231K - $253K
|
5.36K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72New |
$3.1K - $3.39K
|
72
$3.29K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 75.0% |
$129 - $141
|
1
$45.7
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.92% |
$431 - $471
|
1.1K
$50.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.1KNew |
$47.4K - $51.9K
|
1.1K
$50.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-376- 6.64% |
$16.2K - $17.7K
|
5.29K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-14.2K- 99.13% |
$610K - $668K
|
125
$5.72K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-381- 5.47% |
$16.4K - $18K
|
6.58K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
6.79KNew |
$292K - $320K
|
6.79K
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.09K- 13.25% |
$46.8K - $51.3K
|
7.13K
$326K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
80New |
$3.44K - $3.77K
|
80
$3.66K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
26New |
$1.12K - $1.23K
|
26
$1.19K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-205- 25.47% |
$8.83K - $9.66K
|
600
$27.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
71New |
$3.06K - $3.35K
|
71
$3.25K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-375- 4.36% |
$16.1K - $17.7K
|
8.23K
$377K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
338KNew |
$14.5M - $15.9M
|
338K
$15.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.43KNew |
$61.6K - $67.4K
|
1.43K
$65.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.43KNew |
$363K - $397K
|
8.43K
$386K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.5KNew |
$494K - $540K
|
11.5K
$525K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-108K- 96.18% |
$4.63M - $5.07M
|
4.28K
$196K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.6K- 24.99% |
$112K - $122K
|
7.79K
$356K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.88KNew |
$253K - $277K
|
5.88K
$269K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.34KNew |
$273K - $299K
|
6.34K
$290K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-8.39K- 29.58% |
$361K - $395K
|
20K
$914K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.15KNew |
$49.6K - $54.3K
|
1.15K
$52.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-36K- 63.18% |
$1.55M - $1.69M
|
21K
$958K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-381- 31.31% |
$16.4K - $18K
|
836
$38.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
13.2KNew |
$567K - $621K
|
13.2K
$603K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-38- 0.26% |
$1.64K - $1.79K
|
14.7K
$674K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-100- 1.51% |
$4.31K - $4.71K
|
6.5K
$297K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
24.7KNew |
$1.06M - $1.17M
|
24.7K
$1.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.33K+ 209.36% |
$143K - $157K
|
4.93K
$225K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.13K+ 2128.3% |
$49.3K - $52.4K
|
1.18K
$54K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
20+ 64.52% |
$873 - $930
|
51
$2.33K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
37.4KNew |
$1.63M - $1.74M
|
37.4K
$1.71M
|
|