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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
51+ 0.62% |
$2.23K - $2.37K
|
8.26K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-534- 2.41% |
$23.3K - $24.8K
|
21.6K
$990K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.85KNew |
$255K - $272K
|
5.85K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-6.48K- 29.72% |
$283K - $301K
|
15.3K
$701K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-530- 5.64% |
$23.1K - $24.6K
|
8.86K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-48.8K- 52.58% |
$2.13M - $2.27M
|
44K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.08KNew |
$178K - $190K
|
4.08K
$187K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.45K- 51.47% |
$325K - $346K
|
7.02K
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
311New |
$13.6K - $14.5K
|
311
$14.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-27.3K- 82.12% |
$1.19M - $1.27M
|
5.94K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
107KNew |
$4.67M - $4.97M
|
107K
$4.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.24KNew |
$229K - $244K
|
5.24K
$240K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
43+ 2150.0% |
$1.88K - $2K
|
45
$2.06K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-488- 26.36% |
$21.3K - $22.7K
|
1.36K
$62.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
573KNew |
$25M - $26.6M
|
573K
$26.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
4.23KNew |
$185K - $197K
|
4.23K
$194K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.02KClosed |
$44.4K - $47.2K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.01KNew |
$44K - $46.8K
|
1.01K
$46.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9New |
$393 - $418
|
9
$412
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
51KNew |
$2.23M - $2.37M
|
51K
$2.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.12KNew |
$311K - $331K
|
7.12K
$325K
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
193KNew |
$8.41M - $8.95M
|
193K
$8.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-711- 6.46% |
$31K - $33.1K
|
10.3K
$471K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-172- 1.24% |
$7.51K - $8K
|
13.8K
$629K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.53KNew |
$66.8K - $71.1K
|
1.53K
$70K
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-10.1K- 99.99% |
$441K - $469K
|
1
$45.7
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8New |
$349 - $372
|
8
$366
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
90.3K+ 687.77% |
$3.94M - $4.2M
|
103K
$4.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.15KNew |
$312K - $332K
|
7.15K
$327K
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
6.77KNew |
$296K - $315K
|
6.77K
$310K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
118New |
$5.15K - $5.49K
|
118
$5.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
43New |
$1.88K - $2K
|
43
$1.97K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-152- 2.05% |
$6.64K - $7.07K
|
7.25K
$332K
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-8.18K- 55.74% |
$357K - $380K
|
6.5K
$297K
|
|
| Q2 2023 | |||||||
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-327Closed |
$14.8K - $15.4K
|
0
$0
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.62KNew |
$210K - $218K
|
4.62K
$211K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$540K - $563K
|
11.9K
$545K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
262New |
$11.9K - $12.4K
|
262
$12K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
333New |
$15.1K - $15.7K
|
333
$15.2K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
151+ 3.52% |
$6.85K - $7.13K
|
4.44K
$203K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
16.3K+ 93.3% |
$738K - $768K
|
33.7K
$1.54M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-108K- 27.43% |
$4.9M - $5.1M
|
286K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-574- 35.13% |
$26K - $27.1K
|
1.06K
$48.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
425New |
$19.3K - $20.1K
|
425
$19.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
6.1KNew |
$277K - $288K
|
6.1K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.36KNew |
$289K - $301K
|
6.36K
$291K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.26KNew |
$193K - $201K
|
4.26K
$195K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.19KNew |
$145K - $151K
|
3.19K
$146K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23.5K- 81.26% |
$1.07M - $1.11M
|
5.43K
$248K
|
|