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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.5KNew |
$494K - $540K
|
11.5K
$533K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.6K- 24.99% |
$112K - $122K
|
7.79K
$362K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-108K- 96.18% |
$4.63M - $5.07M
|
4.28K
$199K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.34KNew |
$273K - $299K
|
6.34K
$294K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.88KNew |
$253K - $277K
|
5.88K
$273K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.15KNew |
$49.6K - $54.3K
|
1.15K
$53.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-36K- 63.18% |
$1.55M - $1.69M
|
21K
$973K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-381- 31.31% |
$16.4K - $18K
|
836
$38.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
13.2KNew |
$567K - $621K
|
13.2K
$612K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-38- 0.26% |
$1.64K - $1.79K
|
14.7K
$685K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-100- 1.51% |
$4.31K - $4.71K
|
6.5K
$302K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
24.7KNew |
$1.06M - $1.17M
|
24.7K
$1.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.33K+ 209.36% |
$143K - $157K
|
4.93K
$229K
|
|
| 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
$54.9K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
20+ 64.52% |
$873 - $930
|
51
$2.37K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
37.4KNew |
$1.63M - $1.74M
|
37.4K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
51+ 0.62% |
$2.23K - $2.37K
|
8.26K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-534- 2.41% |
$23.3K - $24.8K
|
21.6K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.85KNew |
$255K - $272K
|
5.85K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-6.48K- 29.72% |
$283K - $301K
|
15.3K
$712K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-530- 5.64% |
$23.1K - $24.6K
|
8.86K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.08KNew |
$178K - $190K
|
4.08K
$190K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.45K- 51.47% |
$325K - $346K
|
7.02K
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
311New |
$13.6K - $14.5K
|
311
$14.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-27.3K- 82.12% |
$1.19M - $1.27M
|
5.94K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
107KNew |
$4.67M - $4.97M
|
107K
$4.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.24KNew |
$229K - $244K
|
5.24K
$244K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
43+ 2150.0% |
$1.88K - $2K
|
45
$2.09K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
4.23KNew |
$185K - $197K
|
4.23K
$197K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
573KNew |
$25M - $26.6M
|
573K
$26.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-488- 26.36% |
$21.3K - $22.7K
|
1.36K
$63.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.02KClosed |
$44.4K - $47.2K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
51KNew |
$2.23M - $2.37M
|
51K
$2.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9New |
$393 - $418
|
9
$418
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.01KNew |
$44K - $46.8K
|
1.01K
$46.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.12KNew |
$311K - $331K
|
7.12K
$330K
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
193KNew |
$8.41M - $8.95M
|
193K
$8.94M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-172- 1.24% |
$7.51K - $8K
|
13.8K
$639K
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-711- 6.46% |
$31K - $33.1K
|
10.3K
$478K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.53KNew |
$66.8K - $71.1K
|
1.53K
$71.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8New |
$349 - $372
|
8
$372
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-10.1K- 99.99% |
$441K - $469K
|
1
$46.5
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
90.3K+ 687.77% |
$3.94M - $4.2M
|
103K
$4.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.15KNew |
$312K - $332K
|
7.15K
$332K
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
6.77KNew |
$296K - $315K
|
6.77K
$314K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
118New |
$5.15K - $5.49K
|
118
$5.48K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
43New |
$1.88K - $2K
|
43
$2K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-152- 2.05% |
$6.64K - $7.07K
|
7.25K
$337K
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-8.18K- 55.74% |
$357K - $380K
|
6.5K
$302K
|
|