Latest Institutional Purchases of Spdr Nuveen Bloomberg Municipa (TFI)
This list provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Municipa (TFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
783New |
$35.5K - $36.7K
|
783
$35.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
741+ 190.98% |
$33.6K - $34.7K
|
1.13K
$51.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
723New |
$32.8K - $33.9K
|
723
$33.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
720+ 30.81% |
$32.7K - $33.8K
|
3.06K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
674+ 3.75% |
$30.6K - $31.6K
|
18.6K
$852K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
674+ 8.41% |
$30.6K - $31.6K
|
8.69K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
530+ 6.29% |
$24.1K - $24.8K
|
8.96K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
500+ 3.97% |
$22.7K - $23.4K
|
13.1K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
447+ 3.65% |
$20.3K - $21K
|
12.7K
$581K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
441+ 7.99% |
$20K - $20.7K
|
5.96K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
405+ 5.52% |
$18.4K - $19K
|
7.75K
$354K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
384+ 8.09% |
$17.4K - $18K
|
5.13K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
371New |
$16.8K - $17.4K
|
371
$17K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
366+ 0.68% |
$16.6K - $17.2K
|
53.9K
$2.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
359+ 42.79% |
$16.3K - $16.8K
|
1.2K
$54.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
320+ 6.44% |
$14.5K - $15K
|
5.29K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
317+ 0.81% |
$14.4K - $14.9K
|
39.7K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
314+ 0.73% |
$14.2K - $14.7K
|
43.3K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
314+ 3.81% |
$14.2K - $14.7K
|
8.55K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
306+ 6.1% |
$13.9K - $14.3K
|
5.33K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
290+ 1.74% |
$13.2K - $13.6K
|
17K
$777K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
283New |
$12.8K - $13.3K
|
283
$12.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$9.08K - $9.38K
|
200
$9.15K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
150+ 3.39% |
$6.81K - $7.03K
|
4.57K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
140+ 6.36% |
$6.35K - $6.56K
|
2.34K
$107K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
139+ 2.26% |
$6.31K - $6.52K
|
6.3K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
130+ 0.37% |
$5.9K - $6.09K
|
35.3K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
124+ 2.43% |
$5.63K - $5.81K
|
5.22K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
103New |
$4.67K - $4.83K
|
103
$4.71K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
92New |
$4.17K - $4.31K
|
92
$4.21K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
84+ 0.7% |
$3.81K - $3.94K
|
12K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
74New |
$3.36K - $3.47K
|
74
$3.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
68+ 1.03% |
$3.09K - $3.19K
|
6.67K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
55+ 0.13% |
$2.5K - $2.58K
|
43.9K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
47+ 35.88% |
$2.13K - $2.2K
|
178
$8.14K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
46+ 0.28% |
$2.09K - $2.16K
|
16.5K
$753K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
44+ 0.04% |
$2K - $2.06K
|
118K
$5.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
40+ 200.0% |
$1.82K - $1.88K
|
60
$2.75K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
36New |
$1.63K - $1.69K
|
36
$1.65K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.8% |
$1.63K - $1.69K
|
4.56K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31+ 1.69% |
$1.41K - $1.45K
|
1.87K
$85.4K
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26+ 0.29% |
$1.18K - $1.22K
|
9.09K
$416K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22+ 0.18% |
$998 - $1.03K
|
12.2K
$560K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
19New |
$862 - $891
|
19
$869
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
19New |
$862 - $891
|
19
$869
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 1.04% |
$363 - $375
|
774
$35.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 100.0% |
$45.4 - $46.9
|
2
$91.5
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.45% |
$45.4 - $46.9
|
70
$3.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
35.9K+ 809.31% |
$1.64M - $1.68M
|
40.3K
$1.84M
|
|