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 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.92% |
$431 - $471
|
1.1K
$51K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
573KNew |
$25M - $26.6M
|
573K
$26.6M
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
193KNew |
$8.41M - $8.95M
|
193K
$8.94M
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
107KNew |
$4.67M - $4.97M
|
107K
$4.97M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
90.3K+ 687.77% |
$3.94M - $4.2M
|
103K
$4.8M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
51KNew |
$2.23M - $2.37M
|
51K
$2.37M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
37.4KNew |
$1.63M - $1.74M
|
37.4K
$1.74M
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.15KNew |
$312K - $332K
|
7.15K
$332K
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.12KNew |
$311K - $331K
|
7.12K
$330K
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
6.77KNew |
$296K - $315K
|
6.77K
$314K
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.85KNew |
$255K - $272K
|
5.85K
$272K
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.24KNew |
$229K - $244K
|
5.24K
$244K
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
4.23KNew |
$185K - $197K
|
4.23K
$197K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.08KNew |
$178K - $190K
|
4.08K
$190K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.53KNew |
$66.8K - $71.1K
|
1.53K
$71.1K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.13K+ 2128.3% |
$49.3K - $52.4K
|
1.18K
$54.9K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.01KNew |
$44K - $46.8K
|
1.01K
$46.8K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
311New |
$13.6K - $14.5K
|
311
$14.4K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
118New |
$5.15K - $5.49K
|
118
$5.48K
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
51+ 0.62% |
$2.23K - $2.37K
|
8.26K
$384K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
43+ 2150.0% |
$1.88K - $2K
|
45
$2.09K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
43New |
$1.88K - $2K
|
43
$2K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
20+ 64.52% |
$873 - $930
|
51
$2.37K
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9New |
$393 - $418
|
9
$418
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8New |
$349 - $372
|
8
$372
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
16.3K+ 93.3% |
$738K - $768K
|
33.7K
$1.56M
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
15.1KNew |
$686K - $715K
|
15.1K
$703K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14K+ 44.04% |
$635K - $661K
|
45.8K
$2.13M
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
12.4K+ 13.62% |
$564K - $587K
|
104K
$4.82M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$540K - $563K
|
11.9K
$553K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.93K+ 21.7% |
$360K - $375K
|
44.5K
$2.07M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.48KNew |
$339K - $353K
|
7.48K
$347K
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
6.87KNew |
$311K - $324K
|
6.87K
$319K
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.36KNew |
$289K - $301K
|
6.36K
$296K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
6.1KNew |
$277K - $288K
|
6.1K
$283K
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.92KNew |
$223K - $232K
|
4.92K
$228K
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.62KNew |
$210K - $218K
|
4.62K
$215K
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
4.52KNew |
$205K - $213K
|
4.52K
$210K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.48KNew |
$203K - $212K
|
4.48K
$208K
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.26KNew |
$193K - $201K
|
4.26K
$198K
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.62K+ 20.01% |
$164K - $171K
|
21.7K
$1.01M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.19KNew |
$145K - $151K
|
3.19K
$148K
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.54K+ 15.7% |
$69.9K - $72.7K
|
11.3K
$527K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.03K+ 7.59% |
$46.8K - $48.7K
|
14.6K
$679K
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
945+ 16.34% |
$42.9K - $44.6K
|
6.73K
$313K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
531New |
$24.1K - $25.1K
|
531
$24.7K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
505New |
$22.9K - $23.9K
|
505
$23.5K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
425New |
$19.3K - $20.1K
|
425
$19.7K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
333New |
$15.1K - $15.7K
|
333
$15.5K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
262New |
$11.9K - $12.4K
|
262
$12.2K
|