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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11KNew |
$475K - $520K
|
11K
$503K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.43KNew |
$363K - $397K
|
8.43K
$384K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
6.79KNew |
$292K - $320K
|
6.79K
$309K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
6.75KNew |
$291K - $318K
|
6.75K
$307K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.34KNew |
$273K - $299K
|
6.34K
$289K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.33K+ 209.36% |
$143K - $157K
|
4.93K
$224K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.43KNew |
$61.6K - $67.4K
|
1.43K
$65.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.15KNew |
$49.6K - $54.3K
|
1.15K
$52.4K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$43.1K - $47.1K
|
1K
$45.5K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
204New |
$8.78K - $9.61K
|
204
$9.29K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
80New |
$3.44K - $3.77K
|
80
$3.64K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
71New |
$3.06K - $3.35K
|
71
$3.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
47New |
$2.02K - $2.21K
|
47
$2.14K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
26New |
$1.12K - $1.23K
|
26
$1.18K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.92% |
$431 - $471
|
1.1K
$49.9K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
573KNew |
$25M - $26.6M
|
573K
$26.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
193KNew |
$8.41M - $8.95M
|
193K
$8.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
107KNew |
$4.67M - $4.97M
|
107K
$4.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
90.3K+ 687.77% |
$3.94M - $4.2M
|
103K
$4.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
51KNew |
$2.23M - $2.37M
|
51K
$2.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
37.4KNew |
$1.63M - $1.74M
|
37.4K
$1.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.15KNew |
$312K - $332K
|
7.15K
$326K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.12KNew |
$311K - $331K
|
7.12K
$324K
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
6.77KNew |
$296K - $315K
|
6.77K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.85KNew |
$255K - $272K
|
5.85K
$266K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
4.23KNew |
$185K - $197K
|
4.23K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.08KNew |
$178K - $190K
|
4.08K
$186K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.53KNew |
$66.8K - $71.1K
|
1.53K
$69.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
311New |
$13.6K - $14.5K
|
311
$14.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
118New |
$5.15K - $5.49K
|
118
$5.37K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
51+ 0.62% |
$2.23K - $2.37K
|
8.26K
$376K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
43+ 2150.0% |
$1.88K - $2K
|
45
$2.05K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
43New |
$1.88K - $2K
|
43
$1.96K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9New |
$393 - $418
|
9
$410
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8New |
$349 - $372
|
8
$364
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
16.3K+ 93.3% |
$738K - $768K
|
33.7K
$1.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
15.1KNew |
$686K - $715K
|
15.1K
$689K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14K+ 44.04% |
$635K - $661K
|
45.8K
$2.08M
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
12.4K+ 13.62% |
$564K - $587K
|
104K
$4.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.93K+ 21.7% |
$360K - $375K
|
44.5K
$2.03M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.48KNew |
$339K - $353K
|
7.48K
$340K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
6.87KNew |
$311K - $324K
|
6.87K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.36KNew |
$289K - $301K
|
6.36K
$290K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
6.1KNew |
$277K - $288K
|
6.1K
$278K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.92KNew |
$223K - $232K
|
4.92K
$224K
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.62KNew |
$210K - $218K
|
4.62K
$210K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
4.52KNew |
$205K - $213K
|
4.52K
$206K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.48KNew |
$203K - $212K
|
4.48K
$204K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.26KNew |
$193K - $201K
|
4.26K
$194K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.62K+ 20.01% |
$164K - $171K
|
21.7K
$989K
|
|