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 |
---|---|---|---|---|---|---|---|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$43.9K - $47.2K
|
1K
$45.7K
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
506+ 3.44% |
$22.2K - $23.9K
|
15.2K
$696K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
107+ 2.04% |
$4.7K - $5.05K
|
5.36K
$245K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
90New |
$3.95K - $4.25K
|
90
$4.12K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
61New |
$2.68K - $2.88K
|
61
$2.79K
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
52New |
$2.28K - $2.45K
|
52
$2.38K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26New |
$1.14K - $1.23K
|
26
$1.19K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.41% |
$43.9 - $47.2
|
245
$11.2K
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2022 | |||||||
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
61.9KNew |
$2.79M - $2.97M
|
61.9K
$2.83M
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
BUY
|
- |
15.8KNew |
$712K - $758K
|
15.8K
$723K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7.78KNew |
$351K - $373K
|
7.78K
$356K
|
|
Jul 29, 2022
Q2 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
7.37KNew |
$332K - $354K
|
7.37K
$337K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.82KNew |
$307K - $327K
|
6.82K
$312K
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
6.01KNew |
$271K - $288K
|
6.01K
$275K
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.43KNew |
$245K - $261K
|
5.43K
$249K
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
BUY
|
- |
5.41KNew |
$244K - $259K
|
5.41K
$247K
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.4KNew |
$198K - $211K
|
4.4K
$201K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
4.37KNew |
$197K - $210K
|
4.37K
$200K
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.65K+ 6.35% |
$119K - $127K
|
44.4K
$2.03M
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.58KNew |
$116K - $123K
|
2.58K
$118K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
754New |
$34K - $36.2K
|
754
$34.5K
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
713+ 3.24% |
$32.1K - $34.2K
|
22.7K
$1.04M
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
701New |
$31.6K - $33.6K
|
701
$32.1K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
640New |
$28.8K - $30.7K
|
640
$29.3K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
270+ 6.44% |
$12.2K - $12.9K
|
4.46K
$204K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
242New |
$10.9K - $11.6K
|
242
$11.1K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
141+ 3.2% |
$6.35K - $6.76K
|
4.55K
$208K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.51K - $4.8K
|
100
$4.57K
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
67New |
$3.02K - $3.21K
|
67
$3.06K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
51+ 0.65% |
$2.3K - $2.45K
|
7.89K
$361K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30New |
$1.35K - $1.44K
|
30
$1.37K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 0.08% |
$180 - $192
|
5.15K
$236K
|
|
Q1 2022 | |||||||
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3.18K+ 71.69% |
$152K - $164K
|
7.61K
$348K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
3KNew |
$143K - $155K
|
3K
$137K
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.9K+ 41.82% |
$138K - $150K
|
9.84K
$450K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
198New |
$9.45K - $10.2K
|
198
$9.06K
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
21New |
$1K - $1.08K
|
21
$961
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9.78KNew |
$501K - $507K
|
9.78K
$447K
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
4.62KNew |
$237K - $239K
|
4.62K
$211K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
206New |
$10.6K - $10.7K
|
206
$9.42K
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23New |
$1.18K - $1.19K
|
23
$1.05K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
654New |
$33.7K - $34.3K
|
654
$29.9K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
30New |
$1.55K - $1.58K
|
30
$1.37K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8+ 38.1% |
$413 - $420
|
29
$1.33K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
41.8KNew |
$2.16M - $2.19M
|
41.8K
$1.91M
|
|
Aug 06, 2024
Q2 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4New |
$206 - $210
|
4
$183
|
|
Jul 27, 2021
Q2 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$155 - $157
|
3
$137
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
2New |
$103 - $105
|
2
$91.5
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
11.9KNew |
$609K - $624K
|
11.9K
$542K
|