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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.19KNew |
$145K - $151K
|
3.19K
$145K
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.54K+ 15.7% |
$69.9K - $72.7K
|
11.3K
$517K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.03K+ 7.59% |
$46.8K - $48.7K
|
14.6K
$665K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
945+ 16.34% |
$42.9K - $44.6K
|
6.73K
$306K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
531New |
$24.1K - $25.1K
|
531
$24.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
505New |
$22.9K - $23.9K
|
505
$23K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
333New |
$15.1K - $15.7K
|
333
$15.2K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
262New |
$11.9K - $12.4K
|
262
$11.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
118+ 0.76% |
$5.35K - $5.57K
|
15.6K
$709K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
29New |
$1.32K - $1.37K
|
29
$1.32K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
3+ 0.07% |
$136 - $142
|
4.37K
$199K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
284K+ 162.01% |
$12.9M - $13.4M
|
459K
$20.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
6.74KNew |
$306K - $318K
|
6.74K
$307K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.87KNew |
$267K - $277K
|
5.87K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.41KNew |
$155K - $161K
|
3.41K
$155K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.36K+ 2.96% |
$61.9K - $64.4K
|
47.4K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
256New |
$11.6K - $12.1K
|
256
$11.7K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
190New |
$8.63K - $8.97K
|
190
$8.65K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$2.86K - $2.97K
|
63
$2.87K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12New |
$545 - $567
|
12
$546
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4New |
$182 - $189
|
4
$182
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 7.5% |
$136 - $142
|
43
$1.96K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
10.5KNew |
$458K - $487K
|
10.5K
$479K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.74KNew |
$423K - $450K
|
9.74K
$443K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
9.54KNew |
$415K - $441K
|
9.54K
$434K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
8.13KNew |
$353K - $376K
|
8.13K
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.45KNew |
$280K - $298K
|
6.45K
$294K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
5.93KNew |
$258K - $274K
|
5.93K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.59KNew |
$243K - $259K
|
5.59K
$255K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
5.23KNew |
$227K - $242K
|
5.23K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
4.66KNew |
$202K - $215K
|
4.66K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
4.63KNew |
$201K - $214K
|
4.63K
$211K
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.48KNew |
$195K - $207K
|
4.48K
$204K
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
4.4KNew |
$191K - $203K
|
4.4K
$200K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
4.03K+ 1975.0% |
$175K - $186K
|
4.23K
$193K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
676New |
$29.4K - $31.3K
|
676
$30.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
598+ 10.58% |
$26K - $27.7K
|
6.25K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
320New |
$13.9K - $14.8K
|
320
$14.6K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
312New |
$13.6K - $14.4K
|
312
$14.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
292+ 100.0% |
$12.7K - $13.5K
|
584
$26.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
204New |
$8.87K - $9.43K
|
204
$9.29K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
154+ 181.18% |
$6.7K - $7.12K
|
239
$10.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
64New |
$2.78K - $2.96K
|
64
$2.91K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
51+ 1.05% |
$2.22K - $2.36K
|
4.91K
$224K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
25New |
$1.09K - $1.16K
|
25
$1.14K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
10New |
$435 - $462
|
10
$455
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
7New |
$304 - $324
|
7
$319
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
897KNew |
$39.4M - $42.4M
|
897K
$40.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Investment Management Associates Inc
|
BUY
|
- |
91.6KNew |
$4.02M - $4.32M
|
91.6K
$4.17M
|
|