Latest Institutional Sells of Spdr Nuveen Bloomberg Municipa (TFI)
This list provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Municipa (TFI) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.09K- 13.25% |
$46.8K - $51.3K
|
7.13K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-600- 4.44% |
$25.8K - $28.3K
|
12.9K
$591K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-381- 5.47% |
$16.4K - $18K
|
6.58K
$301K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-381- 31.31% |
$16.4K - $18K
|
836
$38.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-376- 6.64% |
$16.2K - $17.7K
|
5.29K
$242K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-375- 4.36% |
$16.1K - $17.7K
|
8.23K
$377K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-205- 25.47% |
$8.83K - $9.66K
|
600
$27.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-100- 1.51% |
$4.31K - $4.71K
|
6.5K
$297K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-38- 0.26% |
$1.64K - $1.79K
|
14.7K
$674K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 75.0% |
$129 - $141
|
1
$45.7
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-48.8K- 52.58% |
$2.13M - $2.27M
|
44K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-27.3K- 82.12% |
$1.19M - $1.27M
|
5.94K
$272K
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-10.1K- 99.99% |
$441K - $469K
|
1
$45.7
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-8.18K- 55.74% |
$357K - $380K
|
6.5K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.45K- 51.47% |
$325K - $346K
|
7.02K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-6.48K- 29.72% |
$283K - $301K
|
15.3K
$701K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.02KClosed |
$44.4K - $47.2K
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-711- 6.46% |
$31K - $33.1K
|
10.3K
$471K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-534- 2.41% |
$23.3K - $24.8K
|
21.6K
$990K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-530- 5.64% |
$23.1K - $24.6K
|
8.86K
$405K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-488- 26.36% |
$21.3K - $22.7K
|
1.36K
$62.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-172- 1.24% |
$7.51K - $8K
|
13.8K
$629K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-152- 2.05% |
$6.64K - $7.07K
|
7.25K
$332K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-108K- 27.43% |
$4.9M - $5.1M
|
286K
$13.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-33.7K- 71.95% |
$1.53M - $1.59M
|
13.1K
$600K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23.5K- 81.26% |
$1.07M - $1.11M
|
5.43K
$248K
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-2.97K- 3.74% |
$135K - $140K
|
76.3K
$3.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1K- 2.83% |
$45.4K - $47.2K
|
34.3K
$1.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-595- 95.81% |
$27K - $28.1K
|
26
$1.19K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-574- 35.13% |
$26K - $27.1K
|
1.06K
$48.5K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-440- 5.62% |
$20K - $20.8K
|
7.39K
$338K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-400- 6.23% |
$18.1K - $18.9K
|
6.02K
$275K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-327Closed |
$14.8K - $15.4K
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-174- 4.05% |
$7.89K - $8.22K
|
4.12K
$189K
|
|
| Q1 2023 | |||||||
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8.14K- 97.02% |
$370K - $384K
|
250
$11.4K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-947- 9.44% |
$43K - $44.7K
|
9.09K
$416K
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-526- 5.53% |
$23.9K - $24.8K
|
8.99K
$411K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-389- 93.96% |
$17.7K - $18.4K
|
25
$1.14K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-80- 1.12% |
$3.63K - $3.78K
|
7.08K
$324K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-79- 87.78% |
$3.59K - $3.73K
|
11
$503
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-22Closed |
$999 - $1.04K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-71.5K- 40.1% |
$3.11M - $3.3M
|
107K
$4.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-22.3K- 62.43% |
$971K - $1.03M
|
13.4K
$615K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-20.1KClosed |
$874K - $929K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-20K- 70.1% |
$872K - $927K
|
8.55K
$391K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-15.8KClosed |
$685K - $729K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.29K- 57.74% |
$56.1K - $59.6K
|
944
$43.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-750- 38.66% |
$32.6K - $34.7K
|
1.19K
$54.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-580- 3.74% |
$25.2K - $26.8K
|
14.9K
$683K
|
|