Purchases and Sales Made in Q1 2022 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG MUNICIPA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
14.9KNew |
$714K - $772K
|
14.9K
$689K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
14.8KNew |
$707K - $765K
|
14.8K
$682K
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
14.6K+ 195.32% |
$696K - $753K
|
22K
$1.02M
|
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
14.5KNew |
$693K - $749K
|
14.5K
$668K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
14.5KNew |
$692K - $749K
|
14.5K
$668K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.7K+ 95.72% |
$561K - $607K
|
24K
$1.11M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 13.15% |
$558K - $604K
|
101K
$4.63M
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
11.1K+ 30.69% |
$528K - $572K
|
47.1K
$2.17M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
11KNew |
$525K - $568K
|
11K
$507K
|
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
BUY
|
- |
10.8K+ 30.55% |
$516K - $558K
|
46.2K
$2.13M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$491K - $532K
|
10.3K
$474K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
10.1K+ 22.91% |
$481K - $520K
|
54.1K
$2.49M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.93K+ 13.12% |
$474K - $513K
|
85.6K
$3.94M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.45K+ 43.93% |
$451K - $488K
|
31K
$1.43M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
9.2KNew |
$439K - $475K
|
9.2K
$424K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.2KNew |
$392K - $424K
|
8.2K
$378K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
7.84KNew |
$375K - $405K
|
7.84K
$361K
|
|
|
Apr 27, 2022
Q1 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
7.68K+ 8.39% |
$367K - $397K
|
99.3K
$4.57M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.49K+ 142.13% |
$358K - $387K
|
12.8K
$588K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.41KNew |
$354K - $383K
|
7.41K
$341K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.27K+ 60.26% |
$347K - $375K
|
19.3K
$890K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.16KNew |
$342K - $370K
|
7.16K
$330K
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
7.12KNew |
$340K - $368K
|
7.12K
$328K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.85KNew |
$327K - $354K
|
6.85K
$315K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.7K+ 38.9% |
$320K - $346K
|
23.9K
$1.1M
|
|
|
Apr 25, 2022
Q1 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
6.5K+ 10.75% |
$310K - $336K
|
67K
$3.08M
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.39KNew |
$305K - $330K
|
6.39K
$294K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.35KNew |
$303K - $328K
|
6.35K
$292K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.14K+ 146.25% |
$293K - $317K
|
10.3K
$476K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.11K+ 70.63% |
$292K - $315K
|
14.8K
$680K
|
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.68K+ 15.6% |
$271K - $293K
|
42.1K
$1.94M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.65KNew |
$270K - $292K
|
5.65K
$260K
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
5.45K+ 12.68% |
$260K - $281K
|
48.4K
$2.23M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.39K+ 37.71% |
$257K - $278K
|
19.7K
$906K
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.05KNew |
$241K - $261K
|
5.05K
$232K
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.94K+ 58.54% |
$236K - $255K
|
13.4K
$617K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
4.75KNew |
$227K - $245K
|
4.75K
$219K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.47K+ 2.05% |
$213K - $231K
|
223K
$10.3M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.39KNew |
$210K - $227K
|
4.39K
$202K
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.25KNew |
$203K - $220K
|
4.25K
$196K
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.01K+ 5.43% |
$192K - $207K
|
77.9K
$3.59M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.76K+ 5.86% |
$179K - $194K
|
67.8K
$3.12M
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
3.35K+ 5.84% |
$160K - $173K
|
60.7K
$2.79M
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
3.31K+ 27.87% |
$158K - $171K
|
15.2K
$699K
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.22K+ 16.88% |
$154K - $166K
|
22.3K
$1.03M
|
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3.18K+ 71.69% |
$152K - $164K
|
7.61K
$351K
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.14K+ 1.94% |
$150K - $162K
|
165K
$7.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
3KNew |
$143K - $155K
|
3K
$138K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.9K+ 41.82% |
$138K - $150K
|
9.84K
$453K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.89K+ 127.63% |
$138K - $149K
|
5.15K
$237K
|