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 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.52K+ 30.33% |
$120K - $130K
|
10.8K
$496K
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.39K+ 0.46% |
$114K - $123K
|
517K
$23.7M
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.34K+ 34.87% |
$112K - $121K
|
9.06K
$415K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.3K+ 7.92% |
$110K - $119K
|
31.4K
$1.44M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.92K+ 30.53% |
$91.6K - $99.1K
|
8.2K
$376K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.74K+ 0.68% |
$82.9K - $89.7K
|
259K
$11.9M
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.68K+ 18.36% |
$80.2K - $86.8K
|
10.8K
$496K
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
BUY
|
- |
1.56K+ 14.32% |
$74.5K - $80.6K
|
12.5K
$571K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.52KNew |
$72.6K - $78.5K
|
1.52K
$69.6K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.52K+ 12.04% |
$72.5K - $78.4K
|
14.1K
$647K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.42KNew |
$67.9K - $73.5K
|
1.42K
$65.1K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 0.73% |
$61.6K - $66.6K
|
178K
$8.16M
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.24K+ 10.71% |
$59.4K - $64.3K
|
12.9K
$589K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.09K+ 10.18% |
$51.9K - $56.1K
|
11.8K
$538K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.08KNew |
$51.3K - $55.5K
|
1.08K
$49.2K
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.07K+ 16.77% |
$51.1K - $55.3K
|
7.46K
$342K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
981New |
$46.8K - $50.7K
|
981
$44.9K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
968+ 3.95% |
$46.2K - $50K
|
25.5K
$1.17M
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
962+ 4.57% |
$45.9K - $49.7K
|
22K
$1.01M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
945+ 3.88% |
$45.1K - $48.8K
|
25.3K
$1.16M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
879+ 11.07% |
$42K - $45.4K
|
8.82K
$404K
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
768+ 3.44% |
$36.7K - $39.7K
|
23.1K
$1.06M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
753+ 4.35% |
$36K - $38.9K
|
18.1K
$827K
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
701New |
$33.5K - $36.2K
|
701
$32.1K
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
611+ 7.03% |
$29.2K - $31.6K
|
9.3K
$426K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
580+ 1.8% |
$27.7K - $30K
|
32.7K
$1.5M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
573+ 39.93% |
$27.4K - $29.6K
|
2.01K
$92K
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
569New |
$27.2K - $29.4K
|
569
$26.1K
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
528+ 4.6% |
$25.2K - $27.3K
|
12K
$550K
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
454+ 2.35% |
$21.7K - $23.5K
|
19.8K
$905K
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
440+ 7.02% |
$21K - $22.7K
|
6.71K
$307K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
435+ 1.51% |
$20.8K - $22.5K
|
29.2K
$1.34M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
404+ 62.06% |
$19.3K - $20.9K
|
1.06K
$48.3K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
394+ 39400.0% |
$18.8K - $20.4K
|
395
$18.1K
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
390New |
$18.6K - $20.1K
|
390
$17.9K
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
328+ 45.05% |
$15.7K - $16.9K
|
1.06K
$48.4K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
256New |
$12.2K - $13.2K
|
256
$11.7K
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
255+ 0.71% |
$12.2K - $13.2K
|
36.3K
$1.66M
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
241New |
$11.5K - $12.5K
|
241
$11K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
198New |
$9.45K - $10.2K
|
198
$9.07K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
174+ 1.73% |
$8.31K - $8.99K
|
10.2K
$469K
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
160+ 0.3% |
$7.64K - $8.27K
|
53.1K
$2.43M
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
157+ 0.1% |
$7.5K - $8.11K
|
156K
$7.14M
|
|
Apr 14, 2022
Q1 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
150+ 1.36% |
$7.16K - $7.75K
|
11.2K
$513K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
143New |
$6.83K - $7.39K
|
143
$6.55K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
138+ 0.56% |
$6.59K - $7.13K
|
24.6K
$1.13M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
122+ 4.66% |
$5.83K - $6.3K
|
2.74K
$125K
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
107+ 0.61% |
$5.11K - $5.53K
|
17.5K
$803K
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
76+ 0.4% |
$3.63K - $3.93K
|
19K
$868K
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
71+ 2.51% |
$3.39K - $3.67K
|
2.9K
$133K
|