Purchases and Sales Made in Q1 2024 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.5KNew |
$209K - $212K
|
4.5K
$207K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.42K+ 3.51% |
$205K - $208K
|
130K
$5.99M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.28K+ 29.65% |
$199K - $202K
|
18.7K
$861K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.04K+ 60.42% |
$187K - $190K
|
10.7K
$492K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
3.63K+ 4.08% |
$169K - $171K
|
92.5K
$4.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.62K+ 7.68% |
$168K - $170K
|
50.8K
$2.33M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.48K+ 2.63% |
$161K - $164K
|
136K
$6.24M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
2.78K+ 7.34% |
$129K - $131K
|
40.6K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.66K+ 102.03% |
$123K - $125K
|
5.26K
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.65K+ 12.57% |
$123K - $125K
|
23.7K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.33K+ 0.79% |
$108K - $110K
|
298K
$13.7M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.69K+ 31.95% |
$78.2K - $79.3K
|
6.96K
$320K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.44K+ 5.93% |
$66.7K - $67.6K
|
25.7K
$1.18M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.25K+ 5.98% |
$58.2K - $59K
|
22.2K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.24K+ 0.82% |
$57.4K - $58.2K
|
152K
$6.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.22K+ 3.56% |
$56.5K - $57.3K
|
35.4K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 4.9% |
$56.4K - $57.2K
|
26K
$1.2M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.16K+ 2.41% |
$54K - $54.7K
|
49.4K
$2.27M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.14K+ 0.87% |
$52.7K - $53.5K
|
132K
$6.05M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.08K+ 1.65% |
$50.3K - $51K
|
66.9K
$3.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.08KNew |
$50.2K - $50.9K
|
1.08K
$49.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.07K+ 11.97% |
$49.8K - $50.5K
|
10K
$461K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.02K+ 85.65% |
$47.1K - $47.8K
|
2.2K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
958+ 3.52% |
$44.5K - $45.1K
|
28.2K
$1.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
895+ 16.19% |
$41.6K - $42.1K
|
6.42K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
873+ 3.84% |
$40.5K - $41.1K
|
23.6K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
834+ 0.57% |
$38.7K - $39.3K
|
147K
$6.74M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
816+ 1.54% |
$37.9K - $38.4K
|
53.7K
$2.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
729New |
$33.8K - $34.3K
|
729
$33.5K
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
708+ 2.07% |
$32.9K - $33.3K
|
34.9K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
668+ 5.02% |
$31K - $31.4K
|
14K
$642K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
630New |
$29.3K - $29.7K
|
630
$28.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
529+ 21.74% |
$24.6K - $24.9K
|
2.96K
$136K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
524+ 2.46% |
$24.3K - $24.7K
|
21.8K
$1M
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
472+ 1.78% |
$21.9K - $22.2K
|
27K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
455+ 40.27% |
$21.1K - $21.4K
|
1.59K
$72.8K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
435+ 5.2% |
$20.2K - $20.5K
|
8.8K
$404K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
370+ 4.11% |
$17.2K - $17.4K
|
9.37K
$430K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
365+ 17.81% |
$16.9K - $17.2K
|
2.41K
$111K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
342+ 0.87% |
$15.9K - $16.1K
|
39.8K
$1.83M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
318+ 12.97% |
$14.8K - $15K
|
2.77K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
300+ 6.14% |
$13.9K - $14.1K
|
5.19K
$238K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
293+ 1.3% |
$13.6K - $13.8K
|
22.9K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
285New |
$13.2K - $13.4K
|
285
$13.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
263+ 1.3% |
$12.2K - $12.4K
|
20.5K
$940K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
248+ 4.23% |
$11.5K - $11.7K
|
6.1K
$280K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
241+ 1.23% |
$11.2K - $11.3K
|
19.9K
$914K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
221+ 2.3% |
$10.3K - $10.4K
|
9.83K
$452K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
219+ 117.11% |
$10.2K - $10.3K
|
406
$18.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
215+ 3.5% |
$9.98K - $10.1K
|
6.37K
$293K
|