Purchases and Sales Made in Q3 2021 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.08MNew |
$365M - $372M
|
7.08M
$326M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.61MNew |
$186M - $190M
|
3.61M
$166M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.04M+ 15.99% |
$53.8M - $54.8M
|
7.57M
$349M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
603K+ 11.34% |
$31.1M - $31.7M
|
5.92M
$273M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
556KNew |
$28.7M - $29.2M
|
556K
$25.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
407KNew |
$21M - $21.4M
|
407K
$18.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
274K+ 3.15% |
$14.2M - $14.4M
|
8.99M
$414M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
215K+ 7.83% |
$11.1M - $11.3M
|
2.96M
$136M
|
|
|
Nov 15, 2021
Q3 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
173KNew |
$8.92M - $9.08M
|
173K
$7.97M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
148K+ 17.75% |
$7.66M - $7.8M
|
985K
$45.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
95.7K+ 19.41% |
$4.94M - $5.03M
|
589K
$27.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.5K+ 7.63% |
$4.82M - $4.91M
|
1.32M
$60.7M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
89.6KNew |
$4.62M - $4.7M
|
89.6K
$4.13M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
86.1K+ 111.1% |
$4.44M - $4.52M
|
164K
$7.54M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
73.9K+ 35527.88% |
$3.81M - $3.88M
|
74.1K
$3.41M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
71.2K+ 14.88% |
$3.67M - $3.74M
|
550K
$25.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
66.8K+ 1.61% |
$3.45M - $3.51M
|
4.23M
$195M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
48.6K+ 34.89% |
$2.5M - $2.55M
|
188K
$8.65M
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
42KNew |
$2.17M - $2.21M
|
42K
$1.93M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.2K+ 21.78% |
$1.92M - $1.95M
|
208K
$9.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
22.8K+ 2.13% |
$1.18M - $1.2M
|
1.09M
$50.4M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
21.7KNew |
$1.12M - $1.14M
|
21.7K
$997K
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21KNew |
$1.08M - $1.1M
|
21K
$967K
|
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
19.5KNew |
$1.01M - $1.02M
|
19.5K
$898K
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
19.2KNew |
$993K - $1.01M
|
19.2K
$887K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
19.1KNew |
$984K - $1M
|
19.1K
$879K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
18.4K+ 8.85% |
$951K - $968K
|
227K
$10.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15.4K+ 2053.33% |
$794K - $809K
|
16.2K
$744K
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
15KNew |
$774K - $788K
|
15K
$691K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
13.7K+ 5.82% |
$706K - $719K
|
249K
$11.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
12.9K+ 135.67% |
$666K - $678K
|
22.4K
$1.03M
|
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
12.6K+ 25.94% |
$649K - $661K
|
61.1K
$2.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.4K+ 4.83% |
$587K - $598K
|
247K
$11.4M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.92K+ 25.92% |
$511K - $521K
|
48.2K
$2.22M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.23K+ 84.04% |
$476K - $485K
|
20.2K
$931K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.71K+ 3.26% |
$449K - $457K
|
276K
$12.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
8.14KNew |
$420K - $427K
|
8.14K
$375K
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.84KNew |
$404K - $411K
|
7.84K
$361K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
7.16K+ 0.59% |
$369K - $376K
|
1.21M
$55.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
6.8K+ 4.5% |
$351K - $357K
|
158K
$7.28M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.84KNew |
$301K - $306K
|
5.84K
$269K
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
5.73KNew |
$295K - $301K
|
5.73K
$264K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.61K+ 11.34% |
$289K - $295K
|
55.1K
$2.54M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.31K+ 2.54% |
$274K - $279K
|
214K
$9.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
5.28K+ 1838.33% |
$272K - $277K
|
5.56K
$256K
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.22K+ 11.3% |
$269K - $274K
|
51.4K
$2.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
4.96KNew |
$256K - $260K
|
4.96K
$228K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.94KNew |
$255K - $259K
|
4.94K
$228K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.81KNew |
$248K - $253K
|
4.81K
$222K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.47KNew |
$231K - $235K
|
4.47K
$206K
|