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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
590+ 3.93% |
$30.4K - $31K
|
15.6K
$714K
|
|
|
Nov 15, 2021
Q3 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
583+ 5.58% |
$30.1K - $30.6K
|
11K
$505K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
537+ 9.08% |
$27.7K - $28.2K
|
6.45K
$296K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
528+ 5.9% |
$27.2K - $27.7K
|
9.47K
$434K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
484+ 9.13% |
$25K - $25.4K
|
5.79K
$265K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
470+ 32.75% |
$24.2K - $24.7K
|
1.91K
$87.2K
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
419+ 7.3% |
$21.6K - $22K
|
6.16K
$282K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
402+ 78.82% |
$20.7K - $21.1K
|
912
$41.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
380+ 2.11% |
$19.6K - $20K
|
18.3K
$840K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
373New |
$19.2K - $19.6K
|
373
$17.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
370+ 2.07% |
$19.1K - $19.4K
|
18.2K
$836K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
363+ 6.56% |
$18.7K - $19.1K
|
5.89K
$270K
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
311+ 3.19% |
$16K - $16.3K
|
10.1K
$460K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
291+ 7.35% |
$15K - $15.3K
|
4.25K
$195K
|
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
287New |
$14.8K - $15.1K
|
287
$13.1K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
264+ 6.64% |
$13.6K - $13.9K
|
4.24K
$194K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
263+ 4383.33% |
$13.6K - $13.8K
|
269
$12.3K
|
|
|
Oct 08, 2021
Q3 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
225+ 2.32% |
$11.6K - $11.8K
|
9.94K
$455K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
193+ 2.76% |
$9.95K - $10.1K
|
7.18K
$329K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
180+ 7.27% |
$9.28K - $9.45K
|
2.66K
$122K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
143New |
$7.37K - $7.51K
|
143
$6.55K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
135+ 5.01% |
$6.96K - $7.09K
|
2.83K
$130K
|
|
|
Nov 15, 2021
Q3 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
111+ 0.59% |
$5.72K - $5.83K
|
19K
$868K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
78New |
$4.02K - $4.1K
|
78
$3.57K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
68New |
$3.51K - $3.57K
|
68
$3.11K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
65+ 9.94% |
$3.35K - $3.41K
|
719
$32.9K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
63+ 0.18% |
$3.25K - $3.31K
|
35.9K
$1.65M
|
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
BUY
|
- |
62+ 0.07% |
$3.2K - $3.26K
|
83.1K
$3.81M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
61New |
$3.15K - $3.2K
|
61
$2.79K
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
57+ 0.2% |
$2.94K - $2.99K
|
28.2K
$1.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
52+ 0.97% |
$2.68K - $2.73K
|
5.39K
$247K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
48New |
$2.48K - $2.52K
|
48
$2.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
44+ 0.42% |
$2.27K - $2.31K
|
10.4K
$477K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
42+ 13.08% |
$2.17K - $2.21K
|
363
$16.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
39+ 0.42% |
$2.01K - $2.05K
|
9.43K
$432K
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
39+ 0.15% |
$2.01K - $2.05K
|
26.1K
$1.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
34+ 85.0% |
$1.75K - $1.79K
|
74
$3.39K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
33+ 0.17% |
$1.7K - $1.73K
|
19K
$869K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
30New |
$1.55K - $1.58K
|
30
$1.37K
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
24+ 0.16% |
$1.24K - $1.26K
|
15.3K
$700K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
18+ 0.2% |
$928 - $945
|
8.98K
$411K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14+ 0.27% |
$722 - $735
|
5.3K
$243K
|
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
13+ 0.31% |
$670 - $683
|
4.18K
$191K
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
11+ 0.22% |
$567 - $578
|
5.11K
$234K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8+ 38.1% |
$413 - $420
|
29
$1.33K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
7+ 0.19% |
$361 - $368
|
3.77K
$173K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6New |
$309 - $315
|
6
$275
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5+ 0.13% |
$258 - $263
|
3.92K
$180K
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
4+ 0.03% |
$206 - $210
|
13.9K
$635K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3+ 0.07% |
$155 - $158
|
4.36K
$200K
|