Purchases and Sales Made in Q3 2022 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
26.5K+ 15.51% |
$1.16M - $1.25M
|
197K
$9.04M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
25.9K+ 142.36% |
$1.14M - $1.22M
|
44.2K
$2.02M
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
24.4K+ 128.15% |
$1.07M - $1.15M
|
43.5K
$1.99M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.9K+ 433.42% |
$1.05M - $1.13M
|
29.4K
$1.35M
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
23.8K+ 22.48% |
$1.05M - $1.12M
|
130K
$5.94M
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
23.7K+ 30.52% |
$1.04M - $1.12M
|
101K
$4.64M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
23.6KNew |
$1.03M - $1.11M
|
23.6K
$1.08M
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
23.3K+ 116.66% |
$1.02M - $1.1M
|
43.3K
$1.98M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23.2K+ 17.94% |
$1.02M - $1.1M
|
153K
$6.99M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
22.6K+ 36.29% |
$991K - $1.06M
|
84.7K
$3.88M
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
21.2K+ 29.2% |
$930K - $1M
|
93.7K
$4.29M
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
21K+ 49.89% |
$922K - $992K
|
63.1K
$2.89M
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
BUY
|
- |
20.3K+ 36.64% |
$892K - $959K
|
75.7K
$3.47M
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
17.8K+ 109.2% |
$782K - $840K
|
34.1K
$1.56M
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
17K+ 233.19% |
$747K - $803K
|
24.3K
$1.11M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
15.8KNew |
$692K - $744K
|
15.8K
$722K
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
13.5K+ 113.89% |
$591K - $635K
|
25.3K
$1.16M
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
12.3KNew |
$542K - $582K
|
12.3K
$565K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
12KNew |
$527K - $567K
|
12K
$550K
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
12KNew |
$527K - $567K
|
12K
$550K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.6K+ 98.86% |
$508K - $546K
|
23.3K
$1.07M
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
BUY
|
- |
11K+ 32.11% |
$483K - $519K
|
45.3K
$2.07M
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
11K+ 31.24% |
$483K - $519K
|
46.2K
$2.12M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10.9KNew |
$477K - $513K
|
10.9K
$497K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 26.6% |
$467K - $502K
|
50.6K
$2.32M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
10.2K+ 34.48% |
$449K - $483K
|
39.9K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.98KNew |
$438K - $471K
|
9.98K
$457K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.52K+ 5.8% |
$418K - $449K
|
174K
$7.95M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.19K+ 24.03% |
$360K - $387K
|
42.3K
$1.94M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.08KNew |
$311K - $334K
|
7.08K
$324K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.88K+ 26.32% |
$302K - $325K
|
33K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.57KNew |
$289K - $310K
|
6.57K
$301K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.57K+ 38.67% |
$288K - $310K
|
23.5K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.53KNew |
$287K - $308K
|
6.53K
$299K
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.44KNew |
$283K - $304K
|
6.44K
$295K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.31KNew |
$277K - $298K
|
6.31K
$289K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.97K+ 48.23% |
$262K - $282K
|
18.4K
$841K
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
5.89K+ 88.72% |
$258K - $278K
|
12.5K
$573K
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.74KNew |
$252K - $271K
|
5.74K
$263K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.71K+ 2.22% |
$251K - $270K
|
263K
$12M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.69KNew |
$250K - $269K
|
5.69K
$261K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.56KNew |
$244K - $262K
|
5.56K
$255K
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
5.35KNew |
$235K - $253K
|
5.35K
$245K
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.33KNew |
$234K - $251K
|
5.33K
$244K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.96K+ 3.25% |
$218K - $234K
|
157K
$7.21M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.96K+ 25.48% |
$218K - $234K
|
24.4K
$1.12M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.86KNew |
$213K - $229K
|
4.86K
$223K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.65KNew |
$204K - $220K
|
4.65K
$213K
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4.53KNew |
$199K - $214K
|
4.53K
$207K
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
4.52K+ 10.85% |
$198K - $213K
|
46.2K
$2.11M
|