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 13, 2022
Q3 2022
|
Peterson Wealth Management
|
BUY
|
- |
14+ 0.14% |
$615 - $661
|
9.74K
$449K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7+ 0.05% |
$307 - $330
|
14.6K
$673K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6New |
$264 - $283
|
6
$276
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5+ 0.1% |
$220 - $236
|
5.25K
$242K
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.03% |
$132 - $142
|
9.37K
$432K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.41% |
$43.9 - $47.2
|
245
$11.3K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.39% |
$43.9 - $47.2
|
257
$11.8K
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 1.17% |
$132 - $142
|
254
$11.7K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-29- 0.27% |
$1.27K - $1.37K
|
10.8K
$496K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-30- 0.2% |
$1.32K - $1.42K
|
15.1K
$694K
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 0.65% |
$2.2K - $2.36K
|
7.67K
$353K
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-75- 0.94% |
$3.29K - $3.54K
|
7.95K
$366K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-91- 51.7% |
$4K - $4.3K
|
85
$3.92K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-100- 12.5% |
$4.39K - $4.72K
|
700
$32.2K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-116- 0.92% |
$5.09K - $5.48K
|
12.5K
$574K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-122- 49.39% |
$5.36K - $5.76K
|
125
$5.76K
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-130- 2.22% |
$5.71K - $6.14K
|
5.72K
$264K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-131- 39.94% |
$5.75K - $6.18K
|
197
$9.07K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 11.43% |
$8.78K - $9.44K
|
1.55K
$71.4K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-240- 4.02% |
$10.5K - $11.3K
|
5.73K
$264K
|
|
Jan 24, 2023
Q3 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-256- 55.65% |
$11.2K - $12.1K
|
204
$9.4K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-303Closed |
$13.3K - $14.3K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-336- 31.79% |
$14.8K - $15.9K
|
721
$33.2K
|
|
Nov 09, 2022
Q3 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-349- 2.27% |
$15.3K - $16.5K
|
15.1K
$694K
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-383- 5.9% |
$16.8K - $18.1K
|
6.11K
$281K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-447- 21.92% |
$19.6K - $21.1K
|
1.59K
$73.3K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-467- 2.56% |
$20.5K - $22K
|
17.8K
$819K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-837- 87.64% |
$36.8K - $39.5K
|
118
$5.44K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-886- 14.61% |
$38.9K - $41.8K
|
5.18K
$238K
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-917- 2.01% |
$40.3K - $43.3K
|
44.6K
$2.05M
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1K- 1.8% |
$43.9K - $47.2K
|
54.7K
$2.52M
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-1.02K- 10.19% |
$44.6K - $48K
|
8.96K
$413K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 10.31% |
$48.3K - $51.9K
|
9.57K
$441K
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-1.16K- 40.93% |
$50.9K - $54.8K
|
1.67K
$77.1K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.26K- 58.83% |
$55.5K - $59.6K
|
884
$40.7K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.34K- 16.07% |
$58.9K - $63.3K
|
7K
$323K
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.36K- 17.3% |
$59.7K - $64.2K
|
6.5K
$299K
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-1.5K- 13.64% |
$65.9K - $70.8K
|
9.5K
$438K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.57K- 20.01% |
$68.9K - $74K
|
6.27K
$289K
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.73K- 2.8% |
$75.9K - $81.6K
|
60.1K
$2.77M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.04K- 0.79% |
$89.7K - $96.4K
|
255K
$11.7M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.23K- 28.09% |
$97.7K - $105K
|
5.7K
$262K
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.24K- 2.84% |
$98.5K - $106K
|
76.7K
$3.53M
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.25K- 25.18% |
$99K - $106K
|
6.69K
$308K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.51K- 29.8% |
$110K - $118K
|
5.91K
$272K
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.52K- 11.42% |
$111K - $119K
|
19.6K
$901K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.69K- 0.71% |
$118K - $127K
|
376K
$17.3M
|
|
Nov 09, 2022
Q3 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.98K- 21.37% |
$131K - $141K
|
11K
$505K
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3K- 33.33% |
$132K - $142K
|
6K
$276K
|