Purchases and Sales Made in Q3 2024 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
898K+ 5.25% |
$40.9M - $42M
|
18M
$829M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
239K+ 167.98% |
$10.9M - $11.2M
|
381K
$17.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
238K+ 22.41% |
$10.8M - $11.1M
|
1.3M
$59.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
112KNew |
$5.13M - $5.26M
|
112K
$5.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
90.2K+ 63.18% |
$4.11M - $4.22M
|
233K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
82.9KNew |
$3.78M - $3.88M
|
82.9K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79.7K+ 1.76% |
$3.63M - $3.73M
|
4.6M
$212M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78.3K+ 34.15% |
$3.57M - $3.67M
|
308K
$14.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
67.2K+ 4.09% |
$3.06M - $3.14M
|
1.71M
$78.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.4K+ 5.55% |
$2.39M - $2.45M
|
996K
$45.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
46.9K+ 23.38% |
$2.14M - $2.2M
|
247K
$11.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41.1K+ 17.88% |
$1.87M - $1.92M
|
271K
$12.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
40.4K+ 10.87% |
$1.84M - $1.89M
|
411K
$18.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
38.5K+ 41.57% |
$1.75M - $1.8M
|
131K
$6.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
35.9K+ 809.31% |
$1.64M - $1.68M
|
40.3K
$1.86M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.2KNew |
$1.6M - $1.65M
|
35.2K
$1.62M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.7KNew |
$1.58M - $1.63M
|
34.7K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.8K+ 2.42% |
$1.36M - $1.39M
|
1.26M
$58.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
29K+ 113.68% |
$1.32M - $1.36M
|
54.5K
$2.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.2K+ 21.82% |
$1.01M - $1.04M
|
124K
$5.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
21KNew |
$956K - $982K
|
21K
$965K
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
20.5K+ 58.35% |
$935K - $960K
|
55.6K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
19.3KNew |
$879K - $903K
|
19.3K
$888K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16.7KNew |
$763K - $784K
|
16.7K
$771K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16K+ 4.5% |
$728K - $747K
|
371K
$17.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 24.6% |
$712K - $731K
|
79K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 7.7% |
$688K - $707K
|
211K
$9.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.3K+ 44.82% |
$606K - $622K
|
43K
$1.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
13KNew |
$593K - $609K
|
13K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.7K+ 0.11% |
$581K - $597K
|
11.5M
$531M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
10.8K+ 164.12% |
$491K - $505K
|
17.3K
$799K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
10.4K+ 13.19% |
$473K - $486K
|
89K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.3KNew |
$470K - $483K
|
10.3K
$475K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.47K+ 42.16% |
$432K - $444K
|
31.9K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.06KNew |
$413K - $424K
|
9.06K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.39KNew |
$383K - $393K
|
8.39K
$386K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.45K+ 7.76% |
$340K - $349K
|
104K
$4.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.31K+ 65.75% |
$333K - $342K
|
18.4K
$849K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
6.88K+ 3.69% |
$314K - $322K
|
193K
$8.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.88KNew |
$314K - $322K
|
6.88K
$317K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.87KNew |
$313K - $322K
|
6.87K
$316K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.68K+ 4.85% |
$305K - $313K
|
144K
$6.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6.61KNew |
$301K - $309K
|
6.61K
$304K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
6.37K+ 14.81% |
$291K - $298K
|
49.4K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.16KNew |
$281K - $289K
|
6.16K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.52KNew |
$252K - $259K
|
5.52K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.17KNew |
$236K - $242K
|
5.17K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.11K+ 68.22% |
$233K - $239K
|
12.6K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.75KNew |
$217K - $222K
|
4.75K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
4.66KNew |
$212K - $218K
|
4.66K
$214K
|