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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
147+ 1.25% |
$6.7K - $6.88K
|
11.9K
$550K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
112New |
$5.11K - $5.24K
|
112
$5.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
110+ 0.48% |
$5.02K - $5.15K
|
23K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
97+ 0.49% |
$4.42K - $4.54K
|
19.9K
$918K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
93+ 1.91% |
$4.24K - $4.36K
|
4.97K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
85+ 0.42% |
$3.88K - $3.98K
|
20.4K
$942K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
78+ 0.34% |
$3.56K - $3.65K
|
22.7K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
75New |
$3.42K - $3.51K
|
75
$3.45K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
74+ 0.4% |
$3.37K - $3.47K
|
18.7K
$860K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
59+ 81.94% |
$2.69K - $2.76K
|
131
$6.03K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 14.92% |
$2.14K - $2.2K
|
362
$16.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
42+ 0.63% |
$1.92K - $1.97K
|
6.74K
$310K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
32+ 0.64% |
$1.46K - $1.5K
|
5.06K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
20New |
$912 - $937
|
20
$921
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
19+ 0.1% |
$866 - $890
|
18.4K
$847K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14New |
$638 - $656
|
14
$645
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12New |
$547 - $562
|
12
$553
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
11+ 0.46% |
$502 - $515
|
2.41K
$111K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11New |
$502 - $515
|
11
$507
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.82% |
$456 - $468
|
1.23K
$56.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.11% |
$410 - $421
|
8.33K
$383K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
6+ 0.11% |
$274 - $281
|
5.62K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6+ 0.05% |
$274 - $281
|
11.2K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5+ 0.02% |
$228 - $234
|
20.1K
$924K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 0.66% |
$228 - $234
|
766
$35.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.78% |
$137 - $140
|
388
$17.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2New |
$91.2 - $93.7
|
2
$92.1
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.01% |
$91.2 - $93.7
|
31.5K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.52% |
$45.6 - $46.8
|
194
$8.94K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$45.6 - $46.8
|
1
$46.1
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1- 0.04% |
$45.6 - $46.8
|
2.67K
$123K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 7.14% |
$45.6 - $46.8
|
13
$599
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14- 0.09% |
$638 - $656
|
16.3K
$751K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-21- 0.34% |
$958 - $983
|
6.21K
$286K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-22- 0.93% |
$1K - $1.03K
|
2.34K
$108K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 31.0% |
$1.41K - $1.45K
|
69
$3.18K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-51- 0.6% |
$2.33K - $2.39K
|
8.43K
$388K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-62- 0.97% |
$2.83K - $2.9K
|
6.3K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-73- 42.69% |
$3.33K - $3.42K
|
98
$4.51K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-79- 1.25% |
$3.6K - $3.7K
|
6.26K
$288K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-90- 0.74% |
$4.1K - $4.21K
|
12K
$553K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-110- 11.93% |
$5.02K - $5.15K
|
812
$37.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-135- 0.13% |
$6.16K - $6.32K
|
102K
$4.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-147- 39.3% |
$6.7K - $6.88K
|
227
$10.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-159- 2.05% |
$7.25K - $7.45K
|
7.6K
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-181- 3.03% |
$8.25K - $8.48K
|
5.8K
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-199- 4.11% |
$9.07K - $9.32K
|
4.65K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-200- 1.0% |
$9.12K - $9.37K
|
19.8K
$911K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-250- 5.49% |
$11.4K - $11.7K
|
4.3K
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-300- 0.84% |
$13.7K - $14K
|
35.5K
$1.64M
|