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 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-339- 4.32% |
$15.5K - $15.9K
|
7.52K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-357- 0.9% |
$16.3K - $16.7K
|
39.3K
$1.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-378- 2.28% |
$17.2K - $17.7K
|
16.2K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-396- 7.03% |
$18.1K - $18.5K
|
5.23K
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-400- 1.39% |
$18.2K - $18.7K
|
28.5K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-400- 3.34% |
$18.2K - $18.7K
|
11.6K
$530K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-481- 8.82% |
$21.9K - $22.5K
|
4.97K
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-501- 2.15% |
$22.8K - $23.5K
|
22.8K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-515- 2.09% |
$23.5K - $24.1K
|
24.1K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-540- 13.28% |
$24.6K - $25.3K
|
3.53K
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-591- 2.94% |
$26.9K - $27.7K
|
19.5K
$894K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-609- 6.65% |
$27.8K - $28.5K
|
8.55K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-618- 3.91% |
$28.2K - $28.9K
|
15.2K
$696K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-625- 1.02% |
$28.5K - $29.3K
|
60.6K
$2.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-728- 99.86% |
$33.2K - $34.1K
|
1
$45.8
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-752- 5.47% |
$34.3K - $35.2K
|
13K
$596K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-850- 6.39% |
$38.8K - $39.8K
|
12.5K
$570K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-883- 4.22% |
$40.3K - $41.4K
|
20K
$917K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-932- 5.37% |
$42.5K - $43.6K
|
16.4K
$752K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-943- 9.92% |
$43K - $44.2K
|
8.56K
$392K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.12K- 1.15% |
$51K - $52.4K
|
95.8K
$4.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 0.35% |
$54.7K - $56.2K
|
340K
$15.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.21K- 10.61% |
$55.3K - $56.8K
|
10.2K
$468K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.28K- 5.04% |
$58.3K - $59.8K
|
24.1K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 3.4% |
$59.3K - $60.9K
|
36.9K
$1.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.43K- 6.98% |
$65.4K - $67.2K
|
19.1K
$876K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.47K- 19.85% |
$67.2K - $69K
|
5.95K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.52K- 0.84% |
$69.4K - $71.3K
|
179K
$8.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 0.48% |
$72K - $73.9K
|
326K
$14.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.59K- 17.77% |
$72.4K - $74.3K
|
7.34K
$336K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.6K- 26.12% |
$72.9K - $74.8K
|
4.52K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.65K- 24.42% |
$75.1K - $77.1K
|
5.1K
$233K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.73K- 18.04% |
$79.1K - $81.2K
|
7.88K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.74K- 7.31% |
$79.3K - $81.5K
|
22K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.74K- 3.79% |
$79.3K - $81.5K
|
44.1K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.07K- 14.46% |
$94.4K - $97K
|
12.3K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.17K- 2.16% |
$98.8K - $101K
|
98.3K
$4.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.21K- 3.97% |
$101K - $104K
|
53.5K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.23K- 0.62% |
$101K - $104K
|
354K
$16.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.49K- 3.98% |
$113K - $116K
|
60K
$2.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.56K- 10.95% |
$117K - $120K
|
20.8K
$953K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.72K- 2.33% |
$124K - $127K
|
114K
$5.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.85K- 1.96% |
$130K - $134K
|
143K
$6.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.02K- 29.32% |
$138K - $141K
|
7.28K
$333K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.18K- 19.62% |
$145K - $149K
|
13K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3.3K- 7.82% |
$151K - $155K
|
39K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.38K- 42.52% |
$154K - $158K
|
4.57K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.38K- 14.08% |
$154K - $158K
|
20.6K
$944K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.57K- 12.83% |
$163K - $167K
|
24.2K
$1.11M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.83K- 40.6% |
$175K - $179K
|
5.61K
$257K
|