Purchases and Sales Made in Q3 2023 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q3 2023. 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 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
250+ 1.72% |
$10.9K - $11.6K
|
14.8K
$672K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
205+ 34.17% |
$8.95K - $9.53K
|
805
$36.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
172New |
$7.51K - $8K
|
172
$7.83K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
140+ 0.29% |
$6.11K - $6.51K
|
47.9K
$2.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
134+ 0.59% |
$5.85K - $6.23K
|
22.9K
$1.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
118New |
$5.15K - $5.49K
|
118
$5.37K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
84New |
$3.67K - $3.91K
|
84
$3.82K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
78+ 31.08% |
$3.41K - $3.63K
|
329
$15K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
73+ 1.18% |
$3.19K - $3.39K
|
6.28K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
51+ 0.62% |
$2.23K - $2.37K
|
8.26K
$376K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
43New |
$1.88K - $2K
|
43
$1.96K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
43+ 2150.0% |
$1.88K - $2K
|
45
$2.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
39+ 0.61% |
$1.7K - $1.81K
|
6.42K
$292K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
34+ 3400.0% |
$1.48K - $1.58K
|
35
$1.59K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
20+ 64.52% |
$873 - $930
|
51
$2.32K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
20+ 64.52% |
$873 - $930
|
51
$2.32K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
19+ 0.27% |
$830 - $883
|
6.96K
$317K
|
|
|
Nov 07, 2023
Q3 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
16+ 0.3% |
$699 - $744
|
5.43K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15New |
$655 - $697
|
15
$683
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14+ 0.19% |
$611 - $651
|
7.2K
$328K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13New |
$568 - $604
|
13
$592
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9+ 0.07% |
$393 - $418
|
13.4K
$608K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9New |
$393 - $418
|
9
$410
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
9+ 0.26% |
$393 - $418
|
3.41K
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 0.14% |
$349 - $372
|
5.7K
$259K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8New |
$349 - $372
|
8
$364
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6+ 3.02% |
$262 - $279
|
205
$9.33K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 0.66% |
$218 - $232
|
757
$34.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.12% |
$218 - $232
|
4.02K
$183K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.05% |
$175 - $186
|
7.71K
$351K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
4+ 0.01% |
$175 - $186
|
38.8K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2+ 100.0% |
$87.3 - $93
|
4
$182
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.57% |
$2.84K - $3.02K
|
11.3K
$513K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-71- 0.12% |
$3.1K - $3.3K
|
58.1K
$2.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-91- 66.91% |
$3.97K - $4.23K
|
45
$2.05K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-152- 2.05% |
$6.64K - $7.07K
|
7.25K
$330K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-172- 1.24% |
$7.51K - $8K
|
13.8K
$626K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-174- 6.63% |
$7.6K - $8.09K
|
2.45K
$111K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-207- 2.86% |
$9.04K - $9.62K
|
7.03K
$320K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-252- 1.93% |
$11K - $11.7K
|
12.8K
$584K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-318- 2.25% |
$13.9K - $14.8K
|
13.8K
$629K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-468- 54.1% |
$20.4K - $21.8K
|
397
$18.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-475- 2.51% |
$20.7K - $22.1K
|
18.5K
$840K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-488- 26.36% |
$21.3K - $22.7K
|
1.36K
$62K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-493- 2.38% |
$21.5K - $22.9K
|
20.2K
$920K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-530- 5.64% |
$23.1K - $24.6K
|
8.86K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-534- 2.41% |
$23.3K - $24.8K
|
21.6K
$985K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-537- 2.11% |
$23.5K - $25K
|
24.9K
$1.13M
|