Purchases and Sales Made in Q4 2022 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-22.8K- 39.3% |
$993K - $1.06M
|
35.3K
$1.61M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-23.5K- 15.16% |
$1.02M - $1.09M
|
132K
$6M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23.6K- 9.26% |
$1.03M - $1.09M
|
231K
$10.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-25.3K- 72.64% |
$1.1M - $1.17M
|
9.52K
$433K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-25.9K- 20.02% |
$1.13M - $1.2M
|
104K
$4.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-30.7K- 36.26% |
$1.34M - $1.42M
|
54K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-30.8K- 65.74% |
$1.34M - $1.43M
|
16.1K
$731K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.3K- 16.55% |
$1.54M - $1.63M
|
178K
$8.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37K- 18.97% |
$1.61M - $1.71M
|
158K
$7.19M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-37.1K- 28.56% |
$1.61M - $1.71M
|
92.7K
$4.22M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-37.7K- 1.11% |
$1.64M - $1.75M
|
3.37M
$153M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-38.8K- 22.33% |
$1.69M - $1.79M
|
135K
$6.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.7K- 11.08% |
$1.81M - $1.93M
|
335K
$15.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-47.5K- 28.57% |
$2.07M - $2.2M
|
119K
$5.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-53.9K- 57.98% |
$2.34M - $2.49M
|
39.1K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-55.5K- 62.83% |
$2.41M - $2.57M
|
32.8K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-56.5K- 24.83% |
$2.46M - $2.61M
|
171K
$7.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-60.4K- 21.22% |
$2.63M - $2.79M
|
224K
$10.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-66.7K- 87.69% |
$2.9M - $3.08M
|
9.36K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-70.2K- 17.01% |
$3.05M - $3.24M
|
342K
$15.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-71.5K- 40.1% |
$3.11M - $3.3M
|
107K
$4.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-148K- 83.41% |
$6.41M - $6.82M
|
29.3K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-181K- 68.83% |
$7.86M - $8.36M
|
81.9K
$3.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-198K- 51.88% |
$8.63M - $9.17M
|
184K
$8.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-219K- 93.94% |
$9.54M - $10.1M
|
14.2K
$644K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-248K- 22.75% |
$10.8M - $11.5M
|
841K
$38.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-260K- 93.95% |
$11.3M - $12M
|
16.7K
$762K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-344K- 69.0% |
$14.9M - $15.9M
|
154K
$7.03M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.62M- 36.93% |
$114M - $121M
|
4.47M
$203M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.56M- 50.84% |
$242M - $257M
|
5.37M
$244M
|