A detailed history of Crestwood Advisors Group LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 168,541 shares of TFI stock, worth $7.67 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
168,541
Previous 186,447 9.6%
Holding current value
$7.67 Million
Previous $8.53 Million 7.47%
% of portfolio
0.16%
Previous 0.18%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$45.6 - $46.83 $816,513 - $838,537
-17,906 Reduced 9.6%
168,541 $7.89 Million
Q2 2024

Aug 01, 2024

SELL
$45.15 - $46.21 $363,096 - $371,620
-8,042 Reduced 4.13%
186,447 $8.53 Million
Q1 2024

May 08, 2024

SELL
$46.43 - $47.07 $1.67 Million - $1.7 Million
-36,020 Reduced 15.63%
194,489 $9.04 Million
Q4 2023

Jan 29, 2024

BUY
$43.05 - $47.12 $3.69 Million - $4.04 Million
85,650 Added 59.13%
230,509 $10.8 Million
Q3 2023

Nov 15, 2023

BUY
$43.67 - $46.49 $3.01 Million - $3.2 Million
68,838 Added 90.55%
144,859 $6.33 Million
Q2 2023

Aug 15, 2023

SELL
$45.36 - $47.24 $908,696 - $946,358
-20,033 Reduced 20.86%
76,021 $3.51 Million
Q1 2023

May 12, 2023

SELL
$45.4 - $47.21 $3.4 Million - $3.54 Million
-74,964 Reduced 43.83%
96,054 $4.5 Million
Q4 2022

Feb 14, 2023

SELL
$43.48 - $46.24 $2.46 Million - $2.61 Million
-56,478 Reduced 24.83%
171,018 $7.8 Million
Q3 2022

Oct 26, 2022

BUY
$43.92 - $47.21 $4.95 Million - $5.32 Million
112,593 Added 97.99%
227,496 $10 Million
Q2 2022

Jul 07, 2022

SELL
$45.07 - $47.95 $2.26 Million - $2.41 Million
-50,199 Reduced 30.4%
114,903 $5.27 Million
Q1 2022

Apr 12, 2022

BUY
$47.75 - $51.66 $149,744 - $162,005
3,136 Added 1.94%
165,102 $7.91 Million
Q4 2021

Feb 15, 2022

SELL
$51.25 - $51.8 $1.03 Million - $1.04 Million
-20,156 Reduced 11.07%
161,966 $8.38 Million
Q3 2021

Nov 03, 2021

SELL
$51.57 - $52.51 $252,177 - $256,773
-4,890 Reduced 2.61%
182,122 $9.39 Million
Q2 2021

Aug 13, 2021

SELL
$51.61 - $52.39 $1.02 Million - $1.04 Million
-19,819 Reduced 9.58%
187,012 $9.75 Million
Q1 2021

Apr 21, 2021

SELL
$51.39 - $52.66 $1.39 Million - $1.42 Million
-27,010 Reduced 11.55%
206,831 $0
Q4 2020

Feb 09, 2021

SELL
$51.59 - $52.53 $1.26 Million - $1.28 Million
-24,364 Reduced 9.44%
233,841 $12.3 Million
Q3 2020

Oct 06, 2020

SELL
$51.6 - $52.7 $824,980 - $842,567
-15,988 Reduced 5.83%
258,205 $13.4 Million
Q2 2020

Aug 14, 2020

SELL
$48.59 - $51.81 $770,005 - $821,033
-15,847 Reduced 5.46%
274,193 $0
Q1 2020

May 15, 2020

SELL
$44.31 - $52.43 $1.02 Million - $1.21 Million
-23,075 Reduced 7.37%
290,040 $14.5 Million
Q4 2019

Feb 12, 2020

SELL
$50.2 - $51.05 $218,872 - $222,578
-4,360 Reduced 1.37%
313,115 $15.8 Million
Q3 2019

Nov 13, 2019

SELL
$50.31 - $50.99 $257,033 - $260,507
-5,109 Reduced 1.58%
317,475 $16.1 Million
Q2 2019

Aug 14, 2019

SELL
N/A
-6,578 Reduced 2.0%
322,584 $16.2 Million
Q1 2019

May 09, 2019

BUY
N/A
5,181 Added 1.6%
329,162 $16.2 Million
Q4 2018

Feb 14, 2019

BUY
N/A
273,860 Added 546.4%
323,981 $15.6 Million
Q3 2018

Nov 15, 2018

SELL
N/A
-410 Reduced 0.81%
50,121 $2.38 Million
Q2 2018

Aug 14, 2018

BUY
N/A
4,479 Added 9.73%
50,531 $0
Q1 2018

May 14, 2018

BUY
N/A
1,158 Added 2.58%
46,052 $2.21 Million
Q4 2017

Jan 11, 2018

BUY
N/A
5,595 Added 14.24%
44,894 $2.2 Million
Q3 2017

Nov 20, 2017

BUY
N/A
39,299
39,299 $1.92 Million

Others Institutions Holding TFI

About SPDR NUVEEN BLOOMBERG MUNICIPA


  • Ticker TFI
  • Sector ETFs
  • Industry ETFs
More about TFI
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.