Latest Institutional Transactions on Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Municipa (TFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11.3K+ 18.71% |
$515K - $532K
|
72K
$3.28M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-14.9K- 6.02% |
$676K - $698K
|
232K
$10.6M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-329- 3.83% |
$14.9K - $15.4K
|
8.26K
$376K
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4- 0.01% |
$182 - $188
|
35.2K
$1.6M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
44+ 0.04% |
$2K - $2.06K
|
118K
$5.35M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.94KNew |
$270K - $278K
|
5.94K
$270K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-347- 6.98% |
$15.7K - $16.3K
|
4.63K
$210K
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.42K+ 2.54% |
$64.3K - $66.4K
|
57.1K
$2.6M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.8KNew |
$492K - $508K
|
10.8K
$493K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
314+ 0.73% |
$14.2K - $14.7K
|
43.3K
$1.97M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.19K+ 4.04% |
$53.9K - $55.6K
|
30.6K
$1.39M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-16.2K- 15.95% |
$737K - $762K
|
85.6K
$3.9M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.8% |
$1.63K - $1.69K
|
4.56K
$207K
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
674+ 8.41% |
$30.6K - $31.6K
|
8.69K
$395K
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-9.1K- 1.79% |
$413K - $427K
|
499K
$22.7M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-21.3K- 35.43% |
$965K - $997K
|
38.8K
$1.76M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.46K+ 0.84% |
$157K - $162K
|
415K
$18.9M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-1.91K- 30.67% |
$86.4K - $89.3K
|
4.31K
$196K
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.29K- 10.91% |
$104K - $107K
|
18.7K
$851K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-521- 6.86% |
$23.6K - $24.4K
|
7.07K
$322K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
139+ 2.26% |
$6.31K - $6.52K
|
6.3K
$287K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-15.1K- 38.98% |
$684K - $707K
|
23.6K
$1.07M
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.75K- 14.36% |
$125K - $129K
|
16.4K
$745K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-618- 5.15% |
$28K - $29K
|
11.4K
$518K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
314+ 3.81% |
$14.2K - $14.7K
|
8.55K
$389K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.47K+ 20.23% |
$112K - $116K
|
14.7K
$667K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
40+ 200.0% |
$1.82K - $1.88K
|
60
$2.73K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.3K- 56.33% |
$58.8K - $60.7K
|
1K
$45.7K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.72KNew |
$305K - $315K
|
6.72K
$306K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.04% |
$45.4 - $46.9
|
2.23K
$101K
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-9.18K- 40.22% |
$417K - $430K
|
13.6K
$621K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30+ 15.46% |
$1.36K - $1.41K
|
224
$10.2K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.34K+ 29.92% |
$106K - $110K
|
10.2K
$463K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8- 0.02% |
$363 - $375
|
48.3K
$2.2M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-144- 1.83% |
$6.53K - $6.75K
|
7.73K
$352K
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-978- 5.05% |
$44.4K - $45.8K
|
18.4K
$838K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.35K+ 71.15% |
$243K - $251K
|
12.9K
$585K
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
130+ 0.37% |
$5.9K - $6.09K
|
35.3K
$1.6M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-27.7K- 17.61% |
$1.26M - $1.3M
|
129K
$5.89M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13.1K- 4.26% |
$594K - $613K
|
294K
$13.4M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
320+ 6.44% |
$14.5K - $15K
|
5.29K
$241K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.11KNew |
$141K - $146K
|
3.11K
$141K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-82- 1.19% |
$3.72K - $3.84K
|
6.79K
$309K
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
21.3KNew |
$965K - $997K
|
21.3K
$967K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
44.2K+ 55.93% |
$2.01M - $2.07M
|
123K
$5.61M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
59.6K+ 3.48% |
$2.7M - $2.79M
|
1.77M
$80.5M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 1.04% |
$363 - $375
|
774
$35.2K
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-256- 1.37% |
$11.6K - $12K
|
18.4K
$838K
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-11.9K- 6.17% |
$541K - $559K
|
181K
$8.26M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.93KNew |
$224K - $231K
|
4.93K
$224K
|