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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
12.4K+ 13.62% |
$564K - $587K
|
104K
$4.74M
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-2.97K- 3.74% |
$135K - $140K
|
76.3K
$3.48M
|
|
| Q1 2023 | |||||||
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8.14K- 97.02% |
$370K - $384K
|
250
$11.4K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 7.5% |
$136 - $142
|
43
$1.96K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-22Closed |
$999 - $1.04K
|
0
$0
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-947- 9.44% |
$43K - $44.7K
|
9.09K
$415K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.87KNew |
$267K - $277K
|
5.87K
$268K
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-526- 5.53% |
$23.9K - $24.8K
|
8.99K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
284K+ 162.01% |
$12.9M - $13.4M
|
459K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.41KNew |
$155K - $161K
|
3.41K
$156K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$2.86K - $2.97K
|
63
$2.88K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.36K+ 2.96% |
$61.9K - $64.4K
|
47.4K
$2.16M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12New |
$545 - $567
|
12
$548
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-80- 1.12% |
$3.63K - $3.78K
|
7.08K
$323K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
256New |
$11.6K - $12.1K
|
256
$11.7K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
190New |
$8.63K - $8.97K
|
190
$8.68K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-389- 93.96% |
$17.7K - $18.4K
|
25
$1.14K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4New |
$182 - $189
|
4
$183
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
6.74KNew |
$306K - $318K
|
6.74K
$308K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-79- 87.78% |
$3.59K - $3.73K
|
11
$503
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-20.1KClosed |
$874K - $929K
|
0
$0
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
8.13KNew |
$353K - $376K
|
8.13K
$371K
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.48KNew |
$195K - $207K
|
4.48K
$205K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-15.8KClosed |
$685K - $729K
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
312New |
$13.6K - $14.4K
|
312
$14.3K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.59KNew |
$243K - $259K
|
5.59K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-20K- 70.1% |
$872K - $927K
|
8.55K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
10.5KNew |
$458K - $487K
|
10.5K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
4.66KNew |
$202K - $215K
|
4.66K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
320New |
$13.9K - $14.8K
|
320
$14.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
4.63KNew |
$201K - $214K
|
4.63K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.45KNew |
$280K - $298K
|
6.45K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
292+ 100.0% |
$12.7K - $13.5K
|
584
$26.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
154+ 181.18% |
$6.7K - $7.12K
|
239
$10.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
5.23KNew |
$227K - $242K
|
5.23K
$239K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
51+ 1.05% |
$2.22K - $2.36K
|
4.91K
$224K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-71.5K- 40.1% |
$3.11M - $3.3M
|
107K
$4.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
7New |
$304 - $324
|
7
$320
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
5.93KNew |
$258K - $274K
|
5.93K
$271K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
10New |
$435 - $462
|
10
$457
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
598+ 10.58% |
$26K - $27.7K
|
6.25K
$286K
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
4.4KNew |
$191K - $203K
|
4.4K
$201K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
64New |
$2.78K - $2.96K
|
64
$2.92K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
25New |
$1.09K - $1.16K
|
25
$1.14K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
9.54KNew |
$415K - $441K
|
9.54K
$436K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.29K- 57.74% |
$56.1K - $59.6K
|
944
$43.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
4.03K+ 1975.0% |
$175K - $186K
|
4.23K
$193K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
676New |
$29.4K - $31.3K
|
676
$30.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-22.3K- 62.43% |
$971K - $1.03M
|
13.4K
$614K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
204New |
$8.87K - $9.43K
|
204
$9.32K
|
|