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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.2KNew |
$282K - $291K
|
6.2K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-900- 0.98% |
$40.8K - $42.2K
|
91K
$4.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-576- 8.55% |
$26.1K - $27K
|
6.16K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4.59K+ 0.67% |
$208K - $215K
|
690K
$31M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-71.3K- 11.97% |
$3.24M - $3.34M
|
524K
$23.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-33.2K- 26.09% |
$1.51M - $1.56M
|
94.1K
$4.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
271KNew |
$12.3M - $12.7M
|
271K
$12.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-4.87K- 12.29% |
$221K - $228K
|
34.7K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.91K- 28.21% |
$132K - $136K
|
7.4K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.6KNew |
$525K - $543K
|
11.6K
$520K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
26.3KNew |
$1.19M - $1.23M
|
26.3K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
869+ 3.78% |
$39.4K - $40.7K
|
23.9K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
861+ 32.31% |
$39.1K - $40.4K
|
3.53K
$158K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-149K- 4.21% |
$6.77M - $7M
|
3.4M
$153M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-242K- 94.69% |
$11M - $11.3M
|
13.6K
$610K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29.8K+ 11.0% |
$1.35M - $1.4M
|
301K
$13.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
359+ 42.79% |
$16.3K - $16.8K
|
1.2K
$53.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
31.2K+ 129.45% |
$1.42M - $1.46M
|
55.3K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-118- 0.32% |
$5.35K - $5.53K
|
36.3K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-404- 0.24% |
$18.3K - $18.9K
|
168K
$7.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-8.4K- 5.88% |
$381K - $394K
|
134K
$6.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.21K- 10.61% |
$100K - $103K
|
18.6K
$835K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.27K+ 0.67% |
$103K - $106K
|
342K
$15.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
47.2K+ 749.08% |
$2.14M - $2.21M
|
53.5K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
82.1K+ 833.04% |
$3.73M - $3.85M
|
92K
$4.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-5.29K- 5.94% |
$240K - $248K
|
83.8K
$3.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-23K- 52.1% |
$1.04M - $1.08M
|
21.1K
$949K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.6K+ 52.62% |
$345K - $356K
|
22K
$990K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.76KNew |
$216K - $223K
|
4.76K
$214K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.62K+ 50.79% |
$164K - $170K
|
10.7K
$483K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 9.11% |
$82.5K - $85.2K
|
18.1K
$814K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.6K- 4.24% |
$345K - $356K
|
172K
$7.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
441+ 7.99% |
$20K - $20.7K
|
5.96K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.36K+ 3.92% |
$61.8K - $63.9K
|
36.1K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
19New |
$862 - $891
|
19
$854
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
933+ 0.76% |
$42.3K - $43.7K
|
124K
$5.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 63.04% |
$473K - $488K
|
26.9K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-88.8K- 58.64% |
$4.03M - $4.16M
|
62.6K
$2.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
92New |
$4.17K - $4.31K
|
92
$4.13K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.23K+ 17.06% |
$192K - $198K
|
29K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.27K- 13.48% |
$148K - $153K
|
21K
$942K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
290+ 1.74% |
$13.2K - $13.6K
|
17K
$763K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.61K- 12.7% |
$119K - $122K
|
18K
$807K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
283New |
$12.8K - $13.3K
|
283
$12.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-18K- 4.12% |
$817K - $844K
|
418K
$18.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
720+ 30.81% |
$32.7K - $33.8K
|
3.06K
$137K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
384+ 8.09% |
$17.4K - $18K
|
5.13K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.37K- 18.0% |
$62.3K - $64.3K
|
6.25K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.51K+ 12.33% |
$159K - $164K
|
32K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.69K- 0.82% |
$122K - $126K
|
324K
$14.5M
|