Latest Institutional Purchases of Spdr Nuveen Bloomberg Municipa (TFI)
This list provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Municipa (TFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
36New |
$1.63K - $1.69K
|
36
$1.62K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.8% |
$1.63K - $1.69K
|
4.56K
$205K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31+ 1.69% |
$1.41K - $1.45K
|
1.87K
$83.8K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30+ 15.46% |
$1.36K - $1.41K
|
224
$10.1K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26+ 0.29% |
$1.18K - $1.22K
|
9.09K
$408K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22+ 0.18% |
$998 - $1.03K
|
12.2K
$550K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
19New |
$862 - $891
|
19
$854
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
19New |
$862 - $891
|
19
$854
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 0.98% |
$545 - $563
|
1.24K
$55.6K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 1.04% |
$363 - $375
|
774
$34.8K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 100.0% |
$45.4 - $46.9
|
2
$89.9
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.45% |
$45.4 - $46.9
|
70
$3.15K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
35.9K+ 809.31% |
$1.64M - $1.68M
|
40.3K
$1.81M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
29K+ 113.68% |
$1.32M - $1.36M
|
54.5K
$2.45M
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
19.3KNew |
$879K - $903K
|
19.3K
$866K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16.7KNew |
$763K - $784K
|
16.7K
$752K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
13KNew |
$593K - $609K
|
13K
$584K
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
10.8K+ 164.12% |
$491K - $505K
|
17.3K
$779K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.39KNew |
$383K - $393K
|
8.39K
$377K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.87KNew |
$313K - $322K
|
6.87K
$309K
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
4.66KNew |
$212K - $218K
|
4.66K
$209K
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
4.51KNew |
$205K - $211K
|
4.51K
$202K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.16KNew |
$190K - $195K
|
4.16K
$187K
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.38K+ 73.96% |
$154K - $158K
|
7.94K
$357K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.38K+ 3.77% |
$108K - $111K
|
65.5K
$2.94M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.32KNew |
$106K - $109K
|
2.32K
$104K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.14KNew |
$52.1K - $53.5K
|
1.14K
$51.3K
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
794New |
$36.2K - $37.2K
|
794
$35.7K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
754+ 9.38% |
$34.4K - $35.3K
|
8.79K
$395K
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
669New |
$30.5K - $31.3K
|
669
$30.1K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
395+ 8.85% |
$18K - $18.5K
|
4.86K
$218K
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
231+ 4.45% |
$10.5K - $10.8K
|
5.42K
$243K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
112New |
$5.11K - $5.24K
|
112
$5.03K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
75New |
$3.42K - $3.51K
|
75
$3.37K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
20New |
$912 - $937
|
20
$899
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14New |
$638 - $656
|
14
$629
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
13+ 3.83% |
$593 - $609
|
352
$15.8K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12New |
$547 - $562
|
12
$539
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
11+ 0.46% |
$502 - $515
|
2.41K
$108K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11New |
$502 - $515
|
11
$494
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.11% |
$410 - $421
|
8.33K
$374K
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6+ 0.05% |
$274 - $281
|
11.2K
$505K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2New |
$91.2 - $93.7
|
2
$89.9
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
15.5KNew |
$700K - $716K
|
15.5K
$697K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.69KNew |
$392K - $402K
|
8.69K
$391K
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
5.22KNew |
$236K - $241K
|
5.22K
$234K
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.72KNew |
$213K - $218K
|
4.72K
$212K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.09KNew |
$140K - $143K
|
3.09K
$139K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.21K+ 4.36% |
$99.9K - $102K
|
53K
$2.38M
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.95K+ 243.75% |
$88K - $90.1K
|
2.75K
$124K
|