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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2New |
$91.2 - $93.7
|
2
$91.4
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
15.5KNew |
$700K - $716K
|
15.5K
$708K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.69KNew |
$392K - $402K
|
8.69K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.72KNew |
$213K - $218K
|
4.72K
$216K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.09KNew |
$140K - $143K
|
3.09K
$141K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.21K+ 4.36% |
$99.9K - $102K
|
53K
$2.42M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.37KNew |
$61.7K - $63.1K
|
1.37K
$62.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
777New |
$35.1K - $35.9K
|
777
$35.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
742New |
$33.5K - $34.3K
|
742
$33.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
572New |
$25.8K - $26.4K
|
572
$26.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
257+ 10.65% |
$11.6K - $11.9K
|
2.67K
$122K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
132New |
$5.96K - $6.1K
|
132
$6.03K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
31+ 0.69% |
$1.4K - $1.43K
|
4.52K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20+ 1.43% |
$903 - $924
|
1.42K
$64.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.22% |
$90.3 - $92.4
|
900
$41.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$45.2 - $46.2
|
1
$45.7
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
112KNew |
$5.2M - $5.27M
|
112K
$5.12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 40.21% |
$476K - $482K
|
35.7K
$1.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
7.79KNew |
$362K - $367K
|
7.79K
$356K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7.5KNew |
$348K - $353K
|
7.5K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
6.59K+ 716.54% |
$306K - $310K
|
7.5K
$343K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.27K+ 63.04% |
$245K - $248K
|
13.6K
$623K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.5KNew |
$209K - $212K
|
4.5K
$206K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.08KNew |
$50.2K - $50.9K
|
1.08K
$49.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
318+ 12.97% |
$14.8K - $15K
|
2.77K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
285New |
$13.2K - $13.4K
|
285
$13K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
215+ 3.5% |
$9.98K - $10.1K
|
6.37K
$291K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
138New |
$6.41K - $6.5K
|
138
$6.31K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
33New |
$1.53K - $1.55K
|
33
$1.51K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
24.7KNew |
$1.06M - $1.17M
|
24.7K
$1.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
13.2KNew |
$567K - $621K
|
13.2K
$602K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.5KNew |
$494K - $540K
|
11.5K
$524K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11KNew |
$475K - $520K
|
11K
$505K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.43KNew |
$363K - $397K
|
8.43K
$385K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
6.79KNew |
$292K - $320K
|
6.79K
$310K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
6.75KNew |
$291K - $318K
|
6.75K
$308K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.34KNew |
$273K - $299K
|
6.34K
$290K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.33K+ 209.36% |
$143K - $157K
|
4.93K
$225K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.43KNew |
$61.6K - $67.4K
|
1.43K
$65.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.15KNew |
$49.6K - $54.3K
|
1.15K
$52.6K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$43.1K - $47.1K
|
1K
$45.7K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
204New |
$8.78K - $9.61K
|
204
$9.32K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
80New |
$3.44K - $3.77K
|
80
$3.66K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
71New |
$3.06K - $3.35K
|
71
$3.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
47New |
$2.02K - $2.21K
|
47
$2.15K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
26New |
$1.12K - $1.23K
|
26
$1.19K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.92% |
$431 - $471
|
1.1K
$50.1K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
573KNew |
$25M - $26.6M
|
573K
$26.2M
|
|