Latest Institutional Sells of Spdr Nuveen Bloomberg Municipa (TFI)
This list provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Municipa (TFI) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-595- 95.81% |
$27K - $28.1K
|
26
$1.19K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-574- 35.13% |
$26K - $27.1K
|
1.06K
$48.4K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-440- 5.62% |
$20K - $20.8K
|
7.39K
$338K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-400- 6.23% |
$18.1K - $18.9K
|
6.02K
$275K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-327Closed |
$14.8K - $15.4K
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-174- 4.05% |
$7.89K - $8.22K
|
4.12K
$188K
|
|
| Q1 2023 | |||||||
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8.14K- 97.02% |
$370K - $384K
|
250
$11.4K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-947- 9.44% |
$43K - $44.7K
|
9.09K
$415K
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-526- 5.53% |
$23.9K - $24.8K
|
8.99K
$411K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-389- 93.96% |
$17.7K - $18.4K
|
25
$1.14K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-80- 1.12% |
$3.63K - $3.78K
|
7.08K
$323K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-79- 87.78% |
$3.59K - $3.73K
|
11
$503
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-22Closed |
$999 - $1.04K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-71.5K- 40.1% |
$3.11M - $3.3M
|
107K
$4.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-22.3K- 62.43% |
$971K - $1.03M
|
13.4K
$614K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-20.1KClosed |
$874K - $929K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-20K- 70.1% |
$872K - $927K
|
8.55K
$391K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-15.8KClosed |
$685K - $729K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.29K- 57.74% |
$56.1K - $59.6K
|
944
$43.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-750- 38.66% |
$32.6K - $34.7K
|
1.19K
$54.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-580- 3.74% |
$25.2K - $26.8K
|
14.9K
$682K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-464- 2.53% |
$20.2K - $21.5K
|
17.9K
$818K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-82.3K- 21.74% |
$3.61M - $3.89M
|
296K
$13.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-34.9K- 46.22% |
$1.53M - $1.65M
|
40.6K
$1.86M
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-12.4K- 69.51% |
$546K - $587K
|
5.46K
$249K
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-9K- 37.5% |
$395K - $425K
|
15K
$685K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.8K- 74.1% |
$387K - $416K
|
3.08K
$141K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-7.16K- 45.95% |
$315K - $338K
|
8.43K
$385K
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-6.15K- 22.91% |
$270K - $290K
|
20.7K
$946K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.34K- 53.83% |
$234K - $252K
|
4.58K
$209K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.66K- 32.49% |
$205K - $220K
|
9.68K
$442K
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3K- 33.33% |
$132K - $142K
|
6K
$274K
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.73K- 2.8% |
$75.9K - $81.6K
|
60.1K
$2.75M
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.36K- 17.3% |
$59.7K - $64.2K
|
6.5K
$297K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-1.16K- 40.93% |
$50.9K - $54.8K
|
1.67K
$76.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1K- 1.8% |
$43.9K - $47.2K
|
54.7K
$2.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-837- 87.64% |
$36.8K - $39.5K
|
118
$5.39K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-467- 2.56% |
$20.5K - $22K
|
17.8K
$812K
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-383- 5.9% |
$16.8K - $18.1K
|
6.11K
$279K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-303Closed |
$13.3K - $14.3K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 11.43% |
$8.78K - $9.44K
|
1.55K
$70.8K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-686KClosed |
$30.9M - $32.9M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
SELL
|
- |
-187K- 99.89% |
$8.44M - $8.98M
|
200
$9.14K
|
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-99.3KClosed |
$4.47M - $4.76M
|
0
$0
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-52.6KClosed |
$2.37M - $2.52M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-35.5KClosed |
$1.6M - $1.7M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-33.5K- 69.25% |
$1.51M - $1.61M
|
14.9K
$680K
|
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-30.2KClosed |
$1.36M - $1.45M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-28.2KClosed |
$1.27M - $1.35M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-19.7KClosed |
$888K - $944K
|
0
$0
|
|