Purchases and Sales Made in Q3 2022 in Spdr Nuveen Bloomberg Municipa (TFI)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Municipa (TFI) during Q3 2022. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG MUNICIPA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.91K+ 11.87% |
$172K - $185K
|
36.9K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.37K+ 21.89% |
$148K - $159K
|
18.8K
$859K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.21K+ 129.19% |
$141K - $151K
|
5.69K
$261K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.04K+ 15.28% |
$133K - $143K
|
22.9K
$1.05M
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.92K+ 33.51% |
$128K - $138K
|
11.6K
$532K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 56.57% |
$126K - $136K
|
7.96K
$365K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.42K+ 480.75% |
$106K - $114K
|
2.93K
$134K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.23KNew |
$98.1K - $105K
|
2.23K
$102K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.13K+ 2726.92% |
$93.4K - $100K
|
2.21K
$101K
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
2.04K+ 16.27% |
$89.7K - $96.4K
|
14.6K
$669K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.99K+ 6.65% |
$87.3K - $93.9K
|
31.9K
$1.46M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.76K+ 14.76% |
$77.4K - $83.2K
|
13.7K
$628K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.72K+ 2.2% |
$75.6K - $81.3K
|
80.1K
$3.67M
|
|
Nov 08, 2022
Q3 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.59K+ 5.07% |
$69.7K - $75K
|
32.9K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.49K+ 12.19% |
$65.5K - $70.4K
|
13.7K
$629K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.44KNew |
$63K - $67.7K
|
1.44K
$65.7K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.29K+ 16.92% |
$56.7K - $61K
|
8.93K
$409K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.05KNew |
$46.1K - $49.6K
|
1.05K
$48.1K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
1.05K+ 1.8% |
$46.1K - $49.5K
|
59.3K
$2.72M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04K+ 70.92% |
$45.9K - $49.3K
|
2.52K
$115K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$43.9K - $47.2K
|
1K
$45.8K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
709+ 0.93% |
$31.1K - $33.5K
|
77K
$3.53M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
693+ 18.02% |
$30.4K - $32.7K
|
4.54K
$208K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
659+ 5.25% |
$28.9K - $31.1K
|
13.2K
$605K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
600+ 320.86% |
$26.4K - $28.3K
|
787
$36.1K
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
506+ 3.44% |
$22.2K - $23.9K
|
15.2K
$698K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
491+ 0.56% |
$21.6K - $23.2K
|
88.3K
$4.05M
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
BUY
|
- |
478+ 3.73% |
$21K - $22.6K
|
13.3K
$609K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
414New |
$18.2K - $19.5K
|
414
$19K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
384New |
$16.9K - $18.1K
|
384
$17.6K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
285+ 4.19% |
$12.5K - $13.5K
|
7.08K
$325K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
264+ 169.23% |
$11.6K - $12.5K
|
420
$19.2K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
264+ 5.15% |
$11.6K - $12.5K
|
5.39K
$247K
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
251New |
$11K - $11.8K
|
251
$11.5K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
236+ 5.08% |
$10.4K - $11.1K
|
4.88K
$224K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
236+ 5.08% |
$10.4K - $11.1K
|
4.88K
$224K
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
231+ 2.06% |
$10.1K - $10.9K
|
11.4K
$524K
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
218+ 1.07% |
$9.57K - $10.3K
|
20.5K
$941K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
117New |
$5.14K - $5.52K
|
117
$5.36K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
107+ 2.04% |
$4.7K - $5.05K
|
5.36K
$246K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
106New |
$4.66K - $5K
|
106
$4.86K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
90New |
$3.95K - $4.25K
|
90
$4.12K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
76+ 35.19% |
$3.34K - $3.59K
|
292
$13.4K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
61New |
$2.68K - $2.88K
|
61
$2.79K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
56+ 0.58% |
$2.46K - $2.64K
|
9.64K
$442K
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
52New |
$2.28K - $2.45K
|
52
$2.38K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
29+ 0.46% |
$1.27K - $1.37K
|
6.28K
$288K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 0.09% |
$1.19K - $1.27K
|
30.7K
$1.4M
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26New |
$1.14K - $1.23K
|
26
$1.19K
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19+ 0.24% |
$834 - $897
|
7.8K
$357K
|